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Maricopa County finds a winning formula for procuring a new ERP system

 

Primary Topic Channel:  School Administration

 

Maricopa County, AZ, has successfully implemented a new Enterprise Resource Planning system in its schools.

In 2000, Maricopa County, Arizona, began looking for a new finance and human-resource information system for its 26 school districts. The county’s CIMS legacy system was showing its age and causing more headaches for the business office with every passing payroll period.

“The system was outdated, slow, not well supported, and restricted to very select, pre-defined functions,” recalls Jean Bandes, information technology operations manager for the Maricopa County School Superintendent’s Office. “Training new people on it was difficult, and we were getting an increasing number of requests from our customers that the system couldn’t address. Unless you were a programmer, it was very hard to get anything out of the database besides a few reports.”

Maricopa County schools have more than 600,000 K-12 students and 13,000 school employees. The process by which this school system solved its problems is well worth studying, especially for school districts facing similar technology issues or for those considering the purchase of a new finance/HR business information system.

Start with good people and a plan

In 2000, the county formed a 10-person committee to spearhead the process of purchasing a new Enterprise Resource Planning (ERP) system. The committee, which included representatives from the county and each school system, was charged with the following goals and objectives:

  • Consolidation of HR and financial tasks for all 26 districts (including payroll, general ledger, reports, year-end projects, mailings, and meeting statutory requirements);
  • Transition from the legacy system without interruption of workflow;
  • Savings in time, money, and personnel expenses;
  • Improved efficiency (eliminating redundant databases through centralization, for example, and faster response to requests from district staff, customers, governing agencies, and the public);
  • Flexible configuration of the system for multiple users (such as county officials, individual schools, administrators, business office staff, and future user access via a secure web portal);
  • Easier, more user-friendly functions (especially higher-level data extraction); and
  • Comprehensive user training before, during, and after installation.

    IT knowledge and people skills

    Having the right people on the committee was essential. The committee’s IT talent quotient was quite high, but people skills were equally important. Those qualities included teamwork, motivation, and the ability to communicate effectively--within the committee, naturally, but also in the larger context of Maricopa County and the entire school system.

    “Our business and administrative offices have always had great employees over the years,” says Bandes. “That makes a huge difference. They’re smart, nice to our customers, motivated, and very capable when it comes to training other people, which is essential.”

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