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

Agenda P2P Status and EUAT Results final Bernie Updates Bernie Jaggaer and WalkMe Demo Glori Procure to Pay impact on … ACM Bernie General Questions All

P2P EUAT Results Final Key Messages: Customer Service Desk Week 9 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 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 F4s Increased Transparency All issues addressed as EUAT progressed Reformatted training, offering additional options. Adding WalkMe, step by step, on demand guidance Incorrect/inaccurate Spend Categories being worked Added a Medical Supplies SIG led by Katie Oleksyn and Carl Tietjen Turn Around Time Requisitions Total TAT Days 3.9 Req Procurement 2.1 Req Approval .7 SIRs Total TAT 2.2 SIRs Procurement .7 SIRs Approval .47

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.

P2P Updates Testing WalkMe for EUAT participants 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 MyPath SIR Initiator and all approver training is tested and available in MyPath Testing WalkMe for EUAT participants Requested WalkMe support for Procurement

P2P 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 F4 populations Balance # of transactions and $ spend Current Pilot candidates sized at over 1,800 Requisitions/SIRs valued at $32M annually Monthly estimate~ 1500 Reqs/SIRs valued ~ & $2.6M

Marketplace and Walkme Demos Glori Tatro

How will P2P 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

How will P2P impact the ACM Role? Data means the opportunity to do higher value work The opportunity to turn this data into a strategy

How will P2P 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 Illuminate Options & Make recommendations PowerPoint Could be asked to Negotiate w/ Suppliers Negotiation skills, meeting facilitation skills

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 PowerPoint Word Outlook