Laserfiche WebLink
<br /> <br />P.O. Box 520, Pleasanton, CA 94566-0802 123 Main Street <br /> <br />Finance Human Resources Information Technology <br />(925) 931-5400 (925) 931-5048 (925) 931-5083 <br />Fax: 461-6855 Fax: 931-5488 Fax: 931-5491 <br /> <br /> <br />MEMORANDUM <br /> <br />DATE: September 30, 2026 <br /> TO: Joe Calabrigo, Interim City Manager, City Manager’s Office <br /> Susan Hsieh, Director of Finance, Finance Department <br /> <br />FROM: Chris Yi, Financial Services Manager, Finance Department <br /> RE: New Financial Planning and Monitoring Tool <br /> <br /> <br />Finance has been exploring ways to improve budget development and monitoring <br />capabilities. The City’s current method relies heavily on Excel, where most analytical <br />tasks are performed, and information is uploaded to the financial system, Tyler Munis, <br />only after the City Council adopts the budget. <br /> <br />To modernize and improve budget-related tasks, including creating and updating budget <br />books, Finance met with four vendors—Workday, OpenGov, Cleargov, and Euna <br />Solutions—to better understand the latest software solutions available and determine <br />which vendor can best help us reach our goal. Workday ended up offering the most cost- <br />effective solution, which is not only robust and user-friendly but also highly configurable. <br />If approved, staff will work with Workday and their consulting partner, Porterhouse, to <br />begin implementing the new system during the second half of FY 2026/27. <br /> <br />Thank you, <br />Chris <br />Financial Services Manager <br /> <br /> <br /> <br /> <br /> <br /> <br />Docusign Envelope ID: 0FE3D53F-485C-88F0-83B1-0E900318BA33