Feb. 22, 2011 1:30-3 p.m

Feb. 22, 20111:30-3 p.m.

MFMP Customer Roundtable

Meeting

Agenda

Welcome Remarks – Rachael Lieblick/Danielle

Kosberg

DFS Electronic Form W-9 – Dept. of Financial

Services (DFS)

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing Comments – Rachael/Danielle

Agenda

Welcome Remarks – Rachael Lieblick/Danielle

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing Comments – Rachael/Danielle

Agenda

Welcome Remarks – Rachael Lieblick/Danielle

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades –

Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing Comments – Rachael/Danielle

MyFloridaMarketPlace Upgrades

MFMP 9r1 Buyer Upgrade

Start Date

End Date

Impacts to CRT

PlanningAug. 2010

Oct. 2010

Development Sept. 2010

April 2011

Provide input on enhancement designs

Code Freeze Oct. 2010Dec. 2011

Freeze on report requests / workflow updates (unless critical)

System TestingMarch 2011

July 2011 No impacts

Training & Communication

June 2011 Sept. 2011

Attend training and spread the word

User Acceptance Testing July 2011

Aug. 2011

Participate in testing

Go-LiveSept. 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 Upgrades

Enhancements

CR 53: Buyer Password Reset Customers will be able to reset their own passwords

CR 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 Requisitions

History Tab Identifies copied Requisitions (as a link)

MyFloridaMarketPlace Upgrades

Copy Requisitions

Includes 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

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing 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 Summary

Security 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

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing 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 Daily

Outstanding Encumbrance

Daily

Users and Groups Weekly

All 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

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing 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 Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing Comments – Rachael/Danielle

Agenda

Welcome Remarks – Rachael Lieblick/Danielle

Kosberg

DFS Electronic Form W-9 – DFS

MyFloridaMarketPlace Upgrades – Rachael/Danielle

VBS Upgrade – Eric Swanson

Report Consolidation – Anne Rabon

Recorded Trainings – Anne Rabon

Q&A – MFMP Team

Closing Comments – Rachael/Danielle

Thank you!

Next meeting May 2011

Contact MyFloridaMarketPlace

MFMP Customer Service DeskBuyerHelp@MyFloridaMarketPlace.com or (866) 352-3776

MyFloridaMarketPlace@dms.MyFlorida.com

Rachael Lieblick, Chief, State Purchasing Operations

Rachael.Lieblick@dms.MyFlorida.com or (850) 488-7809

Danielle Kosberg, MFMP Operations ManagerDanielle.Kosberg@dms.MyFlorida.com or (850) 766-0772

Anne Rabon, MFMP Finance and Accounting Process AnalystAnne.Rabon@dms.MyFlorida.com or (850) 294-0739

Eric Swanson, MFMP Vendor ManagerEric.Swanson@dms.MyFlorida.com or (850) 445-3894

Linda McDonald, MFMP Communications AnalystLinda.McDonald@dms.MyFlorida.com or (850) 363-0628