Accounting Software migration to Business Central

The Metropolitan Tulsa Transit Authority (MTTA) is seeking electronic proposals for a comprehensive accounting software migration project from Microsoft Great Plains to Microsoft Dynamics 365 Business Central. This procurement aims to modernize the organization's financial infrastructure through a cloud-based platform that will enhance financial processes, data accuracy, and reporting capabilities. The project scope includes configuring modules for general ledger, accounts payable/receivable, fixed assets, bank reconciliation, and reporting, along with complete data migration, system integration, and user training. Proposals are due by August 12, 2025, at 12:00 PM Central Standard Time, with a tentative contract award date of August 26, 2025. The procurement will follow a "best value" evaluation approach, assessing proposals based on project understanding, technical capabilities, key personnel experience, past project references, and pricing. A pre-proposal conference is scheduled for July 16, 2025, via Microsoft Teams, with potential vendor interviews or demonstrations planned for the week of August 18, 2025. The implementation targets a go-live date of March 2026, with requirements for migrating up to 7 years of historical data and supporting approximately 6 full users and 15 team members.

The contract opportunity includes Disadvantaged Business Enterprise (DBE) requirements and is funded through federal, state, and local government sources. The current IT environment consists of a mix of on-premises physical and virtual servers with Cisco network hardware, running Office 365 GCC, which will require seamless integration with existing systems like ADP payroll and third-party applications such as PaperSave and Payfabric. MTTA specifically requires robust data security protocols, including multi-factor authentication via Cisco Duo and data residency on US-based servers. The organization processes around 1,000 transactions monthly with a 10G database and seeks a Software-as-a-Service (SaaS) implementation that will transfer existing modules while expanding functionality to include inventory management, project costing, and potential CRM integration. The proposal emphasizes on-site training during system switchover with flexible virtual training options, targeting improved reporting and operational efficiency across public transportation agency operations. While specific budget ranges were not explicitly detailed, the comprehensive nature of the project suggests a significant investment in modernizing the organization's financial management infrastructure.