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HomeMy WebLinkAboutRESPONSE - RFP - 7253 SHARE POINT CONSULTING (2)Technetronic Solutions, ina Response to the solicitation for 7253 SharePoint Consulting City of Fort Collins July 15, 2011 3:00 PM MDT Technetronic Solutions, Inc. City of Fort Collins Purchasing Division 215 North Mason St. 2nd Floor Fort Collins, CO 80524 Technetronic Q Solutions, inc. "CCC was not only looking for the right technology, but a partner that could understand our business and help create a platform allowing for greater flexibility and scalability. TSI took the time to understand as and our business goals which led to the infrastructure and tools we use today. They continue to help us plan and deploy valuable services." said Jason VanAusdall, Business Manager. "I see so much more we can do with SharePoint and look forward to working with TSI to iteratively roll out new functionality." d Technetronic Solutions, Inc. Section IV - Personnel TSI contact Eric Braesch 3443 S. Galena St. Suite 210 Denver, CO 80231 Vice President 303-547-3102 ebraesch a(7techsoli.com SharePoint ArchitecbProject Specialist Donald Lutz 3443 S. Galena St. Suite 210 Denver, CO 80231 303-547-3101 delutz(7a techsoli.com Resumes of the team members who will be assigned to this SharePoint Migration Project are attached as Appendix B to this RFP response. Section V- Organization Chart G a !Pc Lilt; E-3 Technetronic Solutions, Inc. Section VI -Availability Based on a timely award process and immediate project start, TSI project personnel are readily available to participate in this project. TSI's model is one of utilizing a software factory to deliver projects and have years of working with our clients to deliver projects successfully. This model allows for our professionals to be most effective and their time flexible. We are available for all onsite project planning and review sessions, and available to meet or participate in conference calls with notice. We anticipate most of this project can and will be delivered remotely. Section Vll -Estimated Hours The SharePoint Hours Breakdown is included as Appendix A to this RFP response. Total number of hours for the project is estimated at 104. Section Vlll - Rates and Cost The SharePoint Cost Breakdown is included as Appendix A to this RFP response. Cost per hour for resources assigned to this project is blended at $110.00 per hour. Total estimated cost is $11,440. At the bottom of the spreadsheet within Appendix A, per phase hours and costs are listed. Ongoing support of the SharePoint environment and help desk services are provided at a rate of $100. 9 Technetronic Solutions, Inc. Appendix A - SharePoint Development Cost Breakdown SharePoint Migration Project g 1 Cost/ Hour Dev "°° rs Total Planning Review/Detail Technical Requirements $110 8 $ 880 SharePoint Foundation 2010 requirements Technology Architecture Software and Hardware inventory Current computing environment Review/Detail Preliminary SharePoint Foundation 2010 Requirements $ 110 4 $ 440 Permission and access needs Content management requirements Content type requirements Determine Preliminary Design Objectives $ 110 4 $ 440 Map scope to current computing environment SharePoint Foundation 2010 storage requirements including Remote Blob Storage Project information dissemination strategy Information architecture approach Review preliminary design objectives Identify Integration Strategies $ 110 4 $ 440 Identify interoperability issues within City of Fort Collins Identify interoperability issues outside of City of Fort Collins Perform Risk Assessment $ 110 4 $ 440 Identify risks, impacts Escalation processes Review Client Software and Hardware $ 110 4 $ 440 Existing hardware compared to requirements for SharePoint Foundation 2010 Existing operating systems and software compared to software requirements for SharePoint Foundation 2010 Browser requirements for SharePoint Foundation 2010 Upgrade client hardware and software as needed Plan Server Configuration $ 110 8 $ 880 Identify document management approach Identify existing content sources 10 0Technetronic Solutions, Inc. Determine content migration methodology Determine Roles and Usage Patterns of Users of the web front end, document management, and search Plan Capacity $ 110 8 $ 880 Normal load from roles and usage patterns Documents stored and store size Index size Determine growth needs, peak load factor Evaluate caching, load balancing, and other scaling techniques Documents stem architecture Plan Security $ 110 8 $ 880 Determine Microsoft Office SharePoint Server Foundation 2010 Roles Assign user role to provide permission to user to perform specific tasks Define Content Security Strategy Utilize role -based security to control user access to content Security Review and Lockdown Evaluate using SSL, techniques to prevent unauthorized access Determine web application policies Review compliance requirements Determine Information Policies Plan for Performance $ 110 8 $ 880 Performance testing of base components of SharePoint Foundation 2010 Measure caching performance and optimizations Review connectivity and bandwidth requirements Review current network Plan failover and disaster recover $ 110 8 $ 880 Establish requirements Plan backup and restore Create plan Plan Integration $ 110 4 $ 440 Plan Windows SharePoint Services Deployment Determine need for Integration with Business Connectivity Services BCS Determine if there is any need for Enterprise Service Incoming email Others stems for integration Determine integration strategy and plan Plan Maintenance $ 110 8 $ 880 Routine Maintenance Determine quotas to manage site collection storage sizes Configure zones, alternate access mappings 11 Technetronic Soluti Solutiores,inc. Determine site use confirmation and deletion to manage unused site collections/notification schedule Deploy Production System $ 110 16 $1,760 Create Farm Setup load balancing solution for SharePoint Foundation 2010 Install operating system as needed Install SharePoint Foundation Install SQL Server if needed Configure Web front end server(s) Configure index and query services Configure search server Configure alication servers IIS Install and register filters Move SharePoint Configuration Databases Configure standard SharePoint Foundation 2010 site templates Test and Evaluate Base Installation of SharePoint $ 110 8 $ 880 Totals $ 110 104 11,440 12 • Technetronic • Solutions, Inc. • • Appendix B — Team Member Resumes • Donald E Lutz • • Mr. Lutz is an accomplished software architect and developer with enormous depth and • breadth in designing, building, and integrating large enterprise systems. For over 20 years Mr. Lutz has specialized in providing the public and private sector real -world • Service Oriented Architecture solutions implementing integrated, orchestrated web • services frameworks. His thought leadership enables him to creatively and effectively drive business solutions through technology. His expertise with system architecture and • programming ensures project success. • Mr. Lutz is co-founder and senior architect for TSI, a system infrastructure and software • consulting firm. As the senior engineer, he is responsible for the architecture and design • of frameworks used to provide SOA to their enterprise clients. Mr. Lutz provides the vision, strategy and development expertise of system and application integration within • and between enterprises. The integration framework deployed to his clients provides a • lightweight Enterprise Service Bus to unify and connect services, applications and • resources. • Mr. Lutz has been immersed in Microsoft technologies for 20 years, specifically with the NET platform since 2000. In addition to custom development, he has leveraged the • SharePoint platform to automate and integrate business processes and systems. He has • designed and developed both Windows and web applications and deployed integration • strategies allowing best of breed applications to communicate and share data across the enterprise. • Most recently, Mr. Lutz utilized SharePoint to establish a technology platform that would • address the internal record management processes for a global mining company. He helped assess the document management functionality needed to meet their growing • need for compliant records routing and retention procedures. Mr. Lutz worked very • closely with the client to vet out the solution ensuring that it would not only be an • appropriate records management solution, but also easily integrate with other systems • used by the company. • Mr. Lutz was a Distinguished Member of Technical Staff for the applied research group at US West Advanced Technologies. This research group studied how networks, programming languages, databases, and operating systems come together to create a holistic system. The group created systems that could be used by businesses to run their • core administrative operations and integrate disparate systems. • • • 13 • • • Technetronic Solutions, Inc. Joshua Dale Mr. Dale has nine years of professional, real -world development experience in all phases of software engineering including: System and Business Process Analysis; Data modeling; Database design, implementation, and administration; Application requirements and functional specifications; Full Life -Cycle Application development, including user interface design, programming, testing, debugging, deployment, and program documentation (user guides and help files). Mr. Dale has been leveraging the .NET and SharePoint platform since 2003 to build Windows and web applications for his clients. Using these platforms, he recently completed a project that included the creation of a custom SharePoint service request system as well front end client dashboard integration, creation of custom SharePoint workflows for employee and client notification using custom email templates, and creation of a SharePoint site template for tracking inventory at client locations. For another project he lead the migration of existing systems from unsupported Windows Servers to new hardware running Windows Server 2008 and migration of corporate intranet to SharePoint. Technical Skills Languages • C#, ASP.Net, JavaScript, and SQL • F#, PowerShell, VB.net, PHP, Java, Cold Fusion, Python, C/C++, and Managed C++ Software & Technologies • Database: Microsoft SQL Server 2005 - 2008 R2, SQL Server Compact 3.5, MySgl • Platforms: Microsoft Windows, Linux, and Web • Development IDE's: Microsoft Visual Studio 2005 - 201o, Eclipse IDE • Source Control: Subversion, Mercurial, and Team Foundation Server 2oo8 and 2010 • Build Tools: TeamCity, TFS 201o, and MSBuild • ORM Frameworks: Entity Framework, OpenAccess ORM • CMS Platforms: SharePoint 2007 and 201o, Django, Umbraco 14 Technetronic Soluti Solutions,inc. Table of Contents Section I — Methods and Approach............................................................................................ 1 ProjectObjectives............................................................................................................... 1 Approach............................................................................................................................ 1 Scope................................................................................................................................. 2 Documentation.................................................................................................................... 2 Training............................................................................................................................... 2 Support............................................................................................................................... 3 SectionII — Deliverables............................................................................................................ 3 ProjectActivities.................................................................................................................. 3 Section III —Qualifications and Experience................................................................................ 3 SharePoint Foundation 2010 Experience............................................................................ 4 .NET Experience................................................................................................................. 4 SharePoint Project Experience........................................................................................... 5 City of Cherry Hills Village................................................................................................... 5 GoldenMinerals.................................................................................................................. 5 Avant Datacomm Solutions................................................................................................. 6 Colorado Code Consulting.................................................................................................. 6 SectionIV — Personnel............................................................................................................... 8 Section V — Organization Chart .................................................................................................. 8 SectionVI —Availability .............................................................................................................. 9 Section VII — Estimated Hours................................................................................................... 9 SectionVIII — Rates and Cost.................................................................................................... 9 Appendix A - SharePoint Development Cost Breakdown....................................................10 Appendix B — Team Member Resumes..................................................................................13 Technetronic SOINtionS,Ina Executive Summary Technetronic Solutions, Inc (TSI) is pleased to present this proposal to provide consulting and project administrative services around Microsoft's SharePoint 2010 Foundation Server solution for the City of Fort Collins. TSI will work with City staff to plan, configure and deploy SharePoint servers as well as configure related software, migrate existing content and structure from your existing hosted SharePoint site, set up new functionality, and create efficiencies. TSI will take into account the future vision of SharePoint within the City so that the system possesses the flexibility and scalability to grow with other opportunities. TSI will utilize a proven project framework and best practices in configuring and developing the SharePoint solution. Our approach is one where we look at these types of projects from a business perspective and functionally and technically design the solution to meet the customer's needs using the tools available to us without over -engineering. We need to ensure that the system meets the business requirements and is structured in such a way that it can adapt as the business grows and changes. Within this proposal TSI addresses the specific areas of the project that City has requested to be quoted and will highlight the different options that may be available. Again, thanks for the opportunity and we look forward to working with the City of Fort Collins. Technetronic ` Solutions, inc. Section I - Methods and Approach Project Objectives The first objective of this engagement is to assess the current SharePoint installation and configuration to determine the appropriate steps to establish the foundation for the SharePoint platform. TSI will ensure that the configuration will allow for the City's expanded use of the SharePoint platform as well as establish the level of security to meet internal and external requirements. Once this foundation is established, TSI will work with the City leaders driving the SharePoint implementation, as well as the technical staff, to deploy a SharePoint solution to meet the requirements of the City. The objective of this engagement is to utilize the core SharePoint functionality to meet the needs of the City's internal and external users. TSI will help the City of Fort Collins meet their goals by: • Providing expertise and guidance with establishing the appropriate infrastructure to support the SharePoint solution. • Designing and configuring the best possible SharePoint solution using out of the box functionality and effective custom development if necessary. , • Appling documentation standards to t e eve opment and deployment of the application. • Approaching the effort from a joint team perspective involving the City's team in each step of the project lifecycle. This will provide effective knowledge transfer, enabling the City to address future application support and enhancements. With the architecture and configuration process TSI will bring to this effort, the City will gain the following; • An internal platform that allows for increased productivity and user operability A system design allowing for increased functionality and scalability Valuable analytic and reporting capabilities Approach TSI will work with the City to obtain an understanding of the envisioned business processes and system structure to configure the system. This will be done through further system reviews with the City's team members. We feel this process is critical to driving out functionality and will allow the City to understand project options, deliverables, and risks of a successful delivery. TSI will capture the processes and application functionality through use cases or user stories. TSI will establish a SharePoint architecture that will allow the application to leverage a service oriented framework. We will apply an agile methodology to reusable object design which will speed up Technetronic SolutionS,Inc. development time if needed, reduce project cost and risk, and improve application functionality and usability. Our approach will also ensure proper security for both the administration and use of the product. Scope • TSI will work with the City to obtain a detailed and meaningful understanding of the current business processes around SharePoint functions. This will be done through creation of basic use case descriptions. We feel this process is critical to creating an effective system and will allow the City to w understand further the solution options, deliverables, and constraints. 1. Determine and align business and technology drivers and constraints emphasizing critical business and technical success factors 2. Gather and develop infrastructure and system requirements needed for migration and development activities 3. Review/Detail Technical Requirements, Preliminary End -user and Business Requirements 4. Determine Design Objectives 5. Create Governance Plan with Mission, Vision and Strategy 6. Determine Roles and Usage Patterns of Users 7. Plan capacity, security, backup and recovery, and maintenance 8. Determine Microsoft SharePoint Foundation 2010 Roles 9. Define Content Security Strategy 10. Security Review and Lockdown 11. Plan for Integration 12. Plan for usage of Business Connectivity Services (BCS) 13. Plan for usage of Forms and Lists 14. Plan for usage of SharePoint Web Services 15. Plan for usage of Search 16. Install and configure farms and topology 17. Structure sites 18. Design, develop, and test integration interfaces 19. Design, develop, and test SharePoint functionality 20. Design, develop, and test administrative functionality for the system 21. Design workflows using SharePoint Designer 2010 and Visual Studio 22. Implement security for both admin and user 23. Implement backup and recovery plan 24. Document site build 25. If necessary, train City functional and technical team through knowledge transfer during project 26. If necessary, develop on -going SharePoint support program Documentation TSI will document system build as part of our professional services. TSI will also leverage Microsoft's user documentation available to partners. Training TSI's approach to training will be one of knowledge transfer during the project lifecycle. We will involve appropriate City representatives during the project so they can learn and understand first-hand how to effectively maintain and administer the SharePoint Foundation 2010 system. K • tTechnetronic Solutions, inc. Support TSI will provide ongoing support of the SharePoint system through a contracted agreement. We are open to different arrangements with our clients based on anticipated needs. With projects similar to this we have found that an as -needed time and material arrangement works best. TSI will provide phone support as well as on -site support. TSI performs help desk operations for numerous clients. Rates are outlined below. Phone support is billed on a quarter hour basis. On -site support is billed hourly Section 11 - Deliverables Project Activities The detailed SharePoint planning, design, install, configuration, deployment, and testing tasks are included in Appendix A to this RFP response. The high level activities to be performed by TSI are as follows. Planning Review/Detail Technical Requirements Review/Detail Preliminary SharePoint Foundation 2010 Requirements Determine Preliminary Design Objectives Identify Integration Strategies Perform Risk Assessment Review Client Software and Hardware Plan Server Configuration Plan Capacity Plan Security Plan for Performance Plan failover and disaster recovery Plan Integration Plan Maintenance Deploy Production System Test and Evaluate Base Installation of SharePoint Section 111 - Qualifications and Experience Technetronic Solutions, Inc. (TSI) is a woman -owned Colorado corporation that has been focused on delivering Microsoft solutions to the public and private sectors for 19 years. TSI is a Microsoft Gold Certified Partner. TSI has been helping clients for years with migration and upgrade projects. Whether they have been moving office spaces, transitioning from hosted to on premise, or just refreshing their IT infrastructure and Technetronic Solutions, inc. applications, TSI understands the importance of proper planning, coordination, and timely implementation. TSI just completed a migration of Capital Investment Management Company's entire hosted environment to an on premise solution including SharePoint 2010. This included desktops, business applications, CRM, Exchange, etc. Additionally, TSI recently implemented SharePoint to meet the records management needs for a global mining company as well as utilized SharePoint, the .NET framework, and Windows Workflow to develop a records retention software product for a leading records classification, retention, and disposition company. For more information please visit our website at www.techsoli.com/pages/sharepoint SharePoint Foundation 2010 Experience TSI has been working with Microsoft SharePoint Solutions since its inception in 2000 and has continued our focus on the SharePoint platform by deploying and upgrading Microsoft SharePoint 2010 Server solutions for our clients. The team members who will be involved with this project all have at least seven years, and multiple deployments, of SharePoint experience. Our team has extensive experience leveraging Microsoft SharePoint services to construct a browser - based collaboration and document management platform for our clients. These services can be used to host sites that access shared workspaces and documents, as well as other specialized applications from a browser. We have helped organizations take advantage of the portal, search, enterprise content management, business process management, and business intelligence that is delivered in SharePoint. By establishing a well designed SharePoint infrastructure and automating workflow processes, we will enable greater collaboration, knowledge management, and information sharing across the City of Fort Collins. NET Experience TSI has been working with Microsoft technologies since 1992 and with .NET since 2000. TSI has developed numerous Windows applications using ASP.NET, on which the SharePoint platform is built. Our team members have used .NET to build: forms authentication, windows authentication, entity frameworks, enterprise design patterns, LINQ to SQL, and WCF applications. In 2006 TSI began to leverage Windows Workflow (WF) in Windows Forms, SharePoint, and ASP.NET applications. Use of WF is incorporated into our general development philosophy allowing us to more effectively engineer complex workflow processes or integrate them into existing systems. The technical team members that are assigned to this project have between 6- 10 years of .Net experience. 9 Technetronic Soluti SOIlAt10fl5, Inc. SharePoint Project Experience City of Cherry Hills Village The City of Cherry Hills Village (CHV) is responsible for providing and managing all essential city government services to its residents. The city wanted to upgrade its existing infrastructure to develop a platform that would support new technologies, promote information sharing, reduce costs, and meet future business requirements. CHV turned to TSI to recommend a solution that would allow the city to be more responsive and accountable to resident needs. The City of Cherry Hills Village made the decision to move forward with TSI's recommendation - the installation of Microsoft Small Business Server. This gave CHV a complete and affordable infrastructure solution. In addition to better performance and reliability, the solution delivered many new capabilities including; network file shares, e-mail for all CHV employees and city council members, common distribution lists, group calendaring, a city intranet, and remote access to e-mail, desktop programs and other data. As part of the SBS deployment, a SharePoint intranet was deployed to promote office -wide communication and access to calendars and lists, as well as provide a quick and efficient method to manage the city's internal help desk. Additionally, TSI created an electronic archiving system for digital photographs called Evidence LockBoxTM. This system is used by CHV's police department to secure photographic evidence, assuring integrity, authenticity, and chain of custody is maintained once the electronic images are uploaded. The objective of the secure functionality is for the CHV police members and detectives to ensure secure and tamperproof storage of digital evidence. This system meets NSA Standards as published by NIST as government standards for encryption and accepts all digital storage formats (photos, video, media, text, etc.) "9 have been amazed at how smoothly our IT transition and growth has gone in light of how enormously far we have come with our IT infrastructure." Eric Ensey, City Manager, The City of Cherry Hills Village Golden Minerals Golden Minerals, a mining, exploration and development company of silver and other mineral properties in Latin America, engaged TSI and Information Management Specialist (IMS) to establish a technology platform that would address their internal record management processes. Golden Minerals chose the SharePoint platform, which possesses out of the box document management functionality to meet their growing need for compliant records routing and retention procedures. The solution that they had in house was not meeting their needs from a support and cost structure, thus the business began looking for a low cost, easy to use and support document management application. TSI worked closely with Golden Minerals to vet out the Microsoft solution ensuring that SharePoint was not only an appropriate records management solution, but also an application development platform that could grow with their company. TSI helped Golden Minerals acquire the appropriate licenses and. installed, configured and deployed SharePoint as their document management platform. Golden Minerals is also in a position to assess how SharePoint can be the development platform to re -write custom applications, or a portal platform to integrate and report on disparate enterprise information. ®� tron6c Soluti SOIi1�lOnS,Inc. "Working with Technetronic Solutions has been effortless" said Jeff Newcomb, Golden Minerals Corporate IT Manager. `The job tasked to them was completed on -time and on budget with great documentation. In our fast paced corporate environment they were successful in accommodating us and being professional at the same time. I look forward to using TSI for future projects. " Avant Datacomm Solutions Avant Datacomm Solutions (Avant), a full service network infrastructure and telecommunication company, engaged TSI to deploy SharePoint for their company. Initially, Avant wanted to take advantage of the built-in collaboration functionality. By building team sites that can be easily created for each implementation project, Avant would have one place for all team members to go to check project status, review their respective activities or tasks, access current and historical project records and plans, track and manage bids, contracts, drawings, invoices and other related project artifacts. TSI worked with Avant to procure and implement SharePoint as their collaboration and records management platform. Currently Avant and TSI are analyzing using SharePoint to develop an internal bidding system and building analytic capabilities within SharePoint to take advantage of the business intelligence functionality that is available. `TSI has not only delivered on what they proposed SharePoint could do for us, they have the knowledge and experience with the platform to recommend new and exciting ways to increase the return on our investment" com m ents Kristen Allen, Chief Financial Officer. `TSI continues to be a value added partner and trusted advisor to our organization." Colorado Code Consulting Colorado Code Consulting (CCC), consultants in construction code compliance, engaged TSI to establish the technology infrastructure necessary to capture and manage the ever-expanding inventory of inspection and code documents and regulatory information. Prior to engaging with TSI, CCC resources managed that information on their individual hard drives. This brought many challenges to the organization in managing processes, tracking project tasks and timelines, and tracking code compliance and enforcement. Additionally, this approach did not bring about a secure and recoverable repository of all records and data. As part of an overall technological upgrade, TSI helped CCC assess and acquire SharePoint, which possesses out -of -the -box document management functionality to meet their growing needs. TSI worked closely with CCC to design an appropriate records management solution. Core team sites were created allowing consultants to track activities, events and tasks. These document -centric sites allow for versioning control and check -in check-out functionality as different team members may work on the same project concurrently. The hierarchy of document libraries was established and a record center was created allowing for retention policies and legal holds to be placed appropriately on records. In addition to other portal and project management functionality within SharePoint that was configured, TSI developed custom web parts to expose a set of SharePoint lists as web parts allowing CCC users to enter data much more efficiently into SQL from SharePoint. A forms based data entry screen was created that users were already familiar with and required no training. Creating this type of functionality speaks to the flexibility and capability of SharePoint as a development platform.