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D.1.5.2.1 Implementation (6.0) <br />D.1.5.2.1.1 Tyler Forms <br />D.1.5.2.1.2 Data Population <br />Roles & Responsibilities <br />" <br />(6.1.1) Create Form Designs <br />• Tyler Forms creates form designs from City <br />Own <br />None <br />(6.2) Conversion <br />mock -ups <br />Lead <br />Participate <br />(6.1.2) Merge Sample Data Files <br />• Tyler Forms merges data from To -Be Test <br />Own <br />None <br />Set Up Table Training <br />with Form designs <br />Lead <br />Participate <br />Review Data Proofs <br />• City validates form design, content and <br />Participate <br />Lead <br />Workflow Training <br />layout <br />Leads <br />Participate <br />(6.5. 1) Accept Form Design <br />• City accepts form design and authorizes <br />None <br />Own <br />(6.2.3) Workflow Completion <br />installation <br />Participate <br />Lead <br />(6.1.3) Install Forms Server <br />• Tyler Forms installs Forms Server on City <br />Lead <br />Participate <br />& Produce Balancing <br />server <br />(6.1.4) Test Forms <br />• Perform test of Tyler Forms through process <br />Shared <br />Shared <br />(6.2. 1) Run Conversion Program <br />testing and training <br />Own <br />None <br />Secure Bank Acceptance <br />• Submit forms to bank for approval. <br />None <br />Owns <br />(6.1.5) Create and Send Data <br />• Tyler sends form design proofs for review <br />Lead <br />Participate <br />Proofs to City /Tyler PM <br />and acceptance <br />(6.1.6) Tyler Forms /Go Does <br />• Tyler Forms installs final forms on City <br />Lead <br />Participate <br />Install <br />server <br />(6.1.7) Install Tyler Forms <br />• Tyler installs Forms Library on City server <br />Lead <br />Participate <br />Library/Go-Does <br />corrections to conversion <br />D.1.5.2.1.2 Data Population <br />D.1.5.2.1.3 Training & Testing <br />Roles & Responsibilities <br />" <br />Task <br />TYLER <br />CITY <br />(6.2) Conversion <br />• Prepare system parameters and codes to <br />Lead <br />Participate <br />(6.3.2) Train Core Users <br />align with data mapping <br />Lead <br />Participate <br />Set Up Table Training <br />• Train City on completion of Set Up Tables <br />Lead <br />Participate <br />according to analysis sessions <br />Workflow Training <br />• Train City on Workflow completion <br />Leads <br />Participate <br />(6.2.2) Complete Set Up Tables <br />• City builds Set Up tables <br />Participate <br />Leads <br />(6.2.3) Workflow Completion <br />• City builds Workflow <br />Participate <br />Lead <br />Submit Conversion Data <br />. City pulls data from legacy system and <br />None <br />Own <br />& Produce Balancing <br />submits to Tyler, produces balancing reports <br />Reports <br />(6.2. 1) Run Conversion Program <br />. Write and execute program to convert <br />Own <br />None <br />submitted data according to crosswalk <br />Train Conversion <br />• Train City on methods for validating <br />Lead <br />Participate <br />Validation Process <br />converted data in Munis <br />Validate Data <br />• City validates converted data using error <br />None <br />Own <br />Conversions <br />reports, balancing reports, etc. <br />Submit Conversion <br />. City documents and submits needed <br />Participate <br />Lead <br />Corrections <br />corrections to conversion <br />Accept Conversions <br />. City acceptance of data conversions and <br />None <br />Own <br />authorization to load <br />D.1.5.2.1.3 Training & Testing <br />CITY OF SAN MARCOS, TX PAGE 33 OF 62 <br />ERP PROJECT- FINAL SOW <br />Roles & Responsibilities <br />1 <br />Task <br />TYLER <br />CITY <br />(6.3. 1) Train Functional <br />Leads /Subject Matter Experts <br />• Train Functional Leads /Subject Matter <br />Experts on applicable Munis processing <br />Lead <br />Participate <br />(6.3.2) Train Core Users <br />. Train Core Users on applicable Munis <br />processing <br />Lead <br />Participate <br />CITY OF SAN MARCOS, TX PAGE 33 OF 62 <br />ERP PROJECT- FINAL SOW <br />