1 NAEP 2013 Innovators Forum Procurement and the Impact of Technology & Expectations

Annual Meeting April , 2013 Orlando, Florida History & Background Colleges and Universities are under intense pressure to transform business models 2

Innovators Forum 2012 Annual Meeting April , 2013 Orlando, Florida 3 1.Calculate ROI & Communicate Procurement’s Value Proposition 2.Manage Cost Savings & Revenue Generation Eight Key Procurement Areas

Innovators Forum 2012 Annual Meeting April , 2013 Orlando, Florida 4 3.Leverage Technology

Annual Meeting April , 2013 Orlando, Florida 5 4.Establish a Strategic Plan 5.Manage Supply chain & Total Cost of Ownership 6.Move from Tactical to Strategic 7.Engage Users 8.Prepare Staff & Develop Leadership

6 The second Innovators Forum focused on key issues facing technology in higher education over the next five (5) years

Annual Meeting April , 2013 Orlando, Florida 7 “The purpose of the forum is to engage in a discussion and analysis of the major issues impacting the educational institution and to better inform institutional stakeholders on alternative ways to approach these challenging issues.” Why

Who: 2013 Forum Attendees Richard Katz, President, Katz & Associates Joanne Kossuth, VP for Operations & CIO, Olin College Andrea Marks, VP & Chief Financial Officer, UTHSC San Antonio Christopher Mihok, Director of Purchasing, Yale University Burr Millsap, Associate VP for Administrative Affairs, University of Oklahoma Norman Doreen Murner, CEO NAEP Nina Pukonen, Director Business Operations, University of Southern California John Riley, Executive Director of Purchasing & Business Services, Arizona State University Derek Smith, Managing Director, Huron Consulting Eric Zoetmulder, VP Product Management, SciQuest Vaibhav Agarwal, Director Procurement Services, University of Notre Dame Kevin Carr, Director of Strategic Procurement, University of Maine System Bruce Cherrin, Chief Procurement Officer, University of New Mexico William Cooper, Associate VP & Chief Procurement Officer, UC – Office of the President Kelly Fox, Senior Vice Chancellor & Chief Financial Officer, University of Colorado – Boulder William Harris, Director of Purchasing, University of Kentucky Scott Hess, Managing Director, Huron Consulting Sandy Hicks, Assistant Vice President & Chief Procurement Officer, University of Colorado Ted Johnson, Chief Procurement Officer, UC San Diego Tom Kaloupek, Director of Materials Management, Virginia Tech

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Annual Meeting April , 2013 Orlando, Florida 10 What are the driving forces and trends for technology in higher education? What are the critical procurement issues? How do we enhance institutional dialogue? How has technology helped our institutions? What are the challenges that come with technology? What type of skills are needed to be successful in today’s technology enabled environment? What are the leadership and communication requirements to be successful? Questions Asked

Annual Meeting April , 2013 Orlando, Florida 11 Keeping pace with demand for new technology Overcoming technology resistance & fatigue Addressing the data challenge Continued funding challenges threaten technology expansion Trends & Challenges Identified

Annual Meeting April , 2013 Orlando, Florida 12 Balancing innovation with risk management Need for new skills, business processes & IT leadership Enabling & managing a 24x7 learning environment Trends & Challenges Identified (continued)

Annual Meeting April , 2013 Orlando, Florida 13 Key Procurement Technology Issues 1.Do not underestimate the impact of data, analytics and reporting 2.Communicate the value proposition of technology 3.Make the right thing the easy thing to do Focus on Procurement

Annual Meeting April , 2013 Orlando, Florida 14 Key Procurement Technology Issues 4. Recognize new skills are needed to manage procurement in a dynamic 21 st century environment 5.Proactively manage change 6.Expand the role of procurement with new tools, technologies and processes 7.Leverage technology to enhance supplier relationships & collaboration Focus on Procurement

Annual Meeting April , 2013 Orlando, Florida 15 Looking Ahead The future looks challenging How can we be both data driven and value driven, both business savvy and visionary, both analytical and passionate? Summary

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Annual Meeting April , 2013 Orlando, Florida 17 Summary As part of NAEP’s mission to train, develop, educate and support procurement leaders of today, the Innovators Forum White Paper Series can help paper is now available on the NAEP website. Q&A