When you’re ready to choose a Digital Asset Management (DAM) system, the decision process can feel overwhelming. To help you narrow down the options and make the right choice, we’ve created this checklist. It covers everything you need to consider during your search, ensuring you select the best DAM system for your business.
But before jumping into the checklist, it’s important to recognize the problems that lead businesses to seek a DAM solution in the first place. Even though asset management software has been around for many years, plenty of organizations still struggle with disorganized, inefficient solutions often without realizing how much it’s costing them in time, resources, and missed opportunities.
Here are some of the most common issues companies face without a proper DAM system:
Chaotic file storage: Assets are scattered across emails, cloud drives, local folders, and even personal devices, making it nearly impossible to find the right file quickly.
Wasted time and productivity: Employees spend hours searching for files, recreating lost assets, or waiting for approvals — time that could be spent on high-value work.
Inconsistent branding: Without a central source of truth, outdated or unapproved assets get used, leading to brand dilution and licensing risks.
Poor collaboration: Global teams, and even teams across local departments, struggle with version control, feedback loops, and sharing large files efficiently.
Security risks: Sensitive assets are shared via unsecured links, stored in vulnerable locations, or accessed by unauthorized users.
Scalability issues: As your business grows, ad-hoc solutions (like shared drives or manual processes) become unsustainable, creating bottlenecks.
If any of these sound familiar, the situation is it’s actively hindering your business. A well chosen DAM system solves these problems by not just centralizing assets, but automating workflows and making it easier to be compliant.
Now, let’s move on to the checklist to ensure you select a DAM that addresses your specific challenges.
1. Define Your Core Needs and Objectives
Before evaluating vendors, align on why you need a DAM and what success looks like. Start by asking:
- Why do you need a DAM system? (e.g., organizing assets, improving collaboration, automating processes)
- What specific challenges does your team face with managing digital assets?
- Are there particular features your team needs, like advanced search, metadata management, or version control?
- What outcomes do you hope the implementation to achieve? E.g., Faster production turn arounds, less time spent re-creating assets, licensing management?
2. Check for Ease of Use
A DAM system’s value plummets if your team finds it clunky or confusing. To gauge usability, start by testing the platform firsthand. Check out self guided product tours or request a demo where you can simulate real-world tasks like uploading, searching, and sharing assets. Ask:
- Can your team navigate the interface intuitively, or does every action require a workaround?
- Does it include drag-and-drop uploads, AI-powered tagging, and simple to use metadata fields.
- Consider if the design is intuitive enough to be used by the least technically proficient members of your team?
Beyond demos, lean on peer insights. Check user reviews on G2 or Capterra for recurring praise or complaints about usability. Phrases like “adoption was seamless” vs “steep learning curve” are telling.
Also, ask the vendor about onboarding support. Do they offer training sessions, in-app guides, or dedicated customer success managers to help with implementation?
Remember, the easier the system is to use, the faster your ROI.
3. Check Off The Key Features You Need
If you’re ready to start the review process, download our DAM RFP template. It’ll help you work out what you need and provide you with information that will help structure the right solution. The sections are universal and can be applied to any prospective DAM vendor.
The editable template below covers everything from business goals, technical requirements, user needs, security and compliance, integration capabilities, pricing, ROI and vendor support.
IntelligenceBank’s template covers all these areas to guide you through the process.
4. Assess the System’s Scalability
With the explosive growth of video content, (driven by streaming platforms, social media, and AI-generated media), brands must ensure their systems can handle increasing demand. It’s therefore critical to evaluate the vendor’s infrastructure:
- Can it scale to accommodate higher workloads and maintain performance during peak usage?
- Can it be customized as your business grows (e.g., adding features, users and storage)?
5. Evaluate Customer Support Options
What is the onboarding process like? How does the vendor help socialize the platform throughout your organization and train users?
- Does the vendor provide 24/7 support or just business hours?
- How responsive is the customer service team to inquiries or issues?
- Are there helpful resources available, like a knowledge base, vendor forums, or FAQs?
6. Review the Vendor’s Reputation
What do current and past customers say about the vendor? Are reviews and testimonials positive? Ensure you are checking independent peer or user review sites such as G2. Ask:
- Does the vendor have experience working with companies of your size and in your industry?
- Can you contact other users or case studies to learn about their experiences?
7. Check for Security Features
A DAM system houses your most valuable digital assets — protecting them requires robust safeguards. Ask prospective vendors:
- Does the DAM offer data encryption, two-factor authentication, and other advanced security measures?
- How does the vendor handle data backups and disaster recovery?
- Is the system compliant with industry-specific regulations, such as GDPR or HIPAA?
8. Set a Realistic Budget
DAM software is priced and packaged differently vendor to vendor. To avoid surprises, clarify:
- What your budget for the DAM system is, both in the short and long term?
- Are there any hidden fees, such as maintenance, storage, or training costs?
- Does the system offer good value for the features you need, or is it overpriced for your requirements?
9. Understand the Upgrade Process
Technology evolves fast, particularly with the wide spread adoption of AI. Assess the vendor’s commitment to progress by asking:
- Does the vendor release regular updates to improve features and security?
- How does the vendor handle bug fixes and patches?
- Does the vendor provide a roadmap or future vision for the product?
10. Request a Demo
A demo is a great way of revealing whether a DAM lives up to its promises. During your hands-on evaluation consider:
- How it will suit your team’s workflows?
- Any limitations or gaps that would hinder adoption?
11. Final Step: Make Your Decision
Once it’s crunch time, make sure you’ve reviewed all the factors and weighed up the pros and cons of each system. Ultimately you’ve got to choose the DAM that best aligns with your team’s goals, budget for the short, mid and long-term.
And finally, don’t hesitate to, contact us to seek further advice on the selection process.
Although well worth it, implementing is a reasonable investment in time and money, so it’s important to choose well.