Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Get email alerts on the ERP topic
No spam. Unsubscribe anytime.
McLean County says ERP financial go-live progressing while auditors work through trial-balance issues
Summary
County Administrator Cassie Taylor told the Finance Committee the financial module of a new ERP went live last month; teams are working through data cleanup, payroll parallel testing, and audit portal requests with CliftonLarsonAllen to resolve trial-balance issues ahead of completing the audit.
McLean County administrators told the Finance Committee on April 8 that the county's financial module for a new enterprise-resource-planning (ERP) system went live last month and that staff are continuing multi-phased rollout and cleanup while the annual audit is under way.
Administrator Cassie Taylor said the financial go-live introduced the general-ledger and invoice entry workflows and that departments have run into expected data- and access-related issues during the transition. Taylor said the ERP rollout continues through June and early July, with upcoming work on capital-asset conversion, FY 2027 budgeting configuration, payroll and human-resources integration, and vendor-access setup.
Teams completed 14 working meetings with HR and payroll in March to configure parallel-payroll runs and to test interfaces. Taylor said the county identified two new integration needs: importing the applicant-tracking system data and interfacing benefit-enrollment files from the employee navigator system. The juror-payment interface from the court's third-party system has been loaded successfully.
Auditors from CliftonLarsonAllen (CLA) are on site for the audit, Taylor said, and the county is using a new portal to track CLA's document requests by department. Taylor said some trial-balance and data-extraction issues remain; she described the portal as improving transparency on what items are outstanding and who has submitted requested documents. She said status meetings with CLA are growing more regular as the field work continues.
Taylor described the ERP portal and the audit portal as tools that should speed future reporting and increase visibility for departments and the audit team. She asked departments to respond to outstanding requests or route completed files to administration for upload to the audit portal.
The Finance Committee heard the update but did not take any final action on the ERP; administration will continue configuring integrations and return with progress updates as the audit moves through fieldwork.
Next steps: administration will continue ERP configuration (capital assets, budgeting, vendor access), complete parallel payroll tests, deliver requested audit documents to CLA's portal, and report progress back to the committee.
