Findings and Recommendations City of Berkeley: Digital Strategic Plan and Cost Allocation Plan
October 17, 2016 v5.1
Recommendations: Provide automated summaries to OED by permit types from each system issuing the permits. Provide an ability to contact businesses and welcome them to Berkeley. Provide an ability to provide virtual customer service counter with information on various
permits and fees required to open a business in Berkeley Alternative solution to “Locate in Berkeley” Application Benefits: Save time of OED staff. Improve customer service, which allows being proactive.
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General Services Department CAFR Applications  Findings: The General Services Department Comprehensive Annual Financial Report (CAFR) Rapid Workflow ® workshop revealed numerous challenges with the process: The process is a manual process. Financial software, FUND$, cannot handle the Governmental Accounting Standards Board (GASB) requirement changes, which have to be done in Excel. Document management is a manual process. For time preparers, information needs to be prepared in a certain amount of time. The According to City staff, this results in the following: Staff time, the current process is inefficient. Prone to human errors, sometimes staff forget to make changes. Have to do extra work, generate reports out of FUND$ then put that data in Excel and prepare the statements out of Excel. Potential for human error, deleting or misnaming files. May not produce the high quality product staff would like to produce. Recommendations: Implement a CAFR Extended Reporting Application. (This capability might be available in the Enterprise Resource Planning system the City is currently in the process of procuring.) Features/Functions: Provide the following minimum functionality: Automated data migration and population from FUND$ (or new ERP) to different sections of CAFR. Produce the CAFR. Provide workflow automation. Export reconciled data formatted per the CAFR requirements. Update the software on an ongoing basis as GASB requirements change. Work in conjunction with (or is part of) the new ERP system. CAFR process is carried out at the same time as the audit process. Having to produce data in FUND$ and export and format it in Excel.
Digital Strategic Plan: Findings & Recommendations
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