When is the submission deadline?

Submissions are due August 28, 2026. Questions must be submitted by August 14, 2026.

It was issued by West Virginia University. The work is located in West Virginia, United States.

Who is a good fit for this opportunity?

Enterprise case management and workflow platform provider. Experience serving universities or other complex institutions. Expertise in multi-channel intake, customer portals, and configurable workflows. Proven API, systems integration, document management, and communications capabilities. Demonstrated AI-assisted case management functionality.

Enterprise Case Management Platform (Due August 28, 2026)

Overview

Business Systems (ERP, CRM & POS)

West Virginia, United StatesPosted: August 8, 2026Deadline: August 28, 2026

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SUMMARY

A university seeks vendor information for an enterprise case management platform supporting diverse operational workflows, multi-channel intake, customer self-service, integrations, communications, document management, and AI-assisted capabilities.

KEY REQUIREMENTS

Must provide a modern, enterprise-grade Case Management Platform
Must support multi-tenant enterprise environment
Must support federated authentication and integration with Okta
Must provide configurable role-based access controls
Must provide non-production environments for testing
Must demonstrate compliance with accessibility standards via a current VPAT
Must support cloud-native deployment with high availability
Must provide a maximum of 15 pages for the submission
Must include references from other institutions of higher education, with emphasis on Big 12 and R-1 institutions

TIMELINE

RFI Publication: August 7th, 2026

Question Deadline: August 14th, 2026

Response Due Date: August 28th, 2026

QUESTION DEADLINE

August 14, 2026

CONTACTS

Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

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Issuing Agency

West Virginia University

Organization overview and procurement intelligence available on paid plans.

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DESCRIPTION

The university is seeking information from vendors capable of providing a modern, enterprise-grade case management platform supporting a broad range of operational needs. These may include student services, academic operations, financial inquiries, human resources workflows, compliance-related requests, and technology service interactions.

The platform should support case intake through email, web-based forms, customer portals, telephone or walk-in submissions, staff-created requests, and system-generated workflows or integrations. It should provide a unified and configurable case lifecycle framework, a customer portal with self-service submission, case search, and status visibility, and workflows covering case creation through resolution and closure.

The solution should include integrated communications, configurable notifications, correspondence templates, automated communications, event-driven messaging, and secure document and attachment management. It should also integrate with institutional and third-party systems through standard APIs, web services, or other supported methods, while offering AI-assisted capabilities such as conversational interfaces, virtual assistants, intelligent search, knowledge recommendations, workflow assistance, and automated case creation or routing. Questions must be submitted by August 14, 2026, and responses are due August 28, 2026.

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Frequently asked questions

When is the submission deadline?: Submissions are due August 28, 2026. Questions must be submitted by August 14, 2026.
Who issued this RFP?: It was issued by West Virginia University. The work is located in West Virginia, United States.
Who is a good fit for this opportunity?: Enterprise case management and workflow platform provider
Experience serving universities or other complex institutions
Expertise in multi-channel intake, customer portals, and configurable workflows
Proven API, systems integration, document management, and communications capabilities
Demonstrated AI-assisted case management functionality

Analysis generated by Settle AI from the source RFP.

RFP Hunter shows what is open. Settle shows what is forming.

Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.

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