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Feb. 22, 2011 1:30-3 p.m. MFMP Customer Roundtable Meeting
Feb. 22, 20111:30-3 p.m.
MFMP Customer Roundtable
Meeting
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – Dept. of Financial Services (DFS)MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
MyFloridaMarketPlace UpgradesMFMP 9r1 Buyer
UpgradeStart Date
End Date Impacts to CRT
Planning Aug. 2010
Oct. 2010
Development Sept. 2010
April 2011
Provide input on enhancement designs
Code Freeze Oct. 2010 Dec. 2011
Freeze on report requests / workflow updates (unless critical)
System Testing March 2011
July 2011 No impacts
Training & Communication June 2011 Sept.
2011Attend training and spread the word
User Acceptance Testing July 2011 Aug.
2011Participate in testing
Go-Live Sept. 2011
Sept. 2011 Celebrate
MyFloridaMarketPlace Upgrades
EnhancementsCR 26: IR Mass Edit Accounting details on the IR
will be mass editable.
CR 29: Include Voucher # & SWDN on the Payment Update eForm
The voucher number and statewide document number will be added to the Payment Update eForm.
CR 30: Add Contract ID to the DO
The contract number and commodity codes will be added to the print version of the purchase order.
Enhancement Request: Adding PUI to the DO search
Customers will be able to conduct purchase order system searches using the PUI filter.
MyFloridaMarketPlace UpgradesEnhancementsCR 53: Buyer Password Reset Customers will be able to reset
their own passwordsCR 110: Buyer Password Complexity
Password complexity (per Rule 71A, F.A.C.) will be added.
CR 108: PO Start Date / End Date Edits will be added to validate that the start date of a requisition is before the end date of the requisition.
CR 114: Enhanced Recycled / Green Reporting
Customers will now have the ability to designate a non-catalog item as "green" and / or recycled.
MyFloridaMarketPlace Upgrades
New customizable “Buyer Dashboard” (similar to Analysis 3.0)
MyFloridaMarketPlace Upgrades
Less steps to create a Requisition
MyFloridaMarketPlace Upgrades
Copy RequisitionsHistory Tab Identifies copied Requisitions (as a link)
MyFloridaMarketPlace Upgrades
Copy RequisitionsIncludes Requisition you copied from
MyFloridaMarketPlace Upgrades
History Tracking for Attachments
MyFloridaMarketPlace Upgrades
New Invoicing Form
MyFloridaMarketPlace Upgrades
Detailed Ariba error messages includes number of errors
MyFloridaMarketPlace Upgrades
You can compare like catalog items
MyFloridaMarketPlace Upgrades
Password reset capabilities
MyFloridaMarketPlace Upgrades
Training Approach– “What’s New” in-person – Topic specific WebEx sessions– Office Hours– Interactive online training tours– The MyFloridaMarketPlace View eNewsletter– Job Aids and Manual updates
MyFloridaMarketPlace Upgrades
In preparation for the upgrade– Complete / delete approvables in an “ing”
status• Requisitions in composing status• Invoice Reconciliations in approving /
reconciling status– Inactivate user accounts that are no longer
valid– Develop a training / communication plan for
your agency– Spread the word
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
VBS Upgrade – Release 1 Summary
Release 1.0 and 1.1 (October 2010)– Added calendar feature for selecting dates– Search results display on one page– Attachments display on main advertisement
page– Added the Advertiser Console, including:
• Delete, Edit and Cancel selection• Ability to remove attachments from public
view• Time-stamp for all edits now publicly
viewable
VBS Upgrade – Release 2.0 SummarySecurity Enhancements (December 2010)
– VBS now meets the state’s standard for password security
– E-mail validation for accounts– Standard usernames are based on the
accounts’ e-mail addresses (before the @ symbol).
Other enhancements– Automated password resets– SPURSView/VBS Admin accounts merged– Updated vendor courtesy notifications
VBS Upgrade – Release 2.0 Summary
Coming Soon!– Only 25 percent of current VBS users have
validated their accounts– At the end of March, it will impact non-
validated accounts
VBS Upgrade – What’s Next
SPURSView becomes MarketView– The data in MarketView is populated from
MFMP– Updating field names in MarketView to match
MFMP field names
Updated Search capabilities – Updating VBS search field names to match
updated VBS advertisement field names
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Secure Report Consolidation – Review Plan
Secure Reports for Go-Live
Report Name Report Frequency
FLAIR Voucher Report Daily
IR Exception Report Daily
IRs with Last Approver DailyOutstanding
Encumbrance Daily
Users and Groups WeeklyAll Order for Previous
Day Daily
Secure Report Consolidation30 Days Post Go-Live
Agency Compliance Report All Canceled Orders Current FY Bill To Info Ship To Info INEF Date Comparison Biweekly INEF Date Comparison Monthly Master Agreements POs without IRs PR Audit by Commodity Code PRs in Submitted Status SC Req to PO Cycle Time Details Monthly Punchout Catalog NonCatalog Orders
Secure Report Consolidation60 Days Post Go-Live
System Admin Password Updates System Admin User Maintenance
ChangesYear End PO Count by FY for FY06 thru
FY10Commodity Codes Special Approvals
All IRs HL Historical FYsAll Open Orders Historical FYs
All Orders Historical FYsDO Payment History HL
Green and Recycled SpendPunchout Catalog NonCatalog Orders
PreviousAll Received Orders Historical FYs
DO Payment History EncLAll IRs Historical FYs
All Open Orders with DelayPurchaseUntil
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Recorded Trainings
MyFloridaMarketPlace Exclusive “Tour Lines”– Interactive, recorded training that fits your
schedule and your needs
– These trainings guide you through our traditional training presentations, with audio and “punch-out” to the MFMP system to simulate typical everyday tasks
– Find them at http://dms.myflorida.com/mfmp_tours
– Two new Buyer Trainings 1) "Creating a Requisition“
2) "Reconciling/Approving Invoice Reconciliations"
WebEx Trainings
Requisitioning: March 3 – 10 a.m.– One-hour course for customers who create
requisitions– Learn how to create:
• catalog and non-catalog requisitions• change orders• and more
– Webinar training lets you participate right from your office phone and computer!
– Free!– Sign up today on our website!
– http://dms.MyFlorida.com/mfmp_webex
Agenda
Welcome – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Agenda
Welcome Remarks – Rachael Lieblick/Danielle KosbergDFS Electronic Form W-9 – DFS MyFloridaMarketPlace Upgrades – Rachael/DanielleVBS Upgrade – Eric SwansonReport Consolidation – Anne RabonRecorded Trainings – Anne RabonQ&A – MFMP TeamClosing Comments – Rachael/Danielle
Thank you!
Next meeting May 2011
Contact MyFloridaMarketPlace
MFMP Customer Service [email protected] or (866) 352-3776
Rachael Lieblick, Chief, State Purchasing Operations
[email protected] or (850) 488-7809Danielle Kosberg, MFMP Operations [email protected] or (850) 766-0772Anne Rabon, MFMP Finance and Accounting Process [email protected] or (850) 294-0739Eric Swanson, MFMP Vendor [email protected] or (850) 445-3894
Linda McDonald, MFMP Communications [email protected] or (850) 363-0628
