ERP Risk Review and Market Scan for a Growing Municipality
Project Focus Areas
- Context
A rapidly growing Canadian municipality struggled with outdated financial systems and manual processes, creating inefficiencies and growing risk. Leadership needed to identify modernization priorities and develop a procurement strategy that would align departments and prepare for vendor engagement.
- Our Approach
Cascadia conducted a full risk analysis of existing systems, reviewing workflows across Finance and related functions. We identified key gaps and opportunities for improvement, facilitated alignment on priorities, and created a clear procurement strategy. This included drafting scope documents, establishing weighted evaluation criteria, and conducting a scan of leading ERP vendors to inform leadership.
- Outcome
The municipality gained clarity on the risks of maintaining legacy systems, alignment on a future systems vision, and a structured procurement process. By entering the market with clear evaluation criteria and scope, leadership was prepared for effective vendor demonstrations and confident decision-making.
Project Focus Areas