Needs Analysis: Strategic Advice to Choose Your EDM System

Expert guidance to choose the best on-premise or SaaS-based Engineering Document Management solution for your needs and budget. Includes a scope and project plan.


Choose the best EDM system for your needs

Hagerman offers a thorough Needs Analysis to determine which engineering document management software best fits your needs and budget. Our consulting team can also help you develop an implementation plan for the software you choose.  Customers who invest the time and resources towards a comprehensive project planning and scoping process generally experience better results compared to those who don’t.

Step 1: Analyze your current processes and operating environment
  1. Overall company and project goals and challenges
  2. Systems and Software
    1. File Types and Application Software
    2. Computer Hardware
    3. Operating Systems
    4. Internet Browsers
    5. Network Hardware and Software
    6. Business Systems
    7. E-Mail System
    8. Databases
    9. Custom Programs
  3. Departments and Staffing
  4. Workflows and Procedures
Step 2: Outline a solution and project plan
  1. Proposed Solution
    1. Systems and Software
    2. System Functionality and Benefits
  2. Preliminary Project Planning
    1. Estimated Project Scope
    2. Preliminary Implementation Plan and Phases
    3. Required Personnel and Skills
    4. Roles and Assignments
    5. Risk Analysis
  3. Project Cost Estimates
    1. Software
    2. Services
    3. Hardware
    4. Ongoing Maintenance and Support
  4. Return On Investment
Our team has extensive skills and experience with many software solutions, including:
  • Accruent Meridian
  • Accruent Redeye
  • Autodesk Vault Professional
  • Autodesk Vault PLM
  • Autodesk Fusion Manage with Upchain
  • Autodesk Docs

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Why Choose Hagerman

Hagerman & Company has built our success not only on the quality of solutions that we offer, but also on the relationships we’ve built with our clients. To do this, we have adopted a comprehensive Customer Success strategy designed to drive increased long-term customer value, improve the customer experience, and ensure customer satisfaction. This philosophy is shared across our entire organization, including sales, marketing, service delivery, and back-office support.

As a solution provider, we offer the tools to make your company more efficient, productive, and most of all, profitable. We do this by offering best-in-class software paired with professional services delivered by an exceptional team of industry consultants, solutions engineers, and support staff.

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Let's Talk Strategy

Hagerman & Company can customize a solution to meet your company’s strategic goals.  We connect, improve and automate efficient systems within your organization so you can deliver more innovative solutions to your customers.

Contact us today to schedule a business consultation.