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City of Santa Ana RFP 17-072 1 Statement of Qualifications (Revised 11/9/17) • Figure 1: Five Phase Approach to Transformation PHASE 1 ROADMAk SOPTWAR6 5H16CT1ON & 000311 This proposal covers all phases of work in this five -phase approach which we have mapped to support your plans and needs: Phase 1: Roadmap, Software Selection & Design and Phase 2: Build, Implement and Stabilize, as identified in Figure 1. Phase 1 starts as a streamlined phase of work to enable a broad scope across end-to-end Finance & Administrative services. At the start of this stage, the opportunities for the Agency have not yet been defined and prioritized. Thus, the initial efforts will be higher-level to avoid the project team getting lost in detail, while ensuring thatthey have capacity to consider all available opportunities. Phase 1 will progress, closing with a concise view of the planned future state providing clearly defined documentation of procedures, roles and responsibilities and software system requirements leading to the selection of the appropriate tool that will facilitate streamlined process improvements, provide the ability to have data readily available for budgeting and reporting purposes, and can be interfaced with the City's Enterprise Management System. Phase 2 will construct the systems and processes to achieve the future state, and operationalize the future state solution. Operationalizing the future state design will span organizational, procedural and systemic changes. We will provide support for change enablement, communications, training, adoption of new roles, responsibilities and procedures, and integration of new software into daily work practices. We will ensure that Agency personnel can easily access both pre -designed and ad hoc data to support budgeting and reporting as needed. The stabilization piece of this phase is critical to ensure that workload is optimized and operating the way it was designed. The net result of Phase 2 will be a new way of operating, in line with the Agency's vision, in a more efficient and effective manner. Critical Success Factors There are four main critical success factors for any top performing organization: client, process, technology and people. These critical success factors are shown in Figure 2 below. In many organizations, there is a focus on process optimization and technology, with some consideration usually given to ensuring the right people are in place and trained to do the work. As we discussed in our initial Interview, it is equally important to focus on the needs of the client (internal and external) and stakeholders, especially In a City/Municipal context. In our project, we will Incorporate required interactions with other City agencies and departments, responsibilities and accountabilities to the City Council, and most importantly, the needs of the citizens and businesses in Santa Ana, as served by the Agency. Chazey Partners Revised per email communication request 10/31/17 20A-41