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BS&A Cloud Upgrade / Euna Budget Implementation Status Update
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Introduction
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This presentation provides a status update regarding ongoing process improvements within the Village’s Finance Department.
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Recommended Action
Review the staff presentation on the status of these projects and provide feedback on specific outcomes the Finance Committee would like to see during and after the successful implementation of these new tools.
Prior Board Action
The Board has taken the following prior action(s):
• February 10, 2026 Board adoption of RES 26-134 - A Resolution Entering Into A Professional Services Agreement With BS&A To Upgrade The Village’s Financial Software In An Amount Not To Exceed $234,335.00 And Authorizing Its Execution.
• February 17, 2026 Board adoption of RES 26-145 A Resolution Approving a Professional Services Agreement with Euna Solutions, Inc., for EUNA Budget Full Suite (Operating, Personnel, Capital, OpenBook - Budget Book Studio, and ACFR), in an Amount Not to Exceed $170,437.00 and waiving the Village’s Bid Process for the Agreement
Background
The Village currently uses 9 on-premise BS&A modules, which together function as the Village’s Enterprise Resource Planning (ERP) system. RES 26-134 authorized an agreement with BS&A to upgrade this system from the current .NET on-premise system to BS&A’s cloud-based system. An implementation schedule was established with BS&A staff on February 23rd, 2026, which contemplated a June 15, 2026, ‘Go-Live’ date.
Timing Considerations
The Village will go live on the cloud-based version of BS&A on June 15, 2026. The suite of Euna budget tools available to staff will be used to produce the proposed FY2027 budget book later this year.
Financial Impact
There is no budget impact associated with this item. This is an informational item only.
Operations Impact
Finance Department staff have monthly meetings with the BS&A upgrade team and the Village's internal core sponsor group as part of the ERP system upgrade. Finance Department staff conduct weekly implementation meetings with our Euna Implementation specialist to develop dashboards, review data and platform setup, and maintain project implementation timelines to stay on track. Combined, department staff are spending 15-20 hours per week working across these projects, starting in March 2026.
DEI Impact
There is no DEI impact associated with this item.
Community Input
There has been no community input given in relation to this item; however, public-facing dashboards will be generated once the system is fully implemented, and community input will be welcomed to modify how financial information is shared publicly.
Staff Recommendation
Continue to monitor and seek updates from staff on the Finance Department reorganization, staffing, and ERP system/budgeting tool implementation throughout the remainder of 2026.
Advantages:
• Gives staff time through June to complete the ERP system upgrade and through the FY 2027 budget cycle to fully implement Euna Budget tools and utilize them to produce the FY 2027 budget.
Disadvantages:
• There are no disadvantages to this recommendation
Alternatives
Alternative 1:
Direct staff to pause ERP Upgrade and Euna Budget Implementation.
Advantages:
• There are no advantages associated with this alternative.
Disadvantages:
• This action would maintain the status quo of the ERP system use and the budgeting process. It would delay staff taking advantage of the ERP system upgrade to perform process improvements, realize operational efficiencies, and increase staff capacity
• This action would significantly set back the steps being taken to improve the Village’s annual operating and capital budget processes and how the Village communicates financial information to departments, the Board, and residents of Oak Park.
Anticipated Future Actions
Staff will provide another update following the Village’s BS&A upgrade go-live date on June 15. Increased use of Euna Budget tools will be reflected in the financial reports and information produced by staff for this committee through the remainder of 2026 and beyond.
Prepared By: James Karsten, Management Analyst, Finance
Reviewed By: Kevin Bueso, CFO, Finance
Approved By: Kevin J. Jackson, Village Manager
Attachment(s):
1. BS&A Cloud Upgrade / Euna Budget Implementation Status Update Presentation