Intent
This document will help us understand your
current situation and application requirements.
We’ll review this with you to set the stage for our
discussions. Our products cover many functional
areas and this will simply provide a guide for our
discussions.
Your Name
Company
Address
City / State / ZIP
What do you hope to accomplish with a
document management / imaging solution?
Richmond, VA
Phone Number
E-mail
Primary Business Objectives
What is driving your decision to implement a
document management / imaging solution?
VCU - xxxxxx
Title
xxxxxx@vcu.edu
Long term storage of electronic documents
Primary Functions Desired
(check any that apply)
Access by multiple users simultaneously
Electronic routing / tracking of documents
Secured access to electronic documents
Compliance support (Sarbanes-Oxley, HIPAA, etc.)
View documents via desktop workstations
Document and image search / locate
Creation and control of electronic documents (check in/check out)
Data Capture, OCR, ICR
Group documents based on definable logic
Document and image search / locate
Auxiliary Data Collection (provides additional data collection)
Electronic capture / route / viewing of internally generated documents
(computer output)
Integrate with ERP applications (i.e. Lawson, Oracle|PeopleSoft, SAP,
Microsoft Dynamics, etc.)
Integrate with industry-specific applications (Meditech, Datatel, SCT, CMC,
GEMS, etc.)
Other (please explain)
Please rank each in
importance to your decision
(1=high, 2=med, 3=low)
Which business functions need access to the
electronic document images / objects?
(please select any that apply)
1
Product features / functions
1
User configuration / integration tools
(please list any of specific interest)
1
1
1
Training
Conversion of existing electronic files
Availability of vendor-hosted solution
1
1
Availability for internal deployment
Other (please describe)
1
1
Speed of deployment
Overall costs
1
1
Lifetime support costs
Integration with other applications
Customer Service
Recruiting
Payroll
Credentialing
Human Resources
Loan Processing
Benefits Administration
Administrative Services
Accounts Payable
Purchasing
Billing
Materials/contracts management
Medical Records
Inventory control
Admissions
Real estate
Policy Administration
Fleet vehicle management
Other (please explain)
Claims
Contracts Administration
What is the original format of
documents to be stored in the document
management / imaging system?
(please select any that apply)
Paper (to be scanned)
Images from another system
E-mail
Digital Photographs
JPEG
Spreadsheets
Fax Transmissions
Text files
Word Documents
GIF
Adobe PDF
Audio / Video files
Other (please explain)
HTML Forms
EDI Transactions
Which software applications
do you currently use?
(please select any that apply)
Sage/ACCPAC
HBOC / McKesson
Cerner
Lotus Notes
MEDITECH
Datatel
Campus Management
Telegence
Compass
SCT Banner
ADP
which modules?
which modules?
GEAC
Custom-built (Home-Grown)
which modules?
please explain
MAPICS
Oracle
which modules?
which modules?
Microsoft Dynamics
Lawson
which modules?
which modules?
JD Edwards
PeopleSoft
which modules?
which modules?
Other
SAP
which modules?
Are your current software applications hosted
internally or outsourced?
Do you prefer ImageNow to be hosted
internally or externally?
We host our applications internally
We outsource the hosting of our applications
We will host ImageNow internally
We would like to host ImageNow externally
(please explain)
Number of expected users of the document /
management imaging system in your
organization?
PRODUCTION USERS: How many users need to be able to view/route
images and documents constantly throughout the work day?
Are any of the users remote?
Yes
No
OCCASIONAL USERS: How many users need to view/route images and
documents occasionally throughout the work day?
Are any of the users remote?
Yes
No
SCANNING: How many scanning locations would you anticipate?
Do you anticipate routing documents
(workflow) through a predetermined set of
steps / rules?
We do not need workflow at this time
We need workflow at this time
(please briefly describe process below)
As a result of deploying this type of
technology what primary business objectives
do you expect to achieve?
Electronic Document / Object
Storage Access
As you contemplate your work requirements, please indicate
below (for all that apply) which of these document/object types
may need to be stored/accessed electronically in support of
your business requirements.
SCANNED PAPER
(contracts, correspondence, invoices, employee information, other):
General description of items to be stored:
WORD OR PDF DOCUMENTS
(resumes, contracts, quotes, general correspondence, other):
General description of items to be stored:
FAXES
(resumes, contracts, quotes, general correspondence, other):
General description of items to be stored:
E-MAIL
General description of items to be stored:
COMPUTER OUTPUT
(reports, checks, statements, other):
General description of items to be stored:
OTHER (please describe):
General description of items to be stored:
When would you be interested in a web
demonstration of this technology?
Who will be involved in the web
demonstration?
Would you be interested in preliminary
pricing?
Yes
No
Is this currently a funded project?
Yes
No