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

2. 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

3. 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

4. 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 and published in the Newsletter.

5. 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

6. 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

7. Marketplace and Walkme Demos
Glori Tatro

8. 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

9. 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

10. 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

11. 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