Engineering Document Management Consulting & Needs Analysis

Choose the right on-premise or SaaS-based Engineering Document Management System (EDMS) for your needs, budget, and environment. Hagerman's EDMS Needs Analysis outlines the best solution, scope, and implementation plan for your organization.

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Choose the Best EDMS for Your Needs

Selecting an Engineering Document Management System is a major decision. The right solution depends on more than software features. Your file types, application software, business systems, workflows, staffing, technical environment, and project goals all influence which EDMS will best support your organization.

Hagerman offers a thorough Needs Analysis to help determine which engineering document management software best fits your needs and budget. Customers who invest time and resources into a comprehensive planning and scoping process generally experience better results than those who move forward without one.

What Hagerman Analyzes

Hagerman reviews your current processes and operating environment, including your overall company and project goals and challenges, current systems, software, file types, and application software, computer hardware, operating systems, internet browsers, and network hardware and software, business systems, e-mail systems, databases, and custom programs, as well as your departments, staffing, workflows, and procedures.

What You Receive

After reviewing your current environment, Hagerman outlines a proposed solution and preliminary project plan. This may include a proposed solution, systems, and software, along with system functionality and benefits, an estimated project scope, and a preliminary implementation plan and phases. It also covers required personnel, skills, roles, and assignments, a risk analysis, project cost estimates for software, services, hardware, and ongoing maintenance and support, and a projected return on investment.

Engineering Document Management Software Experience

Hagerman’s team has extensive skills and experience with many software solutions, including:

Frequently Asked Questions

What is an EDMS Needs Analysis?

An EDMS Needs Analysis is a consulting process that reviews your current engineering document management processes, systems, software, technical environment, staffing, workflows, and project goals. The goal is to help determine which Engineering Document Management solution best fits your needs and budget.

Why should we complete a Needs Analysis before choosing an Engineering Document Management system?

A Needs Analysis helps your organization better understand requirements, project scope, implementation needs, estimated costs, risks, and software fit before selecting an EDMS system.

Does Hagerman help evaluate both on-premise and SaaS-based EDMS solutions?

Yes. Hagerman provides guidance to help choose the best on-premise or SaaS-based Engineering Document Management solution for your needs, budget, and operating environment.

What does Hagerman review during the Needs Analysis?

Hagerman reviews company and project goals, current challenges, systems and software, file types, application software, hardware, operating systems, browsers, network hardware and software, business systems, e-mail systems, databases, custom programs, departments, staffing, workflows, and procedures.

What does the Needs Analysis include?

The Needs Analysis includes a proposed solution and preliminary project plan. This may include recommended systems and software, system functionality and benefits, estimated project scope, implementation phases, required personnel and skills, roles and assignments, risk analysis, cost estimates, ongoing maintenance and support, and return on investment.

Which Engineering Document Management solutions does Hagerman have experience with?

Hagerman has experience with Accruent Meridian, Accruent RedEye, Autodesk Vault Professional, Autodesk Vault PLM, Autodesk Fusion Manage with Upchain, and 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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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.