First Steps to Electronic Document Management: An ROI Calculator

Author(s): Kristina Blazevski

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Before making an investment in an Electronic Document Management (EDM) solution, enterprises should estimate the potential impact on business processes with a Return on Investment (ROI) analysis. After making the purchase, enterprises should track the value of the investment with ongoing ROI calculations.

This research note provides:

  • Examples of common ROI metrics for EDM.
  • Sample templates for key ROI calculations.
  • An overview of more complex ROI measures.

Use this note in combination with the EDM ROI Calculator to understand how to project the ROI of an EDM solution before deployment and calculate the ROI of the selected solution after deployment.

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