8 Things to Consider When Looking at ECM Consultants

Content Management outsourcing is gaining popularity due to the various options that are available to those who are seeking assistance - such as project-based consulting or staff augmentation.

The outsourcing model offers access to skills, experience, and resources that many organizations would not otherwise be able to obtain due to the financial commitment required to recruit, hire, and train these specific proficiencies in-house. However, selecting the partner who can best meet your needs is not always as easy as you might think. The following considerations should be taken into account when assessing the outsourcing talent pool:

1. Experience

   You certainly don’t want your chosen provider to “cut their teeth” on your application. Thoroughly researching the four points below will provide you “peace of mind” as you embark on your project.

   • Experience in your industry or vertical market?
   • Experience with your specific issue(s) or pain point(s)?
   • Experience with your specific IT technology/product set(s) such as database and operating system
   • Multiple references – successful with implementations of similar size and scope?

2. Proven methodologies

   It's not uncommon to ask to see representative examples of previous project or communication plans. Additionally, your company has standards and methodologies that have been critical to your success. Will your outsource partner incorporate the good things that you typically like to include that have made previous endeavors successful in the past? Be sure to ask about:

   • Project charter – initiation or creation of the project
   • Project plan – Scheduling, resources, and commitments
   • Project status update – recurring, dependable communication plan
   • Change order – predefined process to manage scope creep
   • Mutual Sign-off upon successful project completion

3. Ability to deliver the proposed scope on time/on budget

   Unfortunately, too many consultants come in and identify the problem, present a solution, but don’t stay until completion or finish the job. As best as possible, identify costs upfront – both initial and on-going.

4. Stability and financial strength

   Stability and financial strength are even more crucial with a specialized solution. Also, consider whether your chosen provider would be willing and able to help you become self-sufficient once the project has been completed? Please explore the following:

   • Will the chosen provider be around for the long term to support your solution or application?
   • Will they offer a Service Level Agreement with multiple support options (standard support, after-hours support, etc.)
   • Will they provide end-user and administrator training?
   • Will they extend the current application (additional features/functionality) or create an entirely new application if/when requirements change?
   • Has their staff been employed by the company for some time?
   • Do they cross-train so that more than one employee is familiar with your solution?

5. Industry Reputation

   A good reputation within your industry or vertical market gives you confidence that your chosen provider better understands the issues you are facing.

   • Have they won industry awards?
   • Do they participate in industry conferences?
   • Are they active in the online community?

6. Reputation and Relationship with Software Manufacturer

   Assuming that your chosen provider is not the software manufacturer, are they “in the trenches” with the manufacturer? Do they participate in alpha or beta testing of new product releases? Do they know the short and long term product roadmap? Find out the following:

   • Is the staff certified?
   • Are the certifications current?
   • Do they have relationships at various levels with the manufacturer (executive? product management? product development?)
   • Are they a member of a Partner Advisory Council?

7. Comprehensive Documentation

   Ask for representative examples to make sure the documentation will suffice and truly be a valuable resource when issues arise. Will the documentation that is provided at the end of the project detail your specific solution? When shown previous examples, ask to be pointed to solution specific portions of the documentation. Watch out for “boiler-plate” style examples.

8. Good “fit” for your organization?

   This is often unnecessarily overlooked. Are the people that you are talking to in a “pre-sales” capacity the same staff that will be assigned to your project? If not, ask to meet the project team. An area that is often overlooked is the culture compatibility with your own organization. This is very important if you desire to develop a long term, lasting partnership.

Outsourcing can be a wonderful alternative during times when maintaining budgets are more important than ever. If you select a competent partner, you will gain invaluable access to a wealth of skills, knowledge, and experience on-demand at a lower cost than it would typically cost for you to recruit, hire and train your own staff. Remember to seek a partner for the long term. Best of luck!