Prospective Customer Center
Needs Analysis
Contact Information
* indicates a required field
1. Booking/Scheduling Requirements
Do you book / schedule any of the following?
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 book / schedule packages of resources of any type (a.v. cart with media, etc.)? Yes No
Do you process recurring orders: semester, etc.? Yes No
What is the estimated number of requests processed per year?
What kind of requests are these?
How far in advance are requests typically received?
What is the average number of items shipped / delivered or checked-out on a given day?
What is the primary delivery method?
Courier Mail
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?
What is the total number of buildings and / or locations serviced by your center?
What is the total number of patrons / faculty / students serviced by your center?
Does your data exist on some other system? Yes No If yes, please specify:
In which of these formats is your current data?
3. Operation Requirement / Details
Does your system charge for its service? Yes No If yes, please specify:
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:
Do you have a telephone booking system? Yes No
If yes, please specify by name: Do you wish to continue providing this service? Yes No
How many local workstations are needed as a minimum requirement to start?
What operating systems are running on the workstations?
4. Other Requirements
The following questions are general in nature to assist in getting a broad view of your requirements. Please keep in mind that the software is more detailed.
Do you track equipment repairs? Yes No
Do you require "in room and / or storage location inventory control capability"? Yes No
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 explain:
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 provide curriculum standards and / or subject area research for your catalog? 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
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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2008 NMM
2008 CCUMC Annual Conference