Information Management Project Toolkits

Before you begin any information management project, consult AIIM's toolkits to understand what you need to consider to ensure your project's success.

How to Draft a RFP

How to Draft a Request for Proposal (RFP)

To be sure that the technology you bring into your organization fulfills your requirements, it is important to do your homework and draft a Request for Proposal (RFP). An RFP represents a formalized process for documenting, justifying, and authorizing a purchase. The RFP is an accepted tool to use to purchase technology and/or services.

In this toolkit, we will provide the guidelines for developing RFPs. We will provide the step-by-step procedures for analyzing system requirements, developing functional specifications, and evaluating alternatives. This toolkit builds on the “How to Implement ECM Toolkit” in which you have established a project team, determined a scope for your project, and established a project budget and schedule.

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