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“ Managing the 8 th  Wonder of the World”  Using Vendor Contract Management to Manage Suppliers   John Godfrey & Marty Osborn Copyright © 2008 Infor. All rights reserved. www.infor.com.
Presenters ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide
Agenda Copyright © 2008 Infor. All rights reserved. www.infor.com. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Slide
What is it  ? - Goals of the Program Copyright © 2008 Infor. All rights reserved. www.infor.com. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Slide  ,[object Object],[object Object],[object Object],[object Object]
What is it about ? - Process Overview  Copyright © 2008 Infor. All rights reserved. www.infor.com. Customer Service Request Contract Request Slide  Customer needs help & submits Service Request - Automated WO Request created AP InforEAM Agent creates SR & Validates PO in EAM WO Issued to Supplier Goods or Services Receipted & Service request satisfied Invoice Received from Supplier Matched Order / Invoice / Receipt processed for Payment by Accounts Payable Payment to Supplier Agent creates Contract WO & PO in EAM Electronic  Budget, Cash Check &  Approval DoA CRM
What does it do? - Functionality Copyright © 2008 Infor. All rights reserved. www.infor.com. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Slide
Critical Components of Contract Management Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  Contract Management Contract  Setup Contract Execution Contract Finance   ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contract Setup Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Header Contract Amount Slide  Supplier Start/End Date Approval
Contract PM Schedule Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Trade Rate Contract PM Schedule Slide  Contract Header
Contract Work Order Generation Copyright © 2008 Infor. All rights reserved. www.infor.com. Work Order Generation Slide  Generate  to Date Generate
Contract Execution Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Notional PO Invoice Voucher Book Vendor Hours - Receipt Financial Controls FM Controls  Contract Work Order
Contract Execution – FM View Copyright © 2008 Infor. All rights reserved. www.infor.com. MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Link to the Parent Non Financial Statuses Slide  Contract Work Order No Manually Created PO’s or Invoices Totally Automated !
What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keys to Success Copyright © 2008 Infor. All rights reserved. www.infor.com. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Slide  Steering Group – Departmental Snr Mgmnt  provide clear leadership & commitment – Positively identify with the initiative – Assign owners – Identify KPI’s – Measure & publish Achievements Identify & Assign Subject Matter Experts (10-off) in Accounting – Facilities Mgmnt – Contracts – Procurement to represent & support users, & report on above KPI’s  Significant commitment required – Attendance to be mandatory170+ staff to be trained including 153 FM, Identify Superuser (20-off) New processes & Procedures to be introduced & explained - “Day in the Life” scenarios used to explain Roles &  Responsibilities Include achievement of KPI’s in Individual Performance Assessment criteria
High Level Timeline Month 1 Month 2 Month 3 Month 4 Month 5 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Slide  Copyright © 2008 Infor. All rights reserved. www.infor.com.
John Godfrey Glorisys  Partner & Program Manager UAE: +44 (0) 7855530443 Mail:  j0hng0dfrey@live.co.uk Q uestions & A nswers Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide  Marty Osborn Vice President & Partner ADVOCO Inc, Mail:   [email_address] ‘ Web:  www.advocoinc.com

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Inforum Middle East Contract Management Presentation

  • 1. “ Managing the 8 th Wonder of the World” Using Vendor Contract Management to Manage Suppliers John Godfrey & Marty Osborn Copyright © 2008 Infor. All rights reserved. www.infor.com.
  • 2.
  • 3.
  • 4.
  • 5. What is it about ? - Process Overview Copyright © 2008 Infor. All rights reserved. www.infor.com. Customer Service Request Contract Request Slide Customer needs help & submits Service Request - Automated WO Request created AP InforEAM Agent creates SR & Validates PO in EAM WO Issued to Supplier Goods or Services Receipted & Service request satisfied Invoice Received from Supplier Matched Order / Invoice / Receipt processed for Payment by Accounts Payable Payment to Supplier Agent creates Contract WO & PO in EAM Electronic Budget, Cash Check & Approval DoA CRM
  • 6.
  • 7.
  • 8. Contract Setup Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Header Contract Amount Slide Supplier Start/End Date Approval
  • 9. Contract PM Schedule Copyright © 2008 Infor. All rights reserved. www.infor.com. Contract Trade Rate Contract PM Schedule Slide Contract Header
  • 10. Contract Work Order Generation Copyright © 2008 Infor. All rights reserved. www.infor.com. Work Order Generation Slide Generate to Date Generate
  • 11. Contract Execution Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Notional PO Invoice Voucher Book Vendor Hours - Receipt Financial Controls FM Controls Contract Work Order
  • 12. Contract Execution – FM View Copyright © 2008 Infor. All rights reserved. www.infor.com. MEP–Child Work Order MEP–Child Work Order MEP–Child Work Order Link to the Parent Non Financial Statuses Slide Contract Work Order No Manually Created PO’s or Invoices Totally Automated !
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. John Godfrey Glorisys Partner & Program Manager UAE: +44 (0) 7855530443 Mail: j0hng0dfrey@live.co.uk Q uestions & A nswers Copyright © 2008 Infor. All rights reserved. www.infor.com. Slide Marty Osborn Vice President & Partner ADVOCO Inc, Mail: [email_address] ‘ Web: www.advocoinc.com

Notas del editor

  1. Copyright © 2008 Infor. All rights reserved. www.infor.com. Header Slide
  2. Intro slides
  3. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  4. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  5. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  6. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  7. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  8. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  9. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  10. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  11. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  12. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  13. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  14. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  15. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  16. Copyright © 2008 Infor. All rights reserved. www.infor.com.
  17. Copyright © 2008 Infor. All rights reserved. www.infor.com.