New Customer Information

Name*

First Last

Phone*

If your Department or Division currently uses Perceptive Content/ImageNow, how it is used?*

Email*

Position*

Division/Department*

Have you read and understood the ECM/Imaging Service Terms of Use?*

Yes
No

Have you read and understood the ECM/Imaging Service Level Agreement?*

Yes
No

Have you read and understood Perceptive Content/ImageNow Concepts and How it Works?*

Yes
No

If you are not the stakeholder for this effort, who is?*

Identify the person in your business unit that will be responsible for the management of your implementation details for your business unit.*

Name*

First Last

Phone*

Email*

Enter Email Confirm Email

Who will be your data custodian?*

Who is your backup data custodian?*

Do you have your document types, retention schedule and basic preservation plan from the UW Madison Records Office?*

Yes
No

What types of documents/data do you want to manage?*

If you have any restricted or sensitive data contained in your documents, please describe, and address whether the sensitive documents can be segregated.*

Please identify other systems documents or data may be associated with (e.g., SFS, HRS, ISIS)*

Is someone on campus already storing some or all of what you want to do?*

UntitledIf you are planning on sharing resources (scanner, student workers) with other business units, please describe*

In Your Department

In Your Division

Across Campus

What is done with documents now?*

What isn't done with the documents now?*

How do you identify and find the documents?*

Can you categorize/classify the documents into similar types?*

Identify key metadata, e.g., last name or tracking number, for all document types.*

Identify your business need(s) to be met by Perceptive Content/ImageNow:*

What is your business case for using Perceptive Content/ ImageNow?*

What are your goals?*

How does the work fit into your business unit's mission and goals?*

Please describe your current environment and how you want that to change using ECM/Imaging Service.*

What are your quantifiable objectives?*

What is your timeline and why?*