Key Questions to Ask When Ordering movable dam

Preparing to attend a digital asset management demo can help you lead the conversation and truly understand how each vendor can meet your needs. As part of your preparation, it’s important to have a list of questions that you want to be answered over the course of the demo. These questions should reflect your must-haves and what you hope to achieve with your new digital asset management (DAM) system.

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In this post, we introduce 24 questions to ask that will help you find your perfect DAM vendor. We highlight questions about:

• Platforms,
• Core Features,
• Accessibility,
• Integrations,
• Security, and
• Support.

In order to ensure your questions are answered, it might be a good idea to send these to your vendor ahead of time, so they can tailor your demo to suit your specific needs.

Platform

1. What platform does the DAM reside on? (Microsoft Azure, AWS, Private Servers, etc.)

2. Can I select a data center in my area?

3. What operating systems are supported? (PC, Mac, etc.)

Core Features

4. What types of files do I need to store (videos, photos, 3D files, etc.)? Does the DAM manage and support them?

5. What types of search and filter options are available?

6. What files can I preview in full-screen?

7. What files can I edit within the system?

8. What types of metadata can I tag my assets with?

9. Am I able to control asset versions?

10. How intuitive is the system? Will all necessary users be able to use it easily?

11. What asset sharing and transforming options are available (can you change file types and sizes)?

Accessibility

12. How many users do I get with my subscription? What’s the cost per user?

13. How many permission groups are available? Are they customizable?

14. Am I able to restrict specific folders or assets?

Integrations

15. What integrations are available? Can the vendor’s integrations meet my needs?

16. Do I have access to an Open API?

17. Is there a mobile app available?

Security

18. Does the vendor meet the level of asset security and IT standards my organization requires?

19. What backup/disaster recovery systems are in place? Are my assets stored anywhere else geographically?

20. What relevant compliance and certifications does the vendor have?

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Support

21. How often can I reach support? Are there any additional costs?

22. What’s the process for onboarding? How much does it cost?

23. How do I get additional training? What’s the cost per training session?

24. Do I get a dedicated customer success rep?

Time for Your DAM Demo

These questions are just a starting point toward having a successful DAM journey. To maximize the impact of your DAM system by ensuring you select a vendor that can address your unique use case and needs.

Deciding to purchase a digital asset management (DAM) system and implementing it is just the beginning of your DAM journey. Along the way, business happens: company reorgs, expansions, shifting priorities, etc. This can all have an impact on how the DAM is used (or not used). 

The Acquia Professional Services team has walked alongside our customers on their journeys with DAM and have jumped in to help them with challenges along the way. Here are the most common questions we’ve encountered and some advice we can offer for organizations going through similar situations.

“I’m new here. Help! What’s going on?”

Oftentimes, someone hired as a new DAM admin at a company already has experience with digital asset management and already knows all the ins and outs of DAM concepts and product functionality. What they might not know, however, is how this particular DAM system they’ve inherited is set up and how to administer it moving forward. DAM configurations are often extremely customizable, so the new DAM they have just been handed may have a completely different configuration structure than what they are used to. 

This is why it’s important for a new DAM admin to connect with all of the major stakeholders and super users within their organization to learn more about the internal goals and vision for the DAM system and how the current configurations support the business and use cases of different teams. They should ask the internal team if there are any resources or documentation from the initial DAM implementation and if there is a governance document maintained by the former admin. If there has been a lot of internal shift, the admin may not necessarily get this in-depth information on why certain decisions were made. In this case, if you don’t have a why, that’s okay! All you can do is think forward. Re-engage with your stakeholders to ask them their goals and if the current configurations still support their workflows. They might have had changes too, so it would be a great time to start from scratch and reevaluate anyway.

For DAM admins who are still learning the key concepts and functionalities of Acquia DAM, we offer resources on Acquia Academy or in the Acquia DAM Community, where you can access support articles or connect with other customers through user groups. We also offer admin empowerment sessions that can help a new admin to get up-to-speed with their new position, as well as DAM site audits, which can provide a comprehensive understanding of all configurations and usage of the current DAM solution and set a new admin up for maximum success.

“Our DAM site is the Wild Wild West. How do we regain control?”

A DAM system can be set up in the most intentional, structured way possible, but without proper oversight and maintenance, or adherence to workflows, things can get out of control quickly. It may be time to reevaluate your configurations to include additional user permissions to allow (or rather, not allow) certain users to do certain things.

Consider what is going on in your DAM system. Are your assets building up because you lack a clear asset lifecycle or archiving policy? Do you have policies in place, but they’re not being followed? Either way, it’s important to get your DAM governance back on track. One way is through a DAM governance series of workshops and one-on-one sessions to help you establish rules that will support your desired workflows and asset lifecycles, and uncover new areas where having established rules of engagement can help you keep control of your DAM system.

“How do I expand my DAM site to support new user groups?”

This question often arises when an organization needs to expand its DAM site to encompass new brands or regions, or distribute assets to more markets.

The first thing to do is to take a step back and look at the larger strategy of how to serve all of your new and current audiences. Do new markets, regions, or partners need to have a user seat in your DAM site, or will their needs be met by a curated portal experience?

Once you determine your distribution strategy, you’ll understand whether or not you need to adjust your DAM security structure for internal users. Will there now be user groups who need different access to content? It might be okay if your users can access all content, but maybe it would be beneficial to add some more organization to the dashboard so they can more quickly navigate to what they care about most. 

Regardless of your decisions about distribution and access, adding new types of assets will almost always invite updates to metadata. Can you simply add to your existing metadata types, fields, and category structure? Do you need to add new values to previously established fields (e.g., brand name)? Or are the important details about your new assets vastly different from what you already have set up in the DAM? If that’s the case, it’s worth exploring if new metadata types and/or metadata dependencies could assist your upload workflows. 

DAM site optimization projects are a great way for customers who face these conundrums to collaborate with Acquia experts to strategize on the best ways to make adjustments based on their new use cases. We also offer assistance in building new configurations and making sure that existing assets and users are updated accordingly – all with minimal disruption to users and workflows. 

“We’re in an M&A situation. How do we combine DAM systems?”

If a company reorg, merger, acquisition, or other business event has led to a need to merge DAM systems, your approach is going to be different than if you were simply growing and adding on to an existing structure. You’re now faced with taking two established DAM sites and figuring out how to make the different structures fit together like puzzle pieces to support all assets, users, and workflows. 

This is the perfect time to take a step back and start fresh with your configuration approach so that you can be sure to consider all requirements as a whole. What has historically worked for one DAM system may not be possible once you have merged with another. Figuring out what can be shared versus what needs to be different is a good starting place. For example, do users need to now see new or different assets than they have in the past? Are you merging your brands or products internally and therefore have a different organization or hierarchy that needs to be considered in your metadata structure?

Paying attention to the areas where there is already duplication and overlap can be a great starting point to determining a security and search structure that works for both old and new stakeholders.

This is also a good time to revisit your admin schedule and governance document – or create them, if you don’t have them established yet. 

Acquia can help in DAM merger scenarios, with a site optimization project paired with an asset migration and metadata import. This is an efficient way to bring all assets and users into one shared DAM environment that is set up to intentionally support all audiences moving forward. 

“Do I need to be thinking about integrations?” 

Are you spending time and resources maintaining the same information in more than one system? Are you uploading the same assets manually to multiple systems? If the answer to either of those questions is “yes,” then this is an opportune time to consider expanding the role of DAM across your martech stack to save you time, money, and resources and let your DAM system truly serve as the single source of truth for your organization. 

Maybe you know exactly what systems you’d like to integrate with your DAM platform but would like to take a strategic approach to prioritize and plan for those initiatives. Maybe you’re still googling the words “API” and “integration” and aren’t really sure where to begin. In either case, a DAM ecosystem design engagement is a great starting point for a DAM admin who wants to learn more about how they should be thinking about integrations and what value they will add to the organization. You’ll work with an Acquia expert to establish an action plan so that you can be prepared for working with technical teams in the future to make your integration building experience as smooth as possible. 

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