m-pathways / m-marketsite integration project

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P ROCUREMENT, L OGISTICS, and B USINESS S ERVICES MAIS F INANCIAL S YSTEMS D IVISION. M-Pathways / M-marketsite Integration Project. Andy Aiello Ginny Geren Financials Unit Liaison Meeting August 16, 2006. Agenda. Introduction Project Overview User Access - PowerPoint PPT Presentation

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  • M-Pathways / M-marketsiteIntegration ProjectAndy AielloGinny Geren

    Financials Unit Liaison MeetingAugust 16, 2006

    PROCUREMENT, LOGISTICS, and BUSINESS SERVICESMAIS FINANCIAL SYSTEMS DIVISION

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  • AgendaIntroductionProject OverviewUser AccessProposed Communications and TrainingQuestions and Feedback

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  • Introduction

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  • Introduction - BackgroundMay 2003 M-marketsite implemented: Provides users with a simpler catalog ordering processEliminates the need to access multiple vendor sitesEarly 2005 Decision made to implement the eProcurement module. Addresses several procurement issues

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  • Introduction Background ContinuedSolutions ePro could provide include:Streamlined M-Pathways requisition processUse of contracts in keeping with industry standardsAbility to integrate the ordering processes with one entry point.

    The first two solutions were accomplished with the Financials 8.8 upgrade

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  • Introduction Next StepComing SoonIntegration of

    into the ePro module for catalog orders

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  • Introduction Benefits to DepartmentsCommon entry point through the M-Pathways ePro module for ePro and M-marketsite ordersUsers can check web catalog prices or place special request orders within the same systemBetter control over the ordering processGreater control over who is authorized to place M-marketsite ordersM-marketsite users will be included in the M-Pathways security reports for Unit Liaisons

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  • Introduction Benefits to Depts ContinuedConsistent method to track orders and payments through ePro and Accounts Payable modulesPOs for catalog orders will be in M-PathwaysOrders are budget-checked and encumberedVendor 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

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  • Project Overview

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  • Project OverviewExpected 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 siteM-marketsite catalogs and the shopping process are not changingA redesigned shopping cart with new functionality will be added to M-marketsite

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  • Project Overview ContinuedUsers will return catalog lines to the ePro Submit Requisition page and click Submit and Save to complete their orderOrders 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

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  • Accessing M-marketsite in eProUsers click the M-MARKETSITE link on the ePro Web tab to punch out to M-marketsite

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  • Punch Out to M-marketsite thru ePro

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  • User Access

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  • User AccessAccess 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

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  • User Access - ContinuedAnalysis of current ePro and M-marketsite statistics identified four types of procurement usersM-marketsite users who only browse and do not place ordersM-marketsite users who only order from M-marketsiteM-marketsite users who also order using eProePro users who do not use M-marketsite

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  • User Access M-marketsite Browse-Only UsersM-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 linkWill not need to use Two-Factor AuthenticationWill not need training or to submit Access and Compliance forms

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  • User Access M-marketsite Only UsersM-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-1Will need minimal training Will take the Access and Compliance eLearning course (DCE101) and submit a signed AC form to Access ServicesCan request for different access (e.g., both ePro and M-marketsite) by submitting an M1 and completing the appropriate training requirementsWill need Two-Factor Authentication as it goes live across campus

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  • User Access M-marketsite + ePro UsersM-marketsite users who also order using ePro:Will sign in to M-Pathways to place orders using either methodWill 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 changeWill use Two-Factor Authentication for both ordering methods

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  • User Access - ePro Only UsersePro users who do not use M-marketsite:Will receive PR EPRO MARKETSITE USER functionality as part of the updated PR EPRO USER accessWill 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

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  • User AccessJan 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.

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  • Proposed Communications and Training

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  • Proposed CommunicationsCommunications methodsLimited amount of targeted emails MAIS Web siteAnnouncements in M-marketsiteAnnouncements in Wolverine AccessU 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

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  • TrainingPR EPRO MARKETSITE USER role will require completion of Access and Compliance training and submission of the AC form to Access ServicesM-Pathways Overview eLearning course (MPE001) available in MAIS LINC is highly recommended but not requiredAdditional 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 roleUsers requesting access for ePro will need to meet the standard training requirements for that role

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  • Questions and Feedback

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  • ContactsFor further questions,Contactepro_integration_team@umich.edu

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