A university in New York is seeking a qualified vendor to provide, implement, and support an enterprise-wide cloud-based document management software solution. The selected software must be cloud-native, with all university data—including backups, archives, and professional services related to implementation—housed exclusively in secure datacenters with geographic redundancy.

Key requirements for the solution include advanced AI or OCR technologies for document content access, a comprehensive set of pre-built forms tailored for higher education use cases, and adherence to robust document retention policies based on metadata. The system must offer powerful search functionality using keywords, metadata, document content, and logical document groupings.

Security is a high priority: support for multi-factor authentication and a role-based user security access model are mandatory. Integration capabilities must be provided through REST-based API access. The contract period for this engagement will be seven years, ensuring continued support and maintenance throughout the agreement.