EIM Strategy
and Pre-Study

We can provide you an expert review of the current Enterprise Information Management (EIM) in your company.

Based on the review and your business goals, we'll develop an EIM strategy, define quick wins, a mid and long term roadmap, relevant solutions and possible vendors.

EIM Strategy and Pre-Study: We can provide you an expert review of the current Enterprise Information Management (EIM) in your company. Based on the review and your business goals, we'll develop an EIM strategy, define quick wins.
Joachim Freitag, Partner IseoLabs

Joachim Freitag, Partner IseoLabs

"We all are overwhelmed by the amount of information surrounding us every day. When you need to find accurate and up to date information related to ECM systems, products and vendors, the number of reliable technical resources becomes very limited. Only years of experience implementing ECM projects will help you to navigate that information desert."

During the process we will walk you through these phases:

  • EIM Strategy and Pre-Study: Phase 1. Analysis, Requirements, Specification

    PHASE 1

    Analysis
    Requirements
    Specification

  • EIM Strategy and Pre-Study: Phase 2. Market analysis, Vendor selection, RFQ/RFP

    PHASE 2

    Market analysis
    Vendor selection
    RFQ/RFP

  • EIM Strategy and Pre-Study: PHASE 3. Vendor selection, Presentations, PoC,Reference customers

    PHASE 3

    Vendor selection
    Presentations
    PoC
    Reference customers

Choose a package that fits your goals

We can provide you an expert review of the current Enterprise Information Management (EIM) in your company. Based on the review and your business goals, we'll develop an EIM strategy, define quick wins, a mid and long term roadmap, relevant solution

INCLUDES:

  • ERP/CRM systems — 1

  • Line of Business Systems

  • Business Processes

  • Existing DMS/ECM/Archive

  • Other complexity

CHF 15.000

excl. VAT

DELIVERABLES
PHASE 1. ANALYSIS

  • Analysis of IT infrastructure
    (actual/target)

  • Analysis of processes and systems

  • IT strategy / roadmap

  • Technical requirements

  • Functional requirements

  • Specification

  • Alignment IT roadmap

PHASE 2. MARKET ANALYSIS

  • Vendor pre-selection

  • Evaluation matrix for offers / bids

  • Dispatch RFQ/RFP

  • Vendor support

  • Offer/Bid assessment

PHASE 3. VENDOR SELECTION FOR PRESENTATIONS

  • Presentation Template with use cases
    and functional aspects

  • Assessment sheets for key users / participants (up to 5)

  • Vendor Guidance (Presentation/Project)
    (up to 2)

  • Assessment of presentations (up to 2)

  • Vendor selection support

CHF 25.000

excl. VAT

We can provide you an expert review of the current Enterprise Information Management (EIM) in your company. Based on the review and your business goals, we'll develop an EIM strategy, define quick wins, a mid and long term roadmap, relevant solution

INCLUDES:

  • ERP/CRM systems — 1/1

  • Line of Business Systems — 1

  • Business Processes — 1

  • Existing DMS/ECM/Archive

  • Other complexity

DELIVERABLES
PHASE 1. ANALYSIS

  • Analysis of IT infrastructure
    (actual/target)

  • Analysis of processes and systems

  • IT strategy / roadmap

  • Technical requirements

  • Functional requirements

  • Specification

  • Alignment IT roadmap

  • Initial project plan

PHASE 2. MARKET ANALYSIS

  • Vendor pre-selection

  • Evaluation matrix for offers / bids

  • Dispatch RFQ/RFP

  • Vendor support

  • Manage inquiries about offers

  • Offer/Bid assessment

PHASE 3. VENDOR SELECTION FOR PRESENTATIONS

  • Presentation Template with use cases and functional aspects

  • Assessment sheets for key users / participants (up to 7)

  • Vendor Guidance (Presentation/Project)
    (up to 3)

  • Assessment of presentations (up to 3)

  • Vendor selection support

CHF 45.000

excl. VAT

We can provide you an expert review of the current Enterprise Information Management (EIM) in your company. Based on the review and your business goals, we'll develop an EIM strategy, define quick wins, a mid and long term roadmap, relevant solution

INCLUDES:

  • ERP/CRM systems — 2/1

  • Line of Business Systems — 1

  • Business Processes — 2

  • Existing DMS/ECM/Archive — 1

  • Other complexity — 1

DELIVERABLES
PHASE 1. ANALYSIS

  • Analysis of IT infrastructure
    (actual / target)

  • Analysis of processes and systems

  • Analysis of storage systems & documents

  • IT strategy / roadmap

  • Technical requirements

  • Functional requirements

  • Specification

  • Alignment IT roadmap

  • Initial project plan

PHASE 3. VENDOR SELECTION FOR PRESENTATIONS

  • Presentation Template with use cases and functional aspects

  • Assessment sheets for key users / participants (up to 10)

  • Vendor Guidance (Presentation/Project)
    (up to 5)

  • Assessment of presentations (up to 5)

  • Reference customer visit and / or PoC

  • Vendor selection support

PHASE 2. MARKET ANALYSIS

  • Vendor pre-selection

  • Evaluation matrix for offers / bids

  • Dispatch RFQ/RFP

  • Vendor support

  • Create FAQ

  • Manage inquiries about offers

  • Offer/Bid assessment

We can provide you an expert review of the current Enterprise Information Management (EIM) in your company. Based on the review and your business goals, we'll develop an EIM strategy, define quick wins, a mid and long term roadmap, relevant solution

INCLUDES:

  • ERP/CRM systems — > 2

  • Line of Business Systems — > 1

  • Business Processes — > 2

  • Existing DMS/ECM/Archive — > 1

  • Other complexity — > 1

ON REQUEST

DELIVERABLES
PHASE 1. ANALYSIS

  • Analysis of IT infrastructure
    (actual / target)

  • Analysis of processes and systems

  • Analysis of storage systems & documents

  • IT strategy / roadmap

  • Technical requirements

  • Functional requirements

  • Specification

  • Alignment IT roadmap

  • Initial project plan

PHASE 2. MARKET ANALYSIS

  • Vendor pre-selection

  • Evaluation matrix for offers / bids

  • Dispatch RFQ/RFP

  • Vendor support

  • Create FAQ

  • Manage inquiries about offers

  • Offer/Bid assessment

PHASE 3. VENDOR SELECTION FOR PRESENTATIONS

  • Presentation Template with use cases and functional aspects

  • Assessment sheets for key users / participants (custom)

  • Vendor Guidance (Presentation/Project) (custom)

  • Assessment of presentations (custom)

  • Reference customer visit and / or PoC

  • Vendor selection support

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  • The first critical steps to stay competitive, boost efficiency and productivity.

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