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You are here: Home » infoKits » Electronic Documents and Records Management » Stage 6: EDRM - defining the statement of requirements » Step Five - Escrow

Step Five - the service requirements

In section five you need to specify the agreed mix of core and additional services which you require the supplier to provide.

The following represent a typical mix or core and additional services which you might require the preferred supplier to provide:

Service Description
1 Project planning and management services. Includes working with project team and providing supply side project management and support.
2 Software customisation, implementation and testing services. The supplier should configure and install and test the software at all phases on the hardware purchased by you and attached to your network by you to ensure that the system provides all the required core functions and facilities. This includes loading the classification scheme/Fileplan onto the system.
3 Integration services. The supplier should provide integration services to integrate the solution with the desktop and with key line of business systems
4 Change management, training and documentation services
5 The supplier should provide software support and optionally specialist hardware support services for an agreed period of three to five years
6 Provide additional business process management services for individual departments
7 Provide additional integration services with business administration systems for individual departments or corporate applications
8 Provide backfile paper scanning and digitisation and indexing and loading services for individual departments
9 Provide additional data migration services - migrating e-mails onto the system; migrating electronic documents onto the system; migrating metadata from a paper records management system onto the new system etc

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