Receive a report on the upgrade status of the Infor System to the SaaS Infor CloudSuite Management (ICM) System. (No general fund impact) (Gerney)

Receive a report on the upgrade status of the Infor System to the SaaS Infor CloudSuite Management (ICM) System.

The County went live with the Infor Human Resources and Payroll modules in April 2015 followed by the Finance and Procurement modules in November 2015. In the years following, the County took various steps to improve the functioning of the Infor system including improvement to the accounting structure in 2017 and implementation of Workforce Management in 2018. In 2020 the County engaged in conversations with Infor on maximizing the system’s value which led to a Value Engineering process that started approximately in September 2020 and concluded in March 2021. Based on results of the Value Engineering process, the Infor Steering Committee found there would be significant value and improvement in moving forward with an upgrade to version 11 (CloudSuite). The County performed an RFP process between June and August 2021 and determined that RPI Consultants Inc. was the best qualified firm to assist the County with the implementation. On August 31, 2021, the Board of Supervisors approved the upgrade of the INFOR Human Resources and Financial system to the INFOR CloudSuite Management (ICM) Software-as-a-Service (SaaS) system. The Board also approved an agreement with RPI Consultants to assist with the implementation. This report provides an update to the Board on the status of the project.

The project kicked off in the Initiate & Plan phase.  In this phase the executive sponsors defined a vision for the project as well as high level goals.  A deep dive into current business processes and challenges was completed and an organizational kick off was held on February 4th, 2022.  The project is now in the Analyze & Design phase.  The project teams are completing high level training workshops where they are reviewing and documenting system design and future business processes, building the new general ledger structure, and preparing for data migration and unit testing. 

The Infor Steering committee maintains oversight of the project and meets every 2 weeks. The various SME project teams meet with Infor and RPI on an as-needed basis as they work through the various phases of the project.