City of Des Moines, Iowa ERP SYSTEM PROCUREMENT PROGRESS REPORT 2 / 28 / 11. Prepared for: CDM: City Council

Transcription

1 City of Des Moines, Iowa Prepared for: CDM: City Council ERP SYSTEM PROCUREMENT PROGRESS REPORT 2 / 28 / 11 PREMIS Consulting Group 2843 N. Lincoln Avenue Suite #102 Chicago, IL T: F: E: info@premisconsulting.com W:

2 Summary: CDM ERP Functional Scope Financial Management Services General Ledger Accounting and Reporting Cash Receipts and Accounts Receivable Accounts Payable Procurement Grant Management and Reporting Budget Prep and Administration Project Cost Accounting Banking and Investment Management Special Assessments Cost Recovery Accounting Human Resources/Payroll Management Personnel Administration and Work Flow Benefits Administration Recruitment/Applicant Tracking Position Management Time & Labor Payroll Additional Functionality (where/if feasible) Work Order / Asset Management Inspections and Permitting CRM: Citizen Relationship Management 2

3 PREMIS Scope in a Nut Shell A 5 STEP SCOPE 1. A thorough ERP Business Case Assessment 2. Detailed Business and IT Requirements 3. A comprehensive RFP Document 4. A collaborative Evaluation and Selection process 5. A no stone unturned Contract Negotiations process Resulting in a tailor fit ERP solution, implementation and contract that protects the City throughout the lifespan of the software. 3

4 Objectives Defined During Business Case CDM ERP Objectives 1. Integrate systems, processes, and information across City departments 2. Automate and streamline business processes across City departments 3. Improve business efficiency with progressive ERP functions such as budget forecasting, employee self-service, and dashboard reporting 4. Provide quick, easy, and accurate access to information 5. Support current and future City business needs 6. Maintain a modern and updated system that does not become obsolete 7. Ability to readily access, modify, and request information and services 8. Leverage e-gov applications to improve business with constituents 4

5 Milestone work completed or in final stages 1. CURRENT STATE WORKFLOW MAPPING 148 pages of maps / 24 process categories 2. BUSINESS CASE ASSESSMENT REPORT Built from detailed data collection, workflow mapping, city-wide ERP end-user survey and market pulse indicators. Findings highlighted several areas we are addressing as part of the go-forward strategy: Lack of Integration, Standalone Applications, Manual Processes, Duplication of Data and Effort, Accurate & Meaningful Information, Business Process Automation, Inadequate Levels of Support & Training. 3. BUSINESS and IT REQUIREMENTS 3,400+ requirements across all in-scope functional areas 4. RFP DEVELOPMENT (in final stages) 5

6 Schedule of Events: A 3 Tier Evaluation Process CDM-IA: ERP Progress Report A road tested Premis process designed to ensure BEST overall fit AND price. 1. RFP Release 2. Pre-Proposal Conference 3. Question and Answer Period 4. Technical and Pricing Proposals Due (8 weeks from release) 5. TIER 1: Written Evaluation (top 4 advance) 6. Reference Checks 7. TIER 2: Presentation and Product Demo Evaluation (top 2 advance) 8. Site Visits 9. TIER 3: Best and Final Offer (BAFO) Fine tunes price with top Conduct Formal Contract Negotiations (with top 1 proposal) 11. Present to Council for Approval 6

7 Questions? How can we HELP? PREMIS goal for you ALWAYS! What the customer really needed 7