Request for Information - Workflow-Ticket Management System

REQUEST FOR INFORMATION

11316027N0001EOP

WORKFLOW/TICKET MANAGEMENT SYSTEM

The Executive Office of the President (EOP) is seeking information from industry to assist with the planning, configuring and deployment of an internal workflow/ticket management system.

THIS IS A REQUEST FOR INFORMATION (RFI) NOTICE ONLY. THIS IS NOT A REQUEST FOR

PROPOSALS (RFP). NO SOLICITATION IS AVAILABLE AT THIS TIME.

1.0 DESCRIPTION OF PROCUREMENT

The EOP is issuing this RFI to identify a suitable software solution and its implementation steps to assist with task and workflow management.

2.0 SCOPE OF EFFORT

The EOP seeks a software application capable of being deployed on-premises in Docker container(s) hosted in Kubernetes, for the exclusive use of EOP staff members within the private network. The scope of effort includes a recommendation of the solution platform and its deployment to include customer requirements, system configuration and testing, and staff training. This application will be self-serviced after setup where non-technical users will create their own boards, projects, and workflows. The proposed solution must meet the following minimum requirements: #

Feature
Task Structure
and Prioritization
Collaboration and
Communication
Real-Time
Tracking and
Reporting

Usability and
Efficiency

Automation

Accountability

Flexibility of
Customization

Task Routing

File Versioning

The system must
Offer task hierarchy and dependency, priority, group or personal assignment Support real-time comments, file sharing, and updates tied to specific tasks by multiple teams.
Provide dashboards that display task status and progress metrics enabling quick visual identification of bottlenecks and performance measurement. Offer user-friendly interface, intuitive navigation, and minimal steps to complete actions with fast load times. Maintain fast interface load times under active load: Desktop must load in under 2 seconds; Mobile must load in under 9 seconds.
Support automation of repetitive actions (reminders to complete tasks) and assignments triggered by status change, and allow for conditional logic that must be met before an automated action executes.
Support task delegation with tracking logs that ensures ownership. Offer workflows that can be easily modified by non-technical users, and adapt to evolving priorities and allow easy updates to boards, workflow, tasks, and fields.
Allow EOP to define:
• Custom (ad hoc, per task) specified routing path through which a