Ag e nc y Proc ure me nt Offic e rs Me e ting Se pte mb e r 12, - PowerPoint PPT Presentation

Ag e nc y Proc ure me nt Offic e rs’ Me e ting Se pte mb e r 12, 2014

2 APO Me e ting - Se pte mbe r 12, 2014 Welcome! Pro c ure me nt F o c us Gro up  Custo me r Se rvic e Surve y  OAK S 9.2 Upg ra d e  Ohio Ma rke tpla c e  e Ca ta lo g Upd a te Gre tc he n Adkins, MBE Wo rk Zo ne –  CPPO Oppo rtunity Ahe a d MBE Sub -Co ntra c ting & Chie f Pro c ure me nt Offic e r  Re po rting Administra tive Se rvic e s Co mmunity Re ha b ilita tio n  Pro g ra m (CRP) Offic e o f Pro c ure me nt Se rvic e s Que stio ns/ So lutio ns  Disc ussio n

3 Pro c ure me nt F o c us Gro up I ntro istian Se lc h , Administra tive Se rvic e s Chr F o c us Gro up man , T ra nspo rta tio n Alana Habe r T ra ining agos , He a lth Paul Mar T e mpla te s im Sc hultz , Ve te ra ns Se rvic e s T T hre sho lds s , Re ha b ilita tio n & Co rre c tio n Ke lly Sande r Po rta l inko , Yo uth Se rvic e s Ste ve Hr APO Me e ting - Se pte mb e r 12, 2014

4 Custo me r Se rvic e Surve y Wa yne Mc Culty, CPPO Administra to r Administra tive Se rvic e s Offic e o f Pro c ure me nt Se rvic e s APO Me e ting - Se pte mb e r 12, 2014

5 Custo me r Se rvic e Surve y APO Me e ting - Se pte mb e r 12, 2014

6 Custo me r Se rvic e Surve y APO Me e ting - Se pte mb e r 12, 2014

7 Custo me r Se rvic e Surve y APO Me e ting - Se pte mb e r 12, 2014

8 OAK S 9.2 Upg ra de Re ma rd Co lsto n OAK S PMO L e a d Administra tive Se rvic e s APO Me e ting - Se pte mb e r 12, 2014

9 T opic s  Project Overview  Scope  New Features APO Me e ting - Se pte mb e r 12, 2014

10 vie w Pr oje c t Ove r ound Bac kgr  Current system was implemented in 2008  Oracle only offers “sustaining support”, not a current release  Some legacy processes were built into the system  New features in PeopleSoft 9.2 can reduce the need for customized processes  Technology has improved for better performance Be ne fits  Increase vendor support  Leverage standard practices and 9.2 functionality to streamline business processes  Reduce total cost of ownership  Expand supplier self-service  Simplify the technology landscape  Implement platform for future strategic initiatives APO Me e ting - Se pte mb e r 12, 2014

11 ade Sc ope Upgr  Upgr ade e xisting module s fr om ve r sion 8.8 to 9.2: • e Pro c ure me nt • Ge ne ra l L e dg e r • Purc ha sing • Asse t Ma na g e me nt • Stra te g ic So urc ing • Ac c o unts • e Supplie r Re c e iva b le s • Co mmitme nt Co ntro l • Billing • Ac c o unts Pa ya b le Sc ope • T ra ve l & E xpe nse  Imple me nt ne w module s • e Se ttle me nts • Supplie r Onb o a rding Po rta l APO Me e ting - Se pte mb e r 12, 2014

12 ade Sc ope Upgr  Optimize proc e sse s a nd re duc e c ustomiza tions: • Proc ure - to- Pa y • Re vie w a nd Optimize Bla nke t Purc ha se Orde rs • E le c tro nic Purc ha se Orde r Dispa tc h • E na b le Pro c ure me nt Ca rd • Pa ya b le s Pro c e ss Optimiza tio n • Pa yme nt T e rms De fa ult Sc ope • Supplie r E na b le me nt • Pro c ure me nt Wo rkflo w E ma il Ma na g e me nt Co lla b o ra tio n (E MC) • Appro va l Wo rkflo w F o rms • Mo b ile Applic a tio n • Orde r- to- Ca sh • I ST V Custo miza tio n • Re c ord- to- Re port • HCM / F I N Pa yro ll Pro c e ss • Ag e nc y Ab ility to Budg e t Che c k APO Me e ting - Se pte mb e r 12, 2014

13 ade Sc ope Upgr • Cross- Proc e ss Are a s • E na b le De live re d Gro up Appro va ls • Wo rk Ce nte rs a nd Da shb o a rds • Se c urity Optimiza tio n • Optimize F I N Jo b Pla n • Inte g ra tion Solution • De live re d I nte g ra tio ns Sc ope • De live re d Se rvic e -Orie nte d Arc hite c ture (SOA) E na b le d F e a ture s APO Me e ting - Se pte mb e r 12, 2014

14 Pe ople Soft 9.2 –Ke y E nte r pr ise E nhanc e me nts  E le c tro nic F o rms  Appro va l F ra me wo rk I mpro ve me nts & E xte nsio ns  Atta c hme nts  Wo rkCe nte rs  Pivo t Grids  Mo b ile Applic a tio ns  Supplie r Onb o a rding & Co lla b o ra tio n APO Me e ting - Se pte mb e r 12, 2014

15 E le c tr onic F or ms  F o rms & Appro va l Builde r a ims to e limina te pa pe r a nd e ma il b a se d fo rms Re pla c e with a udita b le , e le c tro nic a lly a ppro va b le , a nd imme dia te ly a c c e ssib le fo rms  a nd fo rm da ta  T he to o l is a Pe o ple So ft c o mmo n c o mpo ne nt Offe r the a b ility to spe c ify a n unlimite d numb e r o f va rio us fie ld type s to a ppe a r o n a  fo rm; de fine instruc tio ns, a tta c hme nts, a nd a ppro va l ro uting pa ths fo r fo rms  Ma p the fo rm fie lds to Pe o ple So ft Co mpo ne nt I nte rfa c e so tha t the fo rm c a n fe e d  da ta into a Pe o ple So ft tra nsa c tio n APO Me e ting - Se pte mb e r 12, 2014 APO Me e ting - Se pte mb e r 12, 2014

16 Appr oval F r ame wor k and Attac hme nts Appr oval F r ame wor k Impr ove me nts  Ab ility to a dd a n a d-ho c a ppro ve r during the a ppro va l c yc le .  Ab ility to a dd c o mme nts a nd a tta c hme nts to a tra nsa c tio n during the a ppro va l c yc le  E xte nd the a ppro va l fra me wo rk to suppo rt Co mmitme nt Co ntro l Budg e t Jo urna ls  E xte nd the a ppro va l fra me wo rk to suppo rt spe c ific T re a sury & Asse t Ma na g e me nt flo ws Attac hme nts  Atta c hme nt c a pa b ilitie s e xte nde d thro ug ho ut  E xpe nse s  Re c e iva b le s  e Bill Pa yme nt  Pa ya b le s  Asse t Ma na g e me nt APO Me e ting - Se pte mb e r 12, 2014  T re a sury

17 Wor kCe nte r s  Go a l o f the Wo rkCe nte r is to c o nso lida te a nd c e ntra lize a c c e ss to re le va nt da ta a nd a llo w the o rg a niza tio n to pro vide the ta sks tha t must b e c o mple te d b y use rs  F SCM 9.2 Wo rkCe nte rs will de live r fo ur sta nda rd pa g e le ts –  My Wo rk  My L inks  Que rie s  Re po rts a nd Pro c e sse s  F SCM Wo rkCe nte rs a re pla nne d to b e pre c o nfig ure d b y use r ro le  F unc tio na l a dministra to rs will de c ide the le ve l o f info rma tio n a nd e nd-use r c a pa b ilitie s tha t the y wa nt to e na b le fo r the ir e nd use rs  Pe rso na lize the c o nte nt a t a use r, ro le , o r pe rmissio n list le ve l  Pe o ple So ft F SCM 9.2 inc lude s Wo rkCe nte rs fo r the se a pplic a tio ns:  Pa ya b le s, Billing , Re c e iva b le s, Ge ne ra l L e dg e r, Supplie r Administra tio n, a nd SRM Buye r Administra tio n APO Me e ting - Se pte mb e r 12, 2014

18 Pivot Gr ids  Pivo t Grids we re intro duc e d in Pe o ple T o o ls 8.52 to pro vide se lf- se rvic e , inte ra c tive a na lytic a l g rids a nd c ha rts fo r use rs to se g me nt a nd filte r da ta b a se d o n PS Que rie s a nd c a n displa y re sults in g rid a nd/ o r c ha rt fo rma t APO Me e ting - Se pte mb e r 12, 2014

19 Mobile Applic ations  Pe o ple So ft de live rs the fo llo wing mo b ile a pplic a tio ns fo r a c c e ss fro m mo b ile de vic e s:  Pe o ple So ft Mo b ile Appro va ls  Pe o ple So ft Mo b ile E xpe nse s  Pe o ple So ft iPa d Ce rtific a tio n  Sa fa ri b ro wse r fo r iPa d o n v4.2 o r la te r APO Me e ting - Se pte mb e r 12, 2014

20 Supplie r Se lf- Se r vic e  Supplie r I nfo rma tio n: I nc lude s se ve ra l e nha nc e me nts to ma na g e supplie r info rma tio n mo re e ffe c tive ly, suc h a s Use r de fina b le fie lds o n the ve ndo r ma ste r, the ne w ve ndo r a ddre ss lo o kup, the ne w a b ility to de fine a ny o rde ring ve ndo r lo c a tio n, a nd Ve ndo r Co nta c ts, whic h no w re trie ve s the a ddre ss, pho ne , a nd fa x numb e rs fro m the ve ndo r a ddre ss info rma tio n Cur r e ntly out of sc ope APO Me e ting - Se pte mb e r 12, 2014

21 Contac t Infor mation F o r q ue stio ns re la te d to the F I N Upg ra de pro je c t ple a se use the fo llo wing c o nta c t info rma tio n: Re ma rd Colston re ma rd.c olston@da s.ohio.g ov 614- 387- 0791 APO Me e ting - Se pte mb e r 12, 2014

22 Ohio Ma rke tpla c e e Ca ta lo g Upda te Je a n Ste phe nso n, CPPO, C.P.M., A.P.P. Sta te Pro c ure me nt Co ntra c ts Ma na g e r Busine ss L e a d, Ohio Ma rke tpla c e e Ca ta lo g

23 • Ca ta lo g e na b le me nt • Ho w to se a rc h fo r OMP c o ntra c ts • Ag e nc y o nb o a rding • T ra ining • Ne w OMP we b pa g e APO Me e ting - Se pte mb e r 12, 2014

24 Ca ta lo g e na b le me nt… • 112 c a ta lo g s c urre ntly e na b le d in OMP • 110+ sc he dule d thro ug h Ma rc h o f 2015 2014 2015 ID Push Description Start Finish Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar 1 MBE Catalogs Part 1 4/14/2014 6/23/2014 2 MBE Catalogs Part 2 6/24/2014 8/26/2014 Complete categories that 3 8/27/2014 12/26/2014 have been partially enabled 4 STS enablement 12/29/2014 2/9/2015 5 Required state resources 2/10/2015 3/9/2015 APO Me e ting - Se pte mb e r 12, 2014

25 Ho w to se a rc h fo r OMP c o ntra c ts… www.Ohio .g o v/ pro c ure Clic k Curre nt Co ntra c ts APO Me e ting - Se pte mb e r 12, 2014