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03 Project Approach Project Understanding SDI understands that the City is interested in utilizing the services of a technology consulting partner to assist with the selection of a new Enterprise Resource Planning (ERP) solution. Further, we understand that the City seeks the services of a consultant team that is knowledgeable about the current ERP landscape and can provide independent, fact -based support to assist the City with a decision. Finally, we understand that the City is interested in identifying an industry standard, commercial -off -the -shelf modular software solution that is configurable by City staff and requires few, if any, modifications to the software to meet the City's needs. SDI is prepared to meet the City's needs by utilizing our proven procurement methodology and approach designed specifically to meet the unique needs of public sector agencies. Presented below is SDI's five - phased approach: • The "Initiate" phase which establishes the foundation for effective communication and the successful completion of the project. • The "Requirements" phase which encompasses a thorough discovery of the City's specific objectives and needs to ensure all the features, functions and requirements (e.g. user, interface, conversion, technical, etc.) necessary are defined and documented and communicated through the resulting documents for inclusion in the RFP. • The "RFP" phase wherein the Request for Proposal is developed to meet the procurement requirements of the City. • The "Select" phase which provides the structure for a fair and organized means to complete the review and decision process to select the best solution presented. • The "Negotiate" phase which results in formal completion of agreements with the selected ERP solution vendor and the City. We recognize that the City is interested in more than simply employing a company to oversee its project — you require the expertise of a proven professional with significant experience and knowledge of local government operations and ERP products, and who can provide the Citywith the experience and expertise to navigate the complexities associated with a comprehensive ERP procurement. In addition, the City is seeking a resource with experience in local government financial operations that can provide suggestions and recommendations for business process improvements to increase organizational efficiency and effectiveness. SDI is prepared to support the City's projectwith a proven team of dedicated professionals.