Rowdy Exchange Update Purchasing and Distribution Services FAR March 22, 2017 Rene Paniagua Rowdy Exchange Project Manager Rene.Paniagua@utsa.edu 210-458-8249 Office of Financial Affairs (http://www.utsa.edu/financialaffairs/)

Agenda Organization Project Goals Vendor Enablement Milestones Solution Overview Current Activities Questions

Organization

Project Goals Standardize and enhance the UTSA P2P procurement system while maintaining flexibility and efficiencies within the system. Create efficient, easy to use, one stop shop for end users Consolidate/Direct University Spend Increase visibility of spend and enhance procurement reporting Create a robust, workflow enabled forms system Enhance A/P processes with eInvoicing Implement a streamlined, efficient, electronic bid system and repository Obtain a high system adoption rate among end users Replace or eliminate problematic Purchasing Processes in PeopleSoft Office of Financial Affairs

Enabled “RowdyExchange” Suppliers “Possible Missions” HUB partner of Fisher Scientific “Summus Industries” HUB partner of VWR & Dell “SHI Government Solution” HUB partner of Dell & HP “Burgoon Company” HUB partner of Grainer Inc. “Todays Business Solution” HUB partner of Office Max “CommonWealth Trading Co.” HUB partner of Dell “Cuevas Co.” HUB partner of Airgas Office of Financial Affairs

Office of Financial Affairs

Milestones Milestone Planned Start Date Status 1 Project Planning (Remote) September 2, 2016 Completed 2 Project Orientation September 14, 2016 3 Configuration, Workflow, and Integration September 15, 2016 In Process 4 Focus Group 1 (FG1) January, 2017 5 Additional Configuration from FG1 Completed  6 Focus Group 2 (FG2) March, 2017 7 Training Development In Process  8 Solution Validation Testing April, 2017 Not Started  Training Delivery May, 2017  Not Started 9 Deployment June 5th, 2017 Office of Financial Affairs

Solution Overview

Current Activities In process Integration between PeopleSoft and Rowdy Exchange Workflow Testing Review of Business Processes Developing Testing Scenarios Supplier Cleanup Table population Roles and Responsibilities (copied for PS) Locations Payment Terms Shoppers, Requestors & Approvers Office of Financial Affairs

Office of Financial Affairs QUESTIONS Office of Financial Affairs Purchasing and Distribution Services

Your partner for successful solutions Thank you! Your partner for successful solutions Office of Financial Affairs