Enterprise Document and Records Management System

Location:

Ontario, Canada

Posted on:

Nov 21, 2025

Deadline:

Dec 17, 2025

Summary:

Ontario seeks an enterprise document and records management system with SharePoint Online integration, data migration, RBAC, and future AI capabilities.

(1) Vendor needs to provide enterprise document and records management system. – Provide a strategy document for SharePoint Site(s), Hubs and their management. – Provide solution guidance related to the implementation of SharePoint Online. – Provide recommended best practices group or function–based management strategy, limiting custom permissions. – Provide recommended third–party software or add–on that could be leveraged to achieve any of the above strategy items as part of the proposed solution. Please call out any costs that may need to be incurred. – Role–Based Access Control (RBAC) Architecture – User roles and permissions. – Data Migration strategy from on–premises Windows Fileshare to SharePoint online site – Strategy for enablement of automation through Power Automate and Flows – Implement search configuration on the SharePoint Online site – Review Purview integration with SharePoint Online – Implement any recommended Workflow, Templates, Forms. We do not currently leverage these in our existing Fileshare. – The system must protect metadata from unauthorised deletion or modification. The system should allow an authorised records or system administrator to alter the metadata of a record if required, such as, to allow finalisation or correction of the record profile. – Provide a foundation for potential Artificial Intelligence (AI) layers to be implemented in subsequent projects (2) All the questions must be submitted no later than November 28, 2025.

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© 2025 Settle Solutions, Inc. All rights reserved.

Made with ❤️ in SF.

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