customer roundtable (crt) meeting wednesday, september 15, 2010 9 a.m. eastern time (888) 808-6959;...
TRANSCRIPT
Customer Roundtable (CRT) MeetingWednesday, September 15, 2010
9 a.m. Eastern time
(888) 808-6959; 9766076#
Agenda
Welcome /Introductions [Rachael Lieblick]
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades
Analysis 3.0 Overview
MFMP Training Tours/Training Update
Vendor Clean-up Activity
Open Items/Wrap-Up!
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Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011) [Laura Anderson, DFS]
Upcoming Upgrades
Analysis 3.0 Overview
MFMP Training Tours/Training Update
Vendor Clean-up Activity
Open Items/Wrap-Up! 3
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DFS CFO Memorandum No. 1 and 2 (2010-2011)
Purpose of agency management certification
Purpose of contract manager certification
MFMP and the contract summary form
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DFS CFO Memorandum Review
Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades [Rachael Lieblick]
Analysis 3.0 Overview
MFMP Training Tours/Training Update
Vendor Clean-up Activity
Open Items/Wrap-Up!
5
Agenda
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Analysis Fundamentals: What is Analysis?
MFMP Buyer 3.0 Upgrade Objectives
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Operational Objectives Other Objectives
MFMP secure report evaluation Ariba 9R1 / change request evaluations
Workflow process improvement Address audit findings
Clean-up of open approvables Update current FLAIR interface
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Analysis Fundamentals: What is Analysis?
Buyer upgrade planning & assessment has started
Features & functionality of MFMP 3.0 coming Fall 2010
Development will start this month with a "code freeze"
We will not make changes to the current system beginning late Fall 2010
System testing will begin in the Spring 2011
User acceptance testing (UAT) and training activities will take place Summer 2011
Go-live is currently targeted for early September 2011
MFMP Buyer 3.0 Upgrade Timeline
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Analysis Fundamentals: What is Analysis?
CRB will assist with planning and communication activities throughout the upgrade process
We plan to implement an active communication strategy to ensure a successful upgrade
eNewsletter
Bulletin board
E-mail communications
Meetings & training opportunities
Buyer toolkit
http://dms.MyFlorida.com/mfmp_upgrades
MFMP Buyer 3.0 Upgrade
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Analysis Fundamentals: What is Analysis?
We divided this Upgrade into four releases:
Release One: Buyer design team will review prior to implementation.
• Release One will be implemented Fall 2010
VBS/SPURSView enhancements include:
Updating search filters in both VBS and SPURSView
Update the look and feel to be similar to the Vendor Information Portal (VIP)
Ability to create a ‘master advertisement’ that you can post to in stages rather than creating many separate advertisements for the same solicitation
http://dms.MyFlorida.com/mfmp_upgrades
Vendor Bid System (VBS)/SPURSView Upgrade
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Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades
Analysis 3.0 Overview [Kasey Bickley]
MFMP Training Tours/Training Update
Vendor Clean-up Activity
Open Items/Wrap-Up!
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What’s new and improved in Analysis 3.0?
Addition of FLAIR encumbrance and payment data Additional accounting information for purchase orders and invoice
reconciliations Improved contract data Improved invoice data Improved visibility to “green” spend Additional VIP vendor data Updated Dashboard and report scheduling Enhanced system reports (“pre-packaged reports”)
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Analysis 3.0 Overview
What’s new and improved in Analysis 3.0?
In addition to creating your own analytical reports, Analysis 3.0 is enhanced to include a set of ‘Prepackaged Reports’ to assist as a starting point for customizing your agency reports!
New reports include: Contract Count FLAIR Encumbrance FLAIR Payments Invoice Count and Spend Invoice Reconciliation Cycle Time Master Agreement Request Cycle Time PO Count and Spend Requisition Cycle Time Vendor Count
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Analysis 3.0 Overview
Let’s share the new Analysis 3.0! What do you think?
http://Analysis.MyFloridaMarketPlace.com/Sourcing/Main
Note: Analysis will be unavailable September 27-29, 2010.
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Analysis 3.0 Overview
Where can I learn more?
Consider the Analysis 3.0 Upgrade Training at http://dms.MyFlorida.com/mfmp_tours .
Remember the training presentations are all posted online at http://dms.MyFlorida.com/buyertoolkit .
Web-based training will be updated over the next quarter. Once complete, a notice will be sent to liaisons announcing that updated training is available.
Contact our MFMP customer service desk with questions (866) 352-3776 or [email protected] .
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Analysis 3.0 Overview
Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades
Analysis 3.0 Overview
MFMP Training Tours/Training Update [Anne Rabon]
Vendor Clean-up Activity
Open Items/Wrap-Up!
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Don’t have the time to spend in a full-day class for training? Consider one of our new training tours online.
Published tours include: Invoice eForm System Basics Receiving Analysis 3.0 Upgrade
training
http://dms.MyFlorida.com/mfmp_tours
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New! Training Tours
We’re offering a free, in-person training workshop in Tallahassee on October 21.
Classes include: Florida Purchasing 101 State term contracts (STC) Advanced Requesting Advanced Invoicing
http://dms.MyFlorida.com/mfmp_buyer_training
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Training Class Update
Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades
Analysis 3.0 Overview
MFMP Training Tours/Training Update
Vendor Clean-up Activity [Eric Swanson]
Open Items/Wrap-Up!
18
Agenda
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Wrap-Up
DFS will require a new W-9 on file for all vendors by late 2011. The W-9 project will be requiring all vendors to submit a new W-9 in order to
be eligible to conduct business with the state.
All MFMP vendors with no activity will be deleted beginning November 2010. To reduce the workload, MFMP will review all vendors for activity to
determine if they have had business with Florida in the past two fiscal years. To be deleted from MFMP the vendor will have to meet four criteria over the
past two fiscal years: (1) They will have to have had no POs in MFMP ; (2) No payments in FLAIR; (3) Not accessed their VIP account; and (4) No bids in Sourcing.
Vendors can re-register at any time. If a vendor is deleted and does want to do business with the state, they can
re-register at any time in VIP in a matter of a few minutes.
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Vendor Clean-up Activity
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Agenda
Welcome /Introductions
DFS CFO Memorandum No. 1 and 2 (2010-2011)
Upcoming Upgrades
Analysis 3.0 Overview
MFMP Training Tours/Training Update
Vendor Clean-up Activity
Open Items/Wrap-Up! [Eric Swanson]
20
Agenda
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Wrap-Up
Open Forum for CRT members
Questions / Comments?
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Wrap-Up!
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Team Member E-mail Phone Number
Communications Analyst
[email protected] (850) 294-3080
F&A Process Analyst
[email protected] (850) 294-0739
Chief, State Purchasing Operations
[email protected] (850) 766-7670
Purchasing Process Analyst
[email protected] (850) 294-0494
Vendor Management Analyst
[email protected] (850) 445-3894
Wrap-Up
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Contact Us
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