Upload
scott-jenkins
View
214
Download
0
Tags:
Embed Size (px)
Citation preview
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
“UC Bay Area” Procurement Center of Excellence
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Introductions
• Jim Hine Assistant Vice Chancellor/Chief Procurement Officer
• Rich Taylor Director Procurement Strategies• Vanessa Wong Operations Director• Dave Kolsom Procurement Director• Justin Sullivan Strategic Sourcing Director
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Operation Excellence• Both Campuses were under funded / staffed• Executive Leaders at Both Campuses had
expectations on what value Procurement should provide
• Big Gap between the Executive Leaders expectations and what could actually be done
• Look at how integrating / combining Procurement Operations can address this gap
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
State of California
• Massive State Budget Deficits
• State Funding at UCSF and UCB2001 --- 11% to 18%2012 --- 5% to 11%
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
California HE’s “Perfect Storm” has only gotten worse
5
Huge State Budget Cuts Rising Benefits Costs
Potential Research Dollars Freeze
Reduced Philanthropy$
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
What if the two Bay Area UC campuses could pool their efforts into an integrated Co-operative
Procurement and Sourcing Center of Excellence?
Combined Annual Spend >$1Billion
Opportunity
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Combined ForcesDrivers/Impact
* and other enabling Source-to-Pay technologies such as reporting (CalAnswers), e-sourcing and contract mgt
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Integrated UC Bay Area Organization
S tra te g ic S o urc ingJu s tin S u llivan
M a rch 20 11
O p e ra tio ns /T ech no lo gyV a ne ssa W o ng
D e c. 20 11
P ro cu re m e ntR ich T a ylo rJu ly 2 0 12
F a c ilit ie sD a ve K o lsom
Ju ly 2 0 12
A ss is tan t V ice C h an ce llo rC h ie f P ro cu re m e n t O ff ice r
J im H ine
Capabilities/Orgs:•Data analytics, benefits tracking, collection•Supplier relationshipmanagement•Commodity expertise
• IT• Life Sciences
•IT COE: Berkeley, UCSF Campus and MC•Outreach
Capabilities/Orgs:•eProcurement Operation•Customer Outreach•SciQuest/BearBuy and PeopleSoft•Projects•Research and Resolution•Training (joint)•Supplier Diversity•Admin
Capabilities/Orgs:•Central Campus Buyers @ bothcampuses•Dept. Buyers•Training (joint)•Policy
Capabilities/Orgs:•Maintenance, RepairOperations•Facilities•Construction
• Products• Services
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
What has occurred to Date?
• BearBuy (Joint SciQuest Full Suite Implementation)
• Strategic Sourcing• Operations and Technology• Procurement / Buyers• Business Process and Training
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
BearBuy
• Parallel Implementations• UCSF November 2011 “Big Bang”• UCB Rolling Implementation January 2012• Common Set of Catalog Suppliers
o Unified spend under single agreemento Directing spend through BearBuy
• Working on Common Set of Forms• Current Variance in Workflow
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
UC Berkeley Project Timeline
Deployment Activities
Cohort #1
Cohort #2
Support
Deployment ActivitiesVision/Scope
Support
Cohort #3
Operations and Support
Operations and Support
Deployment ActivitiesVision/Scope
Support Ops & Support
Deployment ActivitiesVision/Scope
Support
PILOT
On Schedule!
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
SciQuest Implementation
BearBuy Shows ‘Continuous Improvement’ in Action Current rollout incorporates campus feedback, learns from the pastInstilling a culture of continuous improvement is a key goal of Operational Excellence (OE). ..
BearBuy postersOE website – banner and article
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Operations and Technology
• Consolidated Operations• Developing Common Organizational
Structureo Integrated Research and Resolution group
• Sharing Training Resources
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Business Process and Training
• Develop Common set of Business Processes• Provide Training of Policies, Procedures, and
Certification• Develop Staff so they can work on
Transactions and Support Issues at both campuses
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
BearBuy on the UCSF Campus
“Just want to share with you that BearBuy is much easier to navigate than the old system.”
“Congratulations all! I can’t think of another example of pulling off a cross campus effort of this magnitude so quickly. I’ve been hearing a lot of positive anticipation for the roll out too.”
“I am really impressed by the turn around in BearBuy support – this is my second question answered within a 24 hour period. Impressive. And while I am doling out complements, I am also impressed with BearBuy and the various pieces of training documentation that are available”
“Some of our department buyers (new Shoppers) have already expressed positive feedback to me about the new application.”
“MUCH better, the purchasing steps are much easier.”
“So far so good for my group.” – Posted in ABOG through LinkedIn
User feedback
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Strategic Sourcing• Consolidated Commodity, Contract and Analytics
Operations• Increased commodity focused shared specialists
cross both campuseso IT Procurement/Sourcing mini-Center of
Excellence (UCB, UCSF Campus & Med Center)o Maintenance Repair and Operations (MRO): UCB,
UCSF and additional collaboration with UC Daviso General Lab Supplies/Life Sciences
• Joint Sourcing Programso Administrative Computer Standards (JACS)
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Data Analytics and Reporting
• Integrated Data Analytics Groups• UCB New Reporting Tool “CalAnswers”
(Oracle Business Intelligence Software) • UCSF is monitoring UCB for lessons learned• UCOP Selects a System-Wide Spend Classifier
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Academic Support for JACS
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
What is Next?• Additional Procure to Pay integration?
o APo Construction
• Additional Regional Collaboration?o UC Daviso UC Santa Cruz
• Integrated Procurement Card Program?• Common Technology Platforms?
o SciQuesto PeopleSoft
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Card Programs
• UCB Robust Program • Managed by Procurement
• UCSF Minimal Program• Managed by Disbursements
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Single Instance of PeopleSoft?
• One Instance of PeopleSoft UCB & UCSF• Use Business Unit Functionality• Reduce License Fees• Reduce Costs to Maintain PeopleSoft• Develop Common Business Processes• Opportunity for Expanding Shared Resources
Beyond Procurement (a single IT group?)
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Common Technology Platforms at UC
•E-Procurement (7 of 10 campuses SciQuest)•E-Sourcing•Contract Authoring and Management•Total Supplier Management•Spend Analytics
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
Our Target: $90 million over 7 fiscal years…
23
We’re halfway through the 1st year of a long journey with a steep climb…
Procurement/Sourcing Benefits Revenue, Cost Avoidance, UCOP Agreement and Local Agreement and Program Savings
We’re over 60%of the Year 1 target after 2 quarters.
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
91st Annual Meeting & ExpositionApril 1 – 4, 2012
Anaheim, California
?
Questions and Comments