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RR <br />echnologies <br />Smart Solutions <br />-• ^� 'n' ° Legal and Professional Services <br />Project Plan <br />The proposed Document Management project will utilize a phased project plan to assure a <br />successful iManage Cloud implementation. The goals of these phases are to design, build, and <br />Implement a document management system. BTSS will perform these functions based on a <br />timeframe approved by City of Santa Ana/City Attorney's Office and BTSS. <br />Design Phase <br />The Design Phase takes into consideration the strategic goals as well as the operational, <br />technical, and budgetary requirements. The goal is to produce a comprehensive system design <br />and implementation plan that ensures that the enterprise goals are met. Considerations in the <br />design phase include: business workflow, usability and training, and network resources. Also, <br />considered will be the goals for growth. <br />In determining an initial budget, certain assumptions have been made that underlay the scope <br />of work for this project. Although these assumptions may be challenged and reconsidered <br />during the design phase, making changes to the general assumptions as outlined within this <br />proposal may result in a change to the project scope and therefore an increase or decrease in <br />the overall project budget. Items that will be considered in the final design will include the <br />following: <br />• Application Integrations <br />• Design of all Profile screens and definition and usage of all meta -data fields <br />• Definition of all electronic files (workspaces) and folder structure <br />Desktop client customizations <br />• Plans for security as related to workspaces, folders and documents <br />• Implementation Plan <br />• Training Plan <br />• Document Conversion Analysis <br />During the Design Phase, our BTSS/s will discuss various design options, including all the above <br />items. They will also evaluate current infrastructure and any design changes that may be <br />required. Based on our analysis, we will provide recommendations for additional software that <br />may be required to properly run iManage Work and meet City of Santa Ana/City Attorney's <br />Office needs. <br />Implementation Phase <br />During the Implementation phase, software is configured and tested per the mutually agreed <br />upon Design. All users are trained and client software will be loaded on a user test workstation <br />and tested. City of Santa Ana/City Attorney's Office will be responsible for workstation client <br />software rollout. <br />Blue 7echnologiesSmoRSolutlans LLC Confidential <br />25A-9 <br />Page 7 of 15 <br />