SPEND ANALYTICS – PHASE 2 END USER TRAINING WEBINAR - 2015

Agenda Today’s Objective Spend Analytics Phase 2 Overview & Highlights Demonstration Next Steps Questions 9/22/2018 SA PH2 - WEBINAR

Today’s Objective Prepare you for Phase 2 Spend Analytics use Provide you with an overview of Phase 2 Live demonstration of the Phase 2 User Interface including navigation and new functionality of the application Guide users to available Phase 2 support 9/22/2018 SA PH2 - WEBINAR

Phase 2 Highlights Builds on and enhances the accuracy and completeness of data in Phase 1 Consolidates spend data for both Campus and PCard data into single view Continues to provide a system-wide analytics and reporting tool to assist with the development of sourcing, forecasting and planning strategies Provides additional detail to the 4 key questions 9/22/2018 SA PH2 - WEBINAR

Overview Area Phase 2 Data Definitions Spend – expenditures paid to an external entity to the UC for a good or service procured by an authorized representative of the UC. Purchase Order – committed funds to a supplier. The PO funds are not considered spend as they are subject to change during the time of invoicing. Data Sources Campus Financial Systems US Bank PCard data and Campus financial system data integrated Data Type Spend Data (Invoice and PCard) integrated into a single view PO Commitment – Purchase Order Date Range Through July 2014 Two years plus current fiscal year of spend data Monthly refreshes 9/22/2018 SA PH2 - WEBINAR

Overview Area Phase 2 Data Visibility With the completion of Phase 2, all campuses will be visible CPRs will retain access to the old Phase 1 instance if data is needed; Phase 1 instance remains active and accessible to CPR Data Quality Increased line item detail information UC Category groups introduced and serves as a higher rollup of UNSPSC classification codes PCard departmental and accounting details available User Interface Enhanced and streamlined UI with consolidated tabs New Dashboard Container – Spend by Payment Method Updated Selections functionality Campus and PCard spend combined into single view Updated views using UC Category groups Invoice/PO Details comparison screen 9/22/2018 SA PH2 - WEBINAR

Dashboard 9/22/2018 SA PH2 - WEBINAR

ANALYSIS TAB 9/22/2018 SA PH2 - WEBINAR

SELECTIONS TAB 9/22/2018 SA PH2 - WEBINAR

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DEMO 9/22/2018 SA PH2 - WEBINAR

<INSERT DECK TITLE> NEXT STEPS User Credentials and Access Existing username and password will be the same to access new Phase 2 UI Existing URL to be used to access new instance New instance ready to be used Training Materials Training Webinar – this walkthrough has been recorded and is available online Phase 2 Quick Reference Guide – available via the Help Page in the application & on UCOP Procurement Website Support Contact your campus CPR 9/22/2018 <INSERT DECK TITLE>

Questions? 9/22/2018 SA PH2 - WEBINAR

<INSERT DECK TITLE> THANK YOU 3/19/2013 <INSERT DECK TITLE>