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SW-26779 - USA (Washington) - RFI for Case Management System Design and Implementation - Deadline August 30,2019

Product (RFP/RFQ/RFI/Solicitation/Tender/Bid Etc.) ID: SW-26779

Government Authority located in Washington; USA based organization looking for expert vendor for case management system design and implementation.

[A] Budget: Looking for Proposal

[B] Scope of Service:

Vendor needs to provide case management system design and implementation, to review the current system, analyse all agency processes related to case management, and provide a detailed assessment report that will be used to decide how to move forward,
- Proposed solution must be cloud-based and must not require any local servers, drives, or software other than standard desktop processing software (e.g., MS Word, Adobe Acrobat),
- Proposed solution must meet the minimum standards for data privacy and security,
- Proposed solution must be able to generate documents (Word / PDF) that are populated based on information in the system,
- Proposed solution must be built on a relational data structure that is easily accessed by support staff for reporting purposes,
- Proposed solution must allow administrators to configure processes and workflows in order to customize the operation of the system,
- Proposed solution must integrate email and calendars with MS Outlook,
- Proposed solution must allow for the storage and retrieval of documents related to a case,
- Proposed solution must be searchable by keyword, location, natural language, and other means,
- Proposed solution must be browsable by category, status, and location,
- Proposed solution must include a map that shows cases plotted that’s accessible to the public and can be filtered and drilled into,
- Proposed solution must allow the public to submit forms and information about a case electronically on a portal access through the website,
- Proposed solution must include the ability to add contacts, relate those contacts to cases, identify the role of the contact as it pertains to the case, and email contacts directly from the system, including automated notifications based on dates, statuses, and other information in the system,
- Proposed solution must allow internal staff members and board members to communicate internally about a particular case,
- Proposed solution must include functionality that allows staff to consolidate multiple cases into a single case without losing information from the original cases that were consolidated,
- Proposed solution must have the ability to create and store an unlimited number of document templates that can be used to generate letters, notices, and other types of documents based on data stored in the system,
- Proposed solution must have the ability to generate calendar invites and reminders,
- Proposed solution must have the ability to track case dates and statuses,
- Proposed solution must allow staff and board members to log notes about a case,
- Proposed solution must provide a customizable way to calculate the complexity of a case based on information entered into the database,
- Proposed solution must track contact method preferences (email, phone, mail) for users as well as outside contacts and parties to the case,
- Proposed solution must include the ability to relate cases to each other, either by using categories that can be grouped or other means,
- Proposed solution must include both the internally-facing system that staff use to make updates and the externally-facing website that the public uses to search and view case information,
- Proposed solution must seamlessly integrate with website.

[C] Eligibility:

- Onshore (USA Only);

[D] Work Performance:

Performance of the work will be Offsite. Vendor needs to carry work in their office location.

Expiry Date : Friday, 30 August, 2019

Category : Software, System and Application, Case Management Services

Country : USA

State : Washington

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