Business Technology Partner Selection Criteria
If you are looking at electronic document management for the first time, do suppliers and products look similar to you? If you are looking to upgrade your EDM system, what should you look for in a document management partner? Here’s our Guide: How do you choose a technology partner?
Gartner suggests size, capability and service are important when choosing a technology partner, such as for document management
Look for Size fit, Speed and great Service when choosing a company to help with integration, workflow, compliance and business processes.
Gartner technology partner selection recommendations
Gartner Document Mangement: Gartner recommends several key considerations when choosing a technology partner to ensure alignment with business goals and successful implementation:
1. Strategic Alignment
Ensure that the partner shares a clear understanding of your business goals and industry requirements. A partner with relevant industry experience can better adapt their approach to meet your needs and provide more tailored solutions. This includes selecting a partner who can align with your company’s specific technological and operational needs, ensuring both the vision and execution strategies are compatible with your long-term objectives.
2. Proven Expertise and Flexibility
Look for a partner with a strong track record and technical expertise across various platforms and technologies. The partner should be “platform-agnostic,” allowing them to recommend the best solutions without bias. This flexibility often means they can integrate with your existing tech stack and adapt to future needs more readily.
3. Project Management and Change Adaptability
Effective project management is crucial, as it impacts the timeline, budget and overall success of the implementation. Gartner advises selecting a partner with strong project management practices, including an ability to handle changes efficiently – especially vital in dynamic sectors where needs may shift over time.
4. Commitment to Partnership and Support
A “partner-first” approach is essential, meaning the technology partner prioritises your brand’s success and commits to providing ongoing support, such as training, updates and troubleshooting. This involves building a collaborative relationship that extends beyond the initial setup to ensure continued success and alignment.
5. Trust and Compatibility
Building trust is essential, as it leads to smoother collaboration and a better working relationship. Compatibility with your organisation’s culture and values can help establish this trust, making the partnership more resilient and productive in the long term.
By focusing on these factors, organisations can better assess and select a technology partner who is not only technically proficient but also aligned with their strategic vision and capable of fostering a strong, lasting partnership.
Look for experienced and customer-focused partners
Managing documents, information and data are high priorities for businesses trying to achieve efficiency and workflow effectiveness.
The office environment’s first ‘win’ against documents was the filing cabinet in the 1880s. It is still used today.
However, the idealist’s dream is the paperless office … which remains a long way off for most organisations.
Gartner Document Mangement: Effective document management entails usability, integration, security and, today, mobility … plus value pricing options and expert support.
A history of innovation and R&D
Document Logistix was one of the first document management software developers. The company has a research and development (R&D) team at its core.
Document Logistix’ customer base has grown throughout the UK and in the US among customers and partners who appreciate Document Logistix product advantages and knowledgeable support.
Document Manager has won Document Management Product of the Year multiple times, as well as RPA, Record Keeping and BPM Product of the Year awards.
Off the shelf and bespoke solutions
Document Logistix provides SME and enterprise-ready solutions to customers in many industries, and to public sector organisations in education and housing, among others, looking to optimise budgets. Customers enjoy Cloud-based options, on-premises solutions, SaaS pricing and mobile accessibility.
Document Logistix case studies demonstrate Document Logistix nimbleness and technical capability when it comes to solving customers’ business issues. Document Logistix is credited with transforming digital workflow processes. The positive impact of implementation have ranged from an HR on-boarding solution for a component manufacturer, to an e-Discovery solution for District Attorney Offices.
Document Logistix agility drives customer satisfaction
It’s all about you! Document Logistix Directors and Account Managers are determined to work in the most agile way to:
- Understand customer challenges in detail
- Create additional benefits and ROI
- Provide a solution based on a clear business case
Document Logistix’ document management solutions are not associated with an unwieldy technology stack that means you have to buy more than you need and makes training costly.
Plus, Document Logistix’ commercial terms offer sensible value pricing and negotiation. Account Managers are encouraged to deal with each sale on its merits and what’s required to achieve success for the customer.
Commercial agility, as well as technical agility, is key to meeting customer needs.
The solution price can be right
Without cumbersome bureaucracy, Document Logistix is flexible when it comes to customer budgets, needs and requests.
Document Logistix offers licensing and deployment options from Business Edition to enterprise solution, all with on-premise, hosted, Cloud and hybrid configuration options on purchase, rental or SaaS terms.
‘Working with customers’ is embedded in Document Logistix philosophy
At Document Logistix, we view customers as confidantes. We consult with customers to solicit feedback and to understand emerging challenges. We have numerous examples of collaboration that has led to mutually beneficial breakthroughs. A video one of our user groups demonstrates how we collaborate with customers.
Document Logistix founder and CTO, Tim Cowell, guides the R&D team to deliver the best possible solutions. Managing Director, Dan Wajzner, is hands-on with established partners to ensure Document Logistix delivers the best end-to-end information capture, storage and sharing management.
Document Logistix innovation such as Dynamic Workflow originates in customer engagement. The latest Workflow Designer is dynamic and allows organisations to evaluate their business processes, then drag and drop a new workflow into their systems.
Quick technology benefits
Document Logistix thrives on fast-track solution roll out, from planning to training. We work with the management team, IT department and users to produce maximum commercial rewards.
With Document Logistix it’s personal
We respond quickly to helpdesk queries. You are assured of our best attention because the product development team won’t tolerate anything ‘coming home to roost.’
According to Gartner, what should you look for in an ideal document management solution partner?
Companies should look for suppliers with these characteristics:
- Proven capability
- Relevant experience and success
- Evidence of helping businesses like yours
- Listens and understands my challenges
- Flexible approach to sales
- Personal attention
- Knowledgeable Account Managers
- Clear product roadmap
Document Logistix ticks all of the boxes. Contact people who have your best interests at heart.
See Document Manager in Action >>
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