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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Record Types Features and Functions



  • Manage record types from one central environment

  • Define record types

  • Specify known limits to a number of record types

  • Add new record types without vendor involvement after system deployment and setup

  • Establish and automatically initiate a default workflow to different record types

  • Allocate different metadata to different record types without vendor involvement

  • Set default requirements for business classification patterns for specific record types

  • Query and report on record types and their attributes

Document and Records Management Features and Functions
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