Res 2013-196/Approving an agreement w/Tyler Technologies, Inc. for a Financial and Human Resources software and application system

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Section Traininwy With the implementation of the new ERP system, training planning, development and delivery is critical to the overall success of the implementation to enable ease of use and user acceptance of the new processes and systems. The following training strategy will be used for the project. Tyler Education Plan An Education Plan lays out the process of transferring knowledge between Tyler and the City. Tyler refers to its plan as an Education Plan as opposed to a Training Plan for several reasons. First, the process of transferring knowledge is vital to the analysis phase of the project. During analysis Tyler: reviews the "AS IS" environment, provides Tyler demonstrations, reviews questionnaires and flow charts, and ultimately arrives at a "TO BE" model. The TO BE model becomes the foundation for user training. Second, training denotes a classroom setting with teacher and pupil. While training will occur, it is a piece of the overall education needed to be a proficient MUNIS user. E.1.1.1 Purpose The purpose of the Education Plan is to: • Communicate the process to the City's project team and MUNIS functional leaders • Answer specific questions related to delivery of training to the City's users • Establish action items and link project personnel as owners • Define measurement criteria to ensure the Education Plan has been successfully followed It is imperative that an Education Plan be put into practice as part of the Tyler Project. The plan should include all of the processes required to ensure that the goals for the project are fully satisfied. The overall plan will include the following: 1• ,,. 11 Tyler employees will perform the following tasks: • As Is/ To Be review • Product overview demonstration • In depth analysis of MUNIS options • Flow chart review • Questionnaire review This phase will involve the functional leaders and the City's project leaders. The goal of this phase is to transfer high level knowledge between parties. The output will be policies and procedures related to the use of MUNIS. The policies and procedures will determine the training agenda to be delivered to the end users. For example, if commodity codes are not going to be utilized within MUNIS Purchasing, then the training outlines for Purchasing should remove the discussion of commodity codes. CITY OF SAN MARCOS, TX PAGE 46 OF 62 ERP PROJECT- FINAL SOW