ITServices worked with the Faculty of Education, School of Graduate Studies and University Records and Archives to develop a Request for Proposal (RFP) These units will pilot with a view to implementing an enterprise solution in the future (pending approval and funding).
Between April and November 2011, select members of the Queen’s community were surveyed either formally in meetings, or informally in conversation or via email about their ECM needs. Those surveyed include:
Consultation with these partners has led to a list of feature requirements and options for an ECM solution at Queen's.
ITServices believes that it is essential that if Queen’s is to move forward in a cohesive way in the adoption of an enterprise document management solution, a “champion” needs to be found. ITServices is happy to work with this entity in defining, negotiating and implementing a solution but cannot be the driving force. If we choose to not coordinate these discussions and acquisitions, we create the potential of a significant risk to the University as individual units negotiate and implement their own solutions. These risks exist both in the short-term, in tangible expenditures, and in the long-term as these systems may or may not integrate with each other or with central enterprise services. End-user training and support may prove inconsistent; any solution only being as good as those using it.
Any solution robust enough to meet the disparate requirements of the institution will not be without significant costs, both in acquisition and ongoing support. Funding will need to be found. Ongoing human resources will also need to be identified and adequately trained; also, not without cost.
Before any formal procurement process is begun, an intensive requirements process should occur, including a detailed process flow analysis.
On February 2, 2012, ITServices hosted an information session for approximately 20 key stakeholders across campus, including members from Strategic Procurement Services. Representatives from the University of Guelph made a presentation about their experiences and lessons learned from implementing an ECM solution at their institution. The presentation was well received, and generated further interest in exploring a solution for Queen's.
In March, an external consultant was contracted to do a formal requirements gathering from a variety of departments across campus.
Updated 10 October 2012