Advancing to Semi Finalists A discussion with the Steering Committee November 22, 2016

Select semi finalists for the ERP and Advancement Agree to approach Session objectives Select semi finalists for the ERP and Advancement Agree to approach December 2 Consortium Board meeting Reference checks Internal & vendor communications Solidify next steps

Ranked decision criteria Importance Criterion 1 Feature/functionality best fit requirements 2 Implementation track record 3 Price 4 Completeness of solution 5 Vendor’s reputation/client satisfaction 6 Roadmap 7 Ongoing support

December 2 Consortium Board meeting Vendor notifications Key actions December 2 Consortium Board meeting Objective: Confirm semi finalists? Vendor notifications Staff notifications In parallel Reference checks Implementation discoveries Selection & negotiation

Structured group to group phone reference checks Reference approach Structured group to group phone reference checks Same team for all references Scripted Reps from cross college & function Timing?

Contributors to TCO Project management Independent 3rd party @ $350k/year, full time Depending on schedule may need 2 @ height of implementation Suggest non-standard PMs to drive transitions Shared services assessment & business process review Shared Services assessment @ $75,000 Assume leveraging info from requirements gathering listening sessions Business Process Redesign @ $350,000 Ongoing training Consider 3 person training team that picks up after systems go live and participates during the implementations