Download - M-Pathways / M-marketsite Integration Project

PROCUREMENT, LOGISTICS, and BUSINESS SERVICESMAIS FINANCIAL SYSTEMS DIVISION

M-Pathways / M-marketsiteIntegration Project

Andy AielloGinny Geren

Financials Unit Liaison MeetingAugust 16, 2006

August 16, 2006 M-Pathways / M-marketsite Integration Project 2

Agenda

• Introduction

• Project Overview

• User Access

• Proposed Communications and Training

• Questions and Feedback

Introduction


Introduction - Background

• May 2003 – M-marketsite implemented: Provides users with a simpler catalog ordering

process Eliminates the need to access multiple vendor

sites

• Early 2005 – Decision made to implement the eProcurement module. Addresses several procurement issues


Introduction – Background Continued

Solutions ePro could provide include: Streamlined M-Pathways requisition process Use of contracts in keeping with industry

standards Ability to integrate the ordering processes

with one entry point.

The first two solutions were accomplished with the Financials 8.8 upgrade


Introduction – Next Step

Coming SoonIntegration of

into the ePro module for catalog orders


Introduction – Benefits to Departments

• Common entry point – through the M-Pathways ePro module – for ePro and M-marketsite orders Users can check web catalog prices or place

special request orders within the same system

• Better control over the ordering process Greater control over who is authorized to

place M-marketsite orders M-marketsite users will be included in the

M-Pathways security reports for Unit Liaisons


Introduction – Benefits to Depts Continued

• Consistent method to track orders and payments through ePro and Accounts Payable modules POs for catalog orders will be in M-Pathways Orders are budget-checked and encumbered Vendor invoices for M-marketsite will be in M-

Pathways, providing the same PO Voucher audit process for both ePro and M-marketsite invoices*

• Additional streamlining of procurement processes planned for subsequent phases

* This functionality is expected to roll out when the project goes live, but a delay is possible as vendors prepare for the change

Project Overview


Project Overview

• Expected implementation date: early October 2006

• M-Pathways users will authenticate, either at implementation or shortly after, using both their UMICH password and their token (Two-Factor Authentication).

• Users will navigate to ePro in M-Pathways and use the Web tab to punch out (link) to the M-marketsite site M-marketsite catalogs and the shopping process are

not changing A redesigned shopping cart with new functionality will

be added to M-marketsite


Project Overview Continued

• Users will return catalog lines to the ePro Submit Requisition page and click Submit and Save to complete their order

• Orders will be built into POs in M-Pathways and sent to M-marketsite for distribution to the appropriate vendor

• Users can track their M-marketsite orders and payments in M-Pathways as they would any other ePro transaction


Accessing M-marketsite in ePro

Users click the M-MARKETSITE link on the ePro Web tab to punch out to M-marketsite


Punch Out to M-marketsite thru ePro

User Access


User Access

• Access to order from M-marketsite will be granted via M-1 the same way as other M-Pathways access

• Users who place M-marketsite orders will receive a new Procurement role tentatively called PR EPRO MARKETSITE USER


User Access - Continued

• Analysis of current ePro and M-marketsite statistics identified four types of procurement users M-marketsite users who only browse and do

not place orders M-marketsite users who only order from M-

marketsite M-marketsite users who also order using

ePro ePro users who do not use M-marketsite


User Access – M-marketsite Browse-Only Users

M-marketsite users who only browse and do not place orders:

Will continue to use the current link on Wolverine Access which will be renamed M-marketsite Browse Only. Although it may look like an order can be placed, it is in effect “view only”

Will see a page or splash screen at login reminding them that they cannot place an order using this link

Will not need to use Two-Factor Authentication Will not need training or to submit Access and

Compliance forms


User Access – M-marketsite Only Users

M-marketsite users who only order from M-marketsite: Will sign in to M-Pathways to place orders Will receive at implementation the same access as they

currently have, the PR EPRO MARKETSITE USER role, without submitting an M-1

Will need minimal training Will take the Access and Compliance eLearning course

(DCE101) and submit a signed AC form to Access Services

Can request for different access (e.g., both ePro and M-marketsite) by submitting an M1 and completing the appropriate training requirements

Will need Two-Factor Authentication as it goes live across campus


User Access – M-marketsite + ePro Users

M-marketsite users who also order using ePro: Will sign in to M-Pathways to place orders using

either method Will receive PR EPRO MARKETSITE USER

functionality as part of the updated PR EPRO USER access

Will only need communications and some documentation in MAIS LINC to prepare for the change

Will use Two-Factor Authentication for both ordering methods


User Access - ePro Only Users

ePro users who do not use M-marketsite: Will receive PR EPRO MARKETSITE USER

functionality as part of the updated PR EPRO USER access

Will need to set up a profile in M-marketsite the first time they use it

Will receive communications about the change and the documentation available in MAIS LINC


User Access

Jan will present the report of current M-marketsite only users later in this meeting as part of the preparation we are asking you to do for the implementation.

Proposed Communications and Training


Proposed Communications

• Communications methods Limited amount of targeted emails MAIS Web site Announcements in M-marketsite Announcements in Wolverine Access U Record article (if possible) Suggestions???

• Interchanges Planned for the second half of September and the first

week after implementation Attendance is not required Topics include changes due to the integration and

changes resulting from a new M-marketsite version


Training

• PR EPRO MARKETSITE USER role will require completion of Access and Compliance training and submission of the AC form to Access Services

• M-Pathways Overview eLearning course (MPE001) available in MAIS LINC is highly recommended but not required

• Additional documentation and simulations for M-marketsite will be available starting the last two weeks of September. These are recommended for anyone with the PR EPRO MARKETSITE USER role

• Users requesting access for ePro will need to meet the standard training requirements for that role

Questions and Feedback


Contacts

For further questions,

Contact

[email protected]

Download - M-Pathways / M-marketsite Integration Project

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