ERP Needs Assessment Consulting Services

The Vendor is required to provide comprehensive assessment of the organization’s current enterprise resource planning (ERP) environment, identify gaps and pain points, evaluate business and technical requirements, and recommend whether a new ERP system is needed (phase one).
- Current state assessment
1. System inventory and architectural assessment
•    Assessing current applications, modules, integrations, and system architecture. 
•    Evaluating data quality, reporting capabilities, analytics maturity, and information flow.
2. Business process review and stakeholder engagement
•    Conducting interviews, workshops, and frontline user sessions. 
•    Developing detailed business process maps that illustrate system usage, functional gaps, and user feedback. 
•    Identifying pain points, workarounds, inefficiencies, and operational challenges across departments.
3. Gap, risk, and performance analysis
•    Identifying process and system gaps, inefficiencies, and risks through a SWOT based analysis
•    Evaluating system scalability, stability, reliability, and security posture.
4. System cost assessment
•    Current annual system costs, including workforce costs for system processes
•    Five-year and ten-year cost projections for maintaining existing systems.
5. Policy and contract impact assessment
•    Impacts associated with union requirements formula calculations. 
•    Relevant local, state, and federal policy considerations.
6. ERP market landscape review
•    The consultant will provide an overview of the current ERP market, including leading platforms, industry trends, cloud adoption patterns, and public entity specific solution considerations.
7. Modernization pathway identification
•    Based on findings, the consultant will outline potential modernization paths, ranging from system optimization to upgrades or full replacement.
- Future state design and review
1. Future-state process and requirements definition
•    A formal recommendation outlining whether to maintain, enhance, replace, or pursue a hybrid ERP approach. 
•    Develop high-level future state business process designs that reflect optimized workflows and best practices. 
•    Facilitate cross-functional requirements workshops and interviews with business and technical stakeholders. 
•    Identify functional, technical, compliance, reporting, integration, and data requirements. 
•    Prioritize requirements using a structured framework to categorize “must-have,” “should-have,” and “future” needs. 
•    Produce detailed functional and technical requirements documentation for use in future procurement.
2. Vendor and product capability review (non-selective)
•    Evaluate neo ride’s ERP offering to determine its applicability, benefits, risks, and impact on the future state vision. 
•    Conduct a high-level review of major ERP platforms to assess their general capability alignment with authority requirements.
3. Integration and data strategy
•    Identify high-level integration needs across systems. 
•    Develop a conceptual data strategy, including data architecture considerations, data governance implications, and preliminary data migration needs.
- Gap analysis and options evaluation
•    Compare current state capabilities against documented requirements to identify functional and technical gaps. 
•    Quantify the business, operational, and financial impacts of those gaps. 
•    Evaluate multiple solution pathways, possibly including:
o    Optimization and enhancement of the current ERP system
o    Upgrade or modernization of the existing ERP platform
o    Replacement with a new ERP solution
•    Provide a structured analysis of each pathway, including pros, cons, risks, dependencies, and high-level resource requirements.