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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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Saving Document Types Features and Functions



  • Save documents from File menu directly to the system

  • Save from within a Lotus Notes environment into the system

  • Save from within a Microsoft Outlook environment into the system

  • Save from within other groupware/e-mail collaboration environments into the system

  • Save e-mail attachments

  • Indicate if document is confidential or publicly available prior to saving

  • Documents default to "publicly available" when saving

  • Publicly available documents trigger a profile screen

  • Confidential selection allows documents to be saved outside the document management environment

Document and Records Management Features and Functions
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