ERP and Financial Systems Innovation Award Fall 2010

ERP and Financial Systems Innovation Award Fall 2010 City of Roanoke, VA “What to do when IT support is downsized?

Multiple Titles / Taglines l What to do when IT support is downsized? l Budget Cutbacks l Staffing Reductions l Advancing Technology l Mainframe “hosted” systems vs. web based environments

Financial Systems Team l Finance ¡Accounting ¡Accounts Payable ¡Payroll l High level functional users l Strong technical skill set

Chronological Events l 06/2005 – Accounting system upgrade deferred l 06/2006 – Accounting system upgrade successful go-live CGI/Advantage (v. 3. 5. 1. 2) l 2007 – Fixed Asset System (add-on to CGI/Advantage) l 2008 – FASTER – Fleet - Installation l 2008 – HARMONY – Social Services - Upgrade l 07/2008 – APTAFund – RCPS / New system installation l 03/2010 – Manatron – Tax Treasury Phase 1 (RE & Treasury Collections) - Replacement l 04/2010 – Lawson – HRIS / Payroll - Replacement

Current / Future Plans l 04/2011 – P Card – Platform upgrade and enhanced servicing from vendor l 10/2011 – CGI/Advantage – Accounting upgrade (v. 3. 8. 02) l 10/2011 – Implement Vendor Self Service (VSS) in conjunction with accounting upgrade l 2012 – Lawson – Payroll upgrade (decommission of operating system) l Pending – Tax Treasury Phase 2 (Business License) – Replacement l Pending – Tax Treasury Phase 3 (Personal Property) Replacement

Organizational Chart

Additional Benefits l Trainers ¡Organization – End users ¡Functional/Finance – Power users l Critical needs backfill ¡Vacancies ¡Staffing irregularities l Project team members

Questions l Andrea F. Trent ¡ Assistant Director of Finance ¡ City of Roanoke