eProcurement
description
Transcript of eProcurement
eProcurementProject Overview
Admin Forum – September 16, 2010
Agenda
What is eProcurement?Why are we doing it?Who has been involved?How does it work?How do the different roles work?When is my area going to start using it?Opportunity for Q&A
eProcurementWhat is eProcurement?
e-Procurement is the use of electronic systems using internet technology to purchase goods and services, and process payments while reducing cost
Why eProcurement?Directive from Chancellor’s Office / UNC-GAFinancial Pressures – Need for Cost SavingsProblems / Challenges with Current Process
What is SciQuest?SciQuest is an online requisitioning, purchasing and settlement management tool featuring online catalogs designed to direct spend, maximize savings and simplify the ordering process
Purchasing BPA Study ResultsReduce Cycle TimeEliminate Paper – Slows Down Process, Can’t Track StatusDevelop Consistent Processes Across DepartmentsUse a Single Approval HierarchyUse Electronic Workflow for ApprovalsFully Utilize Available TechnologyEnsure the Right Controls are in the Right Place
Project TeamProject “Core Team”
Connie Bixler – Systems DevelopmentScott Brechtel – Materials ManagementGale Helms – Financial Data ControlAnnette Heller – Travel/Complex PaymentsBill Pace – ITSJerri Painter – Accounts PayableC.E. Pierce – ITSTina Sheets – Financial Data ControlMike Shemancik – ITS (Project Manager)
Project BoardRandy DuncanBeth HardinSusan BrooksJay Dominick
Ad Hoc Members (Invoice Processes)Kendra CooksCarol LeeHeather McLendonMary Alice BoydJohn IvesLucy Mullens
Project Leadership ChangingOctober 1
From Mike Shemancik, ITS to John Champion, Business Affairs
eProcurement Process
How Does It All Work?
eProcurement “Roles”Shopper
Identifies the items to be purchased and initiates the purchasing process
RequestorProvides additional information (FOAPAL, ship-to address) and formally submits a requisition
ApproverApproves requisitions for defined scenarios
Division of Roles
The Approver Must Be an Individual Separate from either the Shopper OR Requestor
Approval Workflow
Review of WorkflowSee Separate PDF
Accessing 49er Mart
Project Timeline and Milestones
System Functionality
Wave 2
User Deployment
07/12
Online Requisitions / Catalogs / Forms
Phase 1
Wave 1
Phase 2
AugustJuly OctoberSeptember DecemberNovember
01/01 (est.)
Invoicing/Receiving / Matching
Wave 3 Wave 4 Wave 5 Wave 6
January
New Emps
Next Steps - Wave Deployments
Apply Lessons Learned from Early Waves to Improve User Experience and Process EfficiencyAutomation of User Provisioning ProcessNon Classroom-based TrainingWhat Will You Need To Do?
Provide Revised Template with User/Role InformationComplete TrainingGo Live
Note: Banner Requisitioning No Longer Available Once a User is Live on 49er Mart
Q&A
Additional Questions?
Catalogs (Phase I)• Hosted
• Fisher• VWR• Grainger• Invitrogen• Sigma-Aldrich• Alphanumeric
Systems• Southern Business
Communications• Impact Plus
• Punch-Out• Staples• Dell• MSC Industrial
Supply• Graybar Electric• McMaster Carr
• Level 2• CDWG • Gov Connection