HomeMy WebLinkAbout08.c EDB ERP Update May 2025 EXECUTIVE SUMMARY
AGENDA ITEM:
Enterprise Resource Platforms (ERP)Project Update
Date: May 30, 2025
UPDATE:
As of Thursday, May 30th, the number of customers who activated their accounts in the new customer portal
was 30,549 (48% of all customers). Our AutoPay customers now total 21,715 accounts. In comparison,prior
to the customer portal transition,we had 37,962 customers with an on-line account with CCUA. Based on the
number of previous on-line customers,we have registered 80% of those customers.
In May 2025, our team processed 49,383 payment transactions.
Transaction Types
May 2025
45,000 5% 90.0%
40,000 80.0%
35,000 70.0%
30,000 60.0%
25,000 50.0%
20,000 40.0%
15,000 — 30.0%
10,000 — 20.0%
5,000 10.3% Z 5% 1.7% 10.0%
0 — 0.0%
Electronic Payments Checks via Mail Checks over the Cash Payments
Counter
Amount Percentage
Currently,we have 108 customers disconnected for failure to pay their bills. This number of disconnections of
service is representative of a typical month.
SpryPoint has advanced efforts related to implementation of customer alerts and our staff's use of the system
for 3-day continuous water usage. We expect our staff to begin testing the alert system after we complete the
billing cycle next week.The project schedule indicates SpryPoint should fully deploy the customer alert system
in July.
//JDJ(Author)
//DS/AE(Review)
//JDJ(Final)
SpryPoint continues to work on a solution for issues related to reconciling transactions and their integration
with Workday. Our team understands the integration with Workday works as intended. However, we
understand the issues reconciling transactions remain within SpryPoint.The SpryPoint team informed our staff
they are engaging a more senior person to find and resolve the reconciliation issues within their software
platform.
Now that the enterprise systems are stable, our team began efforts earlier this fiscal year to standardize
reporting using Workday and SpryPoint. We quickly recognized significant limitations with our staff
capabilities with the report writers and other data analytic tools within Workday and SpryPoint. We
coordinated with a temporary employment agency to engage a professional with specific expertise in Workday
data analysis and report writing. We expect to begin making significant progress in our efforts to create
standardized operational reports and dashboards to improve the timeliness of operational decision making.
RECOMMENDATION:
Staff does not have any recommended action items at this time.
//JDJ(Author)
//DS/AE(Review)
//JDJ(Final)