Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using...
Transcript of Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using...
![Page 1: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/1.jpg)
Champions
Meeting # 2
June 2017
![Page 2: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/2.jpg)
Tell me, I will forget.
Show me, I might remember.
Involve me, I will understand.
FINANCIAL SERVICES - PROCUREMENT 2
Procure to Pay
Champion Network Mission
![Page 3: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/3.jpg)
• Recap on last month
• Procure to Pay, Role of Champion
• Demonstration of PurchaseNow
• Workflow Approvals
• Process roles
• Elevator pitch
• P2P Timeline – to be confirmed
FINANCIAL SERVICES - PROCUREMENT 3
Champion Meeting # 2
Objectives for today
![Page 4: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/4.jpg)
– PurchaseNow
FINANCIAL SERVICES - PROCUREMENT 4
Demonstration
PurchaseNow
![Page 5: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/5.jpg)
FINANCIAL SERVICES - PROCUREMENT 5
PurchaseNow
Workflow Approvals
• Workflow Approval Fundamentals:
• Applies the existing TechOne approvals
• Delegations Policy - Financial attachment
![Page 6: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/6.jpg)
FINANCIAL SERVICES 6
BUYER
BROWSER
APPROVER
ADMIN SUPPORT
RECEIVER
All Staff and HDR/PHD students will have access to browse
and raise a request to buy goods or services.
Staff members that have delegated permissions to either
confirm what the browser is requesting; or buy directly from
suppliers. Need an understanding of the chart of accounts.
Workflow approvals are instigated where the transaction exceeds the
buyers financial delegation schedule in line with existing delegation
policy.
Financial Services Team support the entire process.
Includes system support, adding new users, new suppliers
and manages the payment process.
Acknowledges the goods and services have been delivered.
This step effects payment to the supplier.
Receiver = browser and/or buyer.
PurchaseNow
Process Roles
![Page 7: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/7.jpg)
FINANCIAL SERVICES - PROCUREMENT 7
New purchasing processes
- Elevator Pitch
![Page 8: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/8.jpg)
The P2P project is designed to support the University’s Procurement vision
to provide Innovative, Sustainable, Value Adding Procurement, which
includes:
– A consistent procure to pay process across the organisation
– Efficiencies in procure-to-pay processes for staff, PhD students and
suppliers
– Improved management of commercial, financial, and legal risks
– Greater transparency of spend analytics, and
– Achieving savings through the use of aggregated purchases by way of
organisation-wide contractual agreements.
FINANCIAL SERVICES - PROCUREMENT 8
New purchasing processes
- Elevator Pitch “official”
![Page 9: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/9.jpg)
PurchaseNow is the purchasing system that
delivers:
– better selection of products, UTAS registered
suppliers, automated work-flow (pre)
approvals, easier compliance with policy, the
right process, better purchasing visibility,
efficiencies in purchasing, less double
handling, a better way to ……
.
FINANCIAL SERVICES - PROCUREMENT 9
New purchasing processes
- Elevator Pitch “making it real”
![Page 10: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/10.jpg)
• Yammer
Similar to using Facebook
Can receive alerts when people post
FINANCIAL SERVICES - PROCUREMENT 10
Collaboration Spaces
- Suggestion 1/2
![Page 11: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/11.jpg)
• Wiki
SharePoint - opportunity to store documents
FINANCIAL SERVICES - PROCUREMENT 11
Collaboration Spaces
- Suggestion 2/2
![Page 12: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/12.jpg)
• May – Suppliers
Additional suppliers for registering in PurchaseNow
• June – PurchaseNow demo incl. Workflow Approvals
Who will be the buyers in the process? Identify super-users to provision at-desk localised support
• July – Credit Card Transition & PurchaseNow Training Approach
Validate staff #’s for Purchase & Travel Expense cards
• August – Support Model, Pilot Go-Live
Who and where to go for what
FINANCIAL SERVICES - PROCUREMENT 12
Champion Meetings
Aligned to key decisions
![Page 13: Champions - utas.edu.au · -Elevator Pitch “making it real ” • Yammer Similar to using Facebook Can receive alerts when people post FINANCIAL SERVICES - PROCUREMENT 10 Collaboration](https://reader033.fdocuments.in/reader033/viewer/2022050718/5e17d9156c4998102b2fc00b/html5/thumbnails/13.jpg)
FINANCIAL SERVICES - PROCUREMENT 13
Next Steps
• Communications to share – Jane to send through
• Who are the buyers in the purchasing process for your area?
• Who would make great super-users in your area?
• Practice your elevator pitch
• Send through ideas on topics for future meetings