SlideShare a Scribd company logo
1 of 23
Download to read offline
Procurement, Contract, Purchasing
and Vendor Management Processes
with SharePoint
Presenting a SharePoint based solution to help customers
streamline Procurement, Purchasing, Contract and Vendor
Management Processes for their organization
We think the Internet and the adoption                                                        FEATURED CUSTOMERS
OUR PASSION

              of trends on the Internet are a leading
              Indicator for the upcoming innovations in
              the Enterprise. We are passionate about      Products
              helping our customers Interpret, leverage
              and maximize the business benefits of        •       Purchasing Automation with SharePoint
              these incremental or disruptive trends       •       eCommerce with SharePoint
              and making it a reality in their operating
              environment.                                 SharePoint Add-Ons
                                                           •       Delegate n Extend for Active Directory
                                                           •       SharePoint Room Reservation
OUR VISION




              Be a leader in the adoption of new and
                                                           •       Resolve 2.0 for SharePoint
              significant trends in the technology
              marketplace that influence our
              customer’s business. Pace ourselves to       Services
              the Urgent needs of our customers. Be a
              Trusted Advisor. Add Value to every              •   Intranets 2.0
              relationship.                                    •   SharePoint Application Development
                                                               •   Idea and Innovation Management
                                                               •   Social Platforms & Social Media
                                                               •   Project Management & Collaboration
              Uncompromising focus on the success of
                                                                                                            PARTNERSHIPS
OUR VALUE




                                                               •   Business Intelligence solutions
              every relationship, project and solution.
              We go the extra mile, stay the extra night
              in our quest to help our customers
              achieve the 110% results from the
              investments they are making with us and
              the solutions we build.
AGENDA


1    Setting Up the Context


2    The Vision


3    Demo – Walkthrough of a Business Scenario


4    Upcoming Modules and Scenarios


5    Implementation Models & Approach
AGENDA


1    Setting Up the Context


2    The Vision


3    Demo – Walkthrough of a Business Scenario


4    Upcoming Modules and Scenarios


5    Implementation Models & Approach
Gaps in traditional Procurement Processes
                                                                            Sequential set of Procure to Pay Activities
An employee submits a           Approval for the requisition        Creation and publishing of     Creation of PO and sending      The requestor or the           Received goods may be         Receive and process
requisition for purchase of     from line managers,                 RFx; Referring to contracts    it to the vendor                inventory receives goods or    returned or needs to be       invoice received from
goods or service                inventory, finance etc.             if available.                                                  service.                       replaced for various          vendor for the goods or
                                                                                                                                                                  reasons.                      service provided.


                                                                                                                                       Goods Receipt /
       Requisition                      Approvals                       RFx Processing                  PO Processing                                             Returns & Replacement                 Invoicing
                                                                                                                                        Service Entry




      Issues / Gaps                    Issues / Gaps                      Issues / Gaps                 Issues / Gaps                   Issues / Gaps                 Issues / Gaps                  Issues / Gaps
   Requestor does not have         Difficulty in referring to         Limited access to list of     Needs access to multiple        Goods receipt and Service     Time consuming and             Making revisions and
   access to updated list of       spend limits and budget.           approved vendors, and         systems like accounting         process not flexibly based    manual request for             changes not easy.
   approved products and                                              difficulty in finding new     and financials.                 on product or service type.   replacement or returns.
                                   Difficult to track back to                                                                                                                                    Usually done through fax
   vendors                                                            vendors.                                                                                    Usually takes the complete
                                   requestor and other                                               Only transactional             Does not directly link to                                    and emails between
                                                                                                                                                                  cycle.
   Manual Paper/Email              approvers for more                 Vendor responses              information available as        vendor performance. No                                       vendor and accounts
   based processes                 details.                           received through email        part of purchase orders         on the spot feedback.         Inability to specify reason    department.
                                                                      and faxes not tracked                                                                       for return or replacement
   Requestor not aware of          Inability to check if there is                                   Purchase Orders not              Does not update current                                     Misplaced and duplicate
                                                                                                                                                                  clearly using long forms.
   the right product to            an already existing                Evaluation of vendor          referred to contracts or RFx    inventory automatically on                                   invoices. Tracking of
   procure                         contract for the particular        responses time                responses.                      receiving.                                                   invoice status is a manual
                                   request.                           consuming and manual.                                                                                                      process.
   Difficult to refer to                                                                                                            Manual update to invoice
   policies and procedures         Partial approvals and edits        RFx process and                                               processing and accounts
   for approvals, spend            has to go through new              evaluation is same for all                                    payable.
   limits etc.                     requisition process                product and service
                                                                      types.
   Inability to keep track of      Difficult to keep track of
   requisitions made.              approval history
   Status updates through
   phone & emails.
AGENDA


1    Setting Up the Context


2    The Vision


3    Demo – A Business Scenario Walkthrough


4    Upcoming Modules and Scenarios


5    Implementation Models & Approach
The Vision
                                                                     n                          Co
                                                                 itio nt                      Man ntrac
                                                             uis
                                                           eq geme
                                                          R a
                                                                                                 age t
                                                                                                    men
                  Requestor                                  n                                          t
                                                          Ma
 Requestors       Portal

                                                                                 ent          En
                                                                        D o cu m                 te
                                                                                              Se rpris




                                                                                                                       RF age
                                          ng
                                                                               mt




                                                                                                                       Ma
                                                                           Mg




                                                         xo ta &
                                                                                                 a rc e




                                                                                                                         Q
                                       rci




                                                              my
                                                                                                     h




                                                                                                                          n
                                                                                                                            &
                                                       Ta tada
                                                                                                                                        Accounting




                                     ou




                                                           no




                                                                                                                              RF nt
                                   eS
                  Approver




                                                                                                                               me
                                                                                                          C o n mt
                                                        Me




                                                                                                                                P
                                                                                                            Mg
                  Portal
  Approvers




                                                                                                               tent
                                                     Reporting
                                                                           Microsoft                                                           WMS




                                                      Tools
                                                                          SharePoint
                                                                             2010




                                                                                                          Wo ms &
                                                                                                                  ws
                               Ca sed




                                                                                                                            age rder
                                                                                                            rkflo
                                Ba
                                 tal Pr
                  Storefront




                                                                                                           For




                                                                                                                                    t
                                                                                                                                                  ERP




                                                                                                                                men
                                                     In astr
                                    og oc




                                                      In




                                                                                                                       Ma n a s e O
                                                       te u
                  Portal




                                                         fr
                                      /No ure




                                                          gr ctu
Location/Office




                                                            at
                                                                                                        ion

                                         n C me




                                                              i o re
                                                                                                    ra t




                                                                                                                           ch
  Managers




                                                                 n
                                                                            Sit
                                                                       Infra es                   bo ls

                                            ata nt




                                                                                                                       Pur
                                                                                              lla
                                                                            struc           Co Too                                       Legacy
                                               log
                                                                                  tur   e

                  Administrator
    Central       Portal                              Ma Ven                                          r y & ts
                                                        na dor                                     nto     p
 Procurement                                              ge
                                                             me                                Inve Recie
    Admin                                                       nt                            Go ods
How we are building the solution
•   Optimus BT provides a set of Procurement and Commerce related
                                                                                      Upgrades
    functional modules which form the base product.

•   These modules can be optionally enhanced with Add Ons
                                                                                Customizations
•   Other modules can be added to the system whenever required and
    works in sync with existing modules
                                                                              Optional Add-Ons
•   Organization Specific customizations are made to provide a turnkey
    solution.
      Major Modules                     Optional Add Ons
                                                                                    Major Modules
       Requisition Management             Product Database
       Catalog based Procurement          Vendor Database
       RFx Management                     Vendor Extranet Portal
                                                                          Microsoft Infrastructure
       Contracts Management               Location Storefronts
       Vendor Management                  Workflow Templates …           SharePoi       Office   Exchange
                                                                          nt 2010       2007       & AD
       Purchase Order Management …
AGENDA


1    Setting Up the Context


2    The Vision


3    Demo – A Business Scenario Walkthrough


4    Upcoming Modules and Scenarios


5    Implementation Models & Approach
Roles Involved …
                Rachel A. Simms                                      John K. McDonald
                Employee                                             Manager

  Requestor




                                                     Approver
                Rachel is an employee and wants to                   John is immediate manager for
                make requests for the necessary                      Rachel and responsible for review
                software required for IT                             and approval of requests placed by
                infrastructure upgrade.                              Rachel and others from the team.



                Tom J. Smith                                         Fred S. Benjamin




                                                     Administrator
Administrator
Procurement




                Procurement Administrator                            Purchasing Head




                                                        Global
                Tom evaluates the approved                           Fred is responsible managing the
                requests and creates PO/ RFQ by                      organizational procurement
                selecting appropriate Vendors &                      process including managing spend,
                Suppliers.                                           standardizing catalog and vendors.
Scenario 1 – Rachel Creates a Requisition
                                                 What We’ll Cover
            Rachel A. Simms
            Employee                             • The requestor dashboard

Requestor   Rachel is an employee and wants to
                                                 • Create a new requisition
            make requests for the necessary      • Browse and add products from catalog
            software required for IT
            infrastructure upgrade.              • Add non catalog products
                                                 • Submit the requisition for approval


Rachel can carry out this activity by using the Requisition Dashboard. The dashboard
provides Rachel with an easy to fill form using which she can place the requisition for
approval.
The dashboard also allows Rachel to view and track the status of the requests that she
has placed and also quick statistics around her requests.
Scenario 2 – John Approves the Requisition
                                                What We’ll Cover
           John K. McDonald
           Manager                              • The approver dashboard
Approver                                        • Reviewing the requisition placed by his team
           John is immediate manager for
           Rachel and responsible for review    • Approving the requisition with comments
           and approval of requests placed by
           Rachel and others from the team.     • View spend statistics for his department




 John can use the Approver Dashboard to review and approve requisitions placed by
 Rachel and other team members. The dashboard provides a summarized view of the
 requisitions in easy to review manner.
 The dashboard also allows John to view and track the status of any pending
 requisitions as well as the spend for his department.
Scenario 3 – Tom Creates a Purchase Order
                                                  What We’ll Cover
                Tom J. Smith


Administrator
                                                  • The storefront dashboard
Procurement
                Procurement Administrator

                Tom evaluates the approved
                                                  • Viewing approved requisitions
                requests and creates PO/ RFQ by   • Filling in the PO creation form
                selecting appropriate Vendors &
                Suppliers.                        • Creating and submitting the PO for further
                                                    processing.
                                                  • How to track and manage POs

  Tom uses the Storefront Dashboard to review all the approved requisitions and create
  purchase orders.
  The dashboard also allows Tom to view and track the status of the purchase orders that
  are already created and manage them efficiently.
Scenario 4 – Fred manages the process
                                                     What We’ll Cover
                Fred S. Benjamin


Administrator
                Purchasing Head                      • The administrator dashboard
   Global                                            • View overall spend
                Fred is responsible managing the
                organizational procurement           • View procurement reports
                process including managing spend,
                standardizing catalog and vendors.   • Browse and manage product catalog
                                                     • Browse and manage vendor database


 Fred uses the Administrator Dashboard to manage the procurement processes across
 the organization including spend management, product catalog and vendor database.
Scenario 5 – Fred also manages contracts
                                                     What We’ll Cover
                Fred S. Benjamin


Administrator
                Purchasing Head                      • Contract dashboard
   Global                                            • Contracts library
                Fred is responsible managing the
                organizational procurement           • Clause library
                process including managing spend,
                standardizing catalog and vendors.   • Contract templates




 Fred uses the Contract Dashboard to create and manage procurement contracts
 across the organization.
Proven Benefits
                     Reduce Costs                                                Control Spend                                       Easier Decisions
                     Reduce procurement                                          Control where and how much is                       Get access to the approved
                     administration costs by up to                               spent using spend limits.                           products and vendors in your




                                                      For Procurement Managers
                     60%.                                                        Reduce maverick purchasing.                         organization. Know what your
                                                                                                                                     colleagues are buying.
For Administrators




                     Simpler Governance                                          Purchase Compliance




                                                                                                                    For Requestors
                     Automatically routes                                        Make use of logs and approvals                      Faster, Informed Purchasing
                     requisitions to the authorized                              to assure each procurement                          Avoid paperwork, fax and filing
                     approvers.                                                  complies with your policies.                        of forms using smarter forms
                     Delegate locations or BU to                                                                                     from a browser. Keep track of
                     make tactical procurement                                   Vendor Collaboration                                your procurement request
                     decisions best suited to their                              Easily share and get feedback                       status anytime and anywhere.
                     needs.                                                      from vendors.
                                                                                                                                     Reduce Procurement Errors
                     Better visibility                                           Procurement Insights                                Prevent errors in data entry,
                     Identify where the most spend                               Understand your organizational                      lost Invoices or purchase orders.
                     occurs ,on what products. Plan                              buying patterns and build                           Get the right product at the
                     for stock needs and track of                                insights into vendor and product                    right place at the right time.
                     budget.                                                     selection.
AGENDA


1    Setting Up the Context


2    The Vision


3    Demo – A Business Scenario Walkthrough


4    Upcoming Modules and Scenarios


5    Implementation Models & Approach
Upcoming Modules
01
     Vendor Sourcing

02
     Time & Expense Management

03
     Goods Receipt & Inventory Management

04
     Capital Budgeting Management
AGENDA


1    Setting Up the Context


2    The Vision


3    Insights – Why SharePoint 2010


4    Demo – A Business Scenario Walk through


5    Implementation Models & Approach
Implementation Models
•   Centralized Procurement [with many distributed offices]

•   eProcurement with employee self service & approvals

•   Catalog and non-catalog items procurement

•   Purchasing management

•   Vendor management

•   eCommerce and order fullfilment
Providing Turnkey Implementations
                                                                   Business Case
                                                                     Definition

•   This cycle is repeated for turnkey solution
    implementation for automation of each process                                   Requirements &
                                                        Go Live
    within the procurement ecosystem                                                Process Study




                                         Training & Pilot                                 Gap Analysis
                                                  Release




                                                       Testing                      Implementation Plan




                                                                  Customization &
                                                                   Configuration
Customization and Support


Common Customizations                Support Options


   •   Branding                         •   Infrastructure Support
   •   Integration                      •   Application Support
   •   Interfacing for Master Data      •   Administrative Support
   •   Approval Workflow Templates      •   Content Migration
   •   Reminders & Notifications        •   Training & Consulting
   •   Multi lingual Content
       Management
   •   Custom Reports
Thank You
Next steps,
• Learn more about our procurement solution
• Have our Sales team contact you
• See more application scenarios
• Spread the word around


Meanwhile, if you have further questions, or would like to know more about our product, please
don’t hesitate to give us a call at (770) 569 1240 ext:114, or send an email to
abeasley@optimusbt.com with your queries.

More Related Content

What's hot

Purchasing and Procurement management
Purchasing and Procurement managementPurchasing and Procurement management
Purchasing and Procurement managementFarouk Nasser
 
Procurement PowerPoint Presentation Slides
Procurement PowerPoint Presentation SlidesProcurement PowerPoint Presentation Slides
Procurement PowerPoint Presentation SlidesSlideTeam
 
Strategic Sourcing & E Procurement
Strategic Sourcing & E ProcurementStrategic Sourcing & E Procurement
Strategic Sourcing & E ProcurementAnand Subramaniam
 
Presentation on procurement
Presentation on procurementPresentation on procurement
Presentation on procurementMuhammad Fahim
 
Strategic Sourcing Process
Strategic Sourcing ProcessStrategic Sourcing Process
Strategic Sourcing ProcessJames Martin
 
7 step strategic sourcing
7 step strategic sourcing7 step strategic sourcing
7 step strategic sourcingNimisis
 
Procedure for purchasing, purchasing orders, and selection of suppliers
Procedure for purchasing, purchasing orders, and selection of suppliersProcedure for purchasing, purchasing orders, and selection of suppliers
Procedure for purchasing, purchasing orders, and selection of suppliersQusi Alqarqaz
 
ERP Procure to Pay Workflow
ERP Procure to Pay WorkflowERP Procure to Pay Workflow
ERP Procure to Pay WorkflowSodtech
 
Strategic Sourcing
Strategic SourcingStrategic Sourcing
Strategic SourcingBrett Allen
 
Procurement Powerpoint Presentation Slides
Procurement Powerpoint Presentation SlidesProcurement Powerpoint Presentation Slides
Procurement Powerpoint Presentation SlidesSlideTeam
 
Strategic Purchasing Supply Initiatives
Strategic Purchasing Supply InitiativesStrategic Purchasing Supply Initiatives
Strategic Purchasing Supply Initiativesignasuhe
 
Procurement
ProcurementProcurement
Procurementasim78
 

What's hot (20)

Procure to Pay
Procure to Pay Procure to Pay
Procure to Pay
 
Vendor Management
Vendor ManagementVendor Management
Vendor Management
 
Purchasing and Procurement management
Purchasing and Procurement managementPurchasing and Procurement management
Purchasing and Procurement management
 
Procurement PowerPoint Presentation Slides
Procurement PowerPoint Presentation SlidesProcurement PowerPoint Presentation Slides
Procurement PowerPoint Presentation Slides
 
Strategic Sourcing & E Procurement
Strategic Sourcing & E ProcurementStrategic Sourcing & E Procurement
Strategic Sourcing & E Procurement
 
Vendor Management
Vendor ManagementVendor Management
Vendor Management
 
Presentation on procurement
Presentation on procurementPresentation on procurement
Presentation on procurement
 
Procurement management
Procurement managementProcurement management
Procurement management
 
Procurement Presentation
Procurement PresentationProcurement Presentation
Procurement Presentation
 
Strategic Sourcing Process
Strategic Sourcing ProcessStrategic Sourcing Process
Strategic Sourcing Process
 
7 step strategic sourcing
7 step strategic sourcing7 step strategic sourcing
7 step strategic sourcing
 
Procurement kpi's and strategic sourcing
Procurement kpi's  and strategic sourcingProcurement kpi's  and strategic sourcing
Procurement kpi's and strategic sourcing
 
Procedure for purchasing, purchasing orders, and selection of suppliers
Procedure for purchasing, purchasing orders, and selection of suppliersProcedure for purchasing, purchasing orders, and selection of suppliers
Procedure for purchasing, purchasing orders, and selection of suppliers
 
PROCUREMENT
PROCUREMENTPROCUREMENT
PROCUREMENT
 
ERP Procure to Pay Workflow
ERP Procure to Pay WorkflowERP Procure to Pay Workflow
ERP Procure to Pay Workflow
 
Procurement documentation & processes
Procurement documentation & processesProcurement documentation & processes
Procurement documentation & processes
 
Strategic Sourcing
Strategic SourcingStrategic Sourcing
Strategic Sourcing
 
Procurement Powerpoint Presentation Slides
Procurement Powerpoint Presentation SlidesProcurement Powerpoint Presentation Slides
Procurement Powerpoint Presentation Slides
 
Strategic Purchasing Supply Initiatives
Strategic Purchasing Supply InitiativesStrategic Purchasing Supply Initiatives
Strategic Purchasing Supply Initiatives
 
Procurement
ProcurementProcurement
Procurement
 

Viewers also liked

Top 10 Procurement KPI\'s
Top 10 Procurement KPI\'sTop 10 Procurement KPI\'s
Top 10 Procurement KPI\'samberkar
 
Procurement Processes in Automotive Manufacturing
Procurement Processes in Automotive ManufacturingProcurement Processes in Automotive Manufacturing
Procurement Processes in Automotive ManufacturingKevin Harmon-Smith
 
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011 Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011 International Atomic Energy Agency
 
A case study in offshore wind farm project management
A case study in offshore wind farm project managementA case study in offshore wind farm project management
A case study in offshore wind farm project managementmtingle
 
Pmp – pmbok 5th edition chapter7 project cost management
Pmp – pmbok 5th edition chapter7 project cost managementPmp – pmbok 5th edition chapter7 project cost management
Pmp – pmbok 5th edition chapter7 project cost managementYudha Pratama, PMP
 
10 Ways To Improve Your Purchasing Department
10 Ways To Improve Your Purchasing Department10 Ways To Improve Your Purchasing Department
10 Ways To Improve Your Purchasing DepartmentKeith Taylor
 

Viewers also liked (8)

Top 10 Procurement KPI\'s
Top 10 Procurement KPI\'sTop 10 Procurement KPI\'s
Top 10 Procurement KPI\'s
 
Procurement: Strategies | Best Practices
Procurement: Strategies | Best PracticesProcurement: Strategies | Best Practices
Procurement: Strategies | Best Practices
 
Procurement Processes in Automotive Manufacturing
Procurement Processes in Automotive ManufacturingProcurement Processes in Automotive Manufacturing
Procurement Processes in Automotive Manufacturing
 
PROCUREMENT
PROCUREMENTPROCUREMENT
PROCUREMENT
 
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011 Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011
Table 1: Unit 1 Reactor: Fukushima Daiichi Nuclear Power Plant - 11 May 2011
 
A case study in offshore wind farm project management
A case study in offshore wind farm project managementA case study in offshore wind farm project management
A case study in offshore wind farm project management
 
Pmp – pmbok 5th edition chapter7 project cost management
Pmp – pmbok 5th edition chapter7 project cost managementPmp – pmbok 5th edition chapter7 project cost management
Pmp – pmbok 5th edition chapter7 project cost management
 
10 Ways To Improve Your Purchasing Department
10 Ways To Improve Your Purchasing Department10 Ways To Improve Your Purchasing Department
10 Ways To Improve Your Purchasing Department
 

Similar to Purchasing, Procurement, Vendor, Contract and RFP Process Management with SharePoint

Managing Contract Obligations and Milestones with SharePoint
Managing Contract Obligations and Milestones with SharePointManaging Contract Obligations and Milestones with SharePoint
Managing Contract Obligations and Milestones with SharePointOptimus BT
 
Addressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointAddressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointOptimus BT
 
Simplifying Contract Lifecycle Management with SharePoint
Simplifying Contract Lifecycle Management with SharePointSimplifying Contract Lifecycle Management with SharePoint
Simplifying Contract Lifecycle Management with SharePointOptimus BT
 
Seven Habits of Highly Successful Procure-to-pay Programs
Seven Habits of Highly Successful Procure-to-pay ProgramsSeven Habits of Highly Successful Procure-to-pay Programs
Seven Habits of Highly Successful Procure-to-pay ProgramsSAP Ariba
 
#UKISUG11 conference | Accelerating E-Invoice adoption
#UKISUG11 conference | Accelerating E-Invoice adoption#UKISUG11 conference | Accelerating E-Invoice adoption
#UKISUG11 conference | Accelerating E-Invoice adoptionSebastian Vitzthum
 
Practix032006
Practix032006Practix032006
Practix032006rakesh_pg
 
How to build an E-procurement Machine - Concept to-control
How to build an E-procurement Machine - Concept to-controlHow to build an E-procurement Machine - Concept to-control
How to build an E-procurement Machine - Concept to-controlCoupa Software
 
Case Study - Investment Approval Workflow Application
Case Study - Investment Approval Workflow ApplicationCase Study - Investment Approval Workflow Application
Case Study - Investment Approval Workflow ApplicationProgressive InfoTech
 
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...Coupa Software
 
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement Program
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement ProgramAriba Knowledge Nuggets - Developing a Successful Supplier Enablement Program
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement ProgramSAP Ariba
 
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...Karen Ferris
 
Prodigo Webinar Series: Your eProcurement Playbook: 5 Must Have Strategies f...
Prodigo Webinar Series:  Your eProcurement Playbook: 5 Must Have Strategies f...Prodigo Webinar Series:  Your eProcurement Playbook: 5 Must Have Strategies f...
Prodigo Webinar Series: Your eProcurement Playbook: 5 Must Have Strategies f...Prodigo Solutions, LLC
 
2011 open world oracle update_sales_and_service_contracts
2011 open world oracle update_sales_and_service_contracts2011 open world oracle update_sales_and_service_contracts
2011 open world oracle update_sales_and_service_contractsDZee Solutions
 
Best Contracting Practices for Business.ppt
Best Contracting Practices for Business.pptBest Contracting Practices for Business.ppt
Best Contracting Practices for Business.pptKausaromarOmar
 
Expect More Value. Get More Value.
Expect More Value. Get More Value.Expect More Value. Get More Value.
Expect More Value. Get More Value.Riverbed Technology
 
What's New in Novell Identity Manager 4.0
What's New in Novell Identity Manager 4.0What's New in Novell Identity Manager 4.0
What's New in Novell Identity Manager 4.0Novell
 
Designing a Win-Win SLA for Users & Providers - Key Factors to Consider
Designing a Win-Win SLA for Users & Providers - Key Factors to ConsiderDesigning a Win-Win SLA for Users & Providers - Key Factors to Consider
Designing a Win-Win SLA for Users & Providers - Key Factors to ConsiderFung Ping
 
The Power of Complete AP Automation Webinar
The Power of Complete AP Automation WebinarThe Power of Complete AP Automation Webinar
The Power of Complete AP Automation WebinarTradeshift
 

Similar to Purchasing, Procurement, Vendor, Contract and RFP Process Management with SharePoint (20)

Managing Contract Obligations and Milestones with SharePoint
Managing Contract Obligations and Milestones with SharePointManaging Contract Obligations and Milestones with SharePoint
Managing Contract Obligations and Milestones with SharePoint
 
Addressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePointAddressing Contract Management Needs with SharePoint
Addressing Contract Management Needs with SharePoint
 
Simplifying Contract Lifecycle Management with SharePoint
Simplifying Contract Lifecycle Management with SharePointSimplifying Contract Lifecycle Management with SharePoint
Simplifying Contract Lifecycle Management with SharePoint
 
Seven Habits of Highly Successful Procure-to-pay Programs
Seven Habits of Highly Successful Procure-to-pay ProgramsSeven Habits of Highly Successful Procure-to-pay Programs
Seven Habits of Highly Successful Procure-to-pay Programs
 
#UKISUG11 conference | Accelerating E-Invoice adoption
#UKISUG11 conference | Accelerating E-Invoice adoption#UKISUG11 conference | Accelerating E-Invoice adoption
#UKISUG11 conference | Accelerating E-Invoice adoption
 
Practix032006
Practix032006Practix032006
Practix032006
 
How to build an E-procurement Machine - Concept to-control
How to build an E-procurement Machine - Concept to-controlHow to build an E-procurement Machine - Concept to-control
How to build an E-procurement Machine - Concept to-control
 
Case Study - Investment Approval Workflow Application
Case Study - Investment Approval Workflow ApplicationCase Study - Investment Approval Workflow Application
Case Study - Investment Approval Workflow Application
 
Team b brokerforce v5.5
Team b   brokerforce v5.5Team b   brokerforce v5.5
Team b brokerforce v5.5
 
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...
Urgent Purchasing - How One Procurement Professional Took Matters Into His Ow...
 
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement Program
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement ProgramAriba Knowledge Nuggets - Developing a Successful Supplier Enablement Program
Ariba Knowledge Nuggets - Developing a Successful Supplier Enablement Program
 
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...
Armed and Extremely Dangerous - The Service Catalogue Is More Than Just a Too...
 
Prodigo Webinar Series: Your eProcurement Playbook: 5 Must Have Strategies f...
Prodigo Webinar Series:  Your eProcurement Playbook: 5 Must Have Strategies f...Prodigo Webinar Series:  Your eProcurement Playbook: 5 Must Have Strategies f...
Prodigo Webinar Series: Your eProcurement Playbook: 5 Must Have Strategies f...
 
ECM: Bridging Content Process and Compliance Divide
ECM: Bridging Content Process and Compliance DivideECM: Bridging Content Process and Compliance Divide
ECM: Bridging Content Process and Compliance Divide
 
2011 open world oracle update_sales_and_service_contracts
2011 open world oracle update_sales_and_service_contracts2011 open world oracle update_sales_and_service_contracts
2011 open world oracle update_sales_and_service_contracts
 
Best Contracting Practices for Business.ppt
Best Contracting Practices for Business.pptBest Contracting Practices for Business.ppt
Best Contracting Practices for Business.ppt
 
Expect More Value. Get More Value.
Expect More Value. Get More Value.Expect More Value. Get More Value.
Expect More Value. Get More Value.
 
What's New in Novell Identity Manager 4.0
What's New in Novell Identity Manager 4.0What's New in Novell Identity Manager 4.0
What's New in Novell Identity Manager 4.0
 
Designing a Win-Win SLA for Users & Providers - Key Factors to Consider
Designing a Win-Win SLA for Users & Providers - Key Factors to ConsiderDesigning a Win-Win SLA for Users & Providers - Key Factors to Consider
Designing a Win-Win SLA for Users & Providers - Key Factors to Consider
 
The Power of Complete AP Automation Webinar
The Power of Complete AP Automation WebinarThe Power of Complete AP Automation Webinar
The Power of Complete AP Automation Webinar
 

More from Optimus BT

Healthcare and Hospital Contract Management
Healthcare and Hospital Contract ManagementHealthcare and Hospital Contract Management
Healthcare and Hospital Contract ManagementOptimus BT
 
Advantages of econtract +office 365 integrated contract management
Advantages of econtract +office 365 integrated contract managementAdvantages of econtract +office 365 integrated contract management
Advantages of econtract +office 365 integrated contract managementOptimus BT
 
10 crucial must have features in a Contract Management Software
10 crucial must have features in a Contract Management Software10 crucial must have features in a Contract Management Software
10 crucial must have features in a Contract Management SoftwareOptimus BT
 
8 Benefit of Contract Management Software for businesses
8 Benefit of Contract Management Software for businesses 8 Benefit of Contract Management Software for businesses
8 Benefit of Contract Management Software for businesses Optimus BT
 
Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Optimus BT
 
Pervasive knowledge management & learning with SharePoint
Pervasive knowledge management & learning with SharePointPervasive knowledge management & learning with SharePoint
Pervasive knowledge management & learning with SharePointOptimus BT
 
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...Optimus BT
 
Healthcare solutions with SharePoint
Healthcare solutions with SharePointHealthcare solutions with SharePoint
Healthcare solutions with SharePointOptimus BT
 
Fostering enterprise collaboration, web 2.0 and good governance with share point
Fostering enterprise collaboration, web 2.0 and good governance with share pointFostering enterprise collaboration, web 2.0 and good governance with share point
Fostering enterprise collaboration, web 2.0 and good governance with share pointOptimus BT
 
Share point 2010 why should you care to invest
Share point 2010   why should you care to investShare point 2010   why should you care to invest
Share point 2010 why should you care to investOptimus BT
 
SharePoint Intranet Trends & Best Practices: 2010 and beyond
SharePoint Intranet Trends & Best Practices: 2010 and beyond SharePoint Intranet Trends & Best Practices: 2010 and beyond
SharePoint Intranet Trends & Best Practices: 2010 and beyond Optimus BT
 
Web Content Management With Share Point
Web Content Management With Share PointWeb Content Management With Share Point
Web Content Management With Share PointOptimus BT
 

More from Optimus BT (12)

Healthcare and Hospital Contract Management
Healthcare and Hospital Contract ManagementHealthcare and Hospital Contract Management
Healthcare and Hospital Contract Management
 
Advantages of econtract +office 365 integrated contract management
Advantages of econtract +office 365 integrated contract managementAdvantages of econtract +office 365 integrated contract management
Advantages of econtract +office 365 integrated contract management
 
10 crucial must have features in a Contract Management Software
10 crucial must have features in a Contract Management Software10 crucial must have features in a Contract Management Software
10 crucial must have features in a Contract Management Software
 
8 Benefit of Contract Management Software for businesses
8 Benefit of Contract Management Software for businesses 8 Benefit of Contract Management Software for businesses
8 Benefit of Contract Management Software for businesses
 
Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365Contract Management with SharePoint and Office365
Contract Management with SharePoint and Office365
 
Pervasive knowledge management & learning with SharePoint
Pervasive knowledge management & learning with SharePointPervasive knowledge management & learning with SharePoint
Pervasive knowledge management & learning with SharePoint
 
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...
Business Intelligence, Portals, Dashboards and Operational Matrix with ShareP...
 
Healthcare solutions with SharePoint
Healthcare solutions with SharePointHealthcare solutions with SharePoint
Healthcare solutions with SharePoint
 
Fostering enterprise collaboration, web 2.0 and good governance with share point
Fostering enterprise collaboration, web 2.0 and good governance with share pointFostering enterprise collaboration, web 2.0 and good governance with share point
Fostering enterprise collaboration, web 2.0 and good governance with share point
 
Share point 2010 why should you care to invest
Share point 2010   why should you care to investShare point 2010   why should you care to invest
Share point 2010 why should you care to invest
 
SharePoint Intranet Trends & Best Practices: 2010 and beyond
SharePoint Intranet Trends & Best Practices: 2010 and beyond SharePoint Intranet Trends & Best Practices: 2010 and beyond
SharePoint Intranet Trends & Best Practices: 2010 and beyond
 
Web Content Management With Share Point
Web Content Management With Share PointWeb Content Management With Share Point
Web Content Management With Share Point
 

Recently uploaded

The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...Wes McKinney
 
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...JET Technology Labs White Paper for Virtualized Security and Encryption Techn...
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...amber724300
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Kaya Weers
 
Accelerating Enterprise Software Engineering with Platformless
Accelerating Enterprise Software Engineering with PlatformlessAccelerating Enterprise Software Engineering with Platformless
Accelerating Enterprise Software Engineering with PlatformlessWSO2
 
Decarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityDecarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityIES VE
 
Abdul Kader Baba- Managing Cybersecurity Risks and Compliance Requirements i...
Abdul Kader Baba- Managing Cybersecurity Risks  and Compliance Requirements i...Abdul Kader Baba- Managing Cybersecurity Risks  and Compliance Requirements i...
Abdul Kader Baba- Managing Cybersecurity Risks and Compliance Requirements i...itnewsafrica
 
Manual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditManual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditSkynet Technologies
 
All These Sophisticated Attacks, Can We Really Detect Them - PDF
All These Sophisticated Attacks, Can We Really Detect Them - PDFAll These Sophisticated Attacks, Can We Really Detect Them - PDF
All These Sophisticated Attacks, Can We Really Detect Them - PDFMichael Gough
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsRavi Sanghani
 
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Nikki Chapple
 
A Glance At The Java Performance Toolbox
A Glance At The Java Performance ToolboxA Glance At The Java Performance Toolbox
A Glance At The Java Performance ToolboxAna-Maria Mihalceanu
 
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfSo einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfpanagenda
 
Landscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfLandscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfAarwolf Industries LLC
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfNeo4j
 
Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Karmanjay Verma
 
2024 April Patch Tuesday
2024 April Patch Tuesday2024 April Patch Tuesday
2024 April Patch TuesdayIvanti
 
React JS; all concepts. Contains React Features, JSX, functional & Class comp...
React JS; all concepts. Contains React Features, JSX, functional & Class comp...React JS; all concepts. Contains React Features, JSX, functional & Class comp...
React JS; all concepts. Contains React Features, JSX, functional & Class comp...Karmanjay Verma
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesManik S Magar
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observabilityitnewsafrica
 
React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkPixlogix Infotech
 

Recently uploaded (20)

The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
 
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...JET Technology Labs White Paper for Virtualized Security and Encryption Techn...
JET Technology Labs White Paper for Virtualized Security and Encryption Techn...
 
Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)Design pattern talk by Kaya Weers - 2024 (v2)
Design pattern talk by Kaya Weers - 2024 (v2)
 
Accelerating Enterprise Software Engineering with Platformless
Accelerating Enterprise Software Engineering with PlatformlessAccelerating Enterprise Software Engineering with Platformless
Accelerating Enterprise Software Engineering with Platformless
 
Decarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityDecarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a reality
 
Abdul Kader Baba- Managing Cybersecurity Risks and Compliance Requirements i...
Abdul Kader Baba- Managing Cybersecurity Risks  and Compliance Requirements i...Abdul Kader Baba- Managing Cybersecurity Risks  and Compliance Requirements i...
Abdul Kader Baba- Managing Cybersecurity Risks and Compliance Requirements i...
 
Manual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance AuditManual 508 Accessibility Compliance Audit
Manual 508 Accessibility Compliance Audit
 
All These Sophisticated Attacks, Can We Really Detect Them - PDF
All These Sophisticated Attacks, Can We Really Detect Them - PDFAll These Sophisticated Attacks, Can We Really Detect Them - PDF
All These Sophisticated Attacks, Can We Really Detect Them - PDF
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and Insights
 
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
Microsoft 365 Copilot: How to boost your productivity with AI – Part one: Ado...
 
A Glance At The Java Performance Toolbox
A Glance At The Java Performance ToolboxA Glance At The Java Performance Toolbox
A Glance At The Java Performance Toolbox
 
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfSo einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
 
Landscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdfLandscape Catalogue 2024 Australia-1.pdf
Landscape Catalogue 2024 Australia-1.pdf
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdf
 
Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#Microservices, Docker deploy and Microservices source code in C#
Microservices, Docker deploy and Microservices source code in C#
 
2024 April Patch Tuesday
2024 April Patch Tuesday2024 April Patch Tuesday
2024 April Patch Tuesday
 
React JS; all concepts. Contains React Features, JSX, functional & Class comp...
React JS; all concepts. Contains React Features, JSX, functional & Class comp...React JS; all concepts. Contains React Features, JSX, functional & Class comp...
React JS; all concepts. Contains React Features, JSX, functional & Class comp...
 
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotesMuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
MuleSoft Online Meetup Group - B2B Crash Course: Release SparkNotes
 
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security ObservabilityGlenn Lazarus- Why Your Observability Strategy Needs Security Observability
Glenn Lazarus- Why Your Observability Strategy Needs Security Observability
 
React Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App FrameworkReact Native vs Ionic - The Best Mobile App Framework
React Native vs Ionic - The Best Mobile App Framework
 

Purchasing, Procurement, Vendor, Contract and RFP Process Management with SharePoint

  • 1. Procurement, Contract, Purchasing and Vendor Management Processes with SharePoint Presenting a SharePoint based solution to help customers streamline Procurement, Purchasing, Contract and Vendor Management Processes for their organization
  • 2. We think the Internet and the adoption FEATURED CUSTOMERS OUR PASSION of trends on the Internet are a leading Indicator for the upcoming innovations in the Enterprise. We are passionate about Products helping our customers Interpret, leverage and maximize the business benefits of • Purchasing Automation with SharePoint these incremental or disruptive trends • eCommerce with SharePoint and making it a reality in their operating environment. SharePoint Add-Ons • Delegate n Extend for Active Directory • SharePoint Room Reservation OUR VISION Be a leader in the adoption of new and • Resolve 2.0 for SharePoint significant trends in the technology marketplace that influence our customer’s business. Pace ourselves to Services the Urgent needs of our customers. Be a Trusted Advisor. Add Value to every • Intranets 2.0 relationship. • SharePoint Application Development • Idea and Innovation Management • Social Platforms & Social Media • Project Management & Collaboration Uncompromising focus on the success of PARTNERSHIPS OUR VALUE • Business Intelligence solutions every relationship, project and solution. We go the extra mile, stay the extra night in our quest to help our customers achieve the 110% results from the investments they are making with us and the solutions we build.
  • 3. AGENDA 1 Setting Up the Context 2 The Vision 3 Demo – Walkthrough of a Business Scenario 4 Upcoming Modules and Scenarios 5 Implementation Models & Approach
  • 4. AGENDA 1 Setting Up the Context 2 The Vision 3 Demo – Walkthrough of a Business Scenario 4 Upcoming Modules and Scenarios 5 Implementation Models & Approach
  • 5. Gaps in traditional Procurement Processes Sequential set of Procure to Pay Activities An employee submits a Approval for the requisition Creation and publishing of Creation of PO and sending The requestor or the Received goods may be Receive and process requisition for purchase of from line managers, RFx; Referring to contracts it to the vendor inventory receives goods or returned or needs to be invoice received from goods or service inventory, finance etc. if available. service. replaced for various vendor for the goods or reasons. service provided. Goods Receipt / Requisition Approvals RFx Processing PO Processing Returns & Replacement Invoicing Service Entry Issues / Gaps Issues / Gaps Issues / Gaps Issues / Gaps Issues / Gaps Issues / Gaps Issues / Gaps Requestor does not have Difficulty in referring to Limited access to list of Needs access to multiple Goods receipt and Service Time consuming and Making revisions and access to updated list of spend limits and budget. approved vendors, and systems like accounting process not flexibly based manual request for changes not easy. approved products and difficulty in finding new and financials. on product or service type. replacement or returns. Difficult to track back to Usually done through fax vendors vendors. Usually takes the complete requestor and other Only transactional Does not directly link to and emails between cycle. Manual Paper/Email approvers for more Vendor responses information available as vendor performance. No vendor and accounts based processes details. received through email part of purchase orders on the spot feedback. Inability to specify reason department. and faxes not tracked for return or replacement Requestor not aware of Inability to check if there is Purchase Orders not Does not update current Misplaced and duplicate clearly using long forms. the right product to an already existing Evaluation of vendor referred to contracts or RFx inventory automatically on invoices. Tracking of procure contract for the particular responses time responses. receiving. invoice status is a manual request. consuming and manual. process. Difficult to refer to Manual update to invoice policies and procedures Partial approvals and edits RFx process and processing and accounts for approvals, spend has to go through new evaluation is same for all payable. limits etc. requisition process product and service types. Inability to keep track of Difficult to keep track of requisitions made. approval history Status updates through phone & emails.
  • 6. AGENDA 1 Setting Up the Context 2 The Vision 3 Demo – A Business Scenario Walkthrough 4 Upcoming Modules and Scenarios 5 Implementation Models & Approach
  • 7. The Vision n Co itio nt Man ntrac uis eq geme R a age t men Requestor n t Ma Requestors Portal ent En D o cu m te Se rpris RF age ng mt Ma Mg xo ta & a rc e Q rci my h n & Ta tada Accounting ou no RF nt eS Approver me C o n mt Me P Mg Portal Approvers tent Reporting Microsoft WMS Tools SharePoint 2010 Wo ms & ws Ca sed age rder rkflo Ba tal Pr Storefront For t ERP men In astr og oc In Ma n a s e O te u Portal fr /No ure gr ctu Location/Office at ion n C me i o re ra t ch Managers n Sit Infra es bo ls ata nt Pur lla struc Co Too Legacy log tur e Administrator Central Portal Ma Ven r y & ts na dor nto p Procurement ge me Inve Recie Admin nt Go ods
  • 8. How we are building the solution • Optimus BT provides a set of Procurement and Commerce related Upgrades functional modules which form the base product. • These modules can be optionally enhanced with Add Ons Customizations • Other modules can be added to the system whenever required and works in sync with existing modules Optional Add-Ons • Organization Specific customizations are made to provide a turnkey solution. Major Modules Optional Add Ons Major Modules Requisition Management Product Database Catalog based Procurement Vendor Database RFx Management Vendor Extranet Portal Microsoft Infrastructure Contracts Management Location Storefronts Vendor Management Workflow Templates … SharePoi Office Exchange nt 2010 2007 & AD Purchase Order Management …
  • 9. AGENDA 1 Setting Up the Context 2 The Vision 3 Demo – A Business Scenario Walkthrough 4 Upcoming Modules and Scenarios 5 Implementation Models & Approach
  • 10. Roles Involved … Rachel A. Simms John K. McDonald Employee Manager Requestor Approver Rachel is an employee and wants to John is immediate manager for make requests for the necessary Rachel and responsible for review software required for IT and approval of requests placed by infrastructure upgrade. Rachel and others from the team. Tom J. Smith Fred S. Benjamin Administrator Administrator Procurement Procurement Administrator Purchasing Head Global Tom evaluates the approved Fred is responsible managing the requests and creates PO/ RFQ by organizational procurement selecting appropriate Vendors & process including managing spend, Suppliers. standardizing catalog and vendors.
  • 11. Scenario 1 – Rachel Creates a Requisition What We’ll Cover Rachel A. Simms Employee • The requestor dashboard Requestor Rachel is an employee and wants to • Create a new requisition make requests for the necessary • Browse and add products from catalog software required for IT infrastructure upgrade. • Add non catalog products • Submit the requisition for approval Rachel can carry out this activity by using the Requisition Dashboard. The dashboard provides Rachel with an easy to fill form using which she can place the requisition for approval. The dashboard also allows Rachel to view and track the status of the requests that she has placed and also quick statistics around her requests.
  • 12. Scenario 2 – John Approves the Requisition What We’ll Cover John K. McDonald Manager • The approver dashboard Approver • Reviewing the requisition placed by his team John is immediate manager for Rachel and responsible for review • Approving the requisition with comments and approval of requests placed by Rachel and others from the team. • View spend statistics for his department John can use the Approver Dashboard to review and approve requisitions placed by Rachel and other team members. The dashboard provides a summarized view of the requisitions in easy to review manner. The dashboard also allows John to view and track the status of any pending requisitions as well as the spend for his department.
  • 13. Scenario 3 – Tom Creates a Purchase Order What We’ll Cover Tom J. Smith Administrator • The storefront dashboard Procurement Procurement Administrator Tom evaluates the approved • Viewing approved requisitions requests and creates PO/ RFQ by • Filling in the PO creation form selecting appropriate Vendors & Suppliers. • Creating and submitting the PO for further processing. • How to track and manage POs Tom uses the Storefront Dashboard to review all the approved requisitions and create purchase orders. The dashboard also allows Tom to view and track the status of the purchase orders that are already created and manage them efficiently.
  • 14. Scenario 4 – Fred manages the process What We’ll Cover Fred S. Benjamin Administrator Purchasing Head • The administrator dashboard Global • View overall spend Fred is responsible managing the organizational procurement • View procurement reports process including managing spend, standardizing catalog and vendors. • Browse and manage product catalog • Browse and manage vendor database Fred uses the Administrator Dashboard to manage the procurement processes across the organization including spend management, product catalog and vendor database.
  • 15. Scenario 5 – Fred also manages contracts What We’ll Cover Fred S. Benjamin Administrator Purchasing Head • Contract dashboard Global • Contracts library Fred is responsible managing the organizational procurement • Clause library process including managing spend, standardizing catalog and vendors. • Contract templates Fred uses the Contract Dashboard to create and manage procurement contracts across the organization.
  • 16. Proven Benefits Reduce Costs Control Spend Easier Decisions Reduce procurement Control where and how much is Get access to the approved administration costs by up to spent using spend limits. products and vendors in your For Procurement Managers 60%. Reduce maverick purchasing. organization. Know what your colleagues are buying. For Administrators Simpler Governance Purchase Compliance For Requestors Automatically routes Make use of logs and approvals Faster, Informed Purchasing requisitions to the authorized to assure each procurement Avoid paperwork, fax and filing approvers. complies with your policies. of forms using smarter forms Delegate locations or BU to from a browser. Keep track of make tactical procurement Vendor Collaboration your procurement request decisions best suited to their Easily share and get feedback status anytime and anywhere. needs. from vendors. Reduce Procurement Errors Better visibility Procurement Insights Prevent errors in data entry, Identify where the most spend Understand your organizational lost Invoices or purchase orders. occurs ,on what products. Plan buying patterns and build Get the right product at the for stock needs and track of insights into vendor and product right place at the right time. budget. selection.
  • 17. AGENDA 1 Setting Up the Context 2 The Vision 3 Demo – A Business Scenario Walkthrough 4 Upcoming Modules and Scenarios 5 Implementation Models & Approach
  • 18. Upcoming Modules 01 Vendor Sourcing 02 Time & Expense Management 03 Goods Receipt & Inventory Management 04 Capital Budgeting Management
  • 19. AGENDA 1 Setting Up the Context 2 The Vision 3 Insights – Why SharePoint 2010 4 Demo – A Business Scenario Walk through 5 Implementation Models & Approach
  • 20. Implementation Models • Centralized Procurement [with many distributed offices] • eProcurement with employee self service & approvals • Catalog and non-catalog items procurement • Purchasing management • Vendor management • eCommerce and order fullfilment
  • 21. Providing Turnkey Implementations Business Case Definition • This cycle is repeated for turnkey solution implementation for automation of each process Requirements & Go Live within the procurement ecosystem Process Study Training & Pilot Gap Analysis Release Testing Implementation Plan Customization & Configuration
  • 22. Customization and Support Common Customizations Support Options • Branding • Infrastructure Support • Integration • Application Support • Interfacing for Master Data • Administrative Support • Approval Workflow Templates • Content Migration • Reminders & Notifications • Training & Consulting • Multi lingual Content Management • Custom Reports
  • 23. Thank You Next steps, • Learn more about our procurement solution • Have our Sales team contact you • See more application scenarios • Spread the word around Meanwhile, if you have further questions, or would like to know more about our product, please don’t hesitate to give us a call at (770) 569 1240 ext:114, or send an email to abeasley@optimusbt.com with your queries.