�ݺ�ߣ

Presenters Marty Osborn VP and Partner Advoco, Inc. John Godfrey Vice President & Founder Technology practice at Advoco Former Industry Product Manager for EAM at Datastream/Infor Over 20 years of software & technical project management experience Independent Consulting Project Manager 15+ Infor & Oracle implementations for national & global enterprises Focus: On-time, On-Budget Delivery of Solution, Benefits & Adoption Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ

Agenda Copyright © 2008 Infor. All rights reserved. www.infor.com. What is it? – Goals of the Program What’s it about? – Process Overview What’s it do? – Functionality Contracts Live Demonstration What it enables Transitioning Timeline �ݺ�ߣ

What is it ? - Goals of the Program Copyright © 2008 Infor. All rights reserved. www.infor.com. Capture appropriate contract information Create automation tools for the FM team Verify budgets and cash availability Provide Property history Report unified KPI’s Best Practice �ݺ�ߣ Types of Contract Fixed Price – Fixed Payment Fixed Price – Adhoc Scope Variable Price

What is it about ? - Process Overview Oracle CRM & Financials Copyright © 2008 Infor. All rights reserved. www.infor.com. Customer Service Request Contract Request �ݺ�ߣ 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. Integrated Contract activity tracking Synchronizes/Updates data exchanged CRM-EAM-CFMS Contract Management Setup of terms Manages Work Orders Provides Delegation of Authority Auto generation of Contract PPM’s and “Notional PO’s” Integrates Purchase Orders with Work Orders Goods & Services Receipting Invoice Matching Executive Dashboard and Reporting Remote Supplier Access System Audit Trails �ݺ�ߣ

Critical Components of Contract Management Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ Contract Management Contract Setup Contract Execution Contract Finance Header Schedule Trade Rates Routes WO Generation WO Status updates WO Completion WO Receipting Invoicing

Contract Execution Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ 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 �ݺ�ߣ 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. �ݺ�ߣ Enabling FM to monitor Delivery & check Quality Drivers for Service Level Agreements and supplier improvement/performance programs Enabling future KPI’s of Costs by Property, Budget, Natural Account, Asset, Activity Synchronized data exchange CRM-CFMS-EAM What property has what Service Requests Property + Entity = Foundation for Accounting Service Request & Work Order Progress Update Customer Service Request Data Enables Customer Service Level KPI’s Service Levels and Performance Trends Work Order Management Control of Works Enables FM to apply resources Integrated Contract Activity Tracking Ensuring consistent Contract coverage Identify duplication of activities Track contract work and cost to date Compare Activity Costs, Frequency etc Auto Generation of PPM WO and Notifications Efficiency within FM to manage Preventive Maintenance

What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ Goods and Service Receipting Control & Validation of what is paid for Foundation for Accrual Accounting Invoice Matching Control of Payment for Goods and Services provided – “3 Way Match” and Audit of work Reporting Control of Works Enables FM to apply resources Provides “big picture” and “Drill down” Executive Dashboard Visibility of all above What you measure is what you get Enabling Comparative costing Executive participation & User Accountability Enables linking Strategy & Execution paths Drill down/ Cascade KPI’s to focus business on common Goals & Objectives Purchase Orders Control of Variable Activity Costs Eradication of Informal “local agreements” & “ Renegade Purchases”

What’s that give us? - Enables Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ Supplier Access Efficiency – suppliers providing administrative resources to monitor progress Supplier Accountability System Audit Trail See who did what, Segregation of Duties Foundation for Sarbanes-Oxley accounting Delegation of Authority Approval, Validation and Control of Expenditure

Keys to Success Copyright © 2008 Infor. All rights reserved. www.infor.com. Executive Owners = Purpose = Leadership Business Champions Awareness, Education, Training Reward & Recognition System Without Business “Buy-in” & adoption the solution benefits will not be realised. This requires significant effort & thus commitment is needed in the following areas �ݺ�ߣ 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 Solution Design Resolve Gaps Develop “Day in the Life scenarios Usability Improvements – Flex SQL development KPI’s - Reports & Executive Dashboard Solution Development Develop KPI’s, Reports & Dashboard Generate & Deliver UAT Develop Training scenarios Transition plan Go-Live Go-Live Readiness Deliver Training Transition Post Go-Live Support Floor Walking Project Close Monitor KPI’s Lessons Learned Initiation & Evaluation Project Charter Awareness & Education Identify SME’s & Champions Create test environment Install Generate & Deliver CRP I Identify Gaps �ݺ�ߣ Copyright © 2008 Infor. All rights reserved. www.infor.com.

John Godfrey Glorisys Partner & Program Manager UAE: +44 (0) 7855530443 Mail: j0hng0dfrey@Glorisys.com Q uestions & A nswers Copyright © 2008 Infor. All rights reserved. www.infor.com. �ݺ�ߣ Marty Osborn Vice President & Partner ADVOCO Inc, Mail: [email_address] ‘ Web: www.advocoinc.com

�ݺ�ߣ

Inforum Middle East Contract Management Presentation

More Related Content

Inforum Middle East Contract Management Presentation

Editor's Notes