AIIM Launches a Request For Proposal (RFP) Template for ECM

Ah, the dreaded RFP... the big giant document that you hope asks all the right questions from an unbiased point of view... difficult to write, and difficult to respond to. I myself prefer proof-of-concepts and bake-offs to RFPs... but RFPs are pretty good at weeding out the people and products you don't want.

Well, good news for folks in the ECM universe! The AIIM organization has drafted a ECM RFP Template that you can use to generate your RFPs. It's $79, but probably worth it if you are new to ECM and need to know what questions to ask. Experienced ECM professionals might not need it, but it's probably still worth checking out to see if the template suggests asking questions that you don't...

If you have feedback, they appear to have a discussion thread on Information Zen to help make it better.

RFP Template for ECM system

What type of document is your template created in (ie MS Excel, Word, etc.)? Does the template cover all the basis and allow me to edit requirements for my needs?

Thank you.

RFP Template

No, the RFP templates provide basic information associated with structure and general ECM modules. These templates DO NOT contain sufficient technical data associated with the various ECM modules/technologies. This level of definition is need to fully understand what the products you are evaluating provide and how they are implemented. I found a great document on the AIIM site that was referenced on the Bex/Huff page called AIIM ARP 1 - 2009 in their standards area, and that is FREE and an industry best practice....I suggest you look at that...I did

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