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25A - AGMT DOC MGMNT SYSTEMS
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25A - AGMT DOC MGMNT SYSTEMS
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5/10/2018 7:54:00 PM
Creation date
5/10/2018 7:49:43 PM
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City Clerk
Doc Type
Agenda Packet
Agency
City Attorney's Office
Item #
25A
Date
5/15/2018
Destruction Year
2023
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glue -Technologies <br />Smart Solutions <br />Legal and Professional Services <br />Follow -Up Phase <br />During the Follow-up Phase, BTSS will have iManage BTSS/s available after implementation to <br />provide floor support, answer questions, correct minor issues, and make sure that City of <br />Santa Ana/City Attorney's Office objectives were completely achieved. <br />Administrator Training <br />The budget includes basic administrator training conducted by a BTSS BTSS. <br />Support Center <br />This provides functional ("how-to"), administrative plus technical support tailored to City of <br />Santa Ana/City Attorney's Office environment for iManage administrators/users and is <br />delivered from our offsite support center. Clients are provided a toll-free support phone <br />number and email address. <br />$500 per month, 11t (3) months are pre -paid then monthly thereafter; can cancel with <br />30 days' notice. <br />8:00 am to 5:00 pm Pacific Time, Monday through Friday, non -holiday coverage. <br />Project Management <br />A Project Manager (PM) will be assigned to your project. The PM's role is to act as a liaison <br />between City of Santa Ana/City Attorney's Office and BTSS' BTSSs. Responsibilities include <br />participating in the kickoff meeting, providing BTSS contact information and taking summary <br />notes during the initial call. The PM will create your project in AutoTask, a cloud -based <br />application, to monitor project tasks, timeline and budget. A client portal will be opened to <br />allow you to follow the project and issue tickets if necessary. AutoTask is a transparent <br />solution allowing for dual party accountability. The PM will also schedule project meetings and <br />provide weekly project summaries if necessary. All of the PM activities are fixed fee, including <br />the BTSSs participation in the project kickoff and review meetings. <br />Blue Technologies Smart Solutions LLC, Confidential <br />25A-10 <br />Page 8 of 15 <br />
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