ERP RFP Pre-Proposal Conference July 26, 2019 Welcoming Opening - PowerPoint PPT Presentation

ERP RFP Pre-Proposal Conference July 26, 2019

Welcoming Opening Remarks S2  Lakota Team Introductions  Attendees in person  Lakota Local School District  Attendee on the phone • Project Sponsor – Jenni Logan – Treasurer/CFO • Project Manager Adam Zink – Assistant – Treasurer  GFOA • Eva Olsaker, Senior Manager Lakota Local School District

Why is Lakota Local School District looking for a new ERP system?  Ohio State Software System  ERP or upgrade?  Strategic decision to explore ERP marketplace  Integration to 3 rd party solutions (e.g. Applitrack, MealsPlus) very important  The District needs a solution that can communicate with third-party systems  With our next system, we expect data integrity and reporting capabilities that provide value to our staff when they need it  Improve technology and business processes  Part of a collaborative ERP community Lakota Local School District

S4 Project Goals  Improve District-wide business processes  EMIS Ohio State / Compliance reporting  Utilize modern technology to increase efficiencies  Rely more upon technology, workflow, and much less on paper  Utilize system for grant and project tracking and management  Reduce the number of stand-alone and duplicate systems  Where possible the District would like to use the ERP solutions functionality  Time and attendance to meet District needs (e.g. call out substitutes)  Benefits  Online purchasing portal  Utilize system to budget District personnel  Utilize system to track inventory  Utilize system to allow for position control  Improve time and attendance reporting and efficiencies (electronic timesheet and approvals) Lakota Local School District

Project Scope (Section A.4 of RFP) S7 o Software / Functional (Attachment 6 – o Professional Services Functional Requirements)  Financials  Design • Accounting • Process improvement • Cashiering  Configuration • Procure to Pay • Asset Management  Integration • Inventory  Data Conversion • Budget Planning and Development  Human Resources & Payroll  Project Management • Recruitment  Change Management • Employee Management & Self-Service • Benefits  Training • Time Entry & Attendance • Personnel Evaluations • Risk Management • Payroll Lakota Local School District

Evaluation Process S6 o Three primary phases  Written Proposal Evaluation  Software Demonstrations & Interview • The District expects to elevate three proposers  Discovery • The District expects to elevate two proposers. Focus is on implementation. o The District will “elevate” vendors to the next phase. Proposers are not eliminated until the contract is signed. Lakota Local School District

Key Dates S7 o Proposals Due  August 20 o Onsite Demonstrations & Interview  10/8 – 10/10  10/15 – 10/17  10/22 – 10/24 o Onsite Discovery  11/20 & 11/21 o Complete Negotiation  January 2020  GFOA to assist Lakota Local School District

Submittal Requirements S8 o Send ONE hard copy, THREE electronic/flash drives o Use Attachment 1, Checklist to verify submittal information o Excel files required for:  Attachment 6 – Functional Requirements  Attachment 7 – Data Conversion  Attachment 8 – Staffing  Attachment 9 – Cost  Attachment 10 – Interfaces o Provide signed Attachment 11 – Vendors Information Security and Compliance Lakota Local School District

S9 Questions? The District Looks Forward to Your Proposal