Your SlideShare is downloading. ×
Inforum Middle East Contract Management Presentation
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×

Introducing the official SlideShare app

Stunning, full-screen experience for iPhone and Android

Text the download link to your phone

Standard text messaging rates apply

Inforum Middle East Contract Management Presentation

456
views

Published on


0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
456
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide
  • Copyright © 2008 Infor. All rights reserved. www.infor.com. Header Slide
  • Intro slides
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • Transcript

    • 1. “ Managing the 8 th Wonder of the World” Using Vendor Contract Management to Manage Suppliers John Godfrey & Marty Osborn Copyright © 2008 Infor. All rights reserved. www.infor.com.
    • 2. Presenters
      • Marty Osborn
      • VP and Partner Advoco, Inc.
      • John Godfrey
      • Vice President & Founder Technology practice at Advoco
      • Former Industry Product Manager for EAM at Datastream/Infor
      • Over 20 years of software & technical project management experience
      • Independent Consulting Project Manager
      • 15+ Infor & Oracle implementations for national & global enterprises
      • Focus: On-time, On-Budget Delivery of Solution, Benefits & Adoption
      Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide
    • 3. Agenda Copyright © 2008 Infor. All rights reserved. www.infor.com.
      • What is it? – Goals of the Program
      • What’s it about? – Process Overview
      • What’s it do? – Functionality
      • Contracts
      • Live Demonstration
      • What it enables
      • Transitioning
      • Timeline
      Slide
    • 4. What is it ? - Goals of the Program Copyright © 2008 Infor. All rights reserved. www.infor.com.
      • Capture appropriate contract information
      • Create automation tools for the FM team
      • Verify budgets and cash availability
      • Provide Property history
      • Report unified KPI’s
      • Best Practice
      Slide
      • Types of Contract
      • Fixed Price – Fixed Payment
      • Fixed Price – Adhoc Scope
      • Variable Price
    • 5. What is it about ? - Process Overview Oracle CRM & Financials Copyright © 2008 Infor. All rights reserved. www.infor.com. Customer Service Request Contract Request Slide Customer needs help & submits Service Request - Automated WO Request created AP InforEAM Agent creates SR & Validates PO in EAM WO Issued to Supplier Goods or Services Receipted & Service request satisfied Invoice Received from Supplier Matched Order / Invoice / Receipt processed for Payment by Accounts Payable Payment to Supplier Agent creates Contract WO & PO in EAM Electronic Budget, Cash Check & Approval DoA CRM
    • 6. What does it do? - Functionality Copyright © 2008 Infor. All rights reserved. www.infor.com.
      • Integrated Contract activity tracking
      • Synchronizes/Updates data exchanged CRM-EAM-CFMS
      • Contract Management Setup of terms
      • Manages Work Orders
      • Provides Delegation of Authority
      • Auto generation of Contract PPM’s and “Notional PO’s”
      • Integrates Purchase Orders with Work Orders
      • Goods & Services Receipting
      • Invoice Matching
      • Executive Dashboard and Reporting
      • Remote Supplier Access
      • System Audit Trails
      Slide
    • 7. Critical Components of Contract Management Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide Contract Management Contract Setup Contract Execution Contract Finance
      • Header
      • Schedule
      • Trade Rates
      • Routes
      • WO Generation
      • WO Status updates
      • WO Completion
      • WO Receipting
      • Invoicing
    • 8. Contract Setup Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Header Contract Amount Slide Supplier Start/End Date Approval
    • 9. Contract PM Schedule Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Trade Rate Contract PM Schedule Slide Contract Header
    • 10. Contract Work Order Generation Copyright © 2008 Infor. All rights reserved. www.infor.com. Work Order Generation Slide Generate to Date Generate
    • 11. Contract Execution Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Notional PO Invoice Voucher Book Vendor Hours - Receipt Financial Controls FM Controls Contract Work Order
    • 12. Contract Execution – FM View Copyright © 2008 Infor. All rights reserved. www.infor.com. MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Link to the Parent Non Financial Statuses Slide Contract Work Order No Manually Created PO’s or Invoices Totally Automated !
    • 13. What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide
      • Enabling FM to monitor Delivery & check Quality
      • Drivers for Service Level Agreements and
      • supplier improvement/performance programs
      • Enabling future KPI’s of Costs by Property,
      • Budget, Natural Account, Asset, Activity
      • Synchronized data exchange CRM-CFMS-EAM
      • What property has what Service Requests
      • Property + Entity = Foundation for Accounting
      • Service Request & Work Order Progress Update
      • Customer Service Request Data
      • Enables Customer Service Level KPI’s
      • Service Levels and Performance Trends
      • Work Order Management
      • Control of Works
      • Enables FM to apply resources
      • Integrated Contract Activity Tracking
      • Ensuring consistent Contract coverage
      • Identify duplication of activities
      • Track contract work and cost to date
      • Compare Activity Costs, Frequency etc
      • Auto Generation of PPM WO and Notifications
      • Efficiency within FM to manage Preventive
      • Maintenance
    • 14. What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide
      • Goods and Service Receipting
      • Control & Validation of what is paid for
      • Foundation for Accrual Accounting
      • Invoice Matching
      • Control of Payment for Goods and Services
      • provided – “3 Way Match” and Audit of work
      • Reporting
      • Control of Works
      • Enables FM to apply resources
      • Provides “big picture” and “Drill down”
      • Executive Dashboard
      • Visibility of all above
      • What you measure is what you get
      • Enabling Comparative costing
      • Executive participation & User Accountability
      • Enables linking Strategy & Execution paths
      • Drill down/ Cascade KPI’s to focus business
      • on common Goals & Objectives
      • Purchase Orders
      • Control of Variable Activity Costs
      • Eradication of Informal “local agreements” &
      • “ Renegade Purchases”
    • 15. What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide
      • Supplier Access
      • Efficiency – suppliers providing administrative
      • resources to monitor progress
      • Supplier Accountability
      • System Audit Trail
      • See who did what, Segregation of Duties
      • Foundation for Sarbanes-Oxley accounting
      • Delegation of Authority
      • Approval, Validation and Control of
      • Expenditure
    • 16. Keys to Success Copyright © 2008 Infor. All rights reserved. www.infor.com.
      • Executive Owners = Purpose = Leadership
      • Business Champions
      • Awareness, Education, Training
      • Reward & Recognition System
      • Without Business “Buy-in” & adoption the solution benefits will not be realised.
      • This requires significant effort & thus commitment is needed in the following areas
      Slide Steering Group – Departmental Snr Mgmnt provide clear leadership & commitment – Positively identify with the initiative – Assign owners – Identify KPI’s – Measure & publish Achievements Identify & Assign Subject Matter Experts (10-off) in Accounting – Facilities Mgmnt – Contracts – Procurement to represent & support users, & report on above KPI’s Significant commitment required – Attendance to be mandatory170+ staff to be trained including 153 FM, Identify Superuser (20-off) New processes & Procedures to be introduced & explained - “Day in the Life” scenarios used to explain Roles & Responsibilities Include achievement of KPI’s in Individual Performance Assessment criteria
    • 17. High Level Timeline Month 1 Month 2 Month 3 Month 4 Month 5
      • Solution Design
      • Resolve Gaps
      • Develop “Day in the Life
      • scenarios
      • Usability Improvements – Flex
      • SQL development
      • KPI’s - Reports & Executive
      • Dashboard
      • Solution Development
      • Develop KPI’s, Reports &
      • Dashboard
      • Generate & Deliver UAT
      • Develop Training
      • scenarios
      • Transition plan
      • Go-Live
      • Go-Live Readiness
      • Deliver Training
      • Transition
      • Post Go-Live
      • Support
      • Floor Walking
      • Project Close
      • Monitor KPI’s
      • Lessons Learned
      • Initiation & Evaluation
      • Project Charter
      • Awareness & Education
      • Identify SME’s & Champions
      • Create test environment
      • Install
      • Generate & Deliver CRP I
      • Identify Gaps
      Slide Copyright © 2008 Infor. All rights reserved. www.infor.com.
    • 18. John Godfrey Glorisys Partner & Program Manager UAE: +44 (0) 7855530443 Mail: j0hng0dfrey@Glorisys.com Q uestions & A nswers Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide Marty Osborn Vice President & Partner ADVOCO Inc, Mail: [email_address] ‘ Web: www.advocoinc.com