Current Environment Briefly describe how you currently file the majority of your paper documents now. Are you currently scanning documents? Do you currently have a document imaging software package? If so, which package / vendor? Why are you looking for another software package / vendor? Would the current document imaging software need to be converted to the new system? If you own a scanner, which brand(s) / model(s) do you own? Do you currently have a records management software package? If so, which package / vendor do you own? If applicable, would the current records management software system need to be converted to DocMan? How much history do you have that you would like to scan? What other software would you like to integrate with your document imaging system? ACCPAC Accounting Great Plains Accounting Macola MAS 90/200 Platinum Solomon Timberline Navision QuickBooks ACCPAC CRM ACT! Goldmine Microsoft CRM Latitude Collection Software DAKCS Collection Software Ontario Collection Software Columbia Ultimate Collection Software Intelec Collection Software WinDebt Collection Software DebtMaster Tiger Collection Software Other Ctrl-Click for multi select Who is responsible for your computer / network? Do you currently have a Local Area Network (LAN)? Do you currently have Wide Area Network (WAN - multiple locations tied together)? What type of server NOS (Network Operation System) do you have running? Windows 2003 Windows 2000 Windows NT Novell Other Network Operation Systems We don't have a server Ctrl-Click for multi select How many PCs do you have? What type of PC O/S (Operating Systems) do you have running? (check all that apply) Windows XP Windows 2000 Windows ME Windows 98 Windows 95 Other Operation Systems Ctrl-Click for multi select How do you backup your current data? Tape Backup DVD / CD-Writer Other We Don't have a backup routine I Don't Know Ctrl-Click for multi select Do you have off-site backup copies? What is your current status for Disaster Recovery? What is your current Disaster Recovery plan? Document Imaging Information Which Paper Documents would you like to scan? (categories) Acknowledgments Advertisements Agendas Applications Articles Bills Brochures Checks - Business Size Checks - Personal Size Competitor Info Contracts Credit Memos Deposit Slips Drawings Expense Reports Faxes Forms Invoices Letters Maintenance Logs Meeting Minutes Newsletters Notes Notices Order Confirmations Order Forms Packing Lists Policy Manuals Press Releases Price Lists Purchase Orders Quotes/Proposals Rate Sheets Receipts Regulations Reports Resumes RFPs/RFQs Statements Tax Forms Time Sheets User Manuals Warranties Work Orders Other Ctrl-Click for multi select Which Electronic Documents would you like to track? Diagrams Emails Presentations Spreadsheets Websites Word Processing Documents Other Ctrl-Click for multi select What information do you have about each document that you would like to track? Category Company that generated the document Document Date Contact person related to the document Customer related to the document Document Description Vendor related to the document Document Number Document Date Document Description Job Number File Number File Date Project Number Comments Account Number Social Security Number Debtor Name Debtor Number Case ID Date Document Scanned Other Ctrl-Click for multi select How many people would be scanning documents at one time? How many people would be searching for, or viewing, a document at one time? List the ways in which you would want to search for a document: Would all people viewing documents be on the same computer network (LAN)? Would users need to access documents over the internet? How many documents would you scan each day? How many pages are typically in a document? Which of the following features would you require? Printing a Document Emailing a Document Faxing a Document Ctrl-Click for multi select Would you require certain file formats? TIFFs JPGs PDFs PNGs GIFs No I Don't Know Ctrl-Click for multi select Would you require word search for scanned documents? Would you require OCR for editing scanned documents? Would you require the ability to read bar-coding from scanned documents? Would you need any type of management report summarizing the documents that have been scanned? Does one (or just a few) company produce most of the documents that you would scan? If so, do they have a document imaging system? What is the SMALLEST physical document that you would scan? What is the LARGEST physical document that you would scan? Do you need to scan color documents? Do you need to scan double-sided documents? How many pages per minute would need to be scanned? Do you need a flatbed scanner? How many pages are in your LARGEST document? How many pages are in your TYPICAL document? Document Management Outsourcing Would you consider outsourcing the initial history scanning? Would you consider outsourcing the ongoing scanning? Would you discard the paper documents after you scan them? If so, do they need to be shredded? Contact Information Name Required Email Required Title Company Required Address City State Required Zip Telephone Required Fax When do you plan on purchasing? What type of business? Is this budgeted already? Amount budgeted? What is your role? What factors influence your purchase? How did you hear about Digital DocMan?
