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- Process-generated content management (PGCM) platforms ease the flow of information for repetitive tasks by managing information ingestion and automating metadata tagging.
- Most organizations still record information on paper and then scan it into the system. The new tools for building and managing e-forms should allow organizations to truly move into the digital age.
- The line between BPM and PGCM is being blurred. Many of these vendors can handle true business process management, not just workflow.
- Process-generated content cannot be divorced from knowledge worker content. The ability to combine the two is critical for engaging end users.
- Focus on your primary use case and ensure that the RFP and demo reflect the key scenarios that you are looking to enable.
- Simple workflow tools that are logical and work across device types are a critical part of ECM adoption.
Impact and Result
- Understand what products are available to support your digital information movement.
- Evaluate the vendors based on the features that matter to your organization.
- Determine which products are most appropriate for your particular use case and scenario.
1. Evaluate the leading solutions for PGCM
Understand the market and available options.
2. Identify the PGCM products that meets your needs
Develop a shortlist to speed the selection process.
3. Issue an RFP to the shortlist of vendors
Solicit responses from shortlisted vendors to find optimal enterprise fit.
4. Review RFP winners
Ensure that selected proponents can deliver when it counts.
This guided implementation is a three call advisory process.
Call #1 - Shortlist Assistance and Requirements
Get off to a productive start: Discuss the market space and how vendors are evaluated. Decide which platform suits you best and narrow down the options based on customized requirements.
Call #2 - RFP and Budget Review
Interpret and act on RFP results: Review vendors’ RFPs and ensure the solution will meet your needs. Discuss average pricing of solutions and what can fit into your budget.
Call #3 - Negotiation and Contract Review
Purchase optimization: Review contracts and discuss best practices in negotiation tactics to get the best price for your solution.