ERP Needs Assessment
City of Belmont, CA | October 13, 2026
Plante Moran project team
Brian Pesis
Project Director
Matt Coats
Project Manager, CMMS /
Asset Management Lead
Jenna Houterloot
Finance Lead
Santana Walker
HCM, Payroll, & Time Lead
Caroline Glass
Land Management Lead
Why are we doing this?
City’s immediate priority is to
replace its existing financial system,
Microsoft Dynamics GP, which is
nearing end-of-life.
The City seeks to assess its current
technology and business process
needs to guide future decisions and
technology investments.
Assessment scope
Financials1 Human Resources2 Land Management3
Maintenance
Management & Asset
Management3
Other
• Accounts Payable
• Accounts Receivable
• Bank Reconciliation
• Budget Management
• Cash Receipting
• Fixed Assets
• General Ledger
• Grant Management
• Project Accounting
• Purchasing
• Payroll
• Timekeeping
• Employee Benefits
• Employee Self-Service
• Personnel Actions
• Position Control
• Performance Management
• Onboarding
• Offboarding
• Recruitment
• Employee Files & Records
• Building Permitting
• Right of Way and
Engineering Permitting
• Code Enforcement
• Planning and Zoning
• Asset Information
Management
• Work initiation
• Work planning and
scheduling
• Work execution
• Work completion and
analysis
• Reporting &
Dashboards
• Data conversions
• Document
management
• Interfaces
1 Detailed Assessment for Replacement
2 Detailed Assessment for Business Fit
3 High-Level Assessment for Business Fit
Our approach
•Conduct project initiation activities
•Develop project charter
•Develop detailed project plan
•Manage project schedule and moderate project status meetings Phase 0: Project Planning and Management
• Collect and review documentation
• Facilitate project kickoff meeting
• Conduct stakeholder interviews
• Document observations and recommendations
• Develop software inventory and strategy
• Prepare and present needs assessment report
Phase 1: Needs Assessment
Assessment output
Needs Assessment Report
Executive summary
Key themes drawn from detailed
observations
Roadmap action plan
Strategies and timing from selection
through post-go-live
Cost estimate
10-year total cost of ownership
scenarios, including software and
implementation
Marketplace assessment
Market trends, potential solutions,
and single vs. best-of-breed
Implementation staffing
Roles, level of effort, and staffing
strategies
Next-step considerations
Risks, governance, procurement
decisions, change management
considerations, timeline
The City’s road ahead
7 1
2 3
Phase 1: Needs
Assessment
Current engagement
Phase 2: RFP Development &
Solicitation, Vendor Selection, and
Contract Negotiations
Phase 3: Implementation
Operationalize Action Plan:
• Human Resources
• Land Management
• Maintenance & Asset
Management
Thank you
Q + A