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City of Everett <br />v5 Upgrade <br /> <br /> <br /> Page 1 <br /> <br /> <br />METHODOLOGY <br />FileTrail’s project methodology reflects our core goals: <br />▪ 100% reference ability among our client base. <br />▪ Application of “Best Practices” in our client’s operations. <br />▪ A smooth transition and thorough training for staff. <br />▪ Minimal system downtime in the final migration to FileTrail. <br /> <br />FileTrail has created a unique methodology for projects that generates optimal results while minimizing <br />project costs and time-to-completion. <br />Our methodology utilizes documented steps, supported by clear instructions and <br />worksheets to minimize the time required to complete processes. <br />This document provides a high-level look at the methodology for implementing FileTrail’s Physical <br />Records Management system. Details of the more complicated steps are communicated through <br />individual guides that are focused on that step. <br />Implementation of Document Connectors for Policy Management or Matter Mobility will be performed <br />in a later phase. <br /> <br />OBJECTIVE <br />Upgrade City of Everett’s FileTrail installation from v3.x to v5.4 and upgrade their database from <br />v3.x to v5.6 <br /> <br />SCOPE <br /> <br />1. Kick Off <br />Highlights Goals <br />▪ Internal Project Preparation by FileTrail. <br />▪ Virtual meetings via the Web to validate Findings from the City of <br />Everett Team. <br /> <br /> <br />▪ Kick off meeting establish “Project <br />Plan” with the City of Everett team <br />sponsor(s). <br />▪ Ensure that all participants have a <br />clear understanding of the project <br />and roles. <br />DocuSign Envelope ID: 0A94208D-D9FC-4A07-9B85-DAEDD172BD31