New Enterprise Resource Planning System Implementation

The Vendor is required to provide professional services to develop and implement a new enterprise resource planning (ERP) system.
- ERP Solution include:
1. Financial management
• General ledger (multi-segment)
• Accounts payable (AP)
• Accounts receivable (AR)
• Bank reconciliation
• Fixed assets
• Budgeting (annual and rolling)
• Cash management and forecasting
• Grant management (if applicable)
• Fund accounting (for nonprofit and public agencies)
• Financial consolidation (multi-entity)
• Audit trail and internal controls
2. Procurement and vendor management
• Purchase requisitions and approvals
• Purchase orders
• Vendor management
• Bid management and proposal
• Contract management
• Receiving and matching and invoice processing (3-way match)
• Spend analytics and compliance   3. Inventory and warehouse management
• Item master management
• Inventory tracking (by location, bin, lot, serial #)
• Barcoding and scanning support
• Reorder alerts and replenishment
• Warehouse transfers and adjustments
• Cycle counting
4. Project accounting and grant and capital tracking
• Project budgeting and forecasting
• Time and expense tracking
• Project cost allocation
• Capital projects (WBS, retainage, % complete, change orders)
• Integration with procurement and GL
• Task scheduling and milestone tracking
5. Sales and customer management (CRM and POS)
• Point of sale (POS) (to support ticketing (visitor sales), concessions, and merchandise)
• Sales orders and invoicing
• Customer relationship management (CRM)
• Membership and donor management (if needed)
• E-commerce (to support ticketing (visitor sales) and merchandise sales)
• Ticketing (for visitor centers)
6. Human resources (HR) and payroll
• Personnel and position management
• Time and attendance tracking
• Leave management
• Benefits administration
• Payroll processing
• ACA and tax reporting
• Employee self-service portal
7. Scheduling and resource planning
• Department and room and space scheduling
• Employee shift scheduling
• Conflict resolution and calendar views
• Integration with outlook or google calendar
8. Business intelligence and reporting
• Real-time dashboards
• Custom report builder
• Drill-down financial statements
• Ad hoc query tool
• Role-based access to KPIS
9. Workflow and approvals
• Custom approval routing (multi-level, conditional)
• Notifications and escalations
• Electronic signatures
• Integration with docuware or similar tools
10. Security and compliance
• Role-based access control (RBAC)
• Segregation of duties (sod)
• Multi-factor authentication
• Audit logs
• Data retention policies
• Compliance with board, institute, etc.
11. Integration and technical requirements
• API availability and web hooks
• Integration with office 365, excel, outlook
• Mobile accessibility
• Cloud-based hosting or on premise options
• Country based data centers (if required)
• Regular software updates and patches
12. Support and training
• Onboarding and implementation plan
• Data migration support
• Dedicated account manager
• 24/7 help desk and support services
• User training and documentation.