ERP Advisory Services

ERP system implementations offer much promise for improving business processes, empowering employees with tools to become more effective, and ultimately transforming the entire organization. However, implementation of these systems is a complex effort and many organizations struggle to realize many of the promised benefits.

GFOA understands the great opportunity that an ERP system replacement project provides and focus on using that chance to make lasting improvements to policies, business processes, and outcomes for the organization. We have learned from decades of project experience and research and now lead the industry in developing effective strategies for ERP readiness, process and policy modernization, and ERP risk management. We know that ERP projects are about more than software and that change with process, policy, organizational roles can be difficult.

Our consulting services position our consultants as strategic guides, facilitators, and champions for sustainable throughout the entire ERP readiness, procurement, and implementation project to ensure goals are met and that our clients realize long-term stability and a strong foundation from which it can grow and evolve to meet the needs of both internal customers and those throughout the community.

GFOA’s scope and services are organized into major phases.

Phase 1 – Business Process Improvement / Readiness

• Task 1: Project Planning and Management (Governance)
• Task 2: Initiate Readiness - Needs Assessment / Process Analysis
• Task 3: Readiness/Action Plan (Process Improvement)
• Task 3-2: Chart of Accounts and Financial Policy Development

Phase 2 – RFP Development and Selection Assistance

• Task 4: RFP Development / Scope Development
• Task 5: Evaluation Strategy
• Task 6: System and Vendor Selection
• Task 7: Contract Negotiations

Phase 3 – Implementation Project Management Services

• Task 8: Implementation Advisory Services
• Phase 3+ - Sustained Change
• Task 9: Post Project Assessments