Document and Records Management Transition to Cloud Services (KIM, EDRM)

Enabling transition from legacy EDRM or paper solutions to cloud based knowledge and information management systems. Enabling cross department collaboration. Full end to end transition and transformation of your knowledge and information management systems, from business case development, senior stakeholder engagement through to project delivery and operational support.


  • Independent supplier, with no tie in to specific vendors
  • Extensive knowledge of Meridio, Alfresco, SharePoint, HP Trim, OpenText eDOCS
  • Business analysis of current EDRM/KIM capabilities, strategy and policies
  • Define and execute a cloud strategy for information management
  • Fully defined business case, with informed and supportive stakeholders
  • Defined governance model, built in at all stages of delivery
  • On boarding services, including initial data migration and user provisioning
  • Off boarding services, including planning and data migration strategy
  • Aligned to your Enterprise Architecture Design and existing systems
  • Design and migration to existing or new cloud services


  • EDRMS Specialists with decades of experience in central government
  • Strong understanding of government working practices and compliance obligations
  • Simple and intuitive user focussed interfaces, encouraging active take up
  • Security cleared staff from BPSS to DV level clearance
  • Fully defined business case for transition to secure cloud service
  • Fully defined project delivery plan for transition
  • Defined governance structure for Information Managment
  • Fully managed process to ensure successful handover to BAU team
  • Agile, PRINCE2, Waterfall, Kanban, Lean 6 Sigma delivery capability
  • Information Architecture analysis, design and delivery.


£295 to £1095 per person per day

  • Education pricing available

Service documents

G-Cloud 9



Peter Miller

+44 (0)20 3883 8201


Planning service Yes
How the planning service works With over 20 years experience in design, delivery and management of Knowledge and Information Management systems, EDRMS, KIM & EDRM systems. We can manage the evaluation process, making recommendation for a preferred technology and procurement route. We can assist with the supplier and product evaluation, or to run the entire process for you. As we are truly independent with no specific ties to any vendors, we can identify and plan the service which is a best fit for your requirements. Once a supplier and appropriate technology are identified, we can to provide a full project planning lifecycle, from early engagement to supplier management and ultimately provide live operational support of the services.
Planning service works with specific services No


Training service provided Yes
How the training service works Visionist provide training services for both end users and system administrators. We can provide a bespoke service which is tailored to your specific needs and various user stories.

User guides and training material can be hosted as part of a self service portal.
Training is tied to specific services No

Setup and migration

Setup and migration
Setup or migration service available Yes
How the setup or migration service works Visionist have delivered many Knowledge & Information Management transition services to central government clients (20,000+ users). We have also delivered similarly sized desktop and infrastructure transition and transformation programmes using produces including, Meridio, HP Trim, Alfresco, OpenText eDOCS and SharePoint.

Visionist have a first rate understanding of the various technologies, suppliers, procurement routes and most importantly, challenges and lessons learned, which we will ensure are identified as part of our migration strategy.

We will engage with the business to understand any nuances in their ways of working (such as the Private Office) to fully appreciate HOW they need to work, thus ensuring minimal impact to their ways of working during migration.
Setup or migration service is for specific cloud services No

Quality assurance and performance testing

Quality assurance and performance testing
Quality assurance and performance testing service Yes
How the quality assurance and performance testing works Visionist continually monitor the quality of our services we provide to you and that of the telephony and infrastructure service provider.

We will measure our services against an agreed set of deliverables, which we will report and agree with you at regular service management meetings, to suit your requirements.

We measure the quality of the end service provider through our extensive experience of the various technologies, best practices and baseline measurements from other services which we have delivered.

Security testing

Security testing
Security testing service Yes
Security testing type
  • Risk analysis
  • Other
Other security testing
  • Security Design Assurance in accordance with best practice (NCSC)
  • RMADS (ISO270001)
Certified Professional (CCP) risk analysts Yes

Ongoing support

Ongoing support
Ongoing support service Yes
Types of service supported
  • Buyer hosting or software
  • Hosting or software provided by your organisation
  • Hosting or software provided by a third-party organisation
How the support service works Visionist provide operational service support to a variety of government clients including initial triage through to 4th line support problem solving and fault resolution. We will manage your suppliers in accordance with the agreed SLAs of their service and align our SLAs to theirs. We provide both on site and remote support to suit your requirements. As we are truly independent, we have no vendor lock in and we are able to support any cloud software service, whether it is hosted by the client or a cloud based web service.

We will produce a regular service management report which we will detail key risks and issues and meet on a 1:1 basis and record satisfaction levels so that we can track service improvements. We will take ownership of any issues and deliver a solution to the issues.

Service scope

Service scope
Service constraints None

User support

User support
Email or online ticketing support Email or online ticketing
Support response times Within the hour.
User can manage status and priority of support tickets Yes
Online ticketing support accessibility None or don’t know
Phone support Yes
Phone support availability 9 to 5 (UK time), Monday to Friday
Web chat support Web chat
Web chat support availability 9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard None or don’t know
How the web chat support is accessible Web chat is available via Skype for Business, or a web based form. Authentication is checked via either an authenticated skype for business user within the client domain, or a CAPTCHA check on the web form.
Web chat accessibility testing Our chat software has been tested with various web browsers which support various assistive technologies, including Dragon and Jaws.
Support levels All Visionist services are supported, at no additional cost, by a Technical Account Manager. The TAM's over over 20 years experience in delivery of successful transition and transformation services to the UK Public Sector across a broad spectrum of technologies. They have held roles in both the client and supplier side and as such have first class supplier management and communication skills at all levels. The TAM is the clients first point of contact for any service issues, with an escalation route to our Client Director available, should this be required. Our Client Director and Technical Account Manager will meet with you on a regular basis to track our service deliverables against the requirements and to ensure client satisfaction.


Supplier type Not a reseller

Staff security

Staff security
Staff security clearance Conforms to BS7858:2012
Government security clearance Up to Developed Vetting (DV)


Price £295 to £1095 per person per day
Discount for educational organisations Yes


Pricing document View uploaded document
Skills Framework for the Information Age rate card View uploaded document
Terms and conditions document View uploaded document
Return to top ↑