Agmt17 NexLevel Information Technology, Inc.

Browse Search

Attachment 1 to Exhibit A 1.5 Request and Review Documentation TASK DESCRIPTION: NexLevel understands that staff has limited time to dedicate to this project. Consequently, we will make every effort to be as prepared as possible before asking for staff time. To accomplish this, NexLevel will request documentation to familiarize ourselves with the current environment, processes, procedures, policies, transaction levels, organizational responsibilities, reports, technical documentation, etc. It is not NexLevel's intent to create work for the staff with this task, so if requested documentation doesn't exist, it should not be newly created. DELIVERABLE: Documentation Request List 1.6 Conduct Discussions with City Management TASK DESCRIPTION: NexLevel will facilitate and document discussions with management, Finance staff, and other key stakeholders. For the Finance interviews, the workshops will occur at a functional level (i.e. general ledger, budget, fixed assets, accounts receivable, inventory, purchasing, accounts payable, payroll, grant and project accounting, treasury, human resources, etc.). 1.7 Conduct System Requirements Interviews TASK DESCRIPTION: NexLevel will conduct face-to-face interviews with functional subject matter experts in all departments. For the departments, a single interview per department will provide the information necessary to complete an analysis of potential ERP applicability for those department functions. In some cases, NexLevel may follow up the interviews requesting that staff demonstrate work practices. The interviews allow us to document current processes, practices, polices, and procedures related to the Cities use of the ERP system. The interviews will also allow us to explore unmet needs and focus on identifying new features and functions that can improve the existing operations. NexLevel's approach to conducting the requirements interviews involves more than just gathering information from the Cities 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. 1.8 Document Functional Requirements (Required and Desired) TASK DESCRIPTION: NexLevel will utilize the information gathered during the previous tasks to document the Cities existing and desired functional requirements so that potential vendors have a full understanding of the requirements. DELIVERABLE: Functional Requirements Document 1.9 Document Interfaces and Technical Requirements TASK DESCRIPTION: NexLevel will identify potential required or desired interfaces or integration opportunities between the ERP system and other data repositories. This helps ensure that an integration point or interface is not missed. As part of this task, NexLevel will work with City staff to identify any interface standards that should be included in the RFP (i.e. City preferred interface methods). NexLevel will also identify the necessary technical requirements, including security procedures and best practices. DELIVERABLE: Interface Context Diagrams and Technical Requirements REV: 06-15-17 JS Page 19 of 28 ATN/AGR/2017.127/NEXLEVEL-FSR CONSULTANT