The document outlines a change process to increase the capacity and efficiency of an accounting system. It involves modifying the system to first capture pricing information from purchase orders and sales orders before physical transactions occur. It then refines the bill of lading process to record accurate quantities at delivery. Finally, it creates a report to streamline fuel tax reporting using the new data captured. The change process emphasizes making only one change at a time to successfully implement improvements.

2. Objective:
Define the “change process”
Overview / accounting primer
Identify project objective
Talk about how {discussion}

3. What is the change process?
1. Modify
2. Test
3. Refine, improve
4. Implement
5. Repeat

4. Change process
Rule 1 : {There is only one rule}
One thing at a time.

5. Change process: One thing at a time
# Changes # People Total #
Parameters
1 5 5
2 5 25
3 5 125

6. Accounting software overview
~ Great for infrequent
or custom analysis
~ Bad for data
warehousing
~ Good for predefined
reports / analysis
~ Great for data
warehousing
Spreadsheets: Accounting Software:

7. What do Accounting Systems do?
1. Provide predefined AP
and AR processes to follow
2. Link related documents:
i.e. Link the BOL to a PO or Invoice

8. What is the process? Think “document
stream”, left to right

9. What is the process? Think “document
stream”, left to right

10. Where does it go?

11. Where does it go?

13. Goal: Increase capacity
Increase the number
of transactions
Reduce errors
Increase efficiency of
accounting and
physical transactions

14. Objective: Utilize Grossman WOW
(GMW)
To complete fuel tax
reports
Manage pricing for a/r
Manage inventory
Cook bacon
Everything else….
Rule 1. One thing at a time

15. How: {discussion} Step 1. get the
quantity in GMW
BOL : Contains physical quantity, location, lot
#. It does not contain price information.

16. How: {discussion} Step 2 get the
price.
Sales order / Purchase order have price
BEFORE the physical transaction.

17. How: {discussion} Why not use
Invoices?
Invoice has price information AFTER the
physical transaction. Current practice is not
as timely if there is a missing BOL

18. Step 1. {discussion} get the prices in
GMW
Capture pricing information and by adopting a
PO and SO process.

19. Step 2. {discussion} Get the quantity
in GMW
Refine the BOL process to be timely and
accurate at point of delivery.

20. Step 3: Have a report made.
With the needed information in. Now a report
can be created and formatted to reduce time
spent on preparing a fuel tax report.
{Discussion}

21. Last Slide - Cute puppies