Design Meetings
Throughout the Design Phase, the Project will host a series of meetings to review updated business process models and final Designs. The Design Phase is broken into four segments.
During each segment, the Florida PALM Advisory Council is responsible for reviewing the updated/proposed final business process models. The review meetings will be the last opportunity for agency feedback before business process models are finalized.
After each segment completes, the Project will share final design plans with all agencies through a series of Design Workshops.
The workshops will share the final business process models and associated interface files, conversion layouts, and reports, and will address the “how to” functionality in Florida PALM.
The timeline below represents the four segments of our Design Phase.
Select a topic on the timeline to view meeting details and materials. Be sure to check back often as this information is updated regularly.
Scheduled meetings will also be listed here and on the Meetings & Workshops page.
Segment I - Financials Wave Business Process Models
Reviewing updates to the proposed final business process models with the Advisory Council to gather feedback. All agencies are welcomed to participate.Disbursements Management
- 30.3 Enter and Process Vouchers: Narrative | Flows
- Meeting Recording - Register to view the recording
- August 14, 2023: Meeting Invitation
Account Management and Financial Reporting
Budget Management and Cash Control
- 10.1 Set up and Maintain Chart of Accounts: Narrative | Flows
- 20.1 Enter and Process Budget Journals Narrative | Flows
- Meeting Recording - Register to view the recording
- August 15, 2023: Meeting Invitation
Segment I - Payroll Wave Business Process Models
Reviewing the initial draft of the payroll business process models with all agencies for feedback.Meeting Materials
- How To Read a Business Process Model
- Payroll BPM Relationships
- Payroll Processing Timeline Example
- 100.1 Set Up and Maintain Positions: Narrative | Flow
- 100.2 Set Up and Maintain Employees: Narrative | Flow
- 100.3 On-Cycle Payroll: Narrative | Flow
- 100.4 Off-Cycle Payroll: Narrative | Flow
- 100.5 Miscellaneous Processing: Narrative | Flow
- 100.6 Payroll Adjustments: Narrative | Flow
- 100.7 Payroll Accounting Distributions: Narrative | Flow
- 100.8 End of Period Processing: Narrative | Flow
Meeting 1 - September 18, 2023
- Meeting Invitation
- Meeting Recording - Register to view the recording
Meeting 2 - September 19, 2023
- Meeting Invitation
- Meeting Recording - Register to view the recording
Segment I - Design Workshops
Sharing and discussing the final solution designs for functions included in the Segment, including interface and report layouts, with all agencies.October 3, 2023
- 10.1 Set up and Maintain Chart of Accounts | 20.1 Enter and Process Budget Journals: Presentation
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
- Meeting Invitation
October 4, 2023
- 30.3 Enter and Process Vouchers: Materials coming soon
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
- Meeting Invitation
Segment II - Financials Wave Business Process Models
Reviewing updates to the proposed final business process models with the Advisory Council to gather feedback. All agencies are welcomed to participate.Meeting Materials and Details Coming Soon --- Planned Discussion/Meeting Dates: November 6 - 21, 2023
Account Management and Financial Reporting
- 10.2 Enter and Process Journals
Disbursements Management
- 30.2 Establish and Maintain Encumbrances
- 30.4 Process Payments
Asset Accounting and Management
- 40.1 Acquire and Set Up Assets
- 40.3 Set Up and Maintain Asset Controls
Accounts Receivables
- 60.2 Deposit and Apply Receipts
Grants Management
- 90.2 Create and Maintain Grants
Contracts Management
- 90.3 Create and Maintain Contracts
System Access and Controls
- 120.1 Interface Error Handling Process
Segment II - Design Workshops
Sharing and discussing the final solution designs for functions included in the Segment, including interface, conversion, and report layouts with all agencies.Meeting Materials and Details Coming Soon --- Planned Meetings: December 2023/January 2024
Account Management and Financial Reporting
- 10.2 Enter and Process Journals
Disbursements Management
- 30.2 Establish and Maintain Encumbrances
- 30.4 Process Payments
Asset Accounting and Management
- 40.1 Acquire and Set Up Assets
- 40.3 Set Up and Maintain Asset Controls
Accounts Receivables
- 60.2 Deposit and Apply Receipts
Grants Management
- 90.2 Create and Maintain Grants
Contracts Management
- 90.3 Create and Maintain Contracts
System Access and Controls
- 120.1 Interface Error Handling Process
Segment III - Financials Wave Business Process Models
Reviewing updates to the proposed final business process models with the Advisory Council to gather feedback. All agencies are welcomed to participate.Meeting Materials and Details Coming Soon --- Planned Discussion/Meeting Dates: February 5 - 27, 2024
Account Management and Financial Reporting
- 10.3 Analyze and Reconcile Accounts
Disbursements Management
- 30.1 Set Up and Maintain Suppliers
- 30.5 Manage Payments
Asset Accounting and Management
- 40.2 Deploy and Maintain Assets
Revenue Accounting
- 50.1 Set Up and Maintain Customer
Accounts Receivables
- 60.1 Enter and Maintain Receivables
- 60.2.2 AR Deposits
Grants Management
- 90.2.4 Monitor CMIA
Segment III - Design Workshops
Sharing and discussing the final solution designs for functions included in the Segment, including interface, conversion, and report layouts with all agencies.Meeting Materials and Details Coming Soon --- Planned Meetings: March/April 2024
Account Management and Financial Reporting
- 10.3 Analyze and Reconcile Accounts
Disbursements Management
- 30.1 Set Up and Maintain Suppliers
- 30.5 Manage Payments
Asset Accounting and Management
- 40.2 Deploy and Maintain Assets
Revenue Accounting
- 50.1 Set Up and Maintain Customer
Accounts Receivables
- 60.1 Enter and Maintain Receivables
- 60.2.2 AR Deposits
Grants Management
- 90.2.4 Monitor CMIA
Segment IV - Financials Wave Business Process Models
Reviewing updates to the proposed final business process models with the Advisory Council to gather feedback. All agencies are welcomed to participate.Meeting Materials and Details Coming Soon --- Planned Discussion/Meeting Dates: April 29 - May 3, 2024
Account Management and Financial Reporting
- 10.4 Close General Ledger and Consolidate Results
Budget Management and Cash Control
- 20.2 Budget Execution and Management
- 20.3 Perform Budget Close
Disbursements Management
- 30.6 Manage Tax Reporting
- 30.7 Manage Accounts Payable Reporting
Asset Accounting and Management
- 40.4 Asset Management Period Close
Banking
- 70.1 Manage Banking Relationships
- 70.2 Manage and Reconcile Bank Statements
- 70.4 Process Bank Cash Transfers
- 70.5 Reconcile Book to Bank Balances
Projects Management
- 90.1 Create and Maintain Projects
Payroll
- 100.1 Set Up and Maintain Positions
- 100.2 Set Up and Maintain Employees
- 100.3 On Cycle Payroll Run
- 100.4 Off Cycle Payroll Run
- 100.5 Ad Hoc Payroll
- 100.6 Payroll Adjustments
- 100.7 Payroll Accounting Distributions
- 100.8 End of Period Processing
Inter/IntraUnit Transactions
- 110.1 Inter/IntraUnit Transaction Processing
Segment IV - Design Workshops
Sharing and discussing the final solution designs for functions included in the Segment, including interface, conversion, and report layouts with all agencies.Meeting Materials and Details Coming Soon --- Planned Meetings: June/July 2024
Account Management and Financial Reporting
- 10.4 Close General Ledger and Consolidate Results
Budget Management and Cash Control
- 20.2 Budget Execution and Management
- 20.3 Perform Budget Close
Disbursements Management
- 30.6 Manage Tax Reporting
- 30.7 Manage Accounts Payable Reporting
Asset Accounting and Management
- 40.4 Asset Management Period Close
Banking
- 70.1 Manage Banking Relationships
- 70.2 Manage and Reconcile Bank Statements
- 70.4 Process Bank Cash Transfers
- 70.5 Reconcile Book to Bank Balances
Projects Management
- 90.1 Create and Maintain Projects
Payroll
- 100.1 Set Up and Maintain Positions
- 100.2 Set Up and Maintain Employees
- 100.3 On Cycle Payroll Run
- 100.4 Off Cycle Payroll Run
- 100.5 Ad Hoc Payroll
- 100.6 Payroll Adjustments
- 100.7 Payroll Accounting Distributions
- 100.8 End of Period Processing
Inter/IntraUnit Transactions
- 110.1 Inter/IntraUnit Transaction Processing