10 questions to ask when evaluating information management solutions

10 questions to ask when evaluating information management solutions

December 17, 2020 pfefptdfkerv 0

first_imgAs your credit union membership and loan portfolios continue to grow, information assets are increasing and becoming more complex to retain, manage and obey compliance standards. Can your existing information management system continue to support your growth while providing superior member service? Enterprise information management, also commonly referred to as enterprise content management (ECM), centralizes your important business content in one secure location, and then delivers your relevant information to you when you need it, wherever you are. The right solution allows your credit union to take control of its documents and member information in a secure environment. However, like any important technology purchasing decisions, you need to do your due diligence. You should be confident that the decision you make now is also the right decision for the future and that the total cost of ownership (TCO) meets your expectations. So, where do you begin? How do you find the right solution that will meet your needs now and in the future? Here’s a list of ten questions to ask your potential technology partners.How many documents can your solution import per hour with “import tools”?Does your solution convert documents to a propriety format or do users view them in their native formats?How many items can we store in your database?Does your solution allow users to fix a potential misread in the capture process or do they need to navigate to a different area then go back into capture?Does your capture workflow logic work in conjunction with your business process automation workflow logic?How do you integrate with other systems?Can we leverage your information management solution throughout our enterprise?How do I build and design workflows?How do you perform upgrades?How frequently do you release new/upgraded software?Armed with the answers to these important questions, you’re ready to make a more informed decision to meet your needs today and in the future.   35SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblr,Michelle Harbinak Shapiro Michelle Shapiro has more than a 15 years of experience in the banking industry to her role as Financial Services Industry Expert at Hyland Software. Her mission is to share … Web: www.onbase.com Detailslast_img

 

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