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What to Consider When Selecting and Purchasing a Document Management System

A practical guide to evaluating, selecting, and purchasing the right DMS for complex engineering environments.

Choosing a document management system is a strategic decision.
The wrong system creates inefficiencies, compliance risks, low adoption, and costly re-implementation.

This guide outlines the key criteria to evaluate before selecting a DMS, from essential features to implementation realities and vendor credibility.

Download the Full Guide (PDF)

What You’ll Learn

This guide covers:

  • The essential DMS features that impact version control, security, and collaboration
  • What to consider regarding implementation time and internal resources
  • Upfront and ongoing cost factors
  • How to compare vendors objectively
  • How to define your organization’s real requirements before evaluating systems

It is designed to help document controllers, project leaders, and IT stakeholders make an informed, structured decision.

Why DMS Selection Often Fails

Organizations frequently underestimate:

  • Implementation complexity
  • Change management effort
  • Integration requirements
  • Long-term maintenance and support
  • User adoption challenges

Selecting a DMS is not only about features. It’s about long-term operational fit.

This guide provides a structured evaluation framework to reduce risk and avoid costly mistakes.

Built for Engineering & Industrial Organizations

Particularly relevant for:

  • Renewable energy projects
  • Oil & gas operations
  • Mining and heavy industry
  • EPC and EPCM environments
  • Capital project teams managing high document volumes

If document control is mission-critical in your organization, this guide will support a confident purchasing decision.

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