Procure to Pay Project All Staff meeting August

Procure to Pay Project All Staff meeting August 21, 2018 Last Updated: August 20, 2018

Agenda § P 2 P Status and EUAT Results final Bernie § Updates Bernie § Jaggaer and Walk. Me Demo § Procure to Pay impact on … ACM § General Questions Glori Bernie All 2

P 2 P EUAT Results Final Early User Acceptance Test (EUAT) Results Requisitions EUAT Total New 89 Completed 79 in process/Draft 3 Cancelled /Denied 9 Supplier Invoice Request (SIRs) New 141 Completed 135 In process 3 Cancelled/Denied 6 Turn Around Time Requisitions Total TAT Days Req Procurement Req Approval SIRs Total TAT SIRs Procurement SIRs Approval 3. 9 2. 1. 7 2. 2. 7. 47 Key Messages: § Customer Service Desk Week 9 § 22 contacts § 3 (13%) Escalations to Level 3 § EUAT Assessment - Successful Test § Much faster than 312 Reqs and F 4 s § Increased Transparency § All issues addressed as EUAT progressed § Reformatted training, offering additional options. Adding Walk. Me, step by step, on demand guidance § Incorrect/inaccurate Spend Categories being worked § Added a Medical Supplies SIG led by Katie Oleksyn and Carl Tietjen 3

Workday Release 31 § Workday will be issuing Release 31 on September 8 § Major releases twice per year § Increased capabilities/functionality: § Will have the opportunity to add estimated freight to a requisition § UIT has been testing and will continue to rigorously test § Will enable approximately 1 week later § Workday general communications come from Jim Dobbertin § Procurement specific communications will be posted on the URProcurement site https: //www. rochester. edu/adminfinance/urprocurement/ and published in the Newsletter. 4

P 2 P Updates § Added a Medical Supplies SIG § Ensure we understand Medical Supplies Requirements and concerns § Added /will be adding a handful of new users § Testing Requisitioner Training for My. Path § SIR Initiator and all approver training is tested and available in My. Path § Testing Walk. Me for EUAT participants § Requested Walk. Me support for Procurement 5

P 2 P Updates – Pilot 1 § February Pilot - 20 Groups confirmed Biological Supply Center Vivarium Budgets Core Nucleic Lab for the SRLs Processing Core Finance Food & Nutrition Services Friends of Strong Budgets Campus Dining Biology EH&S Remainder of UIT Chemistry Treasury Procurement Public Safety Audit Human Resources Admissions, Enrollment and Financial Aid § Target ~5 -10% of the Requisitions and F 4 populations § Balance # of transactions and $ spend § Current Pilot candidates sized at over 1, 800 Requisitions/SIRs valued at $32 M annually § Monthly estimate~ 1500 Reqs/SIRs valued ~ & $2. 6 M 6

Marketplace and Walkme Demos GLORI TATRO

How will P 2 P impact the ACM Role? For the ACM § Far fewer requisitions will need touching § What will I do with all the free time? § Automation enables working smarter – not harder 8

How will P 2 P impact the ACM Role? Data means the opportunity to do higher value work The opportunity to turn this data into a strategy 9

How will P 2 P impact the ACM role? Turn Data into Something actionable • • Merge diverse sources of data Pivot Tables Perform Analytics • • • Charts & Graphs Research Compare to Jaggaer catalogues 150 sample 100 50 0 Illuminate Options & Make recommendations • jan feb mar aprmayjun jul augsept oct nov dec Power. Point Could be asked to Negotiate w/ Suppliers • Negotiation skills, meeting facilitation skills 10

ACM Qualifications and Skills Required § Career position § Bachelor’s Degree § 3+ years relevant experience § Or combination of equivalent experience § Strong § § § Communication Facilitation Team-building Analytical Microsoft Office skills Excel Power. Point Word Outlook 150 sample 100 50 0 jan feb mar aprmayjun jul augsept oct nov dec 11

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