​Learn how to prepare an effective RFP (Request For Proposal ) for an EDRMS (Electronic Records/Document Management Systems) in this course designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. Bruce is vendor neutral and has worked with all vendors across his client base. A strong RFP means you’ll get the right software and the appropriate accompanying services to meet your requirements, whereas a weak RFP can lead to potential project failure. You’ll learn how to write comprehensive requirements that distinguish vendor solutions, conduct effective vendor demonstrations and reference checks, secure adequate knowledge transfer from the vendor, and specify sufficient training, support, and documentation to ensure your project has a successful outcome. Prior completion of any RIMtech EDRMS course would be helpful, but not essential.

Learning Objectives