2110 Attachment 5 Reference.docx

This is a reference submission template document for a Request for Proposals issued by Kenosha County, Wisconsin for a Microsoft ERP Upgrade project. The document provides standardized formatting requirements for vendors to submit at least five references demonstrating past experience with similar products and services relevant to the upgrade initiative. Vendors must document general background information including the client name, project manager contact details, software program and version deployed, and a summary of the project scope. The reference template requires vendors to indicate which functionality was installed, including cashier software, payment portals, cashiering hardware, and payment gateway technology, as well as the deployment methodology such as on-premise, hosted private cloud, or multi-tenant cloud solutions.

The reference submission must also include implementation details such as project duration, initial go-live date, the vendor's specific role on the project, any challenges encountered, and major accomplishments achieved. This reference requirement supports Kenosha County's evaluation of qualified Microsoft implementers capable of upgrading the county's current Microsoft AX ERP application to Microsoft Dynamics 365 Cloud. The upgrade scope is limited to financials only, with integration required to the existing UKG platform for Human Resources and Payroll and to a cashiering solution scheduled for spring 2022 implementation. The county has established a project completion target of fall 2022 for the Microsoft Dynamics 365 upgrade.