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Business Processes and Modules 

The Florida PALM Project team is committed to helping agencies reimagine business operations as the State of Florida positions itself for a statewide transformation.


The Pathfinder is a tool to help agencies chart a path for their unique journey towards transformation. It will help with understanding of, planning for, and decision-making during the Financials Wave. It creates a connection between business processes, Florida PALM Modules, interfaces, and reports. 


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A module is a segment within Florida PALM that performs specific business functions within an area (i.e., General Ledger). Modules reflect what you see in the Florida PALM system and where the transactions are completed.

Module Workgroups

View the collective resources for the Module Workgroup sessions.

Click any module icon below to view a brief description of module functionality.

Module Icons

Business Processes

The Florida PALM Team categorized the financial management processes used today in ten business process groupings. The following groupings will be used to organize and communicate the design of Florida PALM for the State.

Click on the image to see descriptions of each business process grouping.

Business Requirements

Business Requirements detail Florida PALM functional and technical capabilities. They are not design specifications. The Requirements Traceability Matrix lists the planned implementation of requirements through Phase 2.

Standardized Business Process Models

The Standardized Business Process Models are associated with each of the first eight business process groupings. They document the end state business process that will be implemented in July 2024. Select a link below to view the flows and narrative within a business process.

*NOTE: To view the updated Business Process Models associated with the Module Workgroups, please visit the Module Workgroups Resource page.*  

Standardized Business Models

CMS Wave Business Process Models

The CMS Wave business process models document the details of the cash management processes for the CMS Wave implementation in July 2021. Select a link below to view the flows and narratives within a business process.

Models for CMS Wave

CMS Wave Summary provides the approach used to develop the business process models, an overview of the models, and a mapping of legacy activities and processes to the CMS Wave activities and processes. The summary serves as a tool for building end-user understanding for adoption of Florida PALM at the CMS Wave.