Prospective Customer Center

Needs Analysis

Contact Information

* indicates a required field

*Organization:
* Address:
* City:
* State: * Zip:
* Phone:
Fax:
E-mail:
Web Site:
*Contact Person:
Title:

1. Booking/Scheduling Requirements

Do you book / schedule any of the following?
AV Materials
Print Media
Equipment
Rooms
Meetings
Personnel
Other

If other, please explain:

Do you have a one-step, over-the-counter:
Check-out and Check-in operation?
Yes No

Do you book / schedule resources for an entire day - 24 hours or greater? Yes No

Do you book / schedule resources by Date and Time or Daily only? Both Daily Only

Do you process recurring orders: by semester, by quarter, etc.? Yes No

Do you book / schedule packages of resources of any type? Yes No

If yes, please describe a typical package:

What is the estimated number of requests processed per year?

What kind of requests are these?
Written
Phone
Walk-in
Fax
E-mail
Other
If other, please note:

How far in advance are requests typically received?
Days
Weeks
Months
Years
Hours
Other
If other, please note:

What is the average number of items shipped / delivered or checked-out on a given day?

What is the primary delivery method?

Courier
Mail

UPS
Other
If other, please note:

Do you want patrons / faculty to have online ordering capability? Yes No

Do you want to provide them with confirmations / notices via email? Yes No

2. Database Description / Details

What is type of resources do you manage and what is the total number of pieces of each category?
AV Material Total Number
Print Media Total Number
Equipment Total Number
Rooms Total Number
Meetings Total Number
Personnel Total Number
Other Total Number
If other, please specify:

What is the total number of buildings and / or locations serviced by your center?
Buildings Locations

What is the total number of patrons / faculty / students serviced by your center?
Total

Does your data exist on some other system / database? Yes No
If yes, please specify:

In which of these formats is your current data?
ASCII
MARC
XML
Other
If other, please explain:

3. Operation Requirement / Details

Does your facility / department charge for its service? Yes No
If yes, please specify:
Charge Back
Flat Rate
Rental Fee
Annual Charge
Other

If yes, please explain:

Do you require Accounts Receivable capability?
Yes No


Do you use or require any special labels for your materials? Yes No


Is any of your inventory currently Bar Coded?
Yes No

If not, would you like to have this feature?
Yes No

Do you have Bar Code Reading Equipment?
Yes No
If yes, please specify the brand and model:


How many local workstations are needed as a minimum requirement to start?

What operating systems are running on the workstations?

4. Other Requirements

Do you track equipment repairs?
Yes No

If yes, please explain:

Do you require "in room and / or storage location inventory control capability"?
Yes No

If yes, please explain:

Does your operation include sales capability?
Yes No

Do you duplicate videos as a part of your Media Operation?
Yes No

Do you do off air taping?
Yes No

Do you have any special scheduling requests
(i.e. Video On Demand)? Yes No
If yes, please note:

Do you wish to produce a Printed Catalog?
Yes No

Do you wish to publish your catalog on-line as a PDF file?
Yes No

Do you want to provide searching for resources by learning objectives / curriculum standards?
Yes No

Do you want to provide searching by subjects?
Yes No

Do you want to provide searching by series?
Yes No

Do you receive large batches of requests at certain times of the year?
Yes No

Do you require very detailed statistical reporting?
Yes No

Do you require viewer or audience statistics?
Yes No

Do you circulate and evaluate vendor previews?
Yes No

Do you send a high volume of direct mail pieces to your users?
Yes No

Do you anticipate any dramatic growth in your center / operation in the next three (3) years?
Yes No

Do you currently pay an annual "System Support" fee?
Yes No

5. Additional Data

When do you anticipate funding will be available for your automation project?

Describe any special characteristics of the center / operation you wish to share.

 

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