YMCA Houston: transcript of exhibit 02
Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
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Transcript
Statement of Work
Introduction
EPC Group is pleased to propose to The YMCA a full scale Enterprise Best Practices Deployment of
Microsoft Office SharePoint Server 2007 as an Intranet and enterprise document management solution.
In a meeting with [REDACTED] EPC Group Senior Architect Errin O’Connor discussed the existing Windows
SharePoint Services 3.0 environment for which the YMCA would like an assessment and
recommendations to upgrade to Microsoft Office SharePoint Server 2007. MOSS 2007 is a more robust
platform that will be architected to be utilized internally for departments and team members as a
central collaboration Intranet tool and to manage their day-to-day documents and content. EPC Group
will perform an enterprise best practices assessment and two to three server farm implementation of
Microsoft Office SharePoint Server 2007 into the YMCA’s environment. EPC Group will also offer
extensive migration planning as well as assist in the actual migration of existing files and content into
the new metadata driven SharePoint document libraries.
EPC Group will configure custom content types\metadata within SharePoint document libraries to assist
The YMCA in taking advantage of MOSS’s true enterprise content management and search
functionality.
Needs Assessment to Include:
YMCA SharePoint Server 2007 Information Architecture Design:
© Getting the YMCA User Audience \ Communities to understanding SharePoint 2007
e SharePoint 2007 Components & Services
e Benefits of SharePoint 2007 within YMCA
¢ Terminology \ Definitions: Setting a Common Language for MOSS and the YMCA
© Site Design Consistency \ Development of 7 Master Pages \ YMCA “Look and Feel”
e Logical Architecture of the YMCA SharePoint 2007 architecture
e = Planning for SharePoint 2007 Maintenance
e Planning for the Editing and Updating a Site \ Power Users \ Content Owners Management and
Policies
e = Informational Architecture — Robust Search and Proper SharePoint 2007 Advanced Search
e Planning SharePoint Search within YMCA
e = Planning for Keywords and Best Bets
e = Planning for the Search Components
e Planning for Alerts \ Management \ RSS Feeds \ Blogs
e YMCA SharePoint Governance
O'Connor Enterprise Group, Inc., doing business as EPC Group, is the legal contracting entity for the engagements documented here.
