Enterprise Resource Planning Services

The vendor required to provide enterprise resource planning (ERP) services for include:
- Data collection
•    Meet with the project management team (PMT) for a kickoff meeting to perform introductions, confirm and clarify scope, draft schedule, and program details or expectations. 
•    Meet with the PMT and internal stakeholder representatives regularly during the project. 
•    It is anticipated that monthly meetings will be required during periods of activity. 
•    Record and distribute minutes within three (3) business days of the meeting. 
•    Collect and review all current documents and date provided by the county relating to the previous data, drawings, reports, as well as any other sources of information suggested and completed by the bidder. 
•    Included, but not limited to, the following reports: 
•    County - ERP assessment: county financial process review, November 7, 2025. 
•    Conduct data collection from internal and external stakeholders. 
•    Collect, review and monitor all current documents related to provincial and federal approvals for the project.
- Communication
•    May be asked to attend and support county employees in presentation of project updates and/or project findings and conclusions to the county council during council meetings
- Implementation
•    The project manager, PMT and bidder will meet to discuss the project plan, project considerations, change management planning, data migration planning, etc.
•    The financial system will be implemented for the county in alignment with an implementation plan prepared by the bidder. 
•    This task includes a multitude of activities specifically: data cleanup and migration, stakeholder engagement, and system configuration. 
•    As components and modules of the financial system are configured and implemented a testing process will occur in accordance with the county testing processes to ensure that systems are configured accurately and meet county needs and requirements. 
•    Before the system goes live, the county should execute the change management plan developed with the bidder to ensure sufficient employee buy-in. 
•    Providing continued financial operations and processes to move from the current financial system into the new financial, cloud-based, system. 
•    This task will require significant dedicated bidder and county employee support to ensure a smooth transition. 
•    By the end of the project when the financial system has been implemented, the bidder and employee effort shift almost entirely to change management, training and support.