Sr. Functional Analyst - Caselle ERP

Position: Caselle ERP Analyst

Location: , CA (Hybrid)

Duration: 4+ months

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.