ERP Selection Process Archive

Background

In July 2010, the University of Puget Sound began a year-long process in preparation for the implementation of an Enterprise Resource Planning (ERP) package to replace the existing core of the current information system.

President Ronald R. Thomas and the President's Cabinet endorsed the project and chartered the Steering Committee for Enterprise Resource Planning to guide the process. The university retained Collegiate Project Services (CPS) to assist with this process.

See Optimize Puget Sound for more information on the ERP implementation.

What is ERP?

ERP is an integrated technology solution for managing the internal and external resources of an organization utilizing a single software system and a single database. In higher education institutions, standard ERP applications include student and academic information, financial aid, human resources, financial management, admission, and institutional advancement.

The University of Puget Sound ERP implementation focused primarily on the processes and interfaces currently supported by Cascade and Banner.

Preparation and Selection

Elements involved in preparing for an ERP implementation and selecting preferred software and implementation vendors included: 

  • Conducting a readiness assessment to evaluate the university's level of preparedness and recommend plans for any improvements that might be necessary
  • Inviting four software vendors to campus for two-hour, open-ended demonstrations of their products to provide Puget Sound faculty and staff with an overview of the features available in an ERP system
  • Gathering requirements using the DecisionDirector toolset from Advantiv Solutions and developing Requests for Proposals
  • Reviewing RFP responses, conducting reference checks, and bringing in selected respondents for scripted demonstrations

See the Technology Services presentation, The Next Level (PDF), for a complete overview detailing the challenges faced by Puget Sound, the benefits an ERP brings to Puget Sound, and the selection timeline and process.