Procurement Summary
Country: Canada
Summary: Rfp For Finance Department Modernization Roadmap
Deadline: 25 Sep 2026
Posting Date: 21 Aug 2026
Other Information
Notice Type: Tender
TOT Ref.No.: 147670929
Document Ref. No.: 233302
Competition: ICB
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
CPV Classification
48442000 - Financial systems software package
72212442 - Financial systems software development services
72212451 - Enterprise resource planning software development services
Purchaser's Detail
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Tender Details
School District No. 62 (Sooke) ("SD62" or the "District") invites proposals from qualified consulting firms to assist the Finance Department in developing a Finance Department Modernization Roadmap focused on improving operational efficiency, reporting, automation, collaboration, information management, governance, and decision-making through the effective use of Microsoft 365 technologies and related digital services. The District is seeking an experienced consultant to conduct a current-state assessment of Finance Department operations, business processes, information management practices, reporting capabilities, and Microsoft 365 environment and to develop a practical, prioritized roadmap identifying modernization opportunities across the Department. The roadmap will serve as a strategic planning tool to support future investment and implementation decisions. The engagement will focus on opportunities to improve business processes and administrative operations through the use of Microsoft 365, SharePoint Online, Microsoft Teams, Power Platform technologies (including Power BI, Power Automate, and Power Apps), Microsoft Copilot, artificial intelligence, workflow automation, information governance, and data-driven decision-making. The assessment must also consider governance, privacy, records management, information security, organizational readiness, internal controls, and future ERP considerations. The successful Proponent will be required to produce a comprehensive mod...
Request for Proposal (BPS)
Information technology consultation services
Documents
Tender Notice