A practical guide to help ensure maximum return on investment.

1. A Practical Guide to Help Ensure Maximum
Return on Investment

2. CSMFO 2018
Annual Conference
 ERP Implementations
◦ Challenges
◦ “Must-Haves”
◦ Critical Success Factors
◦ Measuring Success
◦ Ensuring Continued Success

3. CSMFO 2018
Annual Conference
 20+ year career in public sector
◦ State, County and City
◦ Budget, treasury, accounting, information technology,
human resources
 Cities of Huntington Beach, Mission Viejo, La
Palma, Westminster
 CMTA Board Member South
 Fiscal Officers Department appointee to League
Policy Committee
Director of Administrative Services
City of Pico Rivera

4. CSMFO 2018
Annual Conference
 31 year career in local government
◦ City of Orange
◦ City of Chino
◦ Finance Director, Treasurer & Assistant City Manager
 5 years with NexLevel
◦ Local government IT management consulting
◦ Numerous ERP and Land Management Procurements
Principal – NexLevel Information
Technology, Inc.
a division of SDI Presence LLC

5. CSMFO 2018
Annual Conference
 Project Support
 Change Management
 Resources

6. CSMFO 2018
Annual Conference
 Elected Officials Knowledge and Buy-In
 Executive Level Sponsorship
 Department Director Awareness and
Support

7. CSMFO 2018
Annual Conference
 Organization Acceptance
 Resource Alignment
 Project Management

8. CSMFO 2018
Annual Conference
 Clear Definition of Goals for New ERP System
◦ Better, Easier & Faster Data Extraction
 Chart of Accounts Design
 User Friendly Interfaces
◦ Disbursement of Workload
 Employee Self Service
 End User Entry of Initiating Documents

9. CSMFO 2018
Annual Conference
 Clear Definition of Goals for New ERP System
◦ Increased Transparency
 Customer (Internal and External) Portals
 Data “push-out” to Website
 Budget Document Production
 CAFR Builder
◦ Improved Processes / Increased Efficiencies

10. CSMFO 2018
Annual Conference
 Measured, Realistic & Attainable Project
Timeline
 Detailed Project Plan
◦ Gathering Feedback from External Departments
 What Do They Need From a New System?
 Resource Plan
◦ Staffing, Overtime, Backfill, Temps, Consultants

11. CSMFO 2018
Annual Conference
 Training Plan
 Risk Management Plan
 Communication Plan
 Business Process Review

12. CSMFO 2018
Annual Conference
 Success of Each Module Go-Live
◦ Timely, Accurate Launches
 Improved Customer Service to Both
Citizens and External Departments within
City
 Post Implementation Evaluation Review
(PIER)

13. CSMFO 2018
Annual Conference
 Additional Module Implementations
 Module “Clean-Up” Post Go-Live
 Surveying Staff and Management About
Go Live Process
 Surveying Again 1 Year After Go Live

14. CSMFO 2018
Annual Conference
 Continue Surveying Staff Regularly About
ERP System Use – and Potential Concerns
 Re-Visit Modules Not Fully Utilized
 Install Regular Software Updates

15. CSMFO 2018
Annual Conference
 Actively Participate in Software User
Group Meetings and Conferences
 Establish and Regularly Conduct Training
 Be a Champion for Exploring Unmet
Needs Through the ERP System

16. A Practical Guide to Help Ensure Maximum
Return on Investment