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EDMS Example Projects

The following are brief overviews of our projects. This is not a complete list but provides information on the type of projects undertaken.

Backfile Conversion Project - County Assessor

Reviewed current paper property records and developed an RFI/RFP. Participated in vendor demonstrations and selection.

Backfile Conversion Project - County Recorder

Reviewed current microfilm records and developed an RFP. Participated in the vendor selection.

Document Management and Workflow Assessment

This engagement studied an existing document imaging and workflow application in a banking environment to determine whether current document imaging and workflow technology could be updated and improved. Primary goals were to establish better tracking of customer applications, improve the time to approve, simplify order entry procedures, and enhance customer service capabilities.

Enterprise Imaging Study

This engagement provided an enterprise document imaging feasibility study. The application was general image processing for each department and the initial study was based on seven departments, including accounts payable. The product of the study provided a go/no go decision for document imaging and workflow technology. Also included in the study were a vendor analysis, cost-benefits analysis, procurement assistance, and implementation support.

Municipal Court System

This study was for a County Municipal Court System. This study reviewed the operations of the Courts and recommended feasibility of document imaging technology. The study included a cost-benefits analysis, survey of qualified vendors, model implementation plan, and a vendor recommendation. 

State Court of Appeals

The Court of Appeals receives appeal documents in hardcopy from the Trial Courts, the appellants, and the State. These documents are sent in multiple copies and used by the Judge in making a decision. This study determined whether submitting documents in electronic format was possible and what were the ramifications of electronic submission.

The study included a review of current practices and procedures, a review of electronic formats available for submitting documents, and a review of the potential storage methods for maintaining the electronic documents. Recommendations were presented at a meeting of the District Clerks.

RFP Development, Writing, and Review

Assisted with the development of a major RFP effort for an international banking project. Provided RFP management, writing, and development of the customer demonstration. Also worked on developing pricing scenarios and contract review.

Document Imaging RFP  - Bank

Reviewed and commented on the final RFP. Participated in rewriting of RFP sections prior to it being sent to vendors.

Document Imaging RFP - Manufacturer

Reviewed and commented on the draft RFP. Participated in rewriting of RFP sections prior to it being sent to vendors.

RFI/RFP Workshop and Development - European Patent Office

Provided an RFI/RFP workshop for the project team. Continued with assisting with the development and writing of the RFI and RFP, reviewed draft documents, and evaluated final RFP. Participated in review and evaluation of vendor proposals.