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Microsoft Document Imaging Solutions Checklist

When evaluating document imaging solutions, there are several key issues/questions to consider, especially when the solution is going into a Microsoft environment.

Use the checklist below to ensure the solution you choose works best for your work environment.

Microsoft SharePoint Integration:

Product X

Product Y

Are SharePoint workflows supported by enforcing metadata requirements for rules-based processing?

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Are changes to the underlying SharePoint site structure reflected dynamically at the point of capture?

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Are audit trails maintained?

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Are there no components required on the server?

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Are hosted environments supported as seamlessly as server-based environments?

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Microsoft Exchange/Outlook Integration:

Product X

Product Y

Does the solution support MSFT mail options?
(Copy of sent message stored in Sent Items folder, Access to Global Address Books and Personal Contacts, etc.)

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Does the solution leverage the Exchange server's ability to store a single instance of an attachment delivered to mulitple recipients?

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Is the solution scalable?

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Are hosted environments supported as seamlessly as server-based environments?

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Microsoft SQL Server & Microsoft Access:

Product X

Product Y

Can the solution integrate with legacy / home-grown applications?

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Can the solution validate index data at the scanning device?

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Does the solution store file pointers and metadata values to the database?

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Microsoft Security:

Product X

Product Y

Does the solution have dynamic integration with Active Directory?

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Does the solution utilize Base DN?

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Does the solution support SSL communication?

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Does the solution utilize the same cryptography utilized by MSFT (Kerberos)?

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Microsoft Architecture:

Product X

Product Y

Are products end-of-life’d only when MSFT ceases support for the particular OS utilized?

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Does the product offer a wizard-based installer?

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Does the solution adhere to standard MSFT platform architecture?

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Does the solution leverage .NET security?

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