Searching for the best software to manage your collections information can feel overwhelming. We’ve assembled a list of tips to keep you on track.
Gather a Strong Team
Consider which departments and staff will be most affected by your new software. Who will your power users be? Involve them in the selection process early. After determining your team, appoint a Team Lead to manage the project details and ensure a smooth transition.
Suggested Team Members:
- Head of Collections
- Head Registrar
- Executive Director
- IT Manager
- Head Curator
- Head of Conservation
- Database Administrator
- Digital Media Manager
- Website Manager
Survey Your Selection Team
Why do you need a Collections Management System (CMS), and what are you looking to achieve? Examining these simple questions will help reveal your top priorities, and the obstacles you’ll face on the way.
Ask your team about their current CMS challenges, and what needs improvement. Find out what they want to gain from the new system, and the impact they expect on the collection in the coming years.
Considering the immediate and long term goals will give your team direction. Here’s an example:
|Top 3 Short Term Goals||Top 3 Long Term Goals|
Defining your goals and the steps to achieving them will alleviate future confusion or disagreement for your team, as expectations have already been clarified.
Define Your Deal Breakers
Although each collection is unique, some processes are standard throughout the field. Consider the goals mentioned above, the workflows in your museum, and these suggested benchmarks.
A CMS that enhances these activities offers the best chance for success:
Loan and Exhibition Management – Sharing and displaying collection objects is at the heart of your museum. The CMS you select should streamline exhibition planning by consolidating checklist information and providing staff with accurately updated information. Your new CMS should offer flexible reporting that can be easily customized to support your team’s loans and exhibitions practices.
Conservation Support – Maintaining the right preservation documentation—such as treatment surveys and condition reports—ensures that your collection remains secure and accessible. Select a CMS that supports hassle-free collaboration between conservators, curators, and registrars by standardizing data for the necessary treatment surveys, reports, and environmental criteria.
Location and Shipping Management – Look for a CMS that can cross-reference shipping information—send and delivery dates, courier details, shipment values—with insurance, object, and exhibition or loan details. Your CMS should also easily manage barcode tracking and inventory-related activities.
Digital Asset and Media Management – Managing your digital assets is just as important as managing the objects in your collection. Be sure that your CMS provides native DAMS functionality, allowing you to read and manage virtually any media file format, create media records, automatically import and update media metadata, digitally annotate images, and set group access rights
Reporting and Analysis – Help your team manage your collection efficiently by selecting a CMS that provides multiple pre-configured reports, labels, catalogue templates, condition reports, and exhibition checklists. Ensure that data can be easily exported in a variety of useful formats.
Flexible Accessibility – Most collection teams are on the go, so it’s important that your staff can retrieve, access, and update information securely, from any location. Your CMS should offer web-based access, either as a browser-based application or via a compatible cloud-hosted solution.
Prioritize and narrow your list of criteria to 3 absolute must-haves to keep your team focused as you research, test, and compare various solutions.
Research What’s Available
With your goals and deal breakers established, your team is well equipped to research solutions and contact vendors. Gather as much information as possible from the web, tradeshows, and demos.
Here are some initial questions to ask yourself:
- Does this vendor’s solution match your goals?
- Does the software meet your must-have benchmarks?
- How smoothly will the implementation process run? How will length of implementation process impact your goals.
- How futureproof and scalable is the solution? Look for software that easily integrates with other systems (web publishing, DAMS, conservation, etc.) and can support your needs as they change in the future.
- Will this system enhance communication and collaboration for your collection-related activities?
- What reputation does each vendor have? Can you find real-world accounts, case studies, or references?
- Can this system consolidate the functionality of other systems?
- Does the vendor have experience with your type and size of collection?
- How compatible is the new software with your existing IT infrastructure?
Refine Your Selection
Now it’s time to narrow your options to a final choice.
- If needed, arrange for further demonstrations and conversations with your top vendor choice.
- Consider your return on investment. Identify the costs associated with each CMS solution, then identify the benefits, both financial and non-monetary.
- Finalize your vendor selection.
Your new system shouldn’t simply replace the current system, but should help your institution operate more efficiently while supporting your collection into the future. Additionally, your collection work doesn’t exist in isolation, so your software shouldn’t either. Think big, and protect your collection and your resources by investing in an enterprise collection management ecosystem, not a standalone CMS. Be sure to carefully evaluate your needs during the research process, and consider the options that will best save time, money, and frustration.
If you’d like to learn more on how Gallery Systems can help you reach your goals, view a CMS demonstration, or request a consultation with one of our representatives, contact us today.