Requirements Matrix- Functional Criteria Importance ID Area Questions Mandatory (3= highest, 1=lowest) Describe the solution's ability to specify mandatory metadata Content 1 fields when users save records into the system for each 3 Management content type and record type Document Describe the software's ability to scan and documents into 2 3 Management the system both as individual documents and in batch import Content Does your company have and please describe the software's 3 Yes 3 Management Optical Character Recognition (OCR) capabilities. Document Describe the software's ability to create searchable PDF's from 4 3 Management scanned documents Describe the software's ability to integrate document & record 5 Integration management with other corporate transactional systems and 3 registries Document Describe the software's ability to regulate and manage 6 2 Management document versioning Content Describe the software's ability to electronic files of various 7 3 Management formats (e.g. doc, xls, pdf, jpg, etc.) Does the solution search text within records without requiring 8 General 3 the user to open the file? Describe. Does this solution have standard metadata fields for electronic Content 9 content including created date, created by, modified date, and 2 Management modified by? Describe others if applicable. Describe the software's ability to automatically name files and Content 10 place in appropriate container/library/folder according to 2 Management business rules. (File recognition and classification) Describe the solution's ability to securely capture email content 11 Integration 3 and attachments from an email client Describe the solution's ability to securely capture email content 12 Import/Export 1 and attachments via direct email into the system Describe the software's ability to import content directly from 13 Import/Export the corporate intranet and extranet sites (SharePoint 2010, Yes 3 2013 and 2016)
Requirements Matrix- Functional Criteria ID Area Questions Mandatory Importance (3= highest, 1=lowest) 1 Content Management Describe the solution's ability to specify mandatory metadata fields when users save records into the system for each content type and record type 3 2 Document Management Describe the software's ability to scan and documents into the system both as individual documents and in batch import 3 3 Content Management Does your company have and please describe the software's Optical Character Recognition (OCR) capabilities. Yes 3 4 Document Management Describe the software's ability to create searchable PDF's from scanned documents 3 5 Integration Describe the software's ability to integrate document & record management with other corporate transactional systems and registries 3 6 Document Management Describe the software's ability to regulate and manage document versioning 2 7 Content Management Describe the software's ability to electronic files of various formats (e.g. doc, xls, pdf, jpg, etc.) 3 8 General Does the solution search text within records without requiring the user to open the file? Describe. 3 9 Content Management Does this solution have standard metadata fields for electronic content including created date, created by, modified date, and modified by? Describe others if applicable. 2 10 Content Management Describe the software's ability to automatically name files and place in appropriate container/library/folder according to business rules. (File recognition and classification) 2 11 Integration Describe the solution's ability to securely capture email content and attachments from an email client 3 12 Import/Export Describe the solution's ability to securely capture email content and attachments via direct email into the system 1 13 Import/Export Describe the software's ability to import content directly from the corporate intranet and extranet sites (SharePoint 2010, 2013 and 2016) Yes 3
2018RFP-10_Enterprise_Content_Management.docx