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SharePoint

"...Overall, this is the one book I recommend for RFP development. If you are an IT professional, regardless of role, the chances are you will be involved in this process at some point in your career, making this book a valuable addition to your library. If you have recently been assigned to an RFP team you should get this book as soon as possible, and use it as your compass and blueprint if your organization does not already have a formal RFP process in place."

"...the approach set forth in this book is consistent with best practices in RFP development. Overall, this is the one book I recommend for RFP development."

"I highly recommend this book if you have never written an RFP before."

"RFP Handbook is a great addition to any IT project manager's bookshelf."

"I wish I had this book ten years ago. I highly recommend this book for anyone who is responsible for, or contributing to, the creating of an RFP."

"The payback on an investment in this book will be many fold."

"Request for Proposal is a gold mine of useful ideas..."

Technology and Project Resources

Document imaging, document management, and workflow, as a group of technologies, poses a significant challenge to both users and vendors. Users find that substantial technical and personnel skill gaps become apparent when considering the adoption of EDMS. Vendors are increasingly depending on third-party system integrators and value-added resellers (VARs) to implement their technology. And system integrators are finding that it is hard to provide "objective" consulting and solutions when they are contractually associated with one or more vendors. As if all these variables were not enough, EDMS is probably the single most dynamically changing (and confusing) group of technologies currently being implemented by businesses around the world.

The following documents can be downloaded for your use and reference. We are happy to grant you permission to quote from these documents but request that you provide proper acknowledgement when appropriate.

Document Backfile Conversion Projects. Paper is not going away and in fact, it seems that even more paper is being generated every day. Paper can be a costly storage medium - and it is susceptible to damage or destruction. If you are involved in a lawsuit, providing paper documents can be time consuming and expensive. Scanning your documents can be a cost effective method for storing your paper - and retrieving it. Contact us prior to getting started on your backfile conversion project.

This White Paper includes an overview of the backfile conversion (also know as a document conversion) process and a checklist of considerations and issues. This complete backfile conversion White Paper will save you time and money whether you are doing the work in-house or outsourcing to a service bureau and will help you to make that decision. This White Paper will also help you to develop questions and requirements for your RFP. View the Table of Contents Buy this White Paper at Amazon

Records Management White Paper. This White Paper was written for Xerox and discusses the basic issues and features of a records management system. The DocuShare Records Management product is given a brief introduction at the end of the paper.

The Trouble with Paper. Read this paper on a common sense approach to beginning  document imaging projects.

Choosing the Correct Technology Solution. Are you confused by the different technologies and which one is correct for your project. Do you need document imaging, document management, records management, enterprise content management, or all of the above. This presentation will help you to understand the different technologies available and how they can help you.

Electronic Records Management (ERM) Project Checklist. This brief questionnaire and checklist provide the reader with the fundamental questions that should be considered when undertaking an ERM project. While this list is not all inclusive, it should provide the reader with the basics for establishing a more detailed questionnaire.

What is SharePoint? This short paper reviews that basic elements of SharePoint and tries to position SharePoint in the enterprise content management (ECM) world.

Request for Proposal (RFP) Writing and Development

One of the best ways to ensure that you are getting what you want is to write an RFP. We can help in a variety of ways but perhaps your first step is to buy my RFP book,  Request for Proposal: A Guide to Effective RFP Development  available through Amazon and local bookstores such as Borders.

This is the only RFP book on the market that guides you through how to write an RFP. It provides a format and layout for an RFP, offers in-depth examples and checklists, and talks about why a well written RFP will save you time and money - and keep saving you time and money long after the contract has been negotiated. It has been purchased and used by Fortune 100 companies as well as small independent companies that have never written an RFP. You can't go wrong buying this book - it is a must for any bookshelf. "It's not boring - the writing is lively, and the material is presented at a fast pace... ."

This experience-based handbook offers a systematic, comprehensive, and professional approach to writing RFPs. It guides you step-by-step—from initial planning to selecting the winning proposal—through the RFP process, demonstrating the most effective ways of structuring the document and expressing technical, administrative, and financial requirements. After reading this book, you will be able to:

• Plan and organize the RFP effort

• Outline each RFP section

• Develop, write, and review all requirements, including those that are administrative, technical, and managerial

• Set realistic pricing requirements

• Pre-screen a vendor list to select appropriate vendors

• Set up objective evaluation criteria for selecting the best solution

• Prepare for post-RFP activities such as site visits, reference checks, and implementation activities

"The author goes well beyond the immediate objective of writing an RFP and managing the process by including thought-provoking material on post-award vendor management. This material sometimes escapes the RFP development team who is more focused on getting to the award milestone without thinking about the post-award ramifications."

"Your book literally saved me days and days of work - worth triple the price." From an e-mail to me..........

The next step is to consider bringing me into your company for an RFP writing workshop or presentation tailored to your needs. I also review RFPs and work with you to incorporate my suggestions.

Proposal Development 

Writing Killer Sales Proposals: Win the Bid and Close the Deal. The purpose of this book is to provide you with a practical overview to writing and organizing sales proposals. Whether you are a novice or senior proposal writer, you will find tips and techniques that will be beneficial to you. Instead of discussing salesmanship 101, sales theories, and proposal war stories, this book provides you with a format for writing proposals and focuses on developing a process for writing winning proposals. 

The book can be purchased from local bookstores or through online book stores Amazon or Barnes and Noble. There are eight chapters in the book covering each phase of a proposal. The book also includes checklists to help you monitor proposal development activities.

This discount is available at Amazon.

This proposal writing handbook is useful not only as a writing guide, but as a resource itself to show management how professional proposals are resourced, managed, and written. It covers the following areas of a proposal: 

• Introduction

• The Executive Summary

• The Technical Section

• The Management Section

• The Pricing Section

• The Appendix

• Summary

There are other sections that cover topics such as writing text boilerplate, developing illustrations, and printing tips. 

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