1. 1 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
The information contained herein is confidential in nature and considered
proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of
the employees, contractors and agents of client companies. We request that
no oral or written disclosure of such information be made without the prior
written approval by WESCO Distribution, Inc.
Mallory Gamblin
Accounts Payable
Wesco Distribution Headquarters
Travel and Expense Reporting

2. 2 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Agenda
Introduction
Accounts Payable Overview
Applying Lean
Solutions
Challenges
Recommendations
Tips for expense report payment from AP at lightening speed!

3. 3 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Who am I?
Scholastic and Personal Activities
 BS Accounting Major
 FastForward to MBA
 Liberal Arts Core
 Seton Hill Accounting Society
 Hiking, camping and outdoor activities
 Pittsburgh Sports
 Caring for the animals I never wanted
 Real Estate Investments

4. 4 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Accounts Payable
Wesco Distribution Headquarters
Who We Are
Chris Demko
Manager Accounting
Amy Miller
Accountant
Paul Bowers
Supplier/Vendor
Maintenance
Elaine Stangl
Customer Service
Corey Francis
AP Supervisor
Mallory Gamblin
THE Intern
Jay McDonnell
Payment
Processing
Mike Dobrin
Payment
Processing

5. 5 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Accounts Payable
Wesco Distribution Headquarters
Pittsburgh PA
Process expense invoices, expense reports,
requests for remittance, petty cash and customer
refunds
Print and distribute all checks for payments
processed at HQ in the field via WESNET
Control and maintain supplier and vendor files
Respond to internal and external customer inquires
Perform expense report audits
What We Do

6. 6 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Responsibilities
Learn current process
Familiarize oneself with Oracle iExpense
Application
Perform audits
Provide customer support for preparers
Identify current state of audit process
Identify recurring issues/bottlenecks
Offer possible solutions for future state
Implement uniform audit process

7. 7 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Applying Lean Methodology
To Travel and Expense Reporting
KAIZEN
1. Agree on objective: Improve efficiency
2. Map current state: Agreed on audit process and
standardization
3. Collect and organize data: Identify common issues
and internal and external barriers
4. Brainstorm solutions
5. Test and prioritize solutions
6. Map future state: execute uniform audit standards
7. Document solutions, prepare Post-Kaizen

8. 8 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Collect and Organize Data
• 55% Audited
• 5% Random Selection
• Initial daily completion rate: 45 reports
• Current daily completion rate:75-100
• Personal best: 149 audits completed( 6.5 hours)

9. 9 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Challenges • Successes
“Accept the challenges, so that you may feel
the exhilaration of victory”
–General George Patton
Transforming Challenges Into
Successes
Identify Signatures
Identify Audit Standards
Time management
Audit Reports / “quick” train employees
Update Travel Approval and Special
Activity Request Forms
Apply the Standard Uniformly
Cleared Queue/Corrected improperly
executed submissions

10. 10 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Post Kaizen
Communicate our future state to employees
though an FAQ
Clarify past inconsistencies through action
Uniformly enforce Travel and Expense Policy
Reduce time spent obtaining missing and
required information

11. 11 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Recommendations
Sign or initial actual policy instead of acknowledge
on separate document
Training-More methods, more often
All VP’s/”approvers” submit electronic signature for
reference or change forms
Voice of customer

12. 12 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.12 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Questions and Comments

13. 13 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.13 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.

14. 14 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Future State
Travel
Properly
Approved
and
booked
Exceed
Lodging
($165/
night)
Exceed
Meals
($65/day)
Approve
for
payment
Requires pre-
auth and/or
Travel
Itinerary
Exceed
special
city rates
Exception
Approved
?
SAR?
Exceed
special
city rates
Exceed
Lodging
($165/
night)
Request
more info
Receive
Requested
info
Approve
for
payment

15. 15 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.

16. 16 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Objective:
Improve the current auditing and expense reporting
process
•1. Map the current state
•2. Identify common issues and internal and
external barriers
•3. Brain storm solutions
•4. Map a future state
•5. Execute uniform audit standard

17. 17 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.
Test and Prioritize solutions

18. 18 The information contained herein is confidential in nature and considered proprietary to WESCO Distribution, Inc. It is intended for the exclusive use of the employees, contractors
and agents of client companies. We request that no oral or written disclosure of such information be made without the prior written approval by WESCO Distribution, Inc.