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PHASES TASKS DELIVERABLES 2.1 - Request and Review Documentation 2.2-Conduct System Requirements WorkshopsfloCivientation Request Listing 2.3- Document Functional Requirements ' end Opnical 2.4- Document Interface,/Technical Requirements nterf teal InterfaceRequirements and Technical Requirements ' nts 2.5- Document Data Conversion Requirements Data Con Data Conversion Requirements TASK DESCRIPTION: SDI understands that City staff has limited time to dedicate to this project. Consequently, we will make all efforts to be as prepared as possible before asking for staff time. To accomplish this, SDI will request documentation to familiarize ourselves with the current environment, processes, procedures, policies, transaction levels, organizational responsibilities, reports, technical documentation, etc. It is not SDI's intent to create work for the staff with this task - if requested documentation does not exist, then it should not be created now. DELIVERABLE: Documentation Request Listing TASK DESCRIPTION: SDI will conduct workshops with the City's functional subject matter experts in all City departments. Forthe Finance Department interviews, the workshops will occur at a functional level (i.e. general ledger, budget, fixed assets, accounts receivable, inventory, purchasing, accounts payable, grant and project accounting, treasury, etc.). For other City departments, typically a single workshop per department will provide the information necessary to complete an analysis of potential ERP applicability for those department functions. Outcomes of the workshops will document current processes, practices, polices, and procedures related to the City's use of the ERP system. The workshops will also explore unmet needs and focus on identifying new features and functions that can improve the existing operations. SDI's approach to conducting the systems requirements workshops involves more than just gathering information from the City's subject matter experts. It includes educating and/or collaborating with staff on best practices and how evolving technology capabilities (i.e. workflow, reporting, integration, dashboards, document management, etc.) can be applied to the future environment. TASK DESCRIPTION: SDI will utilize the information gathered during Task 2.2 above to document the City's existing and desired functional requirements so that the RFP provides a comprehensive description of the City's requirements. DELIVERABLE: Functional and Operational Requirements TASK DESCRIPTION: During our work efforts in the prior tasks, SDI will identify required or desired interfaces and integration opportunities between the ERP system and other data repositories. This helps ensure that an integration point or interface is not missed. In addition, SDI will work with City staff to identify any interface standards that should be included in the RFP (i.e. City preferred interface methods). DELIVERABLE: Interface and Technical Requirements