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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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Content Control and Manipulation Features and Functions



  • Controls who can create which kind of documents

  • An unlimited number of documents can be nested dymanically within each other, before they are included in the main document

  • Retrieves and includes relevant data from external systems

  • Includes technical datasheets; pictures or drawings; QA documentation or industry specifications

  • User can browse and append any external documents from her desktop, company intranet, or internal shared drives (only if permitted by the administrator and application)

  • Includes recommended up- and cross-sell options with or without impacting the price

  • Adds customized terms and conditions based on configurator options

  • Prints, emails, or faxes proposals to customers

  • Adds boilerplate terms and conditions based on configurator options

  • Captures or amends negotiated changes and customized terms and conditions based on legal reviews

  • Selects and views either to-scale drawings or tabulated drawings (depending on the detailed required) without downloading additional viewer technology

Document Management (for Proposals and Contracts) Features and Functions
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