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FloridaCommerce Issues RFI for SaaS Solution

The solution must schedule audit due dates and support collaborative editing, historical response archiving, inter- and intra-agency coordination, and approval and standardization of federal and state reports and audit responses.

A person working on a tablet. A digital chart is projected from the tablet as well as a button with the word “audit” next to it.
The Florida Department of Commerce has issued a request for information (RFI) for vendors for a scalable software-as-a-service (SaaS) solution to streamline its report and audit management processes.

Currently, the department uses Smartsheet and automation workflows to send 30-day reminders and update requests.

However, these workflows pose several issues:
  • The current “system is cumbersome because the staff that updates it constantly changes, and it must be manually updated by the ‘owner’ of the document.”
  • There is no view of relevant information needed for approval processes.
  • The current software only displays whether an approval has been completed and a source data link. It does not include a repository of past submitted reports. To put this into perspective, the department submits approximately 2,000 reports.  
To remedy these issues, the department seeks vendor information on an integrated SaaS solution that provides consistent, uniform information across the entire enterprise.

For example, specific system requirements include:
  • Microsoft Word-like production and collaborative editing ability 
  • Pre-existing templates and formats (PDF preferred) required by federal and state stakeholders 
  • A due date-based dashboard for executive and program director information and planning 
  • Visibility well before the actual due date, as well as sending calendar and email reminders 
  • Historical and archive reports so historical comparisons can be made 
More information about 25-RFI-002-KP can be found online. Vendor questions must be submitted by 4:30 p.m. on Feb. 24, and proposals are due by 3 p.m. on March 19. Kathryn Peterson is the contact for this solicitation.
Katya Diaz is an Orlando-based e.Republic staff writer. She has a bachelor’s degree in journalism and a master’s degree in global strategic communications from Florida International University.