This job is still a pitch, not a confirmed job. Not a very complicated job. My description is just a guide. there might be more features needed when it comes to the drawing board.
My client is looking to replace their current Document Management System as it is not functioning to what they wanted.
the scope of the EDMS work is as follows.
It should be a internal online portal based solutions working on platform suggested by the contractor.
The customer has a lot of paper document and they need this system to fully go paper less. enabling them to scan and store and be able to query and search for past records fast and accurate.
Very import needs of the project
1.) The solutions must be able to work with Microsoft Active Directory, as they will want to manage the user rights on the AD itself.
2.) Provide easy way to store the file onto the respective repository. Drag and drop or upload icons.
3.) Documents stored must be tagged, for example, Contract No, Deal No, Customer name etc.. so that when they do query, they can do query based on different entry, by customer name, Contract no. etc..
4.) The repository storage location will be on a Folder inside the server or on a NAS.
5.) the system should itself have a script to backup the sql database and the files onto another location for backup in the event of recovery needed. the backup location time and backup retention should be able to set by the customer on their own.
The contractor pitching for this job. must have done something similar before. Must know what are the basic needs of a EDMS. Must know how to integrate the solutions to my AD Server. have enough resources and provide support over the internet in the event if we have issues.