Request for Proposal for a Enterprise Resource Planning (ERP) System for Ozaukee County

Project Overview Introduction Ozaukee County (the County) is in the process of evaluating and selecting the optimal enterprise resource planning (ERP) solution. The County prides itself as a progressive organization that strives to apply cutting edge business and technology solutions that improve performance and deliver services in a way that maximizes resources to further its mission. Project Facilitation The evaluation and selection process is being facilitated by the County’s selection team and the consulting resources within CliftonLarsonAllen LLP (CLA). Project Organization The County has organized this project in a manner that solicited input from all levels within the organization. The evaluation, selection and implementation of an enterprise resource planning (ERP) system that allows for the proper recoding of transactions and user capability across the organization is supported by the County’s management team (Project Team) that has specific functional expertise and were accountable for approving the requirements outlined in this Request for Proposal (RFP). Project Objective The County desires a fully integrated financial management and job costing solution for the requirements defined in the attached requirements document. The County currently uses Great Plains and a series of integrated and non-integrated applications for its financial management, reporting, and human resource needs. The current system is not meeting the increased demand for information sharing among multiple users and increased functional requirements. Some of the specific issues that are motivating the County to search for alternatives to the current information management systems include but are not limited to the following: Inadequate Systems Integrations and Manual Processes: The current systems relies heavily on non- integrated applications and manual processes. This fragmentation results in inefficiencies, duplication of efforts, and increased risk of errors, making it difficult to ensure data integrity and consistency across the organization. Grants Management and Timekeeping: Tracking grants via spreadsheets and manual processes is inefficient and prone to errors. Various unintegrated timekeeping systems are used by different departments, risks data integrity and decreased reporting efficiency. Further, specialized time tracking is required for the County’s senior living facility (Lasata). Human Resources and Payroll: Manual Human Resource processes for employee recruitment, onboarding, benefits administration, and resource tracking are inefficient. Current manual payroll processes are inefficient and error prone.