Procure to Pay Project Weekly EUAT meeting July 18, 2018 Last Updated: July 18, 2018

Agenda P2P Status and EUAT Results week 5 Bernie Durman P2P Enhancements Bernie Recent Decisions and Changes – not this week Bernie Tips and Tricks – not this week Glori Tatro Upcoming Activities – Jaggaer Preparation Bernie Open Discussion, Questions All

P2P EUAT Results Weeks 5 7/9-14 Requisitions Weeks 5 EUAT Total New 9 49 Completed 12 44 in process 0 0 Cancelled /Denied 1 5 Supplier Invoice Request (SIRs) New 17 75 Completed 17 73 In process 0 0 Cancelled/Denied 0 2 Key Messages: Small number of Requisitions outside of UIT Looking to expand FAOs of Requisitioners already trained. Approver training in testing for MyPath TAT 5 weeks Avg Day(s) Total 6.70 Procurement 4.2 Fin Approval .8 Asset Mgr .07 Customer Service Desk 31 calls 4 (12%) Escalations EUAT Participant # Requisitions # SIRs Total Speech Pathology 1 0 1 PAS 8 3 11 Microbiology 3 0 3 Simon School 1 21 22 Director’s Office 0 5 5 UIT 35 48 83

Enhancements Week 5 Do you as a Requisitioner use the PO PDF today? What information do you need What do you do with the information? We have had requests to add FAOS within the EUAT groups. This would require training Requisitioners and Approvers Working to enable Requisitioner training in MyPath by late summer Approver training in currently in Test, will be available in early August in MyPath, looking for Test Approvers Who would be interested in adding Requisitioners?

IT, Solution Build Test, Procurement, AP Preparation Phase 2 Update IT, Solution Build Test, Procurement, AP Preparation Jan – Nov EUAT Workday Only June 11 – Aug 11 UAT adds Marketplace Nov – Dec Pilot 1 Feb – Apr Pilot 2 May – Jul Roll out 1 Aug Roll out 2 Oct Roll out 3 Dec 2018 2019 2018 2019 You are Here 7/12, 16-17 Jaggaer Workshops Orientation Demonstrated Jaggaer Spend Director capabilities and value Defined working relationship, Roles and Responsibilities Defined Work required and Schedule Documented decisions made, decisions needed Jaggaer Configuration and Testing July - November UAT Pilot run for 60 days starting in late November Enable Hosted and Punch out Catalogues Goal is to enable top 20 catalogue logos Based on $ Spend , # of transactions, supplier agreement Non Catalogue orders to remain in Workday

Spend Director Shop, Approve, Adapt Easy-to-use internet based shopping experience mimics popular e-commerce websites. Designed to make the process of getting what you need easier. Spend with suppliers is directed to the suppliers you want to build relationships with. Visibility to suppliers and products can be limited if needed. Provides flexibility to adjust the way the system works as the organization grows. Anytime a user is shopping, they are using Spend Director, which provides a user-friendly, very intuitive shopping environment similar to popular eCommerce shopping sites like you might find at Walmart.com or Target.com. It is designed to address the most critical spend challenges and makes the process of getting what you need easier. Your organization can direct spend to those suppliers you have or are building relationships with while limiting visibility to suppliers and products if needed. Approvals can be put in place in addition to setting spending limits for users. As your organization grows, Spend Director is flexible and can quickly adjust the way the system works to meet your procurement needs. With the Spend Director solution, organizations can expect: An easy-to-use internet based shopping experience (which mimics popular e-commerce websites) Designed to enhance existing procurement systems Purchase directly from pre-negotiated contracts (direct spend to various areas, suppliers, etc.) Promote contract compliance >>> JAGGAER SPEND DIRECTOR Make shopping for goods and services simple and intuitive. The unique JAGGAER Spend Director Marketplace is a user-friendly, intuitive shopping environment for goods and services that mimics popular eCommerce shopping sites. It addresses the most critical spend challenges and offers a powerful bundle of supplier enablement, catalog management, contract management and end-user shopping platform. Through pCard Marketplace group purchasing organizations (GPOs), states, industry organizations and other sourcing enterprises can open up their library of contracts to their general membership for simple internet based shopping. A smart and powerful way to achieve efficiency and compliance, member users simply sign up, get approved, and use their credit card to buy from the best group contracts. University systems, state governments and other multi-institution organizations can realize significant savings and efficiencies by consolidating their procurement resources. Consortium Community provides the technology framework that lets organizations source together, share and publish contracts, shop in your own or shared marketplace, and consolidate reporting. The procurement function in large organizations is often distributed across different units or departments of the business. However, there is a growing trend of centralizing procurement contracts, processes and technology in large organizations to gain operational efficiencies and to grow organizational buying power. The Multi-Business Unit functionality (MBU license) was developed to support this trend. Together with the comprehensive JAGGAER Requisition Manager and JAGGAER Order Manager products, this best-in-class Spend Director environment is seamlessly integrated into your financial system of record.

Spend Director Order Distribution – FAX, Email or cXML Secure, electronic document exchange with suppliers. Online order status tracking and automated communications with suppliers and requisitioners. Eliminates paper processes. Data analysis to identify savings opportunities and visibility into spend with your suppliers. Order Manager is the ‘order processing solution’ that automates and streamlines purchase order distribution, tracking and management. Once a purchase requisition has been approved and a Purchase Order is ready to be transmitted to the supplier, Order Manager is the part of Spend Director that automatically distributes the order to the suppler. Your suppliers can have different or multiple distribution methods. The orders are transmitted securely through email, fax, or cXML depending on the capability of the supplier, which eliminates the need for pushing paper orders and allows for online order status tracking. This provides visibility into your spend with your suppliers and helps to identify savings opportunities for your organization. This on-demand module can be integrated with JAGGAER Requisition Manager or existing ERP systems and financial applications.

Spend Director Overview The Process Shopping is conducted by the end user. The purchase requisition goes through a series of approvals in Workday. Purchase Order is created and distributed to supplier. Just to recap the Spend Director Process… End-users shop in an easy-to-use shopping environment and fill a cart with goods and/or services. The Requisition enters into workflow and goes through a series of approval steps to determine if the purchase request meets your organization’s policies. If approved, a Purchase Order is created and sent electronically to the supplier to be filled. *Note: Budgets can be enabled to be checked for fund availability during the workflow process. A cart in Spend Director Requisition (Workday) Purchase Order

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