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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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Document Authoring Features and Functions



  • Document can be edited while preventing records from being edited

  • Only allow an author to edit a document once it has been checked out

  • Allow someone other than the author to make annotations to the document

  • Annotation can be overlaid on a record being viewed

  • Document can be printed with or without annotations

  • Store redlining, annotations, and highlighting separately but associates them with the original

  • Support all core document types

  • Outline what security controls are available (if any) for the creation, deletion, modification, and viewing of annotations or comments

  • Provide templates for MS Office (or other office productivity) applications

  • Allow templates to be added at any time

  • Declare a template superseded and not to be used

  • Present the current template to authors by default

  • Link templates to metadata elements at capture

  • Copy a portion of text in a document and add that to another document

  • Copy an image in a document and add that to another document

  • Change the font of text within a document

  • Change the size of text within a document

  • Split a single document into multiple documents

  • Split a multi-page document into multiple single-page documents

  • Insert hyperlinks in a document to refer to other documents

Document and Records Management Features and Functions
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