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Item 14 - Agreement With SDI Presence For Enterprise Resource Planning (ERP) System Selection Professional Services
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12/06/2022 Regular
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Item 14 - Agreement With SDI Presence For Enterprise Resource Planning (ERP) System Selection Professional Services
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4/2/2024 3:03:28 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
14
Date
12/6/2022
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SDISnl PRELC <br />SDI's project management framework includes two major phases: Project Initiation and System <br />Implementation. <br />TASK ACTIVITIES <br />DELIVERABLES <br />1.1- Project Scope Review <br />1.2 - Kickoff Meeting Kickoff Meeting Presentation <br />1.3- Project Scope and Baseline Schedule Update Work Plan <br />2.1 _ Update Project Plan <br />2.2- Monitor Project Execution and Control <br />2.3 - Assist with Business Process and Change Management Activities <br />2.4 - Support Establishment of optimal Software and Hardware Configuration <br />2.5 - Assist with Systern Setup and Configuration <br />2.6-- Define System Data Conversion and Test#ng Requirements <br />2.7 - Support User Acceptance Testing <br />2.8- Coordinate Training for Users and System Administrators <br />2.9- Complete Readiness Assessment and Ensure Operational Readiness <br />7.10- Monitor Phased Implementation and Cut rver <br />7.11- Provide Post Implementation Support <br />• Updated Project Plan <br />• Project Status Reports, Risk/Issue Tracking Log <br />• Vendor Deliverables Tracking Log/Punch List <br />• Software and Hardware Acquisition $ Installation Oversight <br />• System Setup and Configuration Oversight <br />• Data Conversion Requirements and System Testing <br />• Independent Verification and Validation <br />• Training Requirements and Schedule <br />• Readiness Assessment Checklist <br />• Oversight of Phased Implementation & Cutover to Production <br />• Post Implementation Support <br />The phases, tasks associated with each phase, and deliverables coming out of each task, are described in <br />detail below. <br />Phase 1 - Project Initiation <br />As project management professionals, SDI recognizes the importance of applying a formal project <br />management framework to ensure that the project meets objectives and is delivered on -time and on - <br />budget. The purpose of the Project Initiation Phase is to prepare for, and initiate, the project under a <br />well-defined project plan. This phase includes confirming our understanding, as well as the understanding of <br />the stakeholders, regarding the scope of work and the process for accomplishing the overall objectives of <br />the project. The following table presents the specific tasks, activities, and deliverables that will be <br />undertaken during the Project Initiation phase. <br />TASK ACTIVITIES DELIVERABLES <br />1.1- Project Scope Review <br />1.2-Kickoff Meeting Kickoff Meeting presentation <br />1.3- Project Scope and Baseline Schedule Update Work Plan <br />1.1 Project .. Review <br />- <br />TASK DESCRIPTION: SDI will meet with the City's Project Sponsor and the software project manager <br />to review the scope of work, project timeline, deliverables, and other procurement documentation to <br />confirm project details before formal kickoff. <br />1.2 Kickoff Meeting <br />TASK DESCRIPTION: SDI will work in coordination with the software project manager to develop a <br />Microsoft PowerPoint presentation that will describe the project. SDI will lead a Project Kickoff <br />Meeting which will be scheduled by the City to include all anticipated project participants. The <br />primarygoal of the Project Kickoff Meeting is to ensure that all project participants have a common <br />understanding of the process and project objectives. <br />DELIVERABLE: Project Kickoff Presentation <br />Proposal to City L) 5tjota Ana <br />ERP Consulting Services <br />September 9, 2022 <br />
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