We ask users of our quote request service to describe their document management software purchasing requirements in detail so the vendors we match them to can provide customized information in response. Now we're sharing these buyer requirements with you.
We hope these user comments help you get a sense of what types of document management software other users are choosing and what considerations are important to the average buyer. Take a look and you'll probably see some responses that are relevant to your business.
BuyerZone user comments: document management software purchasing requirements
"Manage FDA compliant Standard Operating Procedures (100 documents to start) for QA department. System may be expanded to entire company- 200 employees."
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Consultant, Information Services, Boston, MA
"We are a Home Care Company filing Client and employee and Corporate documents. We need to be able to acces these files on our inhouse network. We need to be able to grant limited access to files for governmeent regulatory survey's. We current use a Product that is no longer supported call RAD tabs. We would want to bring those documents forward into the new system."
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CEO/President/Owner, Health Care, Salem, OR
"Needs to include document flow for ISO9000, electronic signatures and version/revision management. Also prefer to include sign out type functionality for AutoCad drawings. Limited budget."
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CEO/President/Owner, Construction/General Contracting, Quakertown, PA
"Need to track the documents/boxes that are stored in offsite facilities."
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Buyer, Manufacturing, Owings Mills, MD
"-ability to capture custom meta data-ability to capture meta data from multiple document types-ability to show relationship between documents (ie parent / child or linked documents)."
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MIS/IT, Other Business Services, Portland, OR
"Scan manuals into computer, file them and at a later date make copies of them."
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Buyer, Other Business Services, Ocala, FL
"Private company looking to build a solution that will capture email and flat file documents and conform with data retention policies. IM capture may come later. The first question I'll need answered is a ballpark lower and upper range costs of products for a <30 person environment. If you can't answer this up front, please don't respond. Exchange Server 2007 must be integrated into the solution."
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CEO/President/Owner, Information Services, Durham, NC
"Reduce paper obviously. organize and retrieve documents in a small health/life insurance/investments office."
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Office Manager, Insurance, Garberville, CA
"Must be able to upload emails and attachments from these emails seemlessly. The user interface must be extremely easy to understand and use. I do not believe that we need an SQL server because we do not have a lot of documents to store but I would like the capability to expand into SQL if needed. Cost is a factor for us."
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MIS/IT, Manufacturing, Santa Clara, CA
"Small non-profit with need to enhance efficiency of electronic messaging and "pa-er" requirements/retention. Seeking advise."
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Buyer, Non-Profit, Seattle, WA
"Storage of a large number of business documents that would need to be accessed by different parties. Need a very good search function."
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CEO/President/Owner, Consulting, Ballwin, MO
"Currently using a records manager program that does not cover electronic files or email."
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Buyer, Government, Mount Pleasant, SC
"Share documents with outside partners (customers, subcontractors, vendors, etc.). Different people have different access. Maintain group of latest versions for each project."
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MIS/IT, Construction/General Contracting, Schaumburg, IL
"We are looking for an inexpensive solution (less than 30K TOTAL) to allow our organization to better store and access our business documents across multiple departments. So essentially, we are looking for a search engine tool that would sit on a database structure where the documents are stored. We have document security limitations on some of the documents as well."
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Human Resources, Computers - Software, Houston, TX
"We want software to control documents and procedures. We will require the ability for mutiple approvers of these documents. Also the ability to attach an Exel or Word document for control."
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Buyer, Manufacturing, Walton, KY
"1. Moving old medical records to paperless, so we can shred the paper documents. 2. Using the system with our current EMR (Electronic Medical Records) so we can access electronic documents without having to store the paper itself.3. We are NOT interested in a new EMR, just this enhancement."
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Dentist/Physician, Health Care, Lexington, KY
"Convert hard copy credit/customer files (credit apps, D&B reports) into an e version for access from two remote locations."
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CFO, Media/Entertainment/Publishing, Scottsdale, AZ
"40 users distributed in 35 locations need centralized doc management & revision control. Web-based admin; integration into explorer for users preferred. Bundle with group calendaring software for an added bonus.No central database currently, just docs. Mostly word & ppt; some PDF & Excel."
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MIS/IT, Non-Profit, Roslindale, MA
"We are a small, growing company with typical document storage and retrieval problems, dealing with legal contracts, reports, etc."
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Partner/Principal, Real Estate, Duluth, GA
"We need a searchable database of 10,000 documents with basic access control features, remote access via the web, access and download tracking features for copyright compliance."
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Consultant, Biotech/Pharmaceuticals, Shepherdstown, WV
"Need to integrate the new scanner and Linux server to provide shared intranet access to documents and to supplant (eventually) paper-based closed file storage needs."
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Administrative Assistant, Legal, Seattle, WA
"Scanning all PPO provider contracts, versions, rates, fees, contract terms, product affilitations. Pull contracts by user for credentialing, contract negotiations, contract type, claims appeals, etc."
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Buyer, Other Business Services, Lake Forest, CA
"Intent is to quickly loacte MSWord, Excel, & PDF documents dealing with various subjects within the document."
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Consultant, Consulting, Indianapolis, IN
"Disaster Recovery and Document access. We are a non-profit property management firm. We want to access our tenant documents, grants, contracts, accounting records, and human resources - although might have to phase different departments in."
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Accounting/Finance, Non-Profit, Ossining, NY
"We are a small publishing company who handles different distribution contracts and publishing projects.We have many files for our invoices, shipping, receiving, data, reference materials, international publications and local resources.We would like to rid our office of our file cabniets and have a digital database."
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Administrative Assistant, Other Business Services, Jacksonville, FL
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