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Fri, 19 Feb 2016 15:15:42 -0500 |
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There are many things to consider when choosing an Imaging Vendor. Before you know
what to look for in a vendor, you probably need to make a list of your requirements. I
will list a few of the basic considerations here:
- Does your organization already have any type of Document Imaging repository? If so,
that might be the first consideration. For example, a large number of organizations
already have SharePoint, and SharePoint can certainly be used for Document Imaging.
- Are you looking for just scan and archive capability? This will keep your requirements
much simpler. This means you can probably eliminate things like workflow.
- What type of retrieval functionality is needed? How do you want to find the documents
and how fast? This will help dictate what meta-data is needed for the documents. You
mentioned "closed files", this sounds like the retrieval rate is low and the speed is not a
concern. This means you might be able to image the documents with minimal
information, which will make the process faster.
- Are the documents in electronic format or paper? Vendors typically handle these
different and if they are in electronic format, there may be a way to bulk load the
documents.
- What is the IT knowledge of the organization? If it is minimal, then you want a solution
that will require very little IT administration, a SaaS solution might be a good
consideration.
- Do you need Records Management on these documents? Not all Imaging vendors offer
RM, but most will partner with an RM vendor.
I am new to this list, so I didn't want make the Reply too overwhelming. I would be
happy to discuss in more detail and you can contact me directly.
Julie Lintner
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