Global eInvoicing – Success Through Breakthrough Supplier Enablement

765 views
626 views

Published on

Are you implementing eInvoicing in your company? Will some of those invoices originate from European suppliers? If the answer to either question is yes, then you will gain valuable insight in this session from the AXA E-Invoice journey. AXA, a global insurance and financial services leader, has built a very successful eInvoicing program over the past few years, particularly in the challenging European E-Invoice environment. In this session, you will gain valuable insight from AXA’s hard earned E-Invoice success focusing particularly on the following areas:

• Successful supplier enablement strategies
• Change management activities and challenges (internal and external)
• Critical success factors
• Key Lessons learned
• Where is the opportunity now?

Published in: Business
0 Comments
2 Likes
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total views
765
On SlideShare
0
From Embeds
0
Number of Embeds
3
Actions
Shares
0
Downloads
0
Comments
0
Likes
2
Embeds 0
No embeds

No notes for slide

Global eInvoicing – Success Through Breakthrough Supplier Enablement

  1. 1. Global E-Invoicing - Success throughBreakthrough Supplier Enablement andChange Management StrategiesBoris BoeckemHead of NORCEE Procurement Bus. Development & Support, AXAboris.boeckem@axa.de+49 221 148 24381© 2013 Ariba, Inc. All rights reserved.
  2. 2. #AribaLIVEAgenda• AXA Company Background• e-Invoicing in European Environment• AXA e-Invoicing Challenges and Strategy• Supplier Enablement and Change Management• Lessons Learned and Next Steps© 2013 Ariba, Inc. All rights reserved.2
  3. 3. #AribaLIVEAXA – First Global Insurance Brand© 2013 Ariba, Inc. All rights reserved.3
  4. 4. #AribaLIVE© 2013 Ariba, Inc. All rights reserved.4
  5. 5. #AribaLIVE© 2013 Ariba, Inc. All rights reserved.5AXA´s World of Change
  6. 6. #AribaLIVEThe Changing Focus of Procurement© 2013 Ariba, Inc. All rights reserved.6Prices &TermsCostSourcing &OrderingValueSpendManagementtimeSpendIntelligenceTransactionManagementNegotiations Sourcing&ContractingRiskManagementSupplierManagementAnalysisCategoryManagementExpense ControlVisualisationPredictionAlternativesPerformanceManagementPlanning-to-SettleProcessProcess AutomationReliable technical and organisationalsupport of the Procure-to-Pay Process
  7. 7. #AribaLIVEThe Framework© 2013 Ariba, Inc. All rights reserved.7 Set-up the Organisation Create Awareness Deliver PerformanceProcurement @ AXA
  8. 8. #AribaLIVEProcurement @ AXA / Focus & Impact© 2013 Ariba, Inc. All rights reserved.8AnalysisRequest RFxSupplierSelectionApprovalContractDefine P.OPayment/cash-outInvoicetreatmentItemReceiptFollowupgetearlyinvolveddo itin aprofessional manner [*]do itin a veryefficient manner*increasecoverageincreasesavingsreducecosthomogenous approach & standardized proceduresQuality of Service & Customer SatisfactionBudgetPlan Procure P2P
  9. 9. #AribaLIVEAgenda• AXA Company Background• e-Invoicing in European Environment• AXA e-Invoicing Challenges and Strategy• Supplier Enablement and Change Management• Lessons Learned and Next Steps© 2013 Ariba, Inc. All rights reserved.9
  10. 10. #AribaLIVEEurope‘s Changing eInvoiceEnvironment• European Commission...requires Member States, asof 1 January 2013, to adhere to the principle of equaltreatment between paper and e-invoices.Council Directive 2006/112/EC on the common system of value added tax [2] ....• Single Euro Payment Area (SEPA) European e-invoicing initiative: Estimated savings ofEUR 64,5 billion per year for businesses.10 Source:
  11. 11. #AribaLIVEInvoicing Process: FormerRegulation© 2013 Ariba, Inc. All rights reserved.1111„electronic Invoice“InvoicingPartyBill-toPartyelectronic Data Transferelectronic SignaturePaper
  12. 12. #AribaLIVEInvoicing Process: CurrentRegulation© 2013 Ariba, Inc. All rights reserved.1212InvoiceInvoicingPartyBill-toParty
  13. 13. #AribaLIVETAX RegulationGerman example (§14 UStG)13Invoice (Paper + Digital)calls forArchivingPaper DataIntegrity AuthenticityInternal Control ProcedurePaper Digital• electronic transfer of Invoices needs the agreement of the Bill-to Party• informal agreement or tacit approval is sufficient• agreement can be included in contracts
  14. 14. #AribaLIVEIntegrity, Authenticity and InternalControl Procedure – what´s behind?© 2013 Ariba, Inc. All rights reserved.1414• „Procedure which is used by the Bill-to Party to comparethe Invoice with the liability to pay.“• Key Question:Is the Invoice equal to the good or service provided? correct good or service correct good or service provider correct amount invoiced correct recipient of payment• Checks can be done based on Contracts, BusinessLetters, Purchase Orders, Delivery note, etc.• Company is free/flexible in individual definition of checks• Internal Control Procedure doesn´t have to be based on digitalsignatures or on other technical procedures
  15. 15. #AribaLIVEAgenda• AXA Company Background• e-Invoicing in European Environment• AXA e-Invoicing Challenges and Strategy• Supplier Enablement and Change Management• Lessons Learned and Next Steps© 2013 Ariba, Inc. All rights reserved.15
  16. 16. #AribaLIVEAXA e-InvoicingStrategy and Message© 2013 Ariba, Inc. All rights reserved.16Key Questions:• Which Business (non critical items) is qualified for e-Invoicing?• How to determine Suppliers for e-Invoicing?• Definition of Priorities / Waves / Timelines• What Stakeholders to involve (internal Customer, Buyers, etc.)Key Messages to Suppliers:• eInvoicing is a win-win!• Large Suppliers can use full automation/Back-End Integration• Small/mid-size Suppliers can achieve a high degree of automation(ePO  PO-flip  eInv)• Invoice status is traceable at any time• It‘s not only usable for the relationship with AXA• It‘s not always for free (Ariba Network fee)
  17. 17. #AribaLIVEAXA e-Invoicing Deployment© 2013 Ariba, Inc. All rights reserved.17• Ariba Invoice in place since July 2010• Target:50% e-Invoicing rate by end of 2012 and 60% by end of 2013• 1stPhase: former ERS Supplier• 2ndPhase: all Supplier with more than 10 invoices per year• 3rdPhase: Supplier in Ariba Contract Compliance• One person (for Germany and Switzerland) in charge of preparation ofSupplier enablement
  18. 18. #AribaLIVEe-Invoicing@AXA.deChallenges© 2013 Ariba, Inc. All rights reserved.18• Follow all Tax and Legal Rules  now compliance is enabled!• Convince internal Audit, TAX and Legal Dpt. to approve electronic Invoicing• Involve Buyers in the enablement process and train them on thee-Invoicing approach• First steps in „real usage“get familiar with the ANlearn from issues and questions from pilot suppliers• Convice Suppliers to move to e-Invoicing• Convince Suppliers to use AN for e-InvoicingAN Awareness (Ariba and AN not always known in Germany)integration in internal processeseasy to usewin-win situation and business caseSmall Supplier  issues with technical Implementationovercome „fears“ on supplier side
  19. 19. #AribaLIVEAXA e-Invoicing Journey© 2013 Ariba, Inc. All rights reserved.192004 2005 2006 2007 2008 2009 2010 2011 2012 2013 .....e-Purchase Order e-InvoicePaper-based Processes50%SAPPhoneLettere-MailERSScan/OCRWorkflowP2PResponsibilitye-InvoicingAribaInvoiceSupplierEnablementAribaBuyerAribaContract C.SupplierPortalElectronic ProcessesContractMgmt.ComplianceTransparency
  20. 20. #AribaLIVEAgenda• AXA Company Background• e-Invoicing in European Environment• AXA e-Invoicing Challenges and Strategy• Supplier Enablement and Change Management• Lessons Learned and Next Steps© 2013 Ariba, Inc. All rights reserved.20
  21. 21. #AribaLIVESupplier Enablement@AXA• EmailsIndividualizedTemplatized• Supplier HandbookSpecific to processDetailed How-To Information• Online Informational PortalLinks to TutorialsTechnical documentationProcess informationContacts© 2013 Ariba, Inc. All rights reserved.21
  22. 22. #AribaLIVEChange Management/Communication© 2013 Ariba, Inc. All rights reserved.22SupplierAXA Support Team• Individual Mail „Welcome Letter“• „Some“ technical and individual Support• Guide / Handbook customized for AXA• Supplier Information portal (Access from AN) withrelevant Links, Information and Contact Details• Web-Based-Training MaterialAXA Professional Buyer (Sourcing)• During SRM activities• Included in Sourcing Events• During Negotiations• Individual Support• Follow-up, Reminder, EskalationAriba• Standard Communication• Detailed technical Support by Ariba Support Team• General information material
  23. 23. #AribaLIVEAgenda• AXA Company Background• e-Invoicing in European Environment• AXA e-Invoicing Challenges and Strategy• Supplier Enablement and Change Management• Lessons Learned and Next Steps© 2013 Ariba, Inc. All rights reserved.23
  24. 24. #AribaLIVELessons learned• e-Invoicing in Europe is much easier since 2013• SEPA can increase benefits of e-Invoicing for multi-country companies• Technical Implementation is easier than Stakeholder Convincing• Best Practice: Full P2P process under one owner• Change Management is KEY internal Clients and Supplier• Provide support to Suppliers!• Identify right Supplier partner• Leverage Ariba supplier enablement support• KPI: less than five days average processing time for e-Invoices• Conclusion:e-Invoicing brings benefits to all Stakeholders, if all relevant groups are involvedat the right time© 2013 Ariba, Inc. All rights reserved.24
  25. 25. #AribaLIVENext Steps• Extend e-Invoicing scope (Target: 75 – 80% of relevantinvoices)• Enable Dynamic Discounting to show further benefits for thesuppliers and for AXA• Provide Supplier Portal as a hub for Communication, DataExchange, E-Sourcing Events, Information Material, etc.• ...© 2013 Ariba, Inc. All rights reserved.25
  26. 26. E-Invoicing in Europe - Success throughBreakthrough Supplier Enablement andChange- management StrategiesWashington - May 2013Boris Böckem, C.P.M.boris.boeckem@axa.de+49 221 148 24381
  27. 27. Questions?© 2013 Ariba, Inc. All rights reserved.27
  28. 28. #AribaLIVEPlease Complete Session SurveyGo to Surveys© 2013 Ariba, Inc. All rights reserved.28Select SessionClickChoose oneRate SessionThank you for joining us

×