Education and Business Technology Funding 2017

IT Governance Request for Proposals on Teaching & Learning and Business Technology

Document Management System - Scoping Project

Primary Author: Suzanne Murphy
Proposal Status: 


As UCSF moves more employees into open plan work environments how does the institution manage the (currently) physical documents associated with their work and the historical documents that need to be readily accessible to employees.


Initiate a comprehensive scoping project to determine best options for a campus wide document management system and identify possible funding options.

SCOPING project will

  • •not expect or require that any system currently in use be abandoned unless the units using them chose to move to a different solution if provided;
  • will review whether to roll out some improved version Perceptis/ImageNow for broader campus use in an affordable form;
  • will look at options that other units have deployed (like UDAR) to determine if they might be appropriate for broader campus use;
  • will review other vendor solutions for ease of installment, usage and affordability.

Document Management Scoping Project Budget*


PMO-or Other Project Mgt Support  (est.)


Vendor Presentations & Constituent Workshops (est.)


Other (site visits, materials, other demo & IT support) (est.)


Requested Funding



*Does not include anticipated/required in-kind support from UCSF units with necessary expertise such as ITS, ISU, Capital Programs-Tufts, CO & EVCP communications -Gee

~     $22,000

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