Procurement Suite from UNIT4 by Jeff Nielsen

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Discover how challenging everything with UNIT4's market-leading Procurement Suite will unlock major savings for you organisation. Find out more at http://www.unit4software.co.uk/products/procurement-suite

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Procurement Suite from UNIT4 by Jeff Nielsen

  1. 1. INTRODUCING: UNIT4 PROCUREMENT SUITE Jeff Nielsen – Procurement Suite Service Manager March 2013
  2. 2. The Total Procurement Continuum
  3. 3. BUILDING A PROCUREMENT CONTINUUMUNIT4 offers a vast number of toolsenabling our customers to build a firmbusiness system foundation.Once the foundation is complete, thewalls and the other floors of thestructure can be weakened without aproper plan to complete the remainingparts of the structure.The development of any building planbegins by finding out the reasoning forwanting to construct a new or additionalbuilding in the first place!
  4. 4. THE PLAN Create a Procurement Continuum and Procurement As A Service together with software/applications and services offering robust but scalable functionalities, measurable ROI, and real added-value. Only utilise tested, tried and true, currently used, successful, and current applications and services. Make it scalable. (A little or a lot). Make it affordable with measurable ROI. Make it easy to use.
  5. 5. FUNCTIONALITY BASED ON IMPROVEMENTOPPORTUNITIES Any blank/white area indicates an Improvement Opportunity
  6. 6. DELIVER BENEFITS  Enhance the Procurement Department’s recognition and importance within the overall organisation.  Help ensure all Requisitioners comply with SFIs, SoDs, use of contracts and frameworks.  Help ensure all Requisitioners purchase within the established system(s).  Help ensure consistent engagement with Suppliers to provide the best value for money alongside the best pricing.  Use of standardised purchasing catalogue estates.  Help ensure compliance with purchasing regulations and laws specific to sector and or industry.
  7. 7. DELIVER BENEFITS  Help enable successful internal and external audits.  Help enable and track sustainable procurement and purchasing efforts.  Help enable and ensure purchasing from appropriate Framework agreements and catalogues.  Enable increased spend capture (working alongside UNIT4 customers) to promote the utilisation of procurement and purchasing systems through process innovation and design and positive internal marketing.  Enable demonstrable savings based on agreed savings methodologies and practices.
  8. 8. HOW  Acquire and employ only time-tested, ‘in-use’, current and best-of- breed technologies from worldwide UNIT4 colleagues, affiliates, and partners and ensure they are fully scalable for a customer’s requirements.  Ensure the primary component (UNIT4 Procurement Suite Portal) works within and is designed specifically for UNIT4 applications.  Ensure partner provided products meet UNIT4 excellence criteria and can be integrated as required.  Provide fully scalable procurement services from the provision of the ‘tools’ only to full, all encompassing services.  3-E Criteria: Efficient – Effective - Economical
  9. 9. UNIT4 PROCUREMENT SUITE
  10. 10. UNIT4 PROCUREMENT SUITE PORTAL Opening Screen:  Messages about the Procurement Process (or anything) may be posted.
  11. 11. UNIT4 PROCUREMENT SUITE PORTAL Full Search of Quick Link To Items InAvailable Catalogue Comparisons Favourites Lists Shopping Cart Items
  12. 12. UNIT4 PROCUREMENT SUITE PORTAL Favourite Lists may be GLOBAL or USER DEFINED. Quantities may be changed. ‘Add to Cart’ will ‘Fetch’ to the Requisition when session complete.
  13. 13. UNIT4 PROCUREMENT SUITE The Green Dots indicate the item PORTAL and Supplier are pre-approved or a part of a FrameworkFree Text Search for ‘Staffing Services’ searches the description indices in allavailable catalogues.The results would also be displayed if ‘consulting’ ‘professional’ ‘UNIT4’ ‘Reed’or ‘Band C’ (and others) would have been entered. Additionally, each item requiring additional specifications (when set to) can require the Requisitioner to add why the service is required and any other pertinent details the Approver would require via a required form.
  14. 14. UNIT4 PROCUREMENT SUITE PORTAL
  15. 15. UNIT4 PROCUREMENT SUITE PORTAL Uploading, maintaining, and approving catalogues is easily accomplished using templates given to suppliers (if supplier managed) or by the Procurement Department. Catalogues are completely customisable with full audit trails in place.
  16. 16. UNIT4 PROCUREMENT SUITE PORTAL Requisitioning is made user friendly to help ensure compliance throughout the organisation. Allows efficient catalogue and specialised product and service management and publishing. Developed and built by UNIT4 Sweden – in use >4 years – thousands of users. It can be used as a separate tool or in conjunction with UNIT4 Procurement Suite Procurement as a Service. Intelligent and straightforward maintenance. Advanced search capabilities.
  17. 17. OTHER NEW UNIT4 PROCUREMENT SUITE PRODUCTS COST COMPARATOR  RFQs sent to National Database of Suppliers.  Combines your Suppliers in one RFQ tool for non-EU quotes.  Can save up to 37% when consistently used to source goods and services.  Built-in tracking tools.
  18. 18. OTHER NEW UNIT4 PROCUREMENT SUITE PRODUCTSeTendering Online EU tendering Publishes to OJEU Complete audit trails Bespoke to your SFIs as well as EU Regulations Online Evaluations Online Supplier portal Integration with UNIT4 procurement and eProcurement systems availableContracts Management Integrated with eTendering as an option Custom design using UNIT4 Business Collaborator Assure
  19. 19. PROCUREMENT SUITE:PROCUREMENT AS A SERVICE Complete Catalogue Management services  Customised for your business, sector, needs.  Standardised Catalogues help achieve higher savings while simplifying the purchaser’s decision process.  Benefit from shared catalogue’s pricing discounts.  Scalable services Process Redesign and Reengineering  Helps plan and deliver your procurement initiatives and goals.  Assists implementing opportunities shown in the Improvement Opportunity Assessment.  Promotes unified procurement within the organisation Fully Scalable: Tools, Planning, Resources, Delivery Professional Services Consulting
  20. 20. PROCUREMENT SUITE BEGINS WITH THEIMPROVEMENT OPPORTUNITY ASSESSMENT Any blank/white area indicates an Improvement Opportunity
  21. 21. SIMPLE, NO-NONSENSE QUESTIONS…SIMPLE DEFINITION SCORING – 0 TO 5… Purchase to Invoice Policies Profile - Purchasing Number Measurement Score 5 4 3 2 1 Buyer Devolved users Comments Yes, but it is not Yes - it is well Do you have a code of conduct always We have one and We have one, but established and 1 governing the behaviour of 5 consistently apply it when hardly ever apply No consistently employees and suppliers? applied or possible it applied effective Yes - this is Yes, but they are Do you have policies governing defined and well not consistently We have some We have some, 2 supplier engagement e.g. who can 5 communicated applied and are and apply them but hardly ever No agree contracts and place orders? throughout the sometimes not when possible apply them organisation effective Yes - for the most Do you have policies governing Yes - this is Only in some Yes - for the most important areas, 3 security of access to your 5 effectively areas, but they are No important areas but it needs to be purchasing system? controlled not effective extended Yes - for the most Do you have policies covering the Yes - this is Only in some Yes - for the most important areas, 4 required procedures for supplier 3 effectively areas, but they are No important areas but it needs to be data maintenance? controlled not effective extended Yes - for the most Do you have policies governing the Yes - this is Yes - for the most important areas, Yes, but they are 5 security of and access to 4 effectively No important areas but it needs to be not effective purchasing data? controlled extended Yes - for the most Do you have policies governing Yes - this is Yes - for the most important areas, Yes, but they are 6 document security, retention and 5 effectively No important areas but it needs to be not effective access? controlled extended Yes - for the most Yes - this is Do you have policies governing Yes - for the most important areas, Yes, but they are 7 4 effectively No delivery security? important areas but it needs to be not effective controlled extended Yes - for the most Do you have policies specifying Yes - this is Yes - for the most important areas, Yes, but they are 8 preferred purchasing channels and 5 effectively No important areas but it needs to be not effective methods? controlled extended Yes - for the most Yes - this is Do you have policies governing the Yes - for the most important areas, Yes, but they are 9 5 effectively No use of preferred suppliers? important areas but it needs to be not effective controlled extended Yes - we issue Yes - for the most Do you have policies governing the standard Ts & Cs Yes - for the most important areas, Yes, but they are 10 usage of supplier terms and 5 with all orders and No important areas but it needs to be not effective conditions? control all extended variations Yes - the issue of Yes - for the most orders is well Do you have a policy regarding the Yes - for the most important areas, Yes, but they are 11 4 controlled. The No issuing of orders to suppliers? important areas but it needs to be not effective policies are extended effective
  22. 22. PROCUREMENT SUITE BEGINS WITH THEIMPROVEMENT OPPORTUNITY ASSESSMENT Any blank/white area indicates an Improvement Opportunity
  23. 23. UNIT4 PROCUREMENT SUITE’S GOAL
  24. 24. The Total Procurement Continuum
  25. 25. For additional information: Contact your Sales Representative or visit www.unit4.com The Total Procurement Continuum

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