1. SPEND ANALYTICS – PHASE 2 END USER TRAINING WEBINAR - 2015

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

3. 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

4. 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

5. 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

6. 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

7. Dashboard
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8. ANALYSIS TAB
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SA PH2 - WEBINAR

9. SELECTIONS TAB
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DIVERSITY TAB
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BENEFIT BANK TAB
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12. DEMO
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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
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14. Questions?
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SA PH2 - WEBINAR

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THANK YOU
3/19/2013
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