Learn how to leverage automation to drive spend visibility, control, and process efficiency.

1. A Roadmap for a Successful
P2P Automation Journey

2. Introduction
Barriers to P2P Automation
Secret Sauce of Successful Transformation
P2P Automation with Kissflow
ROI Calculator
Q&A
01
02
03
04
05
06
Agenda

3. What is e-Procurement?
E-procurement is the process of buying and selling goods and services over the Internet.
Digitize
Single source of truth for all
procurement related processes
Integrated system that listens and
talks to other systems
Spend visibility, risk reduction &
analytics
Automate
Transition from operational
excellence to strategic excellence
Better adherence to compliance
(e.g. contracts, supplier, etc.)
Reduced errors, increased TAT &
decreased costs
Contextualize
Open-up purchasing for all
Transition from buyer related UX to
requester & supplier related UX
Paradigm shift - reduce the role of
buyer

4. Benefits of
e-Procurement
Visibility
e-Procurement acts as a single
source of truth by giving you
centralized access to all your data
Control
There is greater flexibility and
control over every single aspect of
purchasing
Efficient
e-Procurement allows
procurement professionals to
effectively streamline their time
and effort
Compliance
e-Procurement boosts compliance by
managing supplier relationships better
and tracking their performance
Productivity
By automating the processes,
e-Procurement improves productivity
in the system
Value
Unlike the traditional way, e-Procurement
focuses on strategic goals and long-term
partnerships to improve the company's
bottom line

5. Barriers to Digital Transformation
50%
of CPOs reported
adoption/culture
52%
of CPOs responded ‘securing
internal fund’
37%
of procurement leaders told
selecting the technology to adopt
23%
of procurement leaders responded
‘creating a business case’
37%
of executives reported
organizational silos
30%
of companies are struggling to
create a coherent digital strategy

6. With initial
success and
adoption, do a
phased roll out
Org-wide
rollout
Secret Sauce of a Successful Automation Journey
Build a Solid
Digital
Strategy
2
Educate Benefits
to Drive Change
Management
3
Create a
Business Case
1
Identify Internal
Champion
4
Kick-Off
Pilot
5
Train the
Workforce
6
Monitor and
Measure
Success
7

7. Helps to get conviction and clarity to drive stakeholders buy-in
● Understand the executive management’s goals for the company
● Define the current problem and need for solution
● Set clear goals and objectives - to lower costs or improve strategic supplier relationships
● Define how you plan to measure business objectives, costs, and risks
● Complete an ROI analysis to present overall cost and anticipated savings
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review and
Scale

8. ROI Calculator
Hard Benefits: Tangible benefits like reduction in resources that directly affect the company’s bottom line
is considered as hard savings.
Benefits (5 Years)
Activity
AP Automation FTE Savings
AP Automation Efficiency Gains
Request to PO Savings
Printing Cost Reductions
Invoice Processing Cost
Total Benefits (Projected)
Cloud (5 Years)
Low Estimate High Estimate
$400,000 $600,000
$400,000 $600,000
$30,000 $90,000
$43,750 $175,000
$700,000 $2,100,000
$1.57M $3.5M
Soft Benefits: Savings through preemptive actions like process improvement and technology adoption
resulting in an increase throughput are considered as soft benefits or cost avoidance.

9. ● Identify the key stakeholders to understand their expectations from the transformation
● Evaluate your current process to find any gaps and understand your process needs
● List down the pain points you are looking to solve with automation
● Involve IT to understand the current software system ecosystem and the need for integration
● Select a champion (tech savvy) to drive the initiative and collaborate with stakeholders
Knowing the What, Why, and the How can enable the executive team to invest in the initiative
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review and
Scale

10. Communicating goals, benefits, and values can help overcome change resistance
● Create a synergy across procurement, AP finance, and IT
● Understand the goals, problems, and challenges of the stakeholders
● Map out stakeholder-specific benefits and outcomes from automation
● Do a roadshow to communicate the goals, benefits, and value of transformation
● Have an open channel to receive feedbacks and concerns
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review
and Scale

11. Benefits by Department
Business Users
● Assisted Buying
● No Manual Data Entry
● Easy to Track Requests
● No Approval follow-up
Finance
Procurement
Accounting
● Complete Transparency
● Enforce Policy Compliance
● No off-contract purchases
● No Manual Work
● Focus on strategic initiatives
● Budget Control
● Multi-Level Approvals
● Spend Insights
● Avoid Overspending
● Cost Savings
● Touchless Invoice Processing
● Auto 3-Way Matching
● Avoid Duplicate Payments
● No Manual Work
● Timely Payments

12. Having a champion will ensure your automation initiative is making progress
● Select a champion (tech savvy) to drive the initiative
● Identify the needs and requirements through analysis and interviews with key stakeholders
● Do market research to identify and understand the available solution providers
● Qualify and evaluate the selected software providers to identify the best fit
● Collaborate with internal and external stakeholders to deliver the proof of concept
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review
and Scale

13. Kissflow provides industry best implementation frameworks and practices
● Analyze the current processes to identify the candidate for pilot run
● Identify group of users and suppliers who can be part of the test run
● Share business requirements with the solution provider
● Work with the IT team and the selected solution provider to set up the infrastructure
● Configure, test, and go live with the built solution
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review
and Scale

14. Process to Automate: Requisition to Order
Employee initiates
purchase request
Manager
approves PR
Buyer validates
and chooses the
supplier
Buyer places
the order
Supplier
receives and
acknowledges
the order

15. Process to Automate: Invoice to Payment
Supplier
delivers goods
Employee / Buyer
receives goods
Accounts payable
matches: Order +
Receipt + Invoice
Supplier sends invoice
Payments are done
through the
Accounting system
On successful match,
sends the Invoice to
Accounting System

16. ● Plan and create training materials and videos for different user segment
● Conduct training drives to ensure every user gets familiar with the platform
● Enable and encourage users to report issues and challenges
● Follow through the reported challenges to instil confidence among the users
● Create a self help guide and make it accessible to everyone who uses the system
● Make the platform training mandate for any new hires as part of onboarding
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-Off
Pilot
Train
End-Users
Review
and Scale
Kissflow provides cognitive user adoption tools like QRG and training videos as needed

17. ● Track and measure the performance improvements
● Monitor how quickly reported issues were resolved
● Compare the post implementation performance against the goals
● Close the gap between expected and actual performance levels
● Do a phased roll out for the rest of the organization and for additional processes
Business
Case
Digital
Strategy
Educate
Benefits
Identify
Champion
Kick-off
Pilot
Train
End-Users
Review
and Scale
Kissflow provides dedicated success managers to ensure scaling and value percolation

18. Solution
Overview
Kissflow Procurement Cloud
A complete Procure to Pay solution
Kissflow Procurement Cloud is a flexible procure-to-pay solution that
helps organizations to automate and streamline their procurement
processes. It increases spend visibility, control, and process efficiency
by eliminating paper and manual work.
Get a 10x advantage with Kissflow
10x cost advantage
when compared to
our competitors
Faster time to value -
with implementation
time of 6 - 8 weeks
Ready-to-use and
customizable based
on customer needs

19. Kissflow
Procurement Cloud
Spend Reports
Custom Reports
and Spend Insights
Procure to pay
e-Procurement,
Guided Buying
Invoice
Automation
AP Automation and
Compliances
Strategic
Sourcing
Sophisticated Global
Sourcing
Contracts
Management
Contract Workflows
and Execution
Supplier
Management
Manage Suppliers
and Risks
Inventory
Management
Track and Manage
Inventory
Expense
Management
Travel and
other Expenses

20. Brands that Trust Us

21. Customizability is a key advantage in
Kissflow. Any one can really build
custom workflows for specific use
cases. The Kissflow UI looks good
when comparison to other tools and it
has a powerful APIs for Integrations.
Brajan Gatys,
Global Procurement Team,
Trivago
No. of employees: 1000+
Industry: Travel, Hotel
Headquarters: Düsseldorf
● No single source of truth for all the
procurement processes
● Lack of spend visibility and control
due to multiple disjointed systems
● No proper analytics reports due to
data silos
● Automate the purchasing
processes to improve visibility and
eliminate processing time
● Need to integrate with multiple
legacy systems to build a single
source of truth
German Travel Giant Picks Kissflow as
its Global Procurement Partner
Challenges Solution
● Simplified the procurement process and eliminated manual work
● Single source of truth with seamless integration with legacy systems like
Diamant, Connie contract / Otris and Microsoft Dynamics 365.
Results
Website: trivago.com

22. Kissflow allows any level of
customization. It is easy to use and is
flexible enough. It is also a business
process compliant system.
Shifan Ishak, NANA
No. of employees: 220
Industry: Online Grocery
Headquarters: Dammam
Website: nana.sa/en
Largest Online Grocery Platform Increased its
Spend Visibility by 60%
Challenges Solution
Results
● Manual procurement process
management
● Track the purchases throughout its
lifecycle
● Handling exhaustive approval process
● Manage spend and increase savings
● Customized end-to-end P2P
automation
● Setup a robust workflow process
● Budget restrictions to reduce the
spend
● Spend visibility with custom reports
● 60% increase in the number of transactions from the first quarter of going
live to the second quarter
● Seamless integration with the accounting system eliminated overpaying of
Invoices
● 600+ supplier information maintained in the system