2020/12/02 Council Agenda Packet

software applications that the new system might need information from, or need to provide information to (e g., financial, assessment, codes) and security requirements. • Current Data Sets — Focus on data and best practices for Cityworks. Specifically, this would include the work order, service request, and inspection documentation and data The Esri geodatabase that will be mapped to Cityworks we expect limited if any, modification will be necessary. • Current Workflows — Define and model Work orders, Service Requests, Inspections, Interface Communication, and migration of existing data leveraging Cityworks and our team's best practices. • Required Outputs — The required outputs of the current business process will be reviewed. Outputs can take many forms, and may include reports, form letters, e-mails, export files, and receipts. ® Required System Interfaces — The RFP identifies the need for the Cityworks system to interface with Esri GIS, and optional various other systems. Our project team has reviewed the provided information and has provided details of our proposed integrations within Task 8. Following the configuration workshops, our implementation team will utilize the "as -is" workflows as documented by LA Consulting for City of Everett and put forth the recommended, or "to -be" (future state), workflows of the new Cityworks system. The recommended changes will strive to enhance the efficiency of required tasks and follow industry best practices, as well as to enhance the satisfaction of the citizens/businesses being served. The resulting Software Design and Configuration (SD&C) plan will be the "floor plan" for the configuration of the Cityworks system. Phase 4, Task 11 City Responsibility. Review of draft SD&C (4 - 8 FTE Hours Per project team member) SD&C Plan drafts Phase 4 Task 11: Timmons Group Responsibilities and Deliverables: Phase 4, Task 11: Assumptions: will review all documentation within 10 bus ness days or a mutually agreed upon timeframe. Phase 4, Task 11 Estimated Timeframe: . The SDC plan will require approximately 8-12 weeks to complete Phase 4, Task 12: Final Cityworks AMS Configuration The responsibility of this task is to configure Cityworks based on the SD&C Plan and deploy in the City's Test environment (within the City provided off -site Azure environment) for review prior to final implementation. The implementation team will take the information gathered and documented and configure the Cityworks database. The configuration of Cityworks will be based on the Cityworks Configuration Document and the SD&C Plan developed from the onsite workshops. Services for this task will include, but are not limited to: ® Work order or request types ® Work tasks for each work order type • Employees and labor classifications in that department • Inventory (material) types • Major equipment types • Existing datasets used or slated to be used in the work order or request process • Samples of service request and work order printout forms 221Page • System Administration • Login, concepts, data model, viewing grb Print Templates • Creating and managing call center activities • Advanced aspects of call center • Creating and managing problem hierarchy ® General Configuration Issues