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E-Document Management

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\uD83D\uDCCB Overview

Driver

Stabb

Project owner

Aaron Souza

Team members

Pamela Wolfe Robinson, Massey, Salazar, Kim Taylor

Started:

Est. Finished:

Status

IN PROGRESS

Problem Analysis

COMPLETED

Solution Analysis

COMPLETED

Decision

COMPLETED

Implementation

IN PROGRESS

Verification

NOT STARTED

Project Details

Details Link

Road Map

Feb2022MarAprMayJunJulAug
Initial
Big Team
Implement

Find top 2 solutions

Define Problem

Eval Top 2

Back Scan

Train

❓ Problem space

Why are we doing this?

We have tons of banker boxes of student records and SPED folders that just take up space. We also have a lot of payroll paper records that could be digitized for space savings.

What's the impact of this problem?

The district would recoup a lot of wasted space in folders and file cabinets and its very hard to find documents.

How do we judge success?

Administrators can easily respond to a records request from a former student in the district. Reclaimed space at “south shed”, JH and DO basements.

 What are possible solutions?

Status quo, stuff in boxes or filing cabinets or purchase some e-document storage service/product.

✅ Validation

What do we already know?

That the current systems of paper stuffing in folders isn’t a long term solution, both from storage and for retreival.

What do we need to answer?

Who will actually do the importing/scanning of documents?

When will we actually do it?

Project Risks?

That this is purchased, yet we don’t actively use it.

Becomes a technology team problem/ duty.

(thumbs up) Ready to go forward

What are we doing?

Recommendation not made yet:

Why will a customer want this?

We could recoup a lot of space around the district and when records are requested, we could retrieve them quickly.

Scale and scope

This is being driven inititally by student records (and more specficially, SPED records) management, but could and should expand to business records and personell records over time.

Next Step

Make recommendation for purchase.

 

🏁 Action Items

  • Aaron Souza Where did last year’s 8th grade folders go?
  • Aaron Souza Get two folders for vendor evaluation and demonstration (Staab and Robinson?)
  • Aaron Souza Lead the initial team to quickly evaluate three solutions and get to the top 2.
  • Aaron Souza Get B.O. and HR involved to look at their corners of the world and review both platforms.
  • Aaron Souza Make final recommendation

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