Training/Learning/Knowledge Transfer Roles and Responsibilities ERP Vendor Citizens Organizational Impact Developing Change Readiness Strategy & Objectives P R/A Evaluating Organizational Transition Impact (e.g., user guides, training, new process flows, reclassification, staff displacement) P R/A Develop Business Process Change Plan and Change Policy statement P R/A Executing Organizational Change Management plan P R/A Roles & Responsibilities Evaluating roles and responsibilities based on the ERP implementation P R/A Identifying Super Users P R/A Developing strategies to account for gaps in roles and responsibilities based on ERP implementation (IT & Business) P R/A Training and Knowledge Transfer Developing training material, logistics and schedule for Train-the-Trainer Sessions R P/A Developing training material, logistics and schedule for all Training except Train-the-Trainer P A Load the developed training into the LMS and make the training available through the LMS R P/A Change Readiness Training/Knowledge Transfer P R/A Change Leadership Training P R/A Audience Analysis P R/A Conducting Train-the-Trainers Training R P/A Conducting End User Training R/A Conducting Developers Training1 P A Conducting System Administrator Training1 P R/A Conducting DBA and other related Training1 P R/A Developing/providing training and knowledge transfer to Citizens in order to properly configure, support, and maintain Third Party software1 R A Executive Alignment Training P R/A Team Communication Communication Process P R/A Key Messages P R/A Communication Vehicles P R/A Communication Schedule/Frequency P R/A Change Readiness Metrics P R/A Compliance & Regulation Assessing the ERP environment for all regulatory mandates affecting Citizens P R/A2 Documenting service-level objectives and requirements P R/A2 Defining and approving overall operations and administration policies and obtain approval P R/A2 Defining and approving overall technical support policies and procedures and obtain approval P R/A2
Identify all sources for master file and transaction file data within the legacy environments P R/A Ensure that legacy data requiring conversion is cleansed and rationalized prior to loading into the ERP solution P R/A Data Governance Determine the business need and approach for historical data conversion and retention P R/A Define data standards across Citizens’ enterprise P R/A Define master data maintenance processes and workflows in support of business requirements R P/A Design new data governance processes and organizational model required for the ERP implementation R P/A Identify and secure accountability for required data stewards within Citizens’ regions and businesses P R/A Ensure compliance with data standards and data governance processes P R/A Implement new data standards and governance across Citizens’ enterprise P R/A Data Conversion Develop Data Conversion Strategy and Plan as per implementation schedule R P/A Develop data mapping and related specifications for automated conversions R P/A Develop procedures for all manual conversions/loads R P/A Design and execute mock migrations as per implementation schedule R P/A Execute all manual conversions/loads P R/A Validate converted data throughout the testing processes, including mock migration P R/A Technical Areas and Solutions Workstream Citizens has not made any final decisions on the hosting arrangement of the ERP system. Citizens will either host the ERP system (on-premise) or will use an externally hosted solution (e.g., SaaS, cloud, Vendor-hosted). Absent this decision, Vendors are offered the flexibility to propose one or multiple solution alternatives. For an on-premise solution, Citizens will acquire any hardware, ancillary equipment and software required to establish the ERP environment appropriate to meet the system requirements and adhere to Citizens’ standards. The ERP Vendor will provide Citizens with guidance on technical specifications and tools (e.g., hardware sizing, etc.) required to support the acquisition. The ERP Vendor, in conjunction with Citizens, will be required to develop a technical infrastructure environment plan for ERP implementation, the associated system management and security requirements including: Design the technology infrastructure required to support the ERP Project including evaluation of hardware requirements, ERP software installations, ERP environment builds and sizing support. Define, develop and implement enterprise system management procedures to facilitate that the system operates within required parameters and is available to project team and business end users as needed. This effort includes system administration, technical support, scheduling, and backup and recovery/restore procedures.