Trim Context includes workflow features to route documents for edit and approval, but it combines this with "action tracking." This feature would let EDU integrate business logic with workflow. Where most vendors supply a notification feature with their workflow, Trim Context goes beyond to link tasks and business procedures. With action tracking and workflow, Trim Context comes close to providing a project-management tool within document management.
A nifty Send To feature in the user interface would let EDU users publish and share documents easily. It will publish documents via e-mail, send document metadata to a report generator and export content to ASCII text or a tab-delimited text file.
Like Hummingbird Enterprise, Trim Context satisfies the requirements of DoD 5015.2 and UK-PRO. It creates a classification or file plan to organize documents and links retention schedules. Trim Context's unique document hold feature would allow EDU to react immediately to stop the destruction of documents and records relevant to civil litigation or a regulatory investigation.
Collaboration in Trim Context requires SharePoint 2003. Trim uses PARS (Portal Access to Records Systems) to interact with Microsoft's portal and share documents and records. From SharePoint, users can identify documents or records in the repository and check them out to Microsoft's collaborative workspaces (TeamSite), where users may schedule online meetings and discussions and collaborate on document editing. When the document is ready to be checked back into Trim Context, it receives a new version number, but while in SharePoint, users must develop their own rules for document editing and versioning (see "Microsoft Office SharePoint Portal Server 2003: Open to Improvement,").
Tower sells Trim Context through a reseller channel but supports the product directly from helpdesks in the United States, United Kingdom and Australia. Trim Context's pricing is on a per-user basis, with options for dedicated users, concurrent users or specific types of users--for example, system administrators, information workers and inquiry clients. Tower estimated that software fees would be $774,075 with an annual maintenance fee of $154,815, making its price second only to the lowest bidder, Entopia. But remember, the $154.82 per user for software and $30.96 per user for maintenance doesn't include SharePoint.
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