Assessing Your Organization’s Digital Asset Management Needs

Choosing a Digital Asset Management (DAM) system is a high-stakes process, but it can also be energizing and collaborative when done right. Whether you’re replacing a legacy system or starting from scratch, the first step is understanding what people need. This means listening carefully, mapping what’s working and what’s not, and building shared enthusiasm for what a DAM can unlock.

Start with People

The foundation of this work is people. Find them, talk with them, and the rest will start to fall into place. Before you dive into features or vendors, start with people. A DAM system’s success depends on the constituency that uses and supports it, so identifying and engaging the right voices is essential.

Who makes or uses the digital assets?

Think broadly about anyone who creates, manages, approves, uses, or delivers digital assets. That might include:

• Content creators, designers, and editors
• Marketing and communications teams
• Archivists and records managers
• Product or project managers
• IT and security staff
• Legal, compliance, and risk officers
• Executive sponsors and decision-makers
• Funders or departments responsible for system costs

To identify the right stakeholders, ask:

• Who touches assets from creation through to delivery and preservation?
• Who makes decisions about DAM staffing, training, and long-term support?
• How is the DAM currently funded—or how will it be funded in the future?

Start broad. As you engage people across roles and departments, a smaller group will naturally emerge with deeper involvement, insight, and decision-making responsibility. These are your core stakeholders—the people who will help shape the system and carry it forward.

Listen for Insights

Stakeholder input isn’t just helpful—it’s essential. These conversations shape your goals, expose pain points, and clarify what your DAM needs to support. Engaging the right people early gives you a clearer view of how assets are really managed—and where the friction lives.

As you talk with them, don’t just focus on workflows. Ask about long-term support: Who will own the DAM? Is IT prepared to manage integrations, infrastructure, and security? Is there funding or staffing available to maintain governance, training, and standards? These questions are just as important as functional needs and should guide your assessment from the start.

Start with short, focused interviews. Skip surveys, which often yield surface-level feedback. Instead, speak one-on-one or in small groups. Record conversations (with permission) so you can revisit the details. Ask open-ended, practical questions like:

• What tools do you use to create, manage, or find digital assets?
• What do you wish were easier?
• What already works well?
• How do you handle rights or metadata?
• What slows you down or creates confusion?
• If you had a magic wand, what functionality would you ask for?

Pay attention to the language people use. It’s invaluable when you begin writing requirements or explaining priorities to vendors.

Organize and Prioritize What You’ve Learned

Once you’ve gathered enough feedback, use a simple rubric to organize and prioritize what you’ve learned. This helps you spot patterns, identify gaps, and guide planning. Assessment isn’t just a step toward a decision. It’s how you learn what success will require. It helps you see not only what’s broken but what’s working, what people hope for, and what you’ll need to prioritize.

Your assessment should help you answer:

• Where are the friction points in your asset lifecycle?
• What are the root causes of confusion, delays, or errors?
• What already works well and could be scaled?
• What would help your teams collaborate better or move faster?

A useful way to organize this thinking is with a simple rubric:

This high-level rubric helps turn qualitative insights into a shared understanding of your current landscape. It can surface high-impact gaps, clarify priorities, and serve as a foundation for your implementation roadmap or RFP.

Keep Listening, Keep Refining

At the heart of a successful DAM assessment are people—the users, decision-makers, and behind-the-scenes teams who rely on digital assets every day. Their insights are the source of your best ideas.

Information gathering isn’t a one-time process. Keep asking questions. Keep listening. As your understanding deepens, your priorities will evolve, and your system requirements will sharpen. The more inclusive and user-driven your approach, the more likely you are to select a DAM that meets your real needs and earns long-term support.

What may feel like a jumble of tools, frustrations, and hopes now will eventually turn into clear priorities, confident decisions, and, most importantly, a system that fits the way your organization actually works.

Focus the Vision for Your Digital Assets

With input from your stakeholders in hand, it’s time to define a shared vision for what the DAM is meant to accomplish. That vision comes to life through clear, outcome-driven business objectives. These objectives articulate the why behind the DAM: why it matters, what it will change, and how you’ll know it’s working.

Business objectives help you prioritize features, align teams, and communicate the system’s value to leadership. They keep the project focused, especially when you’re evaluating trade-offs or making decisions down the line.

Before diving into detailed requirements, ask: What does success look like with a digital asset management system in place? Are you aiming to reduce legal risk? Speed up campaign delivery? Preserve institutional knowledge? These goals shape every step of your selection and implementation process and are communicated through business objectives.

A strong business objective answers:

Sample Business Objectives:

• Reduce time spent searching for assets by 50% to support faster content delivery Teams currently spend significant time locating approved visuals and files. Reducing this friction will help meet tight publishing timelines and improve responsiveness.
• Ensure only licensed assets are used in public materials Inconsistent tracking of usage rights increases legal and reputational risk. A DAM should help enforce compliance and make rights information visible and actionable.
• Consolidate digital assets created by different users and stored in disparate systems Assets are currently spread across local drives, cloud folders, and legacy tools. Centralizing them will support discoverability, collaboration, and long-term access.

Whenever possible, tie business objectives to measurable outcomes. For example: “Reduce asset search time by 50%” or “Ensure 100% of publicly used assets have visible rights metadata.” These goals can help you evaluate vendors—and later, your DAM’s performance.

Is a New Digital Asset Management System Actually Needed?

One of the goals of a good assessment is clarity. Sometimes that clarity reveals that a new DAM isn’t the right next step. You might discover that your existing system could work with better training, governance, or configuration. Or you may find that the real issue isn’t the technology, but the lack of shared standards or ownership. That’s still progress. A thoughtful assessment can help you solve the right problems, whether or not that includes replacing your DAM.

Next Steps: From Insight to Action

Whether your assessment points to the need for a new DAM or uncovers ways to improve the one you already have, the outcome is the same: you now know what you didn’t know before. It’s time to turn that insight into a plan.

Start by organizing what you’ve learned into something clear and shareable. A spreadsheet, a shared doc, or whatever helps your team keep track of it all. Consolidate data and priorities in one place to prepare for internal planning, vendor conversations, or decision-making.

As you move toward system selection or renewal, take a beat to assess your organizational readiness:

• Who will own the DAM long-term?
• Is IT prepared to support infrastructure, integrations, and identity management?
• Do you have staff or governance in place to manage the operation of the system?

A successful digital asset management system depends on more than just features. It also needs committed people, long-term support, and a structure that can grow with your organization. As you talk with stakeholders and gather input, make sure to document what you’re learning—key themes, priorities, pain points, and goals. Documenting these early insights will help shape shared understanding and keep things grounded as you move into planning and decision-making.