Defense Supply Service-Washington, 5200 Army Pentagon, Rm. 1D245, Washington, DC 20310-5200

74 -- INTEGRATED DOCUMENT MANAGEMENT AND WORKFLOW SYSTEM POC Linda K. Heartley on 703/697-6258 E-MAIL: Defense Supply Service -- Washington, heartlk@hqda.army.mil. CORRECTION: This action was originally publicized in the CBD publication number PSA-1930 (9/15/97) and PSA -- 1935 (9/22/97). The intent to negotiate with one source is changed to "negotiate on a competitive basis" and the document management software (option) is deleted. The Defense Supply Service-Washington intends to negotiate on a competitive basis on behalf of the US Army Research Institute,(ARI) Alexandria, VA for services for an integrated system to facilitate work flows and electronic document management. For years ARI has been investing in the software development of a system which will track ARI publications. Now with the Information Technology explosion, new Commericial-Off-The-Shelf (COTS) products have become available in the marketplace which appear to be able to provide the interfaces to our clients-server network architecture that is needed to satisfy the requirement for ease of use, and much more. These systems can integrate the electronic forms' requirements by automating business enterprise work flow processes, and seamlessly manage and handle any electronic file which can come in as an E-mail messaage/attachment or electronic facsimile over the Local Area Network (LAN). Hardcopies can also be scanned for electronic storage and retrieval. 1. System requirements: The requirement can be divided into three components which interface together for a total solution. The subsystems are (a) electronic forms, (b) scanners and facsimile server and (c) workflow COTS. a. Electronic Forms -- Interface electronic froms with the work flow product ( 2 designer licenses and 140 end user licenses). b. Scanners and Fax Server -- Install scanners and setup Fax Server c. Workflow -- Install workflow commercially off the shelf, customized for ARI end-users and administrators. Integrate into ARI Windows NT client-server network infrastructure and administrators. Integrate into ARI Windows NT client-server network infrastructure along with Microsoft Exchanges. Set-up workflow with Publications Tracking Systems (PTS) datasets, and business rules. Coordinate set-up with Scientific and Technical Information Officer (STINFO). Include users from all ARI remote research units and end-users on the ARI HQ LAN. Provide weekly progress report orally to STINFO. Conduct demonstration to ARI proponent and make any necessary modifications. 2. Training requirements - a. Systems Administrators -- Provide two days of training to no more than five designated designated ARI employees in the ARI training room or where equipment will be located. This will include a complete walk through on how to use the scanners, FAX server and work flow COTS. Sufficient information will be provided on how to setup and configure the FAX server for optimum performance. Training will include how to setup and manage a work flow process with multiple users. Deliverable: On-site hands on classroom training. b. End-user Training -- Provide training to end users on how to use work flow system. In particular, how to use the PTSwork flow product which has been set-up. All modules and components of the work flow product must be covered in training. Deliverable: On-site hands on classroom training. (0304)

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