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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 and Records Management Features and Functions

Document management products function to help companies better manage the creation and flow of documents through the help of databases and workflow engines that encapsulate metadata and business rules. Records management consists of creation, maintenance, and destruction of records of an organization. The life cycle of record management includes creation, distribution, storage and maintenance, retention, and archival.

Capture of Electronic Documents and Records

Thesaurus/Classification Scheme

Records Disposal

Document Destruction

Record Types

File Importing/Exporting

Document Authoring

Document Check-in/Check-out

Version Control

Document Searching and Retrieval

Compound Document Management

Numbering/Unique Identification of Record Object

Aggregation

Document Cross-referencing

Document-type Support

The ECM solution is able to launch applications associated with core document types.

Interfaces compatibility

The ECM solution should provide an interface with the following:

Saving Document Types

Image Scanning

Document and Record Storage

Bar Code Support

Conversion

Document Workflow

Document Workflow Access Control

Document Workflow Notification

Document Workflow Reports

Auditing

Network Overview

Document and Records Management Administration

System Rollback and Recovery

Metadata

Knowledge Management, Collaboration, and Analysis Features and Functions
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