Document Management System Research and Consulting

Led a large requirements gathering, industry/ tool research, and process consulting engagement for the Law Department of a large Midwestern city. The mission was to discover the document management needs of the Department, match those needs to features of existing enterprise document management vendors, and make a final recommendation. The process went like this:

  • Interview stakeholders in each of the 13 division of the Law Department, discovering needs and features and documenting best practices in the Department for migration to an eventual Document Management System
  • Compile the results into a comprehensive review of the Department
  • Research the Document Management market, match the needs of the Department to available software
  • Contact a chosen set of vendors and lead the evaluation of each product, attending demonstrations, asking questions, and vetting the answers
  • Assemble the final candidates into a comparison matrix, including pricing and feature-to-feature views
  • Come up with a final recommendation for the client
  • Now looking forward to managing the implementation of the system chosen by the client

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