"...to implement SAP Supplier Relationship Management (SRM)"

&

"...to realize the benefits of the SRM Business Case for the District."

 
 
 

Welcome to OCPS iBuy!

 

Thank you for visiting this site and checking out the OCPS iBuy project to implement the SAP Supplier Relationship Management (SRM) module. Check out the progress update below and learn more about iBuy and SRM by clicking the links in the left sidebar.

- Kay K. Syed, Senior Director of Contract Administration & Procurement Services

- Michael Eugene, Chief Operations Officer and iBuy Executive Sponsor

 

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June 2011 News

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Be sure to refresh your browser window each time you visit to ensure that you are getting the very latest content.

 

With the completion of the iBuy Project earlier this Summer, this website will no longer be updated as of June 30th, 2011.

Please click the graphic below to contact the OCPS Procurement Department if you have questions about the District's SAP Supplier Relationship Management system or the iBuy Project:

Procurement Site

Please click the graphic below to contact the OCPS Customer Care Team if you wish to report an issue or you need help using the iBuy system:

OS Link

 

iBuy Town Hall WebEx Meetings Recently Held

IBuy users were invited to attend one of four online WebEx discussions the week of May 2nd.

Each 30 minute session covered the same material. The sessions were not training classes and attendance was optional. The iBuy team shared several workarounds, cheat sheets, FAQs and lessons that had been learned over the course of the first 30 days since iBuy went live as the District's purchasing system of record.

If you were unable to attend one of the Town Hall sessions, you may view a recorded version of the meeting by clicking the graphic below. A WebEx online player will open and the meeting will begin.

Note: You may have to wait a minute as a Webex player is downloaded to your machine.

The team has not set a date for any future Town hall Meetings yet, but if you wish to submit a question to the next potential Town Hall, please click the graphic below and mention the words Town Hall in the subject:

iBuy Cheat Sheets are Now Available!

The iBuy team has created several short cheat sheets to help users with common processes such as How to Change a Cost Center on a shopping cart and Using the Advanced Search funtionality of iBuy. Click the picture below tp visit the FAQ page where you will see a list of topics that are available.

If you would like the team to develop a cheat sheet for a particular topic, please let us know by clicking the feedback link in the left sidebar.

April iBuy Update with FAQs, Work-Arounds and Tips

The iBuy team has assembled an updated summary of useful information that has been gathered through feedback, lessons learned and user support dialogue.

It includes items learned since the release of the iBuy Training courses, including:

  • Updates and tips based on feedback from users who have taken the iBuy training and used the iBuy system
  • Potential system glitches and workarounds
  • Process and policy reminders
  • Answers to FAQs (frequently asked questions) like the ones on this page

Below is a summary of the topics covered. Click the picture to open the full document.

This material is meant to augment iBuy training with information that has been added since the training materials were published. There is no assessment associated with this material.

New FAQ's Posted Regularly

The iBuy team is posting new FAQ's, Updates and Work-Arounds as quickly as they are discovered.Some of the FAQ's include screen shots and instructions for common issues that users have discovered. Please click the link in the left side-bar to check the FAQ page when you have a question.

You may find the answers you need without calling or submitting a help ticket.

 

!! IMPORTANT Message !!

Re: Material Group - UNSPSC Codes

Now that iBuy is active, the old NIGP codes previously used are no longer valid.

If you are still creating requisitions using transaction ME51N, you must use the new UNSPSC code list. A list of valid codes and a conversion table from NIGP to UNSPSC codes are available by clicking the graphics below.

These lists can also be found on the Procurement Intranet site at:

https://www.ocps.net/intranet/op/procurement/Pages/default.aspx.

Please note: If you have created a requisition using the old NIGP codes as of Monday, April 4, you will need to change the material group to the new UNSPSC code in order for your requisitions to be processed.

 

Questions About Training, Glitches and Work-Arounds?

iBuy Help is Available!

 

The iBuy team has posted several Frequently-Asked Questions related to PDS Online training issues, iBuy system glitches and process work-arounds. Learn more by clicking the FAQ link on the left-hand sidebar.

Users may self-enroll in iBuy training courses through PDS Online for any of the courses related their role in the purchasing process. The three main roles in iBuy are Requestors, Requisitioners and Approvers. See the iBuy Training Page for a more detailed description of these three roles as well as specific instructions for how to self-enroll.

If you have questions about the training or how iBuy works, submit a help request at http://osr.ocps.net and mention iBuy in the title. Please note that response times for support requests may be longer during Spring Break week (March 28th through April 1st).

 

How Will iBuy Impact Me?

Read About Process Changes and Cultural Changes

According the Kay Syed, Senior Director of Contract Administration and Procurement Services,"iBuy will bring some fundamental changes to the way purchasing is done at Orange County Public Schools." Kay and her team have put together a short presentation that summarizes such impacts as:

  • How will online purchasing with electronic record-keeping work?
  • How will the purchasing workflows be impacted?
  • Requisitioner catalog purchases will no longer stop at Procurement for a review step.
  • What will happen to "Framework Requisitions"?

The presentation (which is available by clicking the picture below) also addresses several work-arounds and system "glitches" that users need to know about including:

  • Deleting a Rejected Shopping Cart
  • Strict Time-Out constraints

You may click the picture above to view the presentation or left click the picture and choose to download the file.

iBuy Goes Live District Wide!

The iBuy team was pleased to announce the District-wide availability of the new online purchasing system on April 4th. Highlights of the message included:

  • The team announced District-wide availability for all users who already had a purchasing role in the SAP purchasing system and have completed iBuy training.
  • If you have not completed your training in PDS Online, please see the iBuy training page for a list of courses to take based on your role in the purchasing process.

The full message that went out as a One Vision, One Voice email to the entire District is available by clicking on the graphic above.

Role-Based Training is Available in PDS Online

 

The iBuy Training team has created and posted fourteen courses in PDS Online to help those involved in the purchasing process prepare for their roles in iBuy. The three main roles in iBuy are Requestors, Requisitioners and Approvers. See the iBuy Training Page for a more detailed description of these three roles.

You can also visit the iBuy Training page to see the full list of PDS Online courses that should be taken by users based on their role in the purchasing process. Users will be pre-enrolled in PDS Online courses based on their current role in SAP, or they can self-enroll using the instructions found on the training page. Visit PDS Online directly to start your training.

The team is developing four more courses to help users prepare for Service-related features which will be rolled out later. So if you have finished all of the training that you can see for your role in PDS Online, you may still want to check back once these new features are announced. The courses are tentatively titled:

B-6 Shop for Services

B-7 Enter Service Entries

C-3 Approve/Reject Service Entries

C-4 Release payment for Services

 

Wave-1 Goes Live!

 

As of March 7th, the first set of Wave-1 users were on line with iBuy!

Senior Director of Contract Administration and Procurement Services Kay Syed announced today:

"Welcome to iBuy and the future of OCPS Procurement! As of today, the following Wave-1 schools are using the District’s new iBuy online system to handle their purchasing needs:

  • Boone HS
  • Gotha MS
  • Audubon Park ES
  • Wolf Lake ES

All remaining work locations will start using iBuy on April 4th as a part of Wave-2. To help you prepare, the team has made a series of online training courses available to all users through PDS Online. Please log on to http://pdsonline.ocps.net and select the iBuy option in the left sidebar to start your training with the iBuy Introduction/Overview course as soon as possible.

All users will be required to take the appropriate online training courses for their role in the purchasing process and pass a brief proficiency assessment for each course prior to being granted access to iBuy on their GoLive date.

Congratulations to the iBuy team and the four Wave-1 schools on this significant accomplishment!

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New Codes Will be Used to Identify Products and Services

As part of the iBuy project, the District is preparing to transition our purchasing processes over to the new SAP Supplier Relationship Management (SRM) system later this Spring. Part of that transition will involve replacing the codes we use to uniquely identify the products & services we buy.

Currently, we use NIGP codes.

As of Monday, January 31st, we will start to use the UNSPSC list to identify products and services.

See the brief description of both terms below.

What does this mean to my work? Starting January 31st, please refer to the UNSPSC identifiers in place of the NIGP codes in all of your purchasing activities:

  • Use UNSPSC identifiers in place of NIGP codes in the required Material Group field when creating a requisition.
  • All drop-down menus that previously displayed NIGP codes will begin to show UNSPSC identifiers starting Monday, January 31st.
  • If you have created a personal list of NIGP codes, you will need to update it to use UNSPSC identifiers.

You may view a list of the new UNSPSC identifiers or a conversion table for the most common commodities by clicking on the graphics below. You may save a copy of the conversion table or the UNSPSC list by right-clicking the appropriate graphic and selecting the <save target as> option. . These documents are also available on the Quick Links menu in the lower right-hand side of the Procurement website at: https://www.ocps.net/intranet/op/procurement/Pages/default.aspx

. . . . . . . .

If you have questions about these codes, please contact the Procurement team at procurement@ocps.net

Buzzword BINGO:

The NIGP Commodity/Services Code is an acronym for the National Institute of Governmental Purchasing Commodity Services Code. The NIGP Code is a coding taxonomy used primarily to classify products and services procured by state and local governments in the United States.

UNSPSC is an acronym for the United Nations Standard Products and Services Code, which classifies products and services for use in eCommerce. The UNSPSC list was jointly developed by the United Nations Development Programme (UNDP) and Dun & Bradstreet Corporation in 1998 and is currently maintained by GS1 US.

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iBuy Rollout Plans Adjusted:

Users Will Go Live in Two Waves

In early January, the iBuy team announced that the rollout schedule will be modified slightly to allow for more testing and system preparation time. The details of the schedule change include:

- Wave-1 users will be brought online March 7th instead of February 7th.

- Online training will be available for Wave-1 users starting February 10th instead of the original January 10th.

- Wave-1 participants have not changed. Wave-1 includes those involved in the purchasing process at Audubon Park ES, Wolf Lake ES, Gotha MS and Boone HS as well as several departments who work directly with the purchasing process. Impacted departments will be notified and trained by their representatives on the iBuy team.

- All other users will be part of Wave-2 and they will begin using iBuy April 4th. If your school or department is not specifically notified that you are in Wave-1, then you are part of Wave-2.

- Online training for Wave-2 users will begin in late February.

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Wave-1 Schools

The first wave of schools will be quite small and focused with only four schools participating. They will go live with iBuy/SRM on March 7th.

Online training for the Wave-1 school-based users (mostly Bookkeepers, Principals and other staff impacted by iBuy) will begin February 10th. Training for employees assigned to the departments impacted by Wave-1 of iBuy will be notified of their training opportunities directly by their team representatives.

Note: (See more about the GoLive dates and training dates by visiting the Training page or the Schedule and Plan page of this site)

The four schools in Wave-1 are shown below:

Wave-2 Schools

All remaining schools will be in Wave-2 and go live with the new iBuy/SRM tools on April 4th.

Wave-2 online training starts February 24th.

 

iBuy Champions Program Announced

As part of our preparation for the rollout of iBuy and the new features that come with Supplier Relationship Management, the team has started a program to involve key users around the District. Representatives from most schools and departments are being designated by their leadership as iBuy Champions.

 

 

The role of an iBuy Champion includes:

- helping to identify users who may need training or communication at the Champion's location,

- seeking to understand the new system so they can potentially answer basic questions about SRM for those at their work location,

- potentially participating in testing of the new system (on a volunteer basis as their schedule allows),

- and gathering feedback on the new system and the project to help the team make any adjustments to the training, communication or rollout plans based on the needs of its user community.

Many of the Department Champions are already involved in the iBuy project as Subject Matter Experts (SME's) and some even spend time in the iBuy workroom each week. Many of the schools who have named a Champion selected their Bookkeeper or Secretary for the role since they are so actively involved in the purchasing process today. Others chose Assistant Principals, Tech Coordinators and even a few Principals.

Activities for the Champions will start to pick up in November and December once the system is turned over for testing and the opportunities for involvement become more defined.

iBuy Team Demonstrates More New Features!

TheiBuy team successfully demonstrated more new features that will be part of the District's Supplier Relationship Management (SRM) system this month in the iBuy Team Room at the Education Leadership Center (ELC). Representatives from Finance, Budget, Procurement and ICTS were present to review the demonstrated features and sign off on how well they met the District's needs.

Shopping Cart: The first major feature that was demonstrated is called a Shopping Cart. For anyone who has shopped online at sites such as Amazon.com, you have seen this tool. An electronic Shopping Cart provides the online buyer with a place to collect items as they shop - much like the real shopping cart you push around the aisles of a brick and mortar store like Target. The iBuy shopping cart also does much, much more than that because it also contains a lot of data about the items it holds. The team will share more of those details on the Features page of this website soon.

Punchout! Another big feature demonstrated by the team was the ability to do an external vendor Punchout. Punchout is a term that refers to the ability of a buyer to use the District's SAP/SRM system to access District Enterprise Warehouse items and items available from external providers such as Office Depot using the same interface and within the same transaction. In the demo, the team showed how a buyer could load items in their shopping cart from the Enterprise Warehouse, then "punch out" using the internet to the online catalog for Office Depot and add more items from their catalog onto the same order.

Look for more details on the punchout feature soon. In fact, the team is working on a series of brief online demonstrations of these first two features that should be ready in early November.

To see a few snapshots of the detailed process that was demonstrated by the iBuy team at the July 28th Demo Event, click the graphic below or visit the Communication Page by clicking the link in the left sidebar.

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Realization of Our Next Business Package is Underway

After conducting the demonstration and signoff for the first two packages, the iBuy team jumped right into the next group of work called "Package-3". As we described in July, all of this work will follow a proven methodology known as "ASAP". To learn more about how the work will unfold over the coming months, click the graphic below or click the ASAP-101 link on the left sidebar.

In the 'Realization" phase of ASAP, the team steps through the processes used by employees today to purchase items as they also consider how to design the future processes. This design will result in system configuration choices that will be built into SRM and then tested. The team has broken out the work of the "Realization" phase into 7 "Packages" and started by focusing on the first two packages during June and July.

Watch for more news about how the team is progressing on "Realizing" these scenarios over the coming weeks.

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Changes Are Coming to our SAP Buying Process

iBuy will result in some significant changes to our SAP system and the processes behind it. IT will streamline the way we buy products, pay for them and put them into inventory. For users, the changes will result in an experience similar to online shopping.

Watch the Features page over the coming months to learn more about all the things coming with iBuy and our SAP Supplier Relationship Management implementation.

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iBuy User Involvement Opportunities: Let us Know if you Want to Help!!!

One of the objectives of the iBuy project is to involve real users in creating the solution. To that end, the iBuy team will seek volunteers from time to time from across the District to participate in project activities.

By participating in activities such as testing or reviewing the system, users will build advanced understanding of SRM and the team will come up with an overall better solution.

Contact the iBuy team if you are interested in participating in any of the upcoming testing activities. You can click the Graphic below or use the Contact the iBuy Team link on the left sidebar.

This optional user involvement is NOT to be confused with the training that ALL users will have access to prior to Go Live.

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Thanks for checking out the iBuy website.

If you have questions about the iBuy project or this website, contact the team by clicking on the "Feedback/contact us" link in the left sidebar.