RFI #24NEA0091 Enterprise Content Management/ Document Management Systems

The purpose of this Request for Information (RFI) is to acquire information regarding service level and royalty program options that are available in the marketplace and develop an appropriate solicitation, if determined by UB that is an appropriate step. THIS IS NOT A BID.

The objectives of this RFI are to:

1. develop a general understanding of vendor system features and capabilities across the marketplace;
2. obtain vendor feedback regarding deployment models, leading practices and pricing structures to assist development of a bid document if UB determines a bid is appropriate.
3. develop a general understanding of the complexity, timelines and effort required to migrate documents, workflow processes, users and security models from an existing platform to another.
4. solicit vendor’s perspective on best practices for adopting such a platform;
5. identify future directions for programming technology and appropriate timelines;
6. identify any equipment requirements and associated service and support options for that equipment

SCOPE OF REQUEST:

The scope of this RFI is to collect information on the provision of Enterprise Content Management/Document Management systems. Scope to include the professional services required for migrating an existing on-premises system to each vendor’s proposed platform. If both cloud and on-premises solutions are available it is expected each option/approach will be described fully.