The headquarters of this branch of the United States Military, located at the Pentagon and other bases and satellite operations, has as its primary responsibility the receipt, review and response to correspondence and requests for information received from many sources. Sources include the citizenry, the Congress of the United States, the White House, and military personnel active, reserve, and retired, around the world. The systems to support that process have been largely manual and/or have not been integrated nor fully capable to support the full process. Attempts to remedy this have been ongoing for some years.

In the wake of a recent migration from a highly customized in house/contractor developed solution to an application of the Microsoft desktop suite (binder, task manager), the client was seeking to identify deficiencies in the technology, the process and the technology/process integration; as well as to identify solutions that would enable both technology stabilization and process efficiency improvements; and to justify, fund and launch an implementation project to provide a full workflow and document management solution.

Mornington provided the branch with an initial post implementation review of the environment and issues surrounding the application of the MS desktop suite to the Administrative Workflow process. We aimed to facilitate the process by assembling a team of key users to address and prioritize the identified issues and deficiencies and to make go-forward recommendations. Mornington also provided a simple Request for Information/Sources Sought document that will be shared with prospective software and services providers. This document describes the correct process, perceived deficiencies, and desired outcomes.

The sponsoring client within the HQ is prepared to advocate for appropriate solutions and to manage the RFI / Sources Sought project.