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PCard Works® Project CIO Workgroup December 15, 2017
PCard Works® Project
CIO Workgroup
December 15, 2017
Agenda
▪ Project Introduction
▪ System Integration Overview
▪ Benefits of Works®
▪ Sneak Preview
▪ Next Steps
▪ Questions
▪ Wrap-up
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What is Works®?
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➢Bank of America Merrill Lynch’s (BAML) Purchasing Card Management Solution
➢ Reliable
➢ Scalable
➢ Flexible
➢ Solely owned & operated by BAML
What is Works®?
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➢Web-based Solution✓ Internet Explorer✓ Mozilla Firefox ®✓ Google Chrome✓ Safari
➢Real Time Card Maintenance
➢Robust Reporting Capabilities
➢Automated Workflow & Approvals
➢Technical Help Desk
➢Online Help
Who Uses Works®?
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➢Other Eligible Users (OEUs)➢ Local Governments, Colleges & Universities
➢ City of Tallahassee
➢ Hillsborough Transit Authority
➢ Tallahassee Community College
➢ University of Central Florida
➢Some Other Large Clients➢ MIT
➢ Mayo Clinic
➢ Duke University
➢ Commonwealth of Virginia
System Integration Overview
What are Some of the Benefits?
Sneak Peek!
A few screen shots from Works® to highlight some of the features of this
leading-edge technology…
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Administrator’s Home Page
Hyper links
FLAIR
Viewing PCard Users
Works
Real Time Updates
Viewing Transactional Data in Works
Real Time Transaction Status
Configurable Reporting Capabilities
What’s Next?▪ UAT Ongoing through February 2018
▪ Collaboration with Bank of America and the Office of Florida Financial Education
▪ Agency Readiness Guide
▪ Major Deliverables
▪ Agency Implementation Plan
▪ Agency Enrollment Plans
▪ Training Materials
▪ Pilot – Spring 201816
Project Timeline
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Key Takeaways▪ Review Tech Specs & Agency Go-Live Checklist
▪ Winter 2018
▪ Considerations for Receipt Image Storage
▪ Spring/Summer 2018
▪ Determine Best Wave for Agency Go-Live
▪ Summer 2018
▪ Assistance with User Configuration
▪ Fall/Winter 2018
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Questions?
[email protected] Hanks, PMP, CSM, FCCM
850.413.4610
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https://myfloridacfo.com/division/AA/PCardWorks.htm
Thank You!
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