Enterprise Resource Planning

Many of the legacy on-premise computer based financial and human resource systems used by North Carolina’s public school units are in need of replacement by unified financial/human resources systems that support efficient operations and modern reporting.  In response to this need, the General Assembly passed legislation and provided funding to tackle this initiative. The 2017 Legislation, S.L. 2017-57 Section 7.16, states the intention of the General Assembly to fund a multi-phase, multi-year project. It directs NCDPI to implement the plan recommended by the NC State Board of Education and issue a Request for Proposal for a Software as a Service (SaaS) Enterprise Resource Planning (ERP).

In 2018, the School Business Systems Modernization Program awarded Master Service Agreement Contracts to CherryRoad Technologies and Tyler Technologies. CherryRoad Technologies has partnered with Oracle to provide their Oracle Cloud ERP solution and Tyler Technologies provides its Munis ERP solution.

During the 2021-2022 legislative session the following was approved: S.L.2021-180 SECTION 7.79 - INTERNET-BASED SCHOOL BUSINESS SYSTEMS/SCHOOL BUSINESS SYSTEM MODERNIZATION FUNDS GRANT PROGRAM SECTION 7.79.(a) Beginning with the 2021-2022 school year, local boards of education and charter schools shall ensure that all school business systems are (i) housed off the property of the unit or school and (ii) composed of internet-based software. SECTION 7.79.(b) From funds available to the Department of Public Instruction for the School Business System Modernization Plan for the 2021-2023 fiscal biennium, the Department shall establish a grant program for the 2021-2022 fiscal year to provide funds to eligible local school administrative units and charter schools to transition from school business systems that are located on the premises of the local school administrative unit or charter school to internet-based school business systems. A local school administrative unit or charter school is eligible to receive funds under the grant program if the school does not participate in the School Business System Modernization Plan. Funds shall be provided to local school administrative units and charter schools in appropriate amounts, as determined by the Department. 


Tab/Accordion Items

Below are the NC specific contacts/currently approved vendors:

Vendor Contacts

Barry Pace, Director (Barry.Pace@dpi.nc.gov)

Steven Katz, PM (Steven.Katz@dpi.nc.gov)

Oracle Cloud ERP Mark Davies (Oracle) (Mark.Davies@oracle.com)
IBM (SI) for Oracle Chris Shiver (cshriver@us.ibm.com)
AST (SI) for Oracle Rob Troike (robert.troike@astcorporation.com)
Tyler Munis ERP  Price Newell (Price.Newell@tylertech.com)



Below are presentations and webinar content.

  • Webinar 2022-10-26 Presentation (PPT), Video (MP4)
  • Webinar 2022-09-28 Presentation (PPT), Video (MP4)
  • Webinar 2022-08-24 Presentation (PPT), Video (MP4)
  • Webinar 2022-07-27 Presentation (PPT), Video (MP4)
  • Webinar 2022-05-25 Presentation (PDF), Video (MP4)
  • Webinar 2022-05-11 Presentation (PDF), Video (MP4)
  • Webinar 2022-04 Presentation (PPT), Video (MP4)
  • Webinar 2022-03-23 Presentation (PDF), Video (MP4)
  • Webinar 2022-02-23 Video (MP4)
  • Webinar 2022-01-26 Presentation (PDF), Video (MP4)
  • Webinar 2021-10-27 Presentation (PDF), Video (MP4)
  • Webinar 2021-07-28 Presentation (PDF), Video (MP4)
  • Webinar 2021-05-26 Presentation (PDF)
  • Webinar 2021-02-24 Presentation (PDF), Video (MP4), Questions (PDF)
  • Webinar 2021-01-27 Presentation (PDF), Video (MP4), Questions (PDF)
  • Webinar 2020-03-11 Presentation (PDF), Questions (PDF)
  • Webinar 2019-12-11 Presentation (PDF), Video (MP4), Questions (PDF)
  • Webinar 2019-11-20 Presentation (PDF), Video (MP4), Questions (PDF)
  • SBSM Update 2019-10-21 (PDF)
  • Webinar 2019-10-09 Presentation (PDF), Video (MP4), Questions (PDF)
  • CherryRoad DIT Clarification (PDF)
  • Webinar 2019-08-14 Presentation (PDF) and Video (MP4), Questions (PDF)
  • New Hanover first ERP Kick-Off (PDF)
  • SBSM Update 2019-07-18 (PowerPoint)
  • SBSM Update 2019-07-05 (PDF)
  • 2019-05-08 Post webinar announcement (PDF)
  • Webinar 2019-05-07 (PowerPoint) and Video (MP4)