ECM Checklist
The purpose of this checklist is to provide a list of activities to be
completed by organizations considering the use of ECM technologies.
Section 1: Examine organizational needs,
requirements, and objectives
Part 1: Document project
objectives and goals
Part 2: Analyze existing processes & Define project
scope
Part 3: Anticipate technology design and implementation
approach
Section 2: Prepare vendor/solution
procurement documentation and select vendor/solution
Prepare procurement documentation
Section 3: Work with vendor/solution to design, test, and
implement solution
Part 1: System Design
Part 2: Policy creation and implementation
planning