Implementation oversight for PSAB reporting readiness
ERP projects often focus on software configuration while neglecting the audit and reporting outcomes. PCL provides oversight to ensure the implementation directly supports PSAB 3150, fund accounting, TCA controls, and year-end audit evidence.
Chart of accounts and fund structure review
Verify that the proposed ERP ledger design supports municipal fund accounting, reserve tracking, and grant reporting.
TCA and PSAB 3150 alignment
Ensure asset classes, useful life policies, and amortization methods are correctly configured in the new system.
Data migration and opening balances
Provide governance over data cleanup, legacy mapping, and opening balance reconciliation for the new ERP.
Testing and evidence preparation
Oversee test scenarios that validate period-end controls, deferred revenue workflows, and audit trail generation.
What stronger ERP program oversight improves
When municipalities need advisory support
Procurement readiness
Support for ERP procurement planning, requirements review, evaluation preparation, and decision-readiness.
Current-state discovery
Workshops and documentation to map workflows, reports, integrations, manual workarounds, data dependencies, and operational constraints.
PMT and stakeholder coordination
Support for Project Management Teams, finance leaders, IT, corporate services, operational users, and leadership reporting.
Implementation oversight
Governance support across project planning, milestone tracking, deliverable review, risk logs, issue logs, decision logs, and vendor coordination.
Testing and data migration governance
Support for data cleanup planning, mock migration readiness, test scenarios, UAT coordination, defect tracking, and sign-off discipline.
Change management and training readiness
Role-based adoption planning, communications, training readiness, user support, and post-go-live reinforcement.
Planning when the current state is incomplete
Municipal ERP programs often begin before every report, customization, workaround, user role, integration, and blackout period is fully documented. PCL helps establish assumptions, discovery workshops, governance checkpoints, and risk controls so planning can move forward without pretending every dependency is already known.
Assumption tracking
Establishing dynamic registers for unresolved workflows so they can be discovered in structured phases without stalling procurement.
Discovery workshops
Interactive sessions with operational leads to surface spreadsheet tools, manual handoffs, and side-system dependencies.
Risk and decision logs
Formal logging of project assumptions, known gaps, and decisions to prevent shifting goalposts and track program alignment.
Readiness checkpoints
Milestone-based reviews to evaluate readiness before moving from planning to vendor selection or configuration.
Year-round operational continuity
Municipal operations do not pause for ERP projects. Finance close, audit, tax billing, assessment import, utility billing, council reporting, payroll, resident service, and seasonal operations must be considered when planning discovery, testing, training, cutover, and go-live.
Finance and audit cycles
Planning major project activities around year-end preparation, PSAB accrual reporting, and annual audit cycles to avoid team burnout.
Tax and assessment cycles
Coordinating implementation milestones to respect property tax assessment imports, mill rate setup, levy runs, and billing deadlines.
Utility billing and customer service
Structuring change and cutover plans around utility billing runs and front-office customer service windows to maintain resident trust.
Payroll, council reporting, and operational calendars
Aligning project demands with payroll cycles, public works seasonal calendars, and council decision or reporting timelines.
Advisory and oversight process
- 1.Establish governance
- 2.Review current-state workflows
- 3.Define procurement and implementation assumptions
- 4.Map risks, dependencies, and operational constraints
- 5.Support testing, training, and change readiness
- 6.Monitor go-live readiness and stabilization