Our client, a Philadelphia based law firm was in the process of migrating from 2 legacy Physical Records Management Solutions (ARM and Legal Key) over to a single solution (IRM).  PPT was brought in to manage the process of defining the requirements for the new solution, as well as working with the client Core Team to identify and evaluate potential vendors to lead the implementation of the new solution.  To do so PPT was engaged to conduct an RFI process to select the best vendor.


  • Define the high level requirements for the new system
  • Document the current state how physical records are managed
  • Identify potential integration vendors
  • Complete an RFI process with potential vendors
  • Conduct reference checks and presentations with selected vendors
  • Select final vendor


  • Completed current state assessment
  • Completed draft requirements
  • Completed RFI
  • Met with vendors on-site and conducted reference checks