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INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10335
October 22, 2019
To the Mayor and Members of the City Council
Page 1 of 3
SUBJECT: Enterprise Resource Planning (ERP) Project Update
The purpose of this Informal Report is to provide an update to Mayor and Council for the Enterprise Resource Planning (ERP)
System projects.
Council approved M&C G-19211 on January 30, 2018 completing the final cope of the ERP Phase II static project and
transferring the remaining funds in the legacy ERP Financials project to the Enterprise Resource Planning Programmable
Project. These funds were used to deliver additional ERP modules and updates as described below.
The Informal Report No. 9835, January 26, 2016 identified the following tracks to complete the original scope of the ERP
project.
Track 1 Track 2 Track 3
Accounts Receivable Budget Purchasing & Projects
Receivables Hyperion Workforce Planning Purchasing
Billing Hyperion Planning Plus eProcuement
Point of Sale System Hyperion Public Sector Planning Supplier Contract Management
Budgeting
eSupplier Connection
eSettlements
Strategic Sourcing
Inventory Management
Contracts
Grants
Project Costing
Track 1 Accounts Receivable: All modules were operational September 2017.To date, the following billing and collection
activity has been transitioned to PeopleSoft from either a manual, stand-alone system or the antiquated mainframe billing system:
Lake Worth Leases (Property Management)
Alcohol Permits
A variety of other insignificant permits (Dance Halls, Amusement Redemption Machines, Gun Dealers/Pawn
Shops, etc.)
Tracking of self-reported such as Cable, Telecom, Natural Gas, etc.
Inter-local Agreements relating to Code Enf
(Code Enforcement)
Various Economic Development Department leases - office space, other (Economic Development)
t entities (ITS)
Annual Gas Well inspection fees (Planning & Dev)
Annual Encroachment Fees (Planning & Dev)
Various legal billings (Law)
DFW Airport Special Facilities billings
Returned Checks (General)
Hotel Occupancy Taxes (Public Events)
TIF Billings to
Solid Waste Inter-Local Agreements (Solid Waste)
Non-payroll deducted parking charges (TPW-Parking)
Insurance Subrogation claims (HR-Risk)
Retiree Insurance Premium (Dental & Medical) billings (HR)
Fire 440 Admin Fees (HR)
Municipal Airport leases (office space, aircraft hangers, etc.)
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10335
October 22, 2019
To the Mayor and Members of the City Council
Page 2 of 3
SUBJECT: Enterprise Resource Planning (ERP) Project Update
The current effort for the Accounts Receivable system will transition the remaining activity from the antiquated mainframe
system so that the mainframe system can be shut down and the historic data archived.
Nuisance Code Enforcement receivable activities
o Board Ups (Est. 11/1/19)
o Demolitions (Est. 11/1/19)
o Nuisance (Est. 12/1/19)
o High grass/mowing (Est. 1/1/20)
The quality of the data impacts the conversion completion dates
Following the successful transition of nuisance Code Enforcement receivables, efforts will shift to:
Code Enforcement Consumer Health
Public Events
Police Auto Pound
Parks & Recreation Golf
Track 2 Budget: All modules were operational April 2017. Budgets for FY18, FY19, and FY20 were developed and managed
in PeopleSoft Hyperion.
Track 3 Purchasing & Projects
Purchasing, eProcurement, eSupplier Connection, Strategic Sourcing Modules were operational October 1, 2018 with
th
the completion of one complete business cycle September 30, 2019
Inventory Management Module effort is scheduled to start November 2019
PeopleSoft Contracts is funded for FY2020
Supplier Contract Management, eSettlements, Grants, Project Costing Modules will be reviewed for future
Additional Projects Completed:
The ERP Governance committee consisting of ACMs, Directors, Assistant Directors and other key staff meet monthly
to prioritize work and funding, manage the ERP system, and review project status. The Committee the prioritized the
following projects which include additional modules and updates to ensure system security, address new requirements,
and take advantage of new capabilities. All efforts for these projects are complete.
October 2016: Pay for Performance (Compensation module)
May 2017: HR/Payroll System Update
March 2018: PeopleSoft Email System Integration Update
May 2018: HR/Payroll System Update
June 2018: Financials System Update
October 2018: Update Pay for Performance & deploy Total Rewards Statement
January 2019: Budget System Assessment & Update
June 2019: HR/Payroll System Update
July 2019: Pension System Update to include Interface with Retirement Office
Current Funded Projects:
Fire CBA Update
Open Enrollment 2020 (Employees & retiree benefits selection)
New Employee Onboarding (Reduce paperwork necessary for new employees)
Automated Invoice Management (Improve bill paying efficiency)
ePerformance (Automate employee performance review process)
Inventory (Improve warehouse management for Fire & TPW)
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS
INFORMAL REPORT TO CITY COUNCIL MEMBERS No. 10335
October 22, 2019
To the Mayor and Members of the City Council
Page 3 of 3
SUBJECT: Enterprise Resource Planning (ERP) Project Update
Telestaff Staff Public Safety Scheduling System Interface to PeopleSoft Timecard (for Police & Fire)
Timecard & Absence Update
Financials System Update
Robotic Process Automation Project
Learning Management System
Contracts
With the close out of the original ERP Project Phase II, new ERP Project Requests compete for funding and prioritization
through the IT Capital Program. Future projects that are currently being considered by the ERP Governance committee through
the IT Capital Program include:
Supplier Contract Management
Grants
Project Costing
Treasury
Expense & Travel System
For questions or further information, contact Roger Wright (x2230).
David Cooke
City Manager
ISSUED BY THE CITY MANAGER FORT WORTH, TEXAS