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25A - AGMT DOC MGMNT SYSTEMS
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25A - AGMT DOC MGMNT SYSTEMS
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Last modified
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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810-6�Technolooles <br />Siunrt Solutions <br />Legal and Professional Services <br />Project Parameters <br />The following requirements and details have been specified by City of Santa Ana/City <br />Attorney's Office at this stage and will be used as the preliminary design basis: <br />Client Workstations <br />While it is to be determined the exact client software mix City of Santa Ana/City Attorney's <br />Office will provide to the users, commonly legal assistants and staff will have desktop <br />integration, email management and web whereas the attorneys and paralegals will have all <br />software. <br />End User Training <br />BTSS will provide end user training and include curriculum. <br />Tools <br />BTSS has found the need to utilize third party tools and customizations with some iManage <br />Work deployments. The two areas where we find these needs generally are the matter <br />workspace creation/management process and legacy document import. BTSS sells and <br />Implements a variety of these tools, plus we have created our own utilities and we have an <br />application development team for custom development needs. We prefer to not recommend <br />third party tools or customizations until the Design Phase is complete. While we realize the <br />price of such tools vary greatly, it's our philosophy that we truly need to understand the <br />customer's requirements including budget considerations prior to recommending a solution. <br />Blue Technologles SmaltSolutions LLC, Confidential <br />Page 6 of 35 <br />25A-8 <br />Number of users: <br />15 <br />Physical locations (offices): <br />1 <br />Platform: <br />Windows/Intel <br />Email system: <br />Outlook / Exchange <br />Current DMS Solutions <br />Prolaw, Thomson Reuters <br />Concordance, Citylaw, Windows <br />file share <br />City software selected: <br />Desktop integration + Email <br />Management + Modern Web + <br />Mobility + Offline + Secure file <br />I collaboration <br />Client Workstations <br />While it is to be determined the exact client software mix City of Santa Ana/City Attorney's <br />Office will provide to the users, commonly legal assistants and staff will have desktop <br />integration, email management and web whereas the attorneys and paralegals will have all <br />software. <br />End User Training <br />BTSS will provide end user training and include curriculum. <br />Tools <br />BTSS has found the need to utilize third party tools and customizations with some iManage <br />Work deployments. The two areas where we find these needs generally are the matter <br />workspace creation/management process and legacy document import. BTSS sells and <br />Implements a variety of these tools, plus we have created our own utilities and we have an <br />application development team for custom development needs. We prefer to not recommend <br />third party tools or customizations until the Design Phase is complete. While we realize the <br />price of such tools vary greatly, it's our philosophy that we truly need to understand the <br />customer's requirements including budget considerations prior to recommending a solution. <br />Blue Technologles SmaltSolutions LLC, Confidential <br />Page 6 of 35 <br />25A-8 <br />
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