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
- 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
- 20.1 Enter and Process Budget Journals
- 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, conversion, and report layouts with all agencies.October 3, 2023
- Materials via Knowledge Center: 10.1 Set up and Maintain Chart of Accounts | 20.1 Enter and Process Budget Journals
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- ChartField Structure Request Demo Video
- Manage Agency Allotments Demo Video
October 4, 2023
- Materials via Knowledge Center: 30.3 Enter and Process Vouchers
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Enter a Regular Voucher Demo Video
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.December 5, 2023 - Morning, 8:30 am - 12:00 pm
Disbursements Management
- 30.2 Establish and Maintain Encumbrances
- 30.4 Process Payments
- 30.5 Manage Payments
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
December 5, 2023 - Afternoon, 1:30 pm - 5:00 pm
Asset Accounting and Management
- 40.1 Acquire and Set Up Assets
- 40.3 Set Up and Maintain Asset Controls
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
December 6, 2023 - Morning, 8:30 am - 12:00 pm
Account Management and Financial Reporting
System Access and Controls
- 10.2 Enter and Process Journals
- 120.1 Interface Error Handling Process
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
December 7, 2023 - Morning, 8:30 am - 12:00 pm
Accounts Receivables
- 60.2 Deposit and Apply Receipts
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
December 7, 2023 - Afternoon, 1:30 pm - 5:00 pm
Grants Management and
Contracts Management
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.- Materials to Review: Business Process Models discussed during the Segment II Business Process Models Review meetings can be found on the Business Processes webpage. Interfaces, Reports, and Conversions can be found on the Florida PALM Resources Smartsheet page.
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
January 10, 2024
Disbursements Management
- Materials via Knowledge Center: 30.4 Process Payments | 30.5 Manage Payments
- Meeting Invitation
- Meeting Presentation
- Meeting Video
January 11, 2024
Asset Accounting and Management
- Materials via Knowledge Center: 40.1 Acquire and Set Up Assets | 40.3 Set Up and Maintain Asset Controls
- Meeting Invitation
- Meeting Presentation
- Meeting Video
January 12, 2024
Disbursements Management
- Materials via Knowledge Center: 30.2 Establish and Maintain Encumbrances
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Creating an Encumbrance Demo Video
January 16, 2024
Accounts Receivables
- Materials via Knowledge Center: 60.2 Deposit and Apply Receipts
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Manual Deposit Demo Video
- Inbound Deposit Spreadsheet Upload Demo Video
January 17, 2024
Grants Management and Contracts Management
System Access and Controls
- Materials via Knowledge Center: 90.2 Create and Maintain Grants | 90.3 Create and Maintain Contracts | 120.1 Interface Error Handling Process
- Meeting Invitation
- Meeting Presentations: Interface and Error Handling Process | Grants and Contracts | Grant Structure - DRAFT
- Meeting Video
January 18, 2024
Account Management and Financial Reporting
- Materials via Knowledge Center: 10.2 Enter and Process Journals
- Meeting Invitation
- Meeting Presentation
- Meeting Video
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.February 12, 2024 - Morning, 8:30 am - 12:00 pm
Disbursements Management
- 30.1 Set Up and Maintain Suppliers
- 30.3.5 Enterprise Process Vouchers (Pcard)
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
February 12, 2024 - Afternoon, 1:30 pm - 5:00 pm
Asset Accounting and Management
- 40.2 Deploy and Maintain Assets
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
February 13, 2024 - Morning, 8:30 am - 12:00 pm
Revenue Accounting and Accounts Receivables
Grants Management
- 50.1 Set Up and Maintain Customer
- 60.1 Enter and Maintain Receivables
- 60.2.2 AR Deposits
- 90.2.4 Monitor CMIA
- Presentation
- Meeting Recording - Register to view the meeting recording
- Meeting Invitation
February 13, 2024 - Afternoon, 1:30 pm - 5:00 pm
Account Management and Financial Reporting
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.- Materials to Review: Business Process Models discussed during the Segment III Business Process Models Review meetings can be found on the Business Processes webpage. Interfaces, Reports, and Conversions can be found on the Florida PALM Resources Smartsheet page.
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
March 27, 2024
Disbursements Management
- Materials via Knowledge Center: 30.1 Set Up and Maintain Suppliers
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Registering a Supplier Demo Video
- Submitting a Supplier Change Request Demo Video
March 28, 2024
Asset Accounting and Management
- Materials via Knowledge Center: 40.2 Deploy and Maintain Assets
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Mobile Inventory Demo Video
April 3, 2024
Revenue Accounting and Accounts Receivables
- Materials via Knowledge Center: 50.1 Set Up and Maintain Customer | 60.1 Enter and Maintain Receivables | 60.2.2 AR Deposits
- Meeting Invitation
- Meeting Presentation
- Meeting Video
- Create Customer Demo Video
- Create AR Demo Video
- Create Maintenance Worksheet Demo Video
- Create AR Deposit Demo Video
April 4, 2024
Account Management and Financial Reporting
Budget Management and Cash Control
- Materials via Knowledge Center: 10.3.1 Perform Month End Close | 20.2.1 Manage Budget Checking | 20.2.3 Invested Balance Checking
- Meeting Invitation
- Meeting Presentation
- Meeting Video
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.- Materials to Review: Business Process Models for Segment IV can be found at the Florida PALM Knowledge Center. The Interface Catalog, Reports Catalog, and Conversions Catalog can be found on the Florida PALM Resources Smartsheet page.
- Recommended participants: Business Liaisons, Technical Liaisons, Agency Liaisons, and applicable agency SMEs
July 23, 2024
Project Costing
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
July 24, 2024
Project Costing
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
July 25, 2024
Accounts Payable and Purchase Orders
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 13, 2024
Inter/IntraUnit
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 14, 2024
Inter/IntraUnit
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 15, 2024
Asset and Accounting Management
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 27, 2024
Payroll Management
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 28, 2024
Payroll Management
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
August 29, 2024
Payroll Management
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
September 10, 2024
Carry/Certified Forward
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
September 11, 2024
Cash Checking, Financial Statement & Budget Close
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
September 12, 2024
Cash Checking, Financial Statement & Budget Close
- Materials via Knowledge Center: Coming Soon
- Meeting Invitation
Design Segment Recap
An all-inclusive, end-to-end review of the final design for Florida PALM.Details Coming Soon --- Planned Discussion/Meeting Dates: TBD