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Procurement & Payables PartnershipUCSF’s journey to build a high functioning team across two organizational units
Presenters
Greg MacwaySCM DirectorStrategy & CommunicationsUniversity of California, Berkeley & San Francisco
Andrew ClarkSCM Director – Strategic SourcingUniversity of California, Berkeley & San Francisco
The Procure to Pay Function
The Procure to Pay Function
The Procure to Pay Function
Purchasing
Payables
Support Functions
• Vendoring• P Cards• P2P Sys Admin• Match Exceptions• Helpdesk• Payment Terms• Etc…
UCSF Org Structure
Controller vs. CPO Strategies
PurchasingSupport Functions
• Vendoring
• P Cards
• P2P Sys Admin
• Match Exceptions
• Helpdesk
• Payment Terms
• Automation
Controller
• Retain information, Easy to Pay
• Easy to pay, Increase adoption
• Facilitate transactional financial fixes. journals, etc.
• Broken procurement process
• Solve payables issues
• Pay Timely
• Reduce low value add work
CPO
• Manage the buy, reduce suppliers
• No visibilty & control, reduce program
• Get purchases correct up front
• Vendor compliance tool
• Solve purchasing issues
• Generate Revenue
• Reduce low value add work
Invoice Automation Origins
Invoice Automation usingTrancepta
UCSF Special GuestAlly Jalali
Accounts Payable and Travel Manager• With UCSF since 2008 (current position since 2012)• Prior life included Branch Management for Wells Fargo
• Responsibilities include:– Document Management– Accounts Payable– Quality Assurance– Travel Payer Management– Bill Payer Management
Since Ally joined, AP & Procurement’s relationship have matured significantly. But don’t take our word for it…..
Q & A
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