Payee Onboarding & Information Management System

100%

Status

Closed [Project is Complete]

100% complete, updated on Wed 2/28/24 10:10 AM by Jerrad Erwin

Changed Status from Post Production - pending closing documents to Closed.
Changed Health from Green to None.
Changed Percent Complete from 95% to 100%.
Closed Project

Details

Dates
Wed 10/13/21 - Wed 2/28/24
Acct/Dept
Employee
Service
Project Request and Analysis / Project Request - PPM
Type
Solutions Project Management / Software / Application
Health
None - No health has been set
Classification
Software
Created
Fri 2/4/22 11:55 AM
Modified
Wed 2/28/24 10:10 AM
Closed
Wed 2/28/24 10:10 AM

Project Request Form

Requestor
This is an individual that is listed as the person asking for a project evaluation, may not necessarily be the Project Champion.
Kayla Urbanek
Project Champion Supervisor
Project Champion's direct Supervisor
Jonathan Hoekstra
Vice Chancellor
Project Champion's Vice Chancellor for the division
Jonathan Hoekstra
Requested Delivery Date
Enter an estimated date you would like this project completed/delivered
06/30/2022
Do you have an existing solution you are wanting to replace or enhance?
If so, provide some background information on the solution / process you are currently using.
Yes
What are your goals and objectives this solution will accomplish for your department?
Please provide your goals and objectives this solution will accomplish for your department.
Streamline our vendor on-boarding process and provide additional security for the process
List your primary requirements for this solution.
Please list your primary requirements for this solution.
- Real time integration with Workday
- Vendor Identity validation
- Sanction/Debarment verification
- Vendor bank account validation
- Vendor Insurance validation
- ACH payment validation
- Configurable technology
- Cloud-based
- Training services
- Implementation/migration services
- Custom data mapping
- Testing environment w/ connection to Workday
- Single Sign-on configuration
- Tax document creation
Do you have funding for this project? If so, please provide the amount.
Please list Budgeted Amount?
Yes
Name(s) of the OIT personnel who assisted.
Enter the name of the OIT personnel who assisted?
Shelli Scherwitz & Larry McKee
Please list any subject matter experts who can assist with this project.
Who has the knowledge in your area or other areas that can assist?
Melinda M. Boykin

Description

TSTC has an active supplier database of ~3,500 registered suppliers. Supplier management includes communication, obtaining appropriate documentation for IRS requirements, State of Texas compliance checks, entry in the USAS system, and TSTC additional practices. The function is performed by one staff member with other staff members acting as 2nd validators when information is obtained. The onboarding process entails manual data entry, navigation in multiple systems, and internal/external communication.

This project is meant to automate this process, as well as provide additional layers of security for TSTC to verify the validity of inputted information.

Manager

Sponsor

Stakeholders (3)

EV
Eric Vogelsinger
Vice President, Procurement
Responsible, Accountable, Consulted, Informed
New Project Champion - Assumed Melinda's role
Wed 9/6/23 10:10 AM
KR
Kayla Redding
Finance Project Manager
Responsible, Accountable, Consulted, Informed
Procurement Personnel
Fri 2/4/22 11:58 AM
MB
Melinda Boykin
Sr Exec Director of Procurement
Responsible, Accountable, Consulted, Informed
Procurement Lead
Fri 2/4/22 11:57 AM