Specifications include, but are not limited to: WRCOG is seeking to modernize its legacy technology systems, streamline business processes, implement best practices, and provide staff with a tool to better manage its overall financial function. WRCOG is seeking a solution with an integrated, user-friendly interface that uses efficient processes, provides easy and secured access to data, and does not require a heavy dependency on technology staff to support it. More specifically, the new Enterprise Resource Planning (ERP) system should meet the following objectives: 1) Consolidate information, link processes and functions, and eliminate separate departmental spreadsheets in favor of a single system that integrates the Agency’s financial and nonfinancial applications through a common database. 2) Streamline business processes to take advantage of best practices through automation, integration, and workflows (e.g., – AP process where non-finance staff can submit, upload, review budget, and approve invoices in the system). 3) Provide a user‐friendly and intuitive user interface to promote system use and productivity. 4) Eliminate the need for redundant data entry. 5) Eliminate the need for manual input when preparing the annual budget and financial statements. 6) Improve and/or provide necessary reports and reporting capabilities, and access to data through inquiry or drilldown capabilities. 7) Provide interface capabilities with third‐party systems. 8) In addition to the functionality identified above, the Agency is seeking a Proposer to provide professional services (e.g., best practices guidance, data conversion, system configuration, training, testing, project management, interface, etc.) that will help ensure a successful implementation in a timely and professional manner.
