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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
Creation date
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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1IC abI IIIe of 'w iry °tent <br />Ic,; I o rri <br />A .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. 4 <br />A.1.1 <br />B.1.1 <br />Project Background ....................................................................... ............................... 4 <br />A.1.2 <br />5 <br />Project Vision ................................................................................ ............................... 4 <br />A.1.3 <br />City Project Roles and Responsibilities ......................................... ............................... <br />Project Criteria for Success ........................................................... ............................... 4 <br />A.1.4 <br />Scope of the Project ...................................................................... ............................... 4 <br />20 <br />C.1.1 Munis Server Environment ............................................................. .............................20 <br />C.1.2 Munis Client Workstation Recommendations ................ Error! Bookmark not defined. <br />C.1.3 Environments ................................................................................. .............................20 <br />C.1.4 Printer Requirements for Tyler Forms ............................................ .............................20 <br />C.1.5 Key Dates for Hardware Availability ............................................... .............................20 <br />C.1.6 Technical Roles and Responsibilities ............................................. .............................20 <br />ar�A u� irr� 16�� urrr�II II i� °rrr� rur� �a u� rr� 22 <br />D.1.1 Implementation Methodology Overview ......................................... .............................22 <br />D.1.2 Implementation Schedule ............................................................... .............................22 <br />D.1.3 Implementation Roles and Responsibilities .................................... .............................22 <br />D.1.4 Project Management ...................................................................... .............................23 <br />D.1.5 Implementation Process Per Phase ............................................... .............................23 <br />D.1.6 Modifications .................................................................................. .............................37 <br />D.1.7 Tyler Reporting Services (TRS) SSRS Report Development ......... .............................40 <br />D.1.8 Data Conversion ............................................................................ .............................41 <br />D.1.9 Workflow ........................................................................................ .............................43 <br />D.1.10 Testing ........................................................................................... .............................43 <br />CITY OF SAN MARCOS, TX PAGE 2 OF 62 <br />ERP PROJECT- FINAL SOW <br />B.1.1 <br />City Project Structure .................................................................... ............................... <br />5 <br />B.1.2 <br />City Project Roles and Responsibilities ......................................... ............................... <br />6 <br />B.1.3 <br />Project Sponsor: .......................................................................................................... <br />6 <br />B.1.4 <br />Executive Team: .......................................................................................................... <br />6 <br />B.1.5 <br />Project Manager: ......................................................................................................... <br />7 <br />B.1.6 <br />Project Team: .............................................................................................................. <br />7 <br />B.1.7 <br />Subject Matter Experts: ................................................................................................ <br />9 <br />B.1.8 <br />Technical Team: .......................................................................................................... <br />9 <br />B.1.9 <br />City Change Management Team ................................................... .............................10 <br />B.1.10 <br />Tyler Project Structure ................................................................... .............................12 <br />B.1.11 <br />Tyler Roles and Responsibilities .................................................... .............................12 <br />B.1.12 <br />Tyler Executive Oversight .............................................................. .............................12 <br />B.1.13 <br />Tyler Regional Manager ................................................................. .............................13 <br />B.1.14 <br />Tyler Functional Project Managers ................................................. .............................13 <br />B.1.15 <br />Tyler Implementation Consultants .................................................. .............................13 <br />B.1.16 <br />Project SharePoint ......................................................................... .............................14 <br />B.1.17 <br />Project Plan ................................................................................... .............................15 <br />B.1.18 <br />Project Status Reports ................................................................... .............................15 <br />B.1.19 <br />Issue Tracking ............................................................................... .............................16 <br />B.1.20 <br />Issue Resolution ............................................................................ .............................16 <br />B.1.21 <br />Goal Issue Resolution Response Matrix ........................................ .............................18 <br />B.1.22 <br />Scope Change Process ................................................................. .............................18 <br />20 <br />C.1.1 Munis Server Environment ............................................................. .............................20 <br />C.1.2 Munis Client Workstation Recommendations ................ Error! Bookmark not defined. <br />C.1.3 Environments ................................................................................. .............................20 <br />C.1.4 Printer Requirements for Tyler Forms ............................................ .............................20 <br />C.1.5 Key Dates for Hardware Availability ............................................... .............................20 <br />C.1.6 Technical Roles and Responsibilities ............................................. .............................20 <br />ar�A u� irr� 16�� urrr�II II i� °rrr� rur� �a u� rr� 22 <br />D.1.1 Implementation Methodology Overview ......................................... .............................22 <br />D.1.2 Implementation Schedule ............................................................... .............................22 <br />D.1.3 Implementation Roles and Responsibilities .................................... .............................22 <br />D.1.4 Project Management ...................................................................... .............................23 <br />D.1.5 Implementation Process Per Phase ............................................... .............................23 <br />D.1.6 Modifications .................................................................................. .............................37 <br />D.1.7 Tyler Reporting Services (TRS) SSRS Report Development ......... .............................40 <br />D.1.8 Data Conversion ............................................................................ .............................41 <br />D.1.9 Workflow ........................................................................................ .............................43 <br />D.1.10 Testing ........................................................................................... .............................43 <br />CITY OF SAN MARCOS, TX PAGE 2 OF 62 <br />ERP PROJECT- FINAL SOW <br />
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