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

2. 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

3. 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

4. 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

5. 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?

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