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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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TASK DESCRIPTION: SDI will finalize and deliver the project scope and plan, along with <br />communication and status reporting plans and a baseline schedule, as agreed with by the City's <br />Project Sponsor. <br />DELIVERABLE: Work Plan <br />Phase 2 - System Implementation <br />The cornerstone of success for the system implementation portion of the project will be how well it is <br />managed. This includes thorough planning, execution, and monitoring of the plan, corrective action when <br />required, and final close-out of the project. SDI's project management services will enable the City to <br />manage the big picture, keep stakeholders informed, and ensure successful planning, oversight, and <br />completion of the project while mitigating project risk. In the table below, SDI has identified the activities <br />and deliverables to be completed as part of this phase of the project. It should be noted that many of the <br />tasks in Phase 2 will be repeated for the individual implementation of specific future modules within the <br />software suite (i.e. — General Ledger; Accounts Payable, etc.). <br />TASK ACTIVITIES <br />2.1- Update Project Plan <br />2.2 -Monitor Project Execution and Control <br />2.3 -Assist with Rusmess Process and Change Management Activities <br />2A - Support Establishment of optimal Software and Hardware Configuration <br />2.5 - Assist with System Setup and Configuration <br />2A - Define System Data Conversion and Testing Requirements <br />2.7-Suppod user Acceptance Testing <br />2A - Coordinate Training for Users and System Administrators <br />2.9 - Complete Readiness Assessment and Ensure Operational Readiness <br />7.10 - Monitor Phased Implementation and Cutover <br />7.11- Provide Post implementation Support <br />DELIVERABLES <br />• Updated Project Plan <br />• Pral"t Status Reports, Ristt/Issue Tracking Log <br />• Vendor Deliverables Tracking Log/Punch List <br />• Software and Hardware Acqui sition& lmtaNation Oversight <br />• System Setup and Configuration Oversight <br />• Data Conversion Requhements and System Testing <br />• Independent Verification and Validation <br />• Training Requirements and Seheduie <br />• Readiness Assessment Checklist <br />• Oversight of Phased Implementation & Cutover to Production <br />• Post Implementation Support <br />Proposui to City of Santo Arra <br />ERP Consulting Services <br />September 4, 2022 Page 22 <br />
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