1. SciQuest Lessons Learned Welcome! Please use the provided Index card t o share at least one SciQuest question, concern or experience. Please include : your name; your school or office and; your email address. Or write the word “anonymous” if preferred. We will collect and attempt to initiate discussion around each of these today..

2. SciQuest Lessons Learned Kevin Carraway Director of Materials Management, East Carolina University Elizabeth Johnson Bryant Accounts Payable Manager, UNC Wilmington Elizabeth Palian 49er Mart System Administrator, UNC Charlotte

3. East Carolina University- SciQuest PORT Timeline February, 2006-ECU initial implementation of SciQuest of PORT October, 2006-Workflow step-pending approval; Change to a behind the scenes process; Skip the buyer to expedite the ability to change the vendor price to the order becoming a PO March, 2007-Supplies Manager implemented; Full electronic inventory tracking and order entry for ECU Storerooms

4. East Carolina University- SciQuest PORT Timeline June, 2007-Regular Athletic orders creation implemented June/July, 2008-Workflow for ECU Foundations, Medical Foundations, and Athletic Foundations implemented; Foundations could use PORT for creating orders and electronic approvals. January, 2010-Contract/Forms Package initiated

5. East Carolina University- SciQuest PORT Timeline May, 2010-GO Live in Production; Contract/Blanket entry processed and gradual release to end users as needed 2010-Ability to create New Forms for use September, 2010-Computer Request form with workflow to include State Level approvals added April, 2011-Ship Code Maintenance Form in production

6. East Carolina University- SciQuest PORT Timeline Currently there are 775 active contracts/blanket orders being tracked in Contract Manager; Growing daily as end users learn how much time is saved for them by using this system. December, 2010-Settlement Manager was implemented on a limited basis; Some suppliers send invoices/credit memos electronically through PORT; End users have expressed they would like to see all invoices in PORT for simplicity of tracking payments

7. East Carolina University- SciQuest PORT Timeline September, 2011-PROCARD available as a method of payment for office supplies On going-Grants project to determine how they would be able to track subcontracts

8. East Carolina University- SciQuest PORT Statistics 778 active users in PORT Quarterly upgrades adding features and updating existing features First year usage resulted in the creation of 25,309 purchase orders processed via PORT Last fiscal year resulted in 38,158 purchase orders via PORT Current fiscal year to date there are 28,599 purchase orders

9. UNC Wilmington Ushop Elizabeth Johnson Bryant, Accounts Payable Manager Accounts Payable 6 member staff Checks printed once a week (Wednesdays) paper checks and ACH payments

10. UNC Wilmington Ushop A/P Process Code payment due dates to closest Wednesday Monitor Remit Address Vendor updates in Banner prior to completion of invoice in uShop Invoice, Receipts, Notes, and File copy of Check stored in ImageNow system

11. UNC Wilmington Ushop Work Flow Applications Queue to Hold All Matched invoices / no automatic submissions to Banner Capital Fund invoices General Fund invoices as needed

12. UNC Wilmington Ushop Problem Areas Default address in Banner Credit memos after order closed in Banner

13. UNC Charlotte 49er Mart Elizabeth Palian, System Administrator 25,000+ Students, 5,000+ of those are Graduate Students 3,000+ Faculty & Staff Began phased Implementation July 2010 Completed Implementation December 2010 Implemented Settlement in January 2011

14. UNC Charlotte 49er Mart Suppliers 11 cXML Invoicing 15 cXML POs 16 Punchouts 21,218 POs FYTD 25,843Invoices FYTD (7,742 einvoices)

15. UNC Charlotte 49er Mart Users All Active Employees have access to be Requesters 1,617 Users 439 Approvers Average 722 Unique Users per Month FYTD (High of 808)

16. UNC Charlotte 49er Mart Training Methods Videos Classroom hands-on training Classroom Assistance Moodle on-line Training/ Reference Monthly User Forums Monthly Support Forums that include: Purchasing, Accounts Payable; Travel & Complex Payments; and others as topics pertain, example” Fixed Assets) User Emails (49er Mart Smart / 49er Mart Alert) Organization Message on the home/shop screen