Prepared by
Yev Beg | Co-Founder & CEO
Technical Project Overview: Internal Document Management System
Prepared for
Gesh Pahlevan
Date
January 13, 2026
Management Summary
Project Overview
This project focuses on building a secure, on-premise internal knowledge and document management system designed to centralize company documentation and internal resources.
The system will allow teams to store, organize, search, and manage internal documents, spreadsheets, and presentations within a controlled environment. Access will be governed through strict security measures, including network restrictions, and IP controls.
Deployed entirely on client-owned infrastructure, the platform will operate without external cloud dependencies, ensuring full data ownership and compliance with internal security policies. The system automated backups, and notification mechanisms to enable reliable day-to-day operations and long-term maintainability.
Scope of Work
Technical Details
On-premise deployment on client-owned server hardware
Self-hosted application stack running entirely within the internal network
No external cloud services, third-party hosting, or outbound data dependencies
System accessible only from the internal network or through an approved VPN connection
Deployment designed as a contained internal system managed by internal IT teams
2. Access & Security
System access restricted to authenticated users connected via approved VPN access
System roles: Admin, User, Group-based access, Department-like grouping via LDAP groups
3. Document Management
Centralized internal repository for company documentation
Support for standard business content, including:
Documents
Spreadsheets
Presentations
PDF files
Folder-based hierarchical structure for organizing content
Document upload, update, and replacement functionality
4. Search & Retrieval
Internal search engine indexing stored documents
Search indexing includes document titles
Search results automatically constrained by user access permissions
Search optimized for fast internal retrieval and document discovery
5. Notifications & Activity Monitoring
Email-based notifications generated by document-level system events
Notification triggers will be based on certain activity.
6. Reliability, Backups & Recovery
System designed for stable operation within an on-premise environment
Automated backups executed on a scheduled basis (e.g., daily)
Backups include stored documents and essential system configuration data
Backup processes integrated into the deployed system to support data protection
7. Administration & Governance
Administrative interface for managing users, groups, and access roles
Centralized management of document organization and access configuration
Governance controls supporting structured internal operation
8. Maintenance, Updates & Support Model
Defined procedures for applying system updates and configuration changes
Maintenance activities focused on preserving system stability and integrity
Issue resolution handled within agreed responsibility boundaries
Extended support or ongoing maintenance services to be scoped separately if required
Questions
1. Current State & Ownership
Why has an internal system like this not been implemented with the current in house IT team?
2. Document Scope
Do you require support beyond standard business documents, spreadsheets, presentations, and PDFs?
Are there any scanned documents or legacy archives that need to be included?
3. Infrastructure
What hardware resources are already allocated or planned for hosting this system?
4. Security & Governance
Are there any internal security, compliance, or regulatory requirements the system must align with?
Are there specific audit or activity logging expectations beyond standard system visibility?
Timeline
Pricing
Next Steps
1
Confirm Scope & Milestones
2
Schedule kickoff date
3
Technical Planning
4
Development and Technical Execution
$32,874
Total Project
Payment Terms
60% Development Kickoff: $19,724.40
40% Final Handoff $13,149.60
This proposal serves as a framework for our collaboration. Please review and confirm your agreement to proceed.
Looking forward to working together.
Best regards,
Co-Founder & CEO
