An ECM system is a critical piece of any business’ technology infrastructure. In order to ensure that an ECM system is able to provide the features and functionality that a business needs, it is important to have a checklist of core features to reference when evaluating potential systems. This checklist will help to ensure that the system being considered is able to provide the necessary features and functionality for the business. 

• Define business needs and objectives.
• Define business objectives and requirements.
• Identify potential ECM vendors and products.
• Research available ECM solutions.