ERP Procurement Tools and Resources

MFOA is launching a series of tools and resources to support municipalities with practical tools for financial systems and ERP procurement and implementation.  These resources are meant to support municipalities in all stages of their ERP journey and will be available to MFOA members.  These resources are made possible with support from funding partner, OECM.

Check back on this webpage for future resources and tools. Upcoming resources include:

• ERP Readiness Assessment Toolkit
• ERP Procurement and Vendor Evaluation Toolkit
• Implementation Playbook and Legacy System Transition Strategy
• Shared Services Feasibility Guide and Case Studies
• Group Buying Guide and Case Studies

Thank you to MFOA's Financial Systems Project Steering Committee for their support in the development of these resources:

• Lynn Hatten, Director, Corporate Services, Bruce County
•  Kim Junko, Director of Finance/Treasurer, City of Dryden
•  Karmen Krueger, Director of Corporate Services/Treasurer, City of Stratford
•  Shelley Stedall, CAO, Township of Stirling-Rawdon

ERP Software Functional & Technical Requirements Spreadsheet - Version 1 Now Available

As part of our upcoming ERP Procurement and Vendor Evaluation Toolkit, the ERP Software Functional & Technical Requirements spreadsheet (V1) is now available. This document supports municipalities in the planning, evaluation, procurement, and modernization of ERP solutions. It provides a practical starting point for municipalities undertaking an ERP review, developing RFPs, or assessing the maturity and capabilities of existing systems.

This spreadsheet will be updated with more tabs in the future. In the interim, you can view our demo and download the spreadsheet and Executive Summary below.

Want to learn more? Ask questions and provide feedback at MFOA's June 10th Financial Systems Discussion Forum (free for members!)