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Electronic Document Management and Electronic Records Management Systems

Assignment #2

Evaluating Electronic Document Management and Electronic Records Management Systems


Download a copy of your assigned software package (see below) and install it on a laptop or other computer. If not available, run through a trial version on the Web site or check some tutorial videos on Youtube.


Prepare an evaluation report based on the following chart. Describe what the software does and how it works.  Fill out the following matrix with  your evaluation for each component.  In addition, your report should include two or three screenshots of the software working on your computer. Use the matrix showing the performance of the software against the following evaluation criteria. Finally, you need to make a recommendation as to whether you would recommend the software for deployment in a small office.


Citation: APA format.


  1. Functionality
What are the major functions of the software? 
  1. Licensing
Is it Open Source? If not, how is it licensed? 
  1. Infrastructure
What platforms does the product support? Is any additional software or licensing required? 
  1. Growth Potential
What level of scalability, availability and replication does the product offer? 
  1. Administration
What installation requirements, security, and user and group account management tools are available? 
  1. User interfaces
Is it easy to use?

Is it Web browser-based?

Can it be accessed via wireless or voice systems?

  1. Additional tools
Are their options for additional functionality and tools? Does the system work well with other commonly used programs (e.g. MS Word)? 
  1. Document versioning
Does the product include a document repository and baselining tools? Can you retrieve earlier versions or save versions by author? 
  1. Document routing
What  workflow capabilities does the product offer? Is document routing tied to e-mail and collaboration tools? 
  1. User change notification
Can you flag document changes sent via e-mail, pager or other mobile devices? 
  1. Developer tools
Does the product offer the ability to create custom document management applications, application program interface access, multiplatform tools or integration with other agency applications? 
  1. Training
Will training be needed for administrators or end users? What training tools are available? 
  1. Documentation
Is hard-copy and online documentation available? How accessible is it? Is it detailed enough? 
  1. Company
What type of company is supporting the product? Small? Large?  Do they have additional products? 
  1. Cost
Does the vendor charge per user or per CPU? How long will it take to recoup the initial investment? What will ongoing maintenance cost? 
  1. Customer Base
How long has the product been on the market? How many customers are there? What lines of business are they in? 


You may add other factors that you think should be part of a software product evaluation process.


Your assignment is:





Software Package Student Assigned
OpenText eDOCS 



Your assignment will be graded according to the following rubric:


Criteria Outstanding (4)Above Average (3) Average


Below Average


Missing (0)
Evaluation criteriaAt least two additional criteria were used and all the existing criteria.One additional criterion was used and all the existing criteria.All the existing criteria were used.Not all the existing criteria were used. 
Description of software productExcellent description of product including five or more screen shotsWell written description of the product including effective screenshotsAdequate description of product: good text and at least one screenshotNo screen shots or poorly written description 
Good evaluation of factorsDetailed descriptions of the software in relation to each evaluation criterionDetailed descriptions of the software in relation to most evaluation criteriaGood descriptions of the software in relation to most evaluation criteriaFew descriptions of the software in relation to the evaluation criteria 
Well-constructed recommendations with good grammar and spellingWell-constructed recommendations that utilize a significant number of the evaluation criteria, error freeWell-constructed recommendations that utilize some of the evaluation criteria and errors do not interfere with meaningRecommendations that are supported by the evaluation criteria with few errorsRecommendations that are NOT entirely supported by the evaluation criteria with errors 
Documentation qualityExcellent use of Office features, including headings, page numbers. table formatting, and printingGood use of Office features, including headings, page numbers, table formatting, and printingMinimum formattingLittle formatting and unattractive printout 
TimelinessLate Submission Not Accepted!


Last Updated on March 11, 2019

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