Imaging Project Requirements
SECTION 1 - GENERAL 2
SECTION 2 – IMAGING PIQ ANALYSIS 2
SECTION 3 - OVERVIEW 3
SECTION 3 - DOCUMENTS 4
SECTION 4 – WORKFLOW 4
SECTION 5 – HARDWARE/SOFTWARE RECOMMENDATIONS 5
SECTION 6 – HUMAN RESOURCES 5
SECTION 7 – SECURITY 6
SECTION 8 – TRAINING 7
Section 1 - General
Section 2 – Imaging PIQ Analysis
This is the business process surrounding an imaging related PIQ.
Once the PIQ has been authorized and assigned a request manager:
1) Customer will be asked to complete the Imaging Project
Requirements questionnaire. May require one or more
meetings, phone calls and/or emails to discuss concerns or
2) Meet with Dick Johnson, a member of the AIS group and other
appropriate IT resources to discuss impact of adding new
customer to the Nolij environment. An estimate of additional
server, hardware, storage, etc. will be determined and referred
to as a one time implementation cost.
3) One time implementation costs are shared with customer.
Demonstration phase will only move forward if budget is
available and customer agrees to the total cost of
4) Provide a demonstration of the product to the customer. At this
point, it can be determined via consensus if Nolij is the desired
solution to the customer’s imaging needs.
5) Discuss involvement and resources with AIS team (timeline of
their availability, hours involved, etc). Include additional IT
resources as appropriate; such as if new DASD or a new
interface is required.
Discuss Nolij implementation with customer. Include details related
to data to be imaged, workflow needed and timeline from initial
testing until go-live. This is for your records only, no response to the
above analysis should be recorded.
Section 2 - Overview
The goal of Document Imaging in this Department.
Why is Document Imaging the preferred solution.
How will implementing this solution improve office processes and
service to students.
Potential barriers to the Project.
Priority of Document Imaging Project within this department.
Define the scope of the project. (Which specific documents are to be
included and which are not?)
List the departmental stakeholders.
Section 3 - Documents
Number (by type) of documents to scan initially.
Number (by type) of documents to scan per year.
If any non-standard documents, list sizes.
List (electronic preferred) of documents to be imaged.
Approximately how long will these documents be retained in paper
format and where will they be housed?
Section 4 – Workflow
Will Workflow be included in implementation?
Current workflow or similar documentation on current document
Section 5 – Hardware/Software Recommendations
Scanner: (based on Section 2 above)
Estimated File Server space for the first year:
Note that Nolij recommends assuming 9GB per 100,000 scanned images.
JMU IT staff are responsible for installation of Nolij Web
software on department machines. This includes any related
software necessary for the application to run.
Section 6 – Human Resources
Staff and/or number of hours available per week for implementation.
Departmental staffing commitment to this project.
Describe the proposed development and implementation process and
schedule, including steps to be taken prior to starting imaging.
Where appropriate, explain the significance of the schedule dates
Describe your anticipated testing and acceptance plans for
Note that based upon information given above, the department will be responsible for
staffing personnel necessary for functions related to document imaging.
Section 7 – Security
Define who will need access to the imaging software, particular
types, all types, etc., as well as other software permissions. (Give
names and e-IDs of users and define forms allowed to access and
read-only or read/write. - see Document Permission Template)
Are there users outside of your department that would need access
to the scanned documents?
How much technical support would you expect with the document
imaging project, both during implementation and on-going
maintenance/support? (Someone on-site to assist with setup and
training, someone available to answer questions, mixture of the
Section 8 – Training
What type of training is preferred and how many users will need to be
trained? (Train-the-trainer, written documentation, group
presentation, one-on-one, etc.)
Please note that while IT resources are available to assist with the initial training
(including sample scans), once the imaging solution is live in your department, your
department is responsible for the scanning of all documents.