Free resource
The Municipal ERP Readiness Guide
What Canadian finance and operations leaders should know before modernising
Not ready for a workflow review yet?
Start with the Municipal ERP Readiness Guide.
Use the guide to assess current-state workflows, migration dependencies, governance needs, operational risks, and readiness gaps before starting a larger modernization conversation.
Download the Readiness GuidePCL Civic
The Municipal ERP Readiness Guide
A practical reference for Canadian municipal leaders.
8 PAGES
What's inside
How to assess current-state workflow friction across property tax, utility billing, permitting, asset management, and civic operations
How to think about fund accounting, budgeting, civic workflows, and ERP as one model
Recruitment and onboarding workflow readiness, candidate data privacy, and new-hire handoff
Specialized municipal operations: fixed assets, inventory, project costing, and side-system mapping
ERP advisory and procurement readiness
Current-state workflow discovery
Implementation governance and oversight
Testing, training, and change readiness
Operational blackout and continuity planning
Public-sector HCM and labour relations readiness
Unionized workforce rules and CBA workflow mapping
HR-to-payroll integration and reconciliation
Evidence-based testing and parallel-run readiness
Document control and records readiness
Asset maintenance and work-order dependencies
Project, grant, and encumbrance control
What to ask about integrations, Canadian hosting, and implementation risk
How to prepare for data migration, testing, training, and adoption
Canadian context: PSAB reporting readiness, data residency, provincial governance, procurement
Questions to ask any ERP implementation partner before committing
Preview: Recruitment readiness questions
- Are requisitions and approvals consistently documented?
- Can HR see every candidate’s stage and outstanding documents?
- Are interview notes, scoring, offers, and conditions easy to audit?
- Is onboarding connected to payroll, IT, and supervisor tasks?
- Are candidate records managed with retention and access controls?
CFO · ControllerCAO · Corporate ServicesIT · RiskTax & Utilities
Download the guide.
Click the button below to download your copy of the Municipal ERP Readiness Guide.
Download Guide (PDF)Next step: Book a 30-minute Workflow Review to discuss your modernisation priorities.
Book a Workflow ReviewSpecialized workflow readiness questions
- Which workflows still depend on spreadsheets, reports, or side systems?
- Which inventory, project, asset, or field-operation data needs to migrate?
- Which integrations or handoffs support GIS, meter reads, documents, or banking files?
- Which specialized workflows affect reporting, reconciliation, or audit readiness?
- Which teams own each workflow after go-live?
Preview: ERP advisory readiness questions
- Are current workflows, reports, integrations, and manual workarounds documented?
- Are project assumptions and unknowns being tracked?
- Is there a clear PMT, sponsor, and decision-making structure?
- Are blackout periods and operational cycles understood?
- Is there a plan for testing, training, and go-live readiness?
- Are council, finance, IT, and operational stakeholders aligned on project risks?
Preview: Public-sector HCM readiness questions
- Are seniority, classification, step progression, leave, banked time, and premiums documented?
- Are collective agreement workflows and exceptions mapped?
- Is HR-to-payroll handoff defined and testable?
- Are sensitive HR cases and documents access-controlled?
- Are test scenarios prepared for edge cases and parallel runs?
Preview: PSAB reporting readiness questions
- Does the chart of accounts support PSAB-aligned fund accounting and reserve tracking?
- Are asset classes, useful lives, and amortization schedules ready for PSAB 3150?
- How will opening balances and legacy GP data map to the new structure?
- Is deferred revenue, grants, and development charges properly segmented?
- Will year-end financial statement exports and audit evidence be automated?
Preview: Enterprise workflow readiness questions
- Which document, asset, procurement, project, grant, and reporting workflows depend on side systems?
- Which workflows require audit evidence, approval history, or records retention?
- Which integrations need reconciliation or exception handling?
- Which teams own each workflow after go-live?
Why we wrote this
Municipal ERP decisions are made slowly, across multiple stakeholders, under procurement constraints. This guide helps finance and operations leaders ask the right questions before a formal process begins — not during it.