E-commerce Link: 6 Steps for Selecting an Enterprise Content Management Platform
Step 2: Do Your Research
Your fundamental requirements should rule out the vast majority of options. The best way to perform this research is to form a cross-functional task force to take an interdisciplinary approach. Gartner's Magic Quadrant for Web Content Management is an excellent resource for any ECM platform selection process, and there also is an abundance of industry research available for free online that can greatly inform your efforts.
Step 3: Organize a Short List
At this point, you should take an iterative approach to your research and run a more thorough analysis to validate your selected candidates. Detailed case studies are usually available; look for some in similar industries and also research what your competitors are using. Fortunately, the consumer-facing results of these implementations are readily available for you to scrutinize.
There are likely several solutions that could meet your needs, each with its own specific advantages and drawbacks. The end result of your research should be a short list of three to five platforms that you are confident will meet all your short- and long-term requirements.
Step 4: Issue an RFP
It cannot be emphasized enough the importance of understanding your business strategy and requirements before issuing an RFP. By clearly decoupling the two activities, you compel your organization to understand its needs before proceeding to procurement. Most organizations that embark on this journey are ultimately right in assuming they need an ECM platform, and thus may consider analysis to be an unnecessary delay. However, this is the easiest way to end up with a very costly system that does not do what you need it to.
Proper research and analysis makes the process goes much more smoothly, resulting in a higher quality RFP. Creating a successful RFP with proper structure entails: