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Res 2013-196/Approving an agreement w/Tyler Technologies, Inc. for a Financial and Human Resources software and application system
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Res 2013-196/Approving an agreement w/Tyler Technologies, Inc. for a Financial and Human Resources software and application system
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1/22/2015 4:11:48 PM
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12/20/2013 3:10:36 PM
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City Clerk
City Clerk - Document
Resolutions
City Clerk - Type
Approving
Number
2013-196
Date
12/17/2013
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Tyler provides a knowledge base website that allows users to search and receive training materials such as <br />videos, step by step documentation, how to documentation, etc. Documentation and Release Notes are <br />included with every new release and are distributed with each new release. Additionally, release notes <br />and documentation are updated within the support knowledgebase. Group Training, Internet Training and <br />On -site Training are all options available for updating customers. <br />,3 Project Team Training <br />The project team begins knowledge transfer at the on -set of the project, during analysis. It is through this <br />process and subsequent hands -on set up and process training that the Functional Leaders and Subject <br />Matter Experts build an understanding of the inner workings of the system and how parameters and tables <br />affect the overall processing. These users should attend all applicable analysis and <br />implementation /training sessions. To ensure that the City's project team members have adequate <br />knowledge of the Tyler MUNIS system prior to going through as -is and to -be processes, Tyler will <br />conduct classroom training /product overview sessions to show product features for each <br />module /functional area. <br />Technical Training Approach <br />Technical training begins at the time of software installation. The Installation Engineer will teach the <br />Technical staff how the software is configured as well as basic system maintenance such as back -ups, <br />loading releases and refreshing training and test databases. System Administration training is conducted <br />after software installation to show users how to update users, permissions, menu security, workflow <br />administration, etc., from within the MUNIS software. The City System Administrator should attend <br />these sessions, as scheduled. In addition, the Functional Leaders should attend to have a thorough <br />understanding of the permissions and options available. It is a City decision as to who will perform the <br />MUNIS System Administration tasks. It may be a combination of Functional Leaders and IT staff. <br />Training Plan for Users <br />The Tyler Project Manager will provide a proposed training schedule based on target live dates and <br />availability of resources (Tyler Implementation Consultants, City trainees, training room, etc). <br />• The City Project Manager /Team will review the proposed schedule and approve it. <br />• The Munis Project Manager or Implementation Consultant will provide training agendas prior to <br />each session. The agenda will be placed on the SharePoint site and may be printed by the City, as <br />needed. <br />Training documents used during the sessions will be referenced on the agendas and available on <br />the SharePoint site or linked to our Knowledge Base for easy access by attendees. The City will <br />be responsible for printing the necessary documents for the users, as needed. <br />The City Project Team members should attend all training that may have relevance to his or her <br />functional area. For example, a Purchasing Agent may be the Functional Lead and is not directly <br />responsible for entering Purchase Orders. However, he /she should attend PO entry training so <br />he /she thoroughly understands all of the capabilities of the software. It is also important to have a <br />manager or Functional Leader in every session in order to answer policy related questions and <br />make decisions related to the set up or processing of the Munis® system. <br />CITY OF SAN MARCOS, TX PAGE 49 OF 62 <br />ERP PROJECT- FINAL SOW <br />
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