Hi Christina-

 

You can start by using Excel to gather more data. I suggest Excel just because most offices have it already. There are tons of good products out there and we all have our favorites. Personally I use SharePoint because we have an enterprise license and the in-house expertise for that product.

 

Vendors are going to ask you about volume, indexing, number of users, sites, locations, whether or not you have retention schedules in place, and more. 

 

You might consider joining ARMA or at least attending a local chapter meeting (if there is one) to network with others in person.

 

Just my thoughts on a cold, rainy Seattle morning.

 

Rock on!
Sharon


Sharon Burnett, CRM
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Seattle Washington USA 

"If it ain't broke, take it apart and see why. If it is broke, take it apart
and see why."

 		 	   		  
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