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After vendor dog and pony shows … now what?

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Question: "I'm researching Document Management Systems.  I had a few companies came in to play show and tell. Now I would like to type up an outline of what needs to be done first, second, third, etc.—but I'm stumped. I don’t know where to begin. Can anyone help?" — Carol

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{ 2 comments… read them below or add one }

Maggie August 9, 2011 at 9:24 am

Hi Carol,
Very often the companies you are talking to will have an implementation plan already documented that you can work from. You don’t want to start from scratch if you don’t have to. Also, ask them for references and call those people to see how they implemented. usually, a company that’s gone through the process of implementation will be pretty open to talking about how they did it, what went well and what to watch out for.
Good luck!


Michele August 5, 2011 at 2:51 pm


I’m not sure where you are, but, Kentucky has a wonderful resource in the State Library and Archieves office. They have document retention recommendations as well as imaging and etc.


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