Accounting Software

The vendor is required to provide utilized microsoft great plains (GP) as its primary accounting software.
- Goals
• Implement business central to manage core accounting and financial operations
• Migrate data from existing legacy systems into business central
• Configure modules including general ledger, accounts payable and receivable, fixed assets, bank reconciliation, and reporting
• Enable integration with relevant third-party applications (e.g., payroll, CRM, inventory)
• Ensure a smooth transition with minimal operational disruption
• Provide user training and documentation
- Requirements
• Corporate background and experience
• Financial statement
• Project staffing and organization
• Technical approach
• Outsourcing
• Cost proposal
1. Corporate background and experience
• Include background information on the organization and should give details of experience with similar projects. 
• A list of references (including contact persons and telephone numbers) for whom similar work has been performed shall be included. 
2. Financial statement
• Most recent audited financial statement or similar evidence of financial stability shall be provided.
3. Project staffing and organization
• Include the proposed staffing, deployment, and organization of personnel to be assigned to this project. 
4. Technical approach
• Include, in narrative form, the vendor’s approach to accomplishing the tasks outlined 
• A description of each task and deliverable and the schedule for accomplishing each shall be included. 
5. Outsourcing
• The manner in which it intends to utilize resources or workers located outside, and authority will evaluate the additional risks, costs, and other factors associated with such utilization to make the award for this proposal as deemed by the awarding authority to be in the best interest of authority.
a. Planning and discovery
• Define project scope and goals
• Conduct stakeholder interviews and business process review
• Analyze current workflows and identify business central equivalents
• Create a detailed implementation plan
b. System design CRM configuration
• Configure business central environment (sandbox and production)
• Design and set up:
o Chart of accounts
o Dimensions and posting groups
o User roles and permissions
o Fiscal calendars
• Customize workflows for approvals, invoice processing, and expense tracking (as needed)
c. Module implementation modules to be implemented (can be tailored):
• Core financials:
o General ledger
o Accounts payable
o Accounts receivable
o Cash and bank management
o Fixed assets
• Reporting CRM dashboards:
o Financial reports
o Custom KPI dashboards using power bi (optional)
• Additional modules (if applicable):
o Inventory and warehousing
o Job costing or project accounting
o Payroll integration (via third-party connectors)
d. Data migration
• Extract, cleanse, and map historical data from legacy systems
• Migrate master data: vendors, customers, items, chart of accounts
• Migrate transactional data: opening balances, outstanding invoices, and journal entries
• Conduct data validation and reconciliation
e. Integration
• Set up integrations with microsoft 365 tools (outlook, excel, teams)
• Configure connectors for payroll, CRM, or external banking systems
• Leverage APIs or third-party middleware as needed
f. Testing
• Conduct configuration testing
• Perform user acceptance testing (UAT)
• Document issues and resolve defects before go-live
g. Training CRM documentation
• Provide training sessions for end users and finance team
• Supply user manuals, reference guides, and cheat sheets
• Provide administrator training for system maintenance
h. Go-live CRM support
• Execute go-live cutover plan
• Provide go-live support for 2–4 weeks (hyper care period)
• Monitor system usage and performance
• Transition to long-term support (internal or via support contract).
- Contract Period/Term: 3 years
- Questions/Inquires Deadline: July 23, 2025