Information Management Blog

The AIIM Blog

Keep your finger on the pulse of Intelligent Information Management with industry news, trends, and best practices.

Bud Porter-Roth

Bud Porter-Roth, Porter-Roth Associates, is an independent consultant in the ECM world. He is author of, “Request for Proposal: A Guide to Effective RFP Development,” and “Writing Killer Sales Proposals.”

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Enterprise Content Management (ECM)

8 Things to Consider When Writing an ECM Proposal

Writing proposals is like a love hate relationship, without the love. Many companies do not give proposal writing its due in the organization. Many companies believe that it is the salesman’s personal relationship with the customer that will win the deal, many companies respond to any and all RFPs by throwing together a “boilerplate” proposal with pricing. This is because many companies do not see the value in spending time and resources on proposal writing. This is where your company can be a winner by putting together a well written sales proposal that responds to the RFP requirements. This by itself will guarantee you a spot on the short list.

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Blog Feature

Enterprise Content Management (ECM)

8 Things to Consider When Writing an ECM Request for Proposal (RFP)

An RFP is a tool used to purchase products and services by promoting competitive proposals among vendors. Through this competitive process, vendors offer an array of potential solutions and prices and compete with each other to win your business. Buyers evaluate the many different vendor solutions and pick the one that most closely fits their project requirements and budget. An RFP is a vehicle that allows both the buyer and the vendor to establish a dialogue and to work from the same set of rules, requirements, schedules, and information. The opportunity to have this dialogue is an important element in the process because requirements are not always clear and the vendor, as the expert in a given technology, is allowed to question and interpret what is being requested by the buyer. Conversely, the buyer has the opportunity to question and clarify issues in vendor proposals to ensure that the product fits the need.

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14 Steps to a Successful ECM Implementation

Making an ECM implementation successful requires planning and attention to detail. The best way to create the right solution is to identify organizational goals and priorities. Learn how to manage a successful implementation in our free guide.