- Many implementations of Information Technology fail. But adhering to project management methodology and Information Technology governance can reduce these risks dramatically when implementing an Electronic Document and Records Management System (EDRMS).
- Identify risk areas - Information audit; Pay attention to your organisation's regulatory/legal framework.
- Identify lobbyists for you - somebody in senior management.
- Secure funds by making a business case - Project description, reason for the project, alternative options, risks, KPIs.
- Scoping the system - Compare vendors and systems; even site visits.
- Canvassing vendors.
- Project governance structures - Folder hierarchy; Budgets.
- Procurement - Understand the tendering process.
- Implementation - Buy or build?; Testing phase with a pilot group; Training and change management; Escalation points, when people don't cooperate.
- Review phase - Can involve an external auditor.