Your Document Management Knowledge Center

The 1 Thing You Need Before Doing Business with any SaaS DMS Vendor

We’ve been discussing lately what features, benefits, and authorities to investigate and be knowledgeable of when someone tries to sell you a document management solution.

When you’ve done your due diligence and found a suitable provider, you still have to make sure you hold them to exactly what they say they’ll provide you. The simplest (yet somehow overlooked or undercooked) way to do that is with a Service Level Agreement (SLA)

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An Expert's Red Flags to Look for When You Buy SaaS DMS - Part II

Remember: there are plenty of claims a vendor can make that are immediately logical and appealing. When you're looking to buy document management solutions, those claims are the red flags that should prompt you to ask more critical questions.

We’ve discussed SaaS vendors who offer the lowest prices and affix themselves with “best of breed” labels. Be equally skeptical and prepared when you see these terms thrown around:

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An Expert's Red Flags to Look for When You Buy SaaS DMS - Part I

We’re on the Internet, and just about anything is capable of distracting us. And with all that oversaturation of content and products, there’s an oversaturation of features that are immediately appealing, but won’t provide much value in the long run. How many “industry leaders” are there? Who really provides the “best ROI”? What exactly makes something “world class”?

Document management systems are no different: most services will throw out buzzwords to trigger your survival instincts and reel you in and get you invested in a product that doesn’t provide you with what you really need – for all you know, you might not even need document management!

These are generalities, but my most successful clients that implement DMS are focused on optimizing workflow, records retention, dealing with an incredibly high volume of time-sensitive documents, and security. If you're looking to buy document management services, and a prospective SaaS vendor offers any of these features, take a step back and reevaluate how they align with your priorities

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