Sr. Functional Analyst - Caselle ERP

Position Summary

The Caselle ERP Analyst will serve as the primary subject matter expert (SME) for evaluating the City s current Caselle ERP environment, assessing its long term viability, and comparing it against three alternative ERP solutions. This role combines functional expertise , business process analysis , and public sector operational knowledge to produce an objective, data driven recommendation for the City s future ERP strategy.

Key Responsibilities

1. Caselle ERP Assessment & Documentation

• Conduct a comprehensive review of the City s current Caselle modules (e.g., GL, AP, AR, Payroll, Utility Billing, Permitting, Business Licensing, Fixed Assets).
• Document current system configuration , customizations, integrations, and workflows.
• Evaluate system performance , data structures, reporting capabilities, and user experience.
• Identify functional gaps , pain points, and limitations impacting departmental operations.
• Assess Caselle s scalability , roadmap, vendor support model, and long term viability for a growing municipality.

2. Business Process & Requirements Analysis

• Facilitate workshops with Finance, HR, Utility Billing, Community Development, and IT.
• Map current state business processes and identify opportunities for modernization.
• Develop a requirements matrix capturing functional, technical, and compliance needs.
• Translate City operational needs into ERP functional requirements .

3. Comparative ERP Evaluation (3 Alternative Systems)

• Assist in selecting three ERP systems that align with municipal needs (e.g., Tyler Munis, Springbrook, OpenGov, Workday Government, Oracle LocalGov).
• Perform structured fit gap analysis comparing Caselle vs. alternatives.
• Evaluate vendor capabilities, implementation complexity, cost structures, and support models.
• Contribute to scoring models , decision frameworks, and recommendation reports.

4. Stakeholder Engagement & Communication

• Conduct interviews with department heads, power users, and IT leadership.
• Present findings in clear, non technical language suitable for City executives and council.
• Support change management discussions regarding future ERP adoption.

5. Deliverables

• Caselle ERP Assessment Report
• Requirements Matrix (Functional + Technical)
• Fit Gap Analysis (Caselle vs. 3 alternatives)
• Comparative Evaluation Scorecard
• Final Recommendation Summary for City Leadership

Required Qualifications

• 5+ years hands on experience with Caselle ERP in a municipal or utility environment.
• Deep functional knowledge of Finance , HR/Payroll , Utility Billing , and Permitting workflows.
• Experience conducting ERP assessments , system reviews, or modernization studies.
• Strong understanding of public sector accounting , GASB standards, and municipal operations.
• Ability to translate complex ERP functionality into clear business level insights.
• Excellent communication skills with experience presenting to city executives or councils.

Preferred Qualifications

• Experience evaluating or implementing other municipal ERP systems (e.g., Tyler, Springbrook, OpenGov).
• Prior consulting experience with California cities or special districts .
• Familiarity with IT governance, data migration considerations, and ERP implementation lifecycle.
• Experience producing RFP requirements , scoring models, or vendor comparison frameworks.

Ideal Candidate Profile

• A Caselle expert who understands how cities actually operate .
• Comfortable leading workshops, interviewing stakeholders, and documenting processes.
• Strong analytical thinker capable of producing objective, defensible recommendations .
• Able to bridge the gap between technical ERP capabilities and municipal business needs .
• Skilled at comparing systems without bias toward any vendor.