Implementing an Electronic Document and Records Management System (EDRMS)

Wokingham Borough Council

The Situation

Wokingham Borough Council had implemented an Electronic Document and Records Management System (EDRMS) system for Adults Social Care and wished to roll out the system to other critical services of the Council..

The Challenge

To implement EDRMS for a number of services of the Council, including Accounts Payable, HR, and Children’s Social Care. Pressures of workload meant that the commitment to the project by Children’s Social Care management and staff was known to be limited. The Children’s Social Care implementation needed to integrate with Frameworki, the Service’s case management system.

The Solution

Set up a Project Board to oversee the project and an Implementation Group for Children’s Social Care.
Led a project team comprising staff from the Council, the Council’s IT partner, Northgate and OpenText, supplier of the EDRMS system.

Coped with a number of personnel changes in the roles if Business Lead and Senior User.

Managed a wide range of activities including:

• Requirements specification
• Data cleansing and migration
• Development and testing
• User training
• Implementation and roll out

Oversaw a project to upgrade the technical infrastructure to support the implementation of the EDRMS system.

The Results

Set up a Project Board to oversee the project and an Implementation Group for Children’s Social Care.
The technical infrastructure was upgraded to support the implementation of the EDRMS system.
All three systems were successfully implemented with no disruption to the services. Now proceeding with the implementation of the rest of Children’s Services, Public Protection, Development Management and Building Control.