Automated Organizational Chart Solution

The Vendor is required to provide to implement a Software as a Service (SaaS) solution that automates the creation and maintenance of organizational charts.
- Provide a dynamic, user-friendly platform that supports multiple organizational views, incorporates key data elements such as under fills, vacancies, and employee photos, and offers robust visualization tools for improved clarity and interactivity.
- The system must be SaaS-based, fully integrated (not custom-built), and require less than 80 cumulative hours of integration effort.
- This initiative will enhance transparency, streamline workforce planning, and reduce administrative burden, setting the foundation for a scalable solution that benefits the entire City organization.
- An automated, integrated solution will address these challenges by pulling accurate data directly from Tyler Munis, the City’s enterprise system, and presenting it in dynamic, interactive formats.
- The ideal solution will not only meet current needs but provide intuitive visualization tools, seamless integration, and flexibility to incorporate additional data elements such as employee photos, underfills, and vacancies—all while maintaining compliance with City IT security standards.
- Project Management
•    Designation of a dedicated project manager for the duration of the project.
•    Regular project meetings and status updates.
•    Timely communication and coordination with the City’s IT team.
- Communication Plan will include:
•    Project Status Meetings: Biweekly meetings; more frequent during critical phases (e.g., integration and testing).
•    Project Reports: Monthly email summaries of project status or upon request.
•    Project Schedule: Maintain and update weekly; include work-breakdown structure (WBS) and baselines for schedule variations.
•    Cutover Playbook: Detailed task-by-task breakdown for integration and testing phases.
- Installation and Deployment
•    Configure and optimize the SaaS solution for integration with Tyler Munis and other systems of record.
•    Validate connectivity and data synchronization.
•    Ensure secure access and compliance with City IT standards.
- Data Integration
•    Plan and execute integration with Tyler Munis within 80 cumulative hours.
•    Configure automated data refresh (minimum quarterly).
•    Validate data integrity and accuracy post-integration.
- Training and Knowledge Transfer
•    End-user training sessions for chart creation and navigation.
•    Administrator training for system management and data refresh.
•    Provide comprehensive documentation and user guides.