District updates board on 'Project Hat Trick' ERP conversion, aims for Jan. 1, 2026 go‑live
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Summary
Administration reported a signed contract with Tyler for a new ERP (School ERP Pro), outlined a GFOA‑recommended plan of business process changes across finance and HR, and said the district aims to go live on Jan. 1, 2026.
Mr. Stone presented an update on “Project Hat Trick,” the district’s enterprise resource planning (ERP) conversion, and confirmed a signed agreement with Tyler for implementation of School ERP Pro.
Stone said the district engaged the Government Finance Officers Association (GFOA) to map current financial and HR processes and identify business‑process improvements to implement alongside the software. The plan covers about eight areas, including a reset of the chart of accounts, automated journal entry workflows, fuller use of project accounting and position control, integration of the food‑service fund into the main system, transition to electronic employee files, improved procure‑to‑pay processes, procurement policy and procurement card policy updates, and revisions to the Student Activity Fund manual.
The district intends to centralize payroll and timekeeping data through the new system to reduce data inconsistencies, adopt pooled cash banking to simplify reconciliations and increase investment earnings, and implement an electronic billing system to automate invoices such as student fees and retiree health insurance billings. Stone said the project will require extensive training and steering‑committee engagement and that the district targets a Jan. 1, 2026 go‑live date. A scanning agreement to begin converting personnel files to electronic records will be presented to the board at the legislative action meeting, Stone said.
No action was required at the work session; the item was informational and will continue through the policy and legislative committees as implementation planning proceeds.
