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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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Managing Documents Features and Functions

Creating, copying, deleting, and other document management requirements.

  • Ability to view documents without checkout

  • Automatic revision leveling on check-in

  • Ability to check-in document without changes at current revision level

  • Parallel check-out/check-in

  • Parallel check-in synchronization issues flagged

  • Ability to search for documents based on key words indexes

  • Ability to search for documents based on full text search (within documents)

  • Access to documents in vault via URL

  • Document version compare

  • Document security by role, user

  • Document security for view, modify, delete

Document Management Features and Functions
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