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DESIGN FOR AGILE
THE NEXT STEP ON THE AP PATH
1
ACCOUNTS PAYABLE
CURRENT WAY OF WORKING
10/6/2019 2
CUSTOMER SERVICE & STAKEHOLDER MANAGEMENT
LEAD & MOTIVATE SUPPLIER
MAXIMISE USER EXPERIENCE
TECHNOLOGY IN FINANCE
PROCESS & POLICIES
TRAVEL & ENTERTAINMENT
INTERNAL CONTROLS, RISK MANAGEMENT & COMPLIANCE
KPIS FOR BUSINESS PERFORMANCE
3
CUSTOMER SERVICE &
STAKEHOLDER MANAGEMENT
MEASURING CUSTOMER
SUCCESS
CUSTOMER SERVICE
BRAND & JOURNEY
MANAGING CUSTOMER
EXPECTATIONS
HANDLING COMPLAINTS
& MOVING TO
SOLUTIONS
10/6/2019 4
LEAD & MOTIVATE SUPPLIERS
Supplier
management an
Accounts
Payable
perspective
01
Supplier master
files
02
Supplier setup
process &
practices
03
Build & maintain
strong
relationships
with suppliers
04
5
MAXIMISE USER EXPERIENCE
ALIGNING THE
USER
EXPECTATIONS
TRAINING IN THE
WORKPLACE
CORE SKILLS FOR
THE AP
DEVELOPING
NON-TECHNICAL
SKILLS
10/6/2019 6
TECHNOLOGY IN FINANCE
Accounts Payable technology platforms & solutions
Improving Accounts Payable processes using technology
Digital mail & data capture
Robotic Process Automation (RPA)
7
PROCESS &
POLICIES
Essential accounting terminology
Fundamentals of a procurement department
Procure to Pay (P2P) as an end to end
process I
Invoice processing & handling best practices
Purchase orders & purchase requisitions
8
TRAVEL & ENTERTAINMENT
Policies & best
practices for success
Travel management
solutions
Fraud within corporate
& employee expenses
9
INTERNAL
CONTROLS, RISK
MANAGEMENT &
COMPLIANCE
Internal & process controls
Managing & reducing risk
10
KPIS FOR BUSINESS PERFORMANCE
Measuring the right
things in AP
Inputs and outputs –
balancing your
measures
What they mean &
what to do with them
Using your KPIs to
drive continuous
improvement
11

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Design for agile

  • 1. DESIGN FOR AGILE THE NEXT STEP ON THE AP PATH 1
  • 2. ACCOUNTS PAYABLE CURRENT WAY OF WORKING 10/6/2019 2
  • 3. CUSTOMER SERVICE & STAKEHOLDER MANAGEMENT LEAD & MOTIVATE SUPPLIER MAXIMISE USER EXPERIENCE TECHNOLOGY IN FINANCE PROCESS & POLICIES TRAVEL & ENTERTAINMENT INTERNAL CONTROLS, RISK MANAGEMENT & COMPLIANCE KPIS FOR BUSINESS PERFORMANCE 3
  • 4. CUSTOMER SERVICE & STAKEHOLDER MANAGEMENT MEASURING CUSTOMER SUCCESS CUSTOMER SERVICE BRAND & JOURNEY MANAGING CUSTOMER EXPECTATIONS HANDLING COMPLAINTS & MOVING TO SOLUTIONS 10/6/2019 4
  • 5. LEAD & MOTIVATE SUPPLIERS Supplier management an Accounts Payable perspective 01 Supplier master files 02 Supplier setup process & practices 03 Build & maintain strong relationships with suppliers 04 5
  • 6. MAXIMISE USER EXPERIENCE ALIGNING THE USER EXPECTATIONS TRAINING IN THE WORKPLACE CORE SKILLS FOR THE AP DEVELOPING NON-TECHNICAL SKILLS 10/6/2019 6
  • 7. TECHNOLOGY IN FINANCE Accounts Payable technology platforms & solutions Improving Accounts Payable processes using technology Digital mail & data capture Robotic Process Automation (RPA) 7
  • 8. PROCESS & POLICIES Essential accounting terminology Fundamentals of a procurement department Procure to Pay (P2P) as an end to end process I Invoice processing & handling best practices Purchase orders & purchase requisitions 8
  • 9. TRAVEL & ENTERTAINMENT Policies & best practices for success Travel management solutions Fraud within corporate & employee expenses 9
  • 10. INTERNAL CONTROLS, RISK MANAGEMENT & COMPLIANCE Internal & process controls Managing & reducing risk 10
  • 11. KPIS FOR BUSINESS PERFORMANCE Measuring the right things in AP Inputs and outputs – balancing your measures What they mean & what to do with them Using your KPIs to drive continuous improvement 11