At an increasing rate, I am getting asked the question “Is SharePoint a good fit for our business”? I shouldn’t single out SharePoint as the question really is “What XYZ product would be best for my ECM needs?” Before this question can even be considered, the business processes need to be understood. Inputs, outputs, systems in place, and platform preferences are all very important to consider. Is there a workflow process to be considered? Where and when is data keyed into systems? Is it keyed into multiple systems?
Talk to similar companies / organizations / departments that have gone through the process. Go on site visits to see how companies are using technology to solve business problems. Get educated. Seek out your local AIIM chapter. Go to relevant conferences that have a large congregation of people who are using solutions for content management. Seek out systems integrators that have multiple offerings and address full end to end processes.
When information is gathered from the RFP process, it usually results in software manufacturers responding with one thing in mind – license revenue. You shouldn’t worry about licenses or product until you have determined your end goal, efficiencies, and points of integration. Also, keep it simple. Successful projects don’t need to overly complex, long, and expensive – they need to solve a business problem.
I don’t usually go to the doctor and ask for a prescription until the doctor has done a thorough diagnosis.
Thanks for listening.
Senior Account Executive