If IBM says that they can/will help you, listen to them. Do not believe a word they say, but listen to them.
My company is one of the outfits that IBM uses to implement their promises. What we find is that they often come up with a valid project that has attainable goals, but that the IBM rep has oversold what the customer needs (and then they sell us at higher rates than we charge, adding a bit of “administrative overhead” for themselves).
If you are running a hodge-podge of software on a motley cluster of machines, you need to invest in a genuine, knowledgable human being to make sure the new toys work together. My suggestion for that would be to have IBM make recommendations for several support agencies, then you interview the stuffings out of them. (Since you need competence and ethics, you can pretty much ignore anyone associated with the Big 6 accounting firms or people that have Zodiac symbols in their hyphenated names.)
You have to go to a network; anything else is just a faster hodgepodge. (Once you are running a LAN or some sort of network, you can start taking area-wide backups so that the next (inevitable) upgrade can be co-ordinated more easily.)
Of course, once you have a network, security becomes an issue in a way that you have never had to think of it before. Make sure that whoever does your work can actually install and maintain geeky things such as firewalls.
The engineering and administrative stuff can be kept separate on either physical or logical servers. For future consideration, however, begin thinking of how much of what sort of stuff you would want to be made available to the outside through a web site. E-commerce is the next “thing,” and while there is a lot of silly hype in this current phase, you may want to consider that a method to allow customers to share specs and current expenditures in real time could be a true selling point for future sales. (Of course, that makes your current security issues look like a bike padlock.)
The point is not that you want to do anything at this very moment (other than improving your individual work stations). However, when you go to find someone to do this set of tasks, you don’t want them building little tiny pockets of work that will have to be completely rebuilt to expand your system in the future.
Tom~