Setting realistic expectations for digital preservation projects

Preserving audiovisual (AV) heritage is a complex undertaking. Yet, too often, we encounter projects built on overly optimistic timelines and assumptions, particularly from clients new to this field. Let’s explore about why that happens and how we can work together to fix it.

A common challenge

Take, for example, a recent inquiry from a Chinese client who had 25,000 U-matic tapes to digitize. The client requested a proposal for purchasing 10 U-matic VTRs, believing this would enable them to complete the project within six months. Digitizing such a large volume of tapes involves more than just acquiring hardware, their plan overlooked critical factors such as equipment setup, operator training, quality control criteria and workflow optimization.

We understand that after years of inactivity, it’s tempting to assume operations can be rapidly scaled up. However, digitization projects of this magnitude require significant time, resources, and specialized expertise.

Challenges in crafting effective Request For Proposals (RFP)

The RFP is intended to outline a client’s objectives and requirements for vendors. However, in cases where the client lacks expertise, RFPs often include specifications that are not only impractical but also counterproductive to achieving the project’s goals. For instance:

  • Clients may specify the wrong equipment or software for the task.
  • Set timelines that fail to account for the complexities of large-scale digitization.
  • RFPs often rigidly enforce compliance with a Bill of Materials (BOM) or Bill of Quantities (BOQ), leaving no room for vendors to propose alternative solutions.

In such cases, vendors are placed in a difficult position. While vendors must comply with the requirements outlined in the RFP, we also recognize that rigid adherence to these specifications may result in a suboptimal outcomes that fail to meet the client’s true goals.

The vendor’s role: bridging the gap

At NextArchive, we recognize that many clients lack the technical background to draft realistic RFPs – and that’s entirely understandable. What matters is how vendors can step in to guide clients toward more practical and achievable solutions. Here’s how we address these challenges:

  1. Understanding objectives:

    Our first step is always to understand the client’s goals. What is the ultimate purpose of the project? What outcomes are most important? These insights allow us to tailor our recommendations accordingly.

  2. Providing expert guidance:

    If we identify unrealistic expectations or specifications in an RFP, we provide constructive feedback. We explain why certain requirements may not align with the project’s goals and offer alternatives that are more practical and effective.

  3. Offering transparent solutions:

    To build trust, we go beyond simple recommendations. We don’t simply recommend changes – we detail our proposed solutions, outlining benefits and any potential trade-offs. This transparency ensures clients have a clear understanding of how our approach supports objectives.

  4. Setting realistic timelines:

    Digital archiving and unlocking of tens of thousands of tapes in a short timeframe may sound appealing, but it is rarely feasible without compromising quality. We work with clients to develop realistic timelines that balance efficiency with thoroughness.

Recommendations contracting parties

To ensure a smooth and successful project, we recommend the following:

  • Engage Vendors early: before finalizing an RFP, consult vendors to gain insights into the practical requirements of your project.
  • Focus on Objectives: clearly state your goals in the RFP but remain open to alternative solutions that vendors may propose.
  • Trust Expertise: acknowledge that vendors, such as NextArchive or Consultancy firms such as PwC, bring years of specialized experience. Their insights can significantly guide your project toward success by offering technologies, frameworks and strategic solutions that are aligned with your objectives and compliance requirements.

At NextArchive, we’re committed to supporting clients through every stage of your preservation journey. With our technical expertise and proven methodologies, we help turn ambitious goals into successful projects.

NextArchive expert team

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