0. FAR Meeting July 19, 2017 Rene Paniagua Rowdy Exchange Project Manager
Update
FAR Meeting
July 19, 2017
Rene Paniagua
Rowdy Exchange Project Manager
Office of Financial Affairs (

1. Agenda Road to Success Go-Live About Rowdy Exchange
Rowdy Exchange Update
Training Videos
Website for information
Outreach – Past
Outreach – To Come
Questions

2. Office of Financial Affairs
Road to Success
Management Support/UTSA commitment
Change Management Document
Selection of the Core Team Members:
Purchasing
Training development
Vendor selection and enablement
Office of the Controller
Office of PSSC
Office of TCM
Subject Matter Experts
Selection of the Executive Committee
Selection of the Advisory Committee
Focus Groups
Communication Efforts
Consistent and tight coordination with Jaggaer, nProdigy, UT System, & Core Team
Full Community Support and willingness to adopt a new system
Office of Financial Affairs

3. Office of Financial Affairs
Go Live Success
Monday, July 17, 2017
A day that will go down in UTSA History
Hiccups
Few
Complaints
None
Technical Issues
Help Calls
Minimal
Office of Financial Affairs

4. About Rowdy Exchange Benefits Include:
Taking advantage of Showcase Suppliers, which were vetted by UTSA Purchasing Department and offer you the best value for price and quality. The Showcase Suppliers allow you to standardize purchases of items, manufacturers, models and available equipment maintenance.
Placing university orders via a “shopping cart” experience. This familiar platform simplifies purchasing.
Having the ability to search for a wide range of products on UTSA or UT System’s contracts.
Creating templates for regular purchases, further speeding the buying process.
Easily searching your own or your department’s buying history.
Having several options for shopping, including hosted catalog, punch-out catalog, non-catalog items, forms and contracts.
Office of Financial Affairs

5. Office of Financial Affairs
Rowdy Exchange Update
Rowdy Exchange is an eProcurement Marketplace offering you one‐stop shopping for all goods and services. It was designed to make day-to-day purchasing easier for faculty and staff.
Important Updates:
Rowdy Exchange Labs is your opportunity to get one-on-one assistance. This is available only for those who have gone through training. Labs will be held in the NPB training room. Dates are:
July 20, 21: 9-11 a.m.
July 24, 25, 26: 10 a.m.-12 p.m.
Rowdy Remaining Training:
AM0869 Rowdy Exchange Procurement Process Overview
July 21, 24, 26, 27, 31: Training Room NPB 1.412, 2-4 p.m.
CT0990: Rowdy Exchange Procurement Requestor Training
July 27, 29: Training Room NPB 1.412, 9 a.m.-12 p.m.
Office of Financial Affairs

6. ---------------- Responsible Party ----------------
The Procure to Pay Process
Cart
Purchase Requisition (PR)
Approved PR
Purchase Order (PO)
Receipt
Invoice
Payment
Required for
Purchase Orders
(1) > $4, (non-Amt. Only),
(2) State and or
Federal Funds
Vendor
Submitted
e-Invoices
Responsible Party
Office of Financial Affairs

7. Training Videos Rowdy Exchange Training Videos
Copying a Requisition to a New Cart
Creating Receipts
Shopping for Non-Catalog Items
Adding an Attachment to a Requisition
Approving Requisitions
Office of Financial Affairs

8. Rowdy Exchange in Action
Rowdy Exchange Purchases
Requisitions
Purchase Orders
Non Catalog 82 74
Catalog Items 30 26
Office of Financial Affairs

9. Change Management Rowdy Exchange Website.
Rowdy Exchange address.

10. Office of Financial Affairs
Outreach - Past
CMO presentation
FAR presentations
Executive and Advisory Committee meetings
Business Horizons Newsletter
Naming contest
SPOC website
Focus Groups I and II
Introduced Logo
PDS s
HUB Vendor Fair
Downtown and Main Campus
Posters
Training
Business Affairs Forum
Rowdy Exchange website
Special interest presentations
Provost Council
Department Deans
Student Affairs
Specialized Training
DTS
Facilities
Safety
Grants / RSC
Asset Management
Office of Financial Affairs

11. Outreach – To Come One-on-One Labs Ongoing Training
Updates on Rowdy Exchange website
PDS s
FAR presentations
Final Executive and Advisory Committee meetings
Business Horizons Newsletter
SPOC website
Road Shows through 7/31
Information Exchange for Rowdy Exchange
Tier 1 Future
Staff
Projects
Faculty
Office of Financials Affairs

12. Office of Financial Affairs
QUESTIONS
Office of Financial Affairs

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