A Better Way to Buy at CU

Summer 2012

What we will cover…

• CUBuyplusSM and its benefits to you• The Banner CUBuyplusSM transition• CUBuyplusSM Demonstration• BSC/ CUBuyplusSM Deployment • Training • Stay Informed…• Q&A

> Best value

> Easy-to-use solution

> Quick process

> Tools to manage your purchases

What our customers want…

Our goal is to enable faculty, researchers and the wider University community to quickly and efficiently procure

goods and services at the best value, through a network of strategic sources, easy to use procurement tools, and

effective customer service.

How we will deliver it…

StretchingYour Dollars

The transformation of the procurement process will allow University departments

to stretch their dollars further.

StretchingYour Dollars

> Improved CU negotiated vendor pricing> Easy to use marketplace to access negotiated prices> Focus on spend analysis and campus needs to drive

best value> Leverage individual shopper information at

university level to drive improvements in contract pricing

Microsoft Ergonomic Keyboard

• Internet - $49.99• CUBuyplus - $35.19• Your Savings = 14.50

Copier PaperXerox Business 4200

Multipurpose Copy Paper

• Internet - $57.99• CUBuyplus- $33.25• Your Savings = $24.74

Fisher 50 ml tubes

• Off contract - $298.54• CUBuyplus - $70.00• Your Savings = $228.54

StretchingYour Dollars

> This IS a better way to buy! > More efficient routine supply orders on

strategically sourced goods

Your PurchasesExpediting

*Illustration of routine supply orders workflow

Requisition Purchase Order

ShoppingDepartment Approval(s) VendorsRequisitioning

Cart

Your PurchasesExpediting

> Purchasing focus is on savings> By implementing a strategic sourcing methodology to support the

efficient procurement of goods and services.

oContinual improvement through in-depth spend analysisoCreation of contracts easily accessed by the University community

Your PurchasesExpediting

Tools to manage your purchasing needs

Tools to manage your purchasing needs

• Negotiated supplier pricing

• Routine purchases of standard commodities (e.g., basic lab supplies)

• Specialized or complex goods and services

• Supplier quotes or specialty items

• Blanket orders

Tools to manage your purchasing needs

• One-time vendor purchases• Non-contract orders• Urgent orders• In-store convenience• Journal submissions or subscriptions• Non-PO vendors• Internet vendors that are not in CUBuyplusSM

• FedEx and UPS charges

Ease of Use

> Easy to navigate > Point and click access to supplier catalogs> Introduction of Browser Role

o Enables the individuals that know what they need - to shop and place their items into a shopping cart

o Assign required financial information entry to the Business Service Center or department designee

Expanded Access

CUBuyplusSM Core Team

• Linda Penland, Project Lead• Joe Zaborowski, Purchasing• Ed DuPree, Purchasing• Suzanne Samuelson, Asst Controller• Kelley Klahn, Accounts Payable• Wendy Duerfeldt Schutte, Pharmacy and Health Professions• Dawn Jensen, Student Life• Angie Tompsett, Business Service Center• Optional Members:

– Shelly Whittaker, Do IT– Kelly Sand, University Relations– Kathy Custard, Human Relations– Deb Daley, Public Relations– Maria Jerrell, Administration

Business Process TransformationCommunication, Town Hall, Ongoing Business Process & System Training

Core Team gaining understanding business needs, SAC

User acceptance testing,“set up” information sessions,

and end user training

Needs Analysis

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Test Customer ServicePilotDesign and Build

UAT

Targeted go-live July through early November 2012

Colleague support,

knowledge sharing

User Involvement Throughout the Project Q2 - 2011 Q3 - 2011 Q1 - 2012 Q2 - 2012 Q4 - 2012

CUBuyplusSM Demonstration

University Priorities

http://www.creighton.edu/administration/president/universitypriorities/index.php

> Revenue Enhancement and Cost Containment• Continue collaboration on organizational

effectiveness initiatives and communication surrounding financial processes

> Several initiatives come under this priority• Adoption of shared services model• Business Service Center• eProcurement

Business Service Center (BSC)

The BSC is a customer focused group dedicated to improving the customer service and the efficiency of their assigned processes.

> BSC currently supporting procure to pay processes> eProcurement also touches procure to pay processes> Roll-out of CUBuyplusSM is part of the BSC migration

Business Service Center (BSC)• Each departments migration…

> Business Service Center roll-out discussion

―Identify working team for moving procure to pay tasks to the BSC

―Identify any unique service needs, develop service levels and define new process for College staff

―Identify approval queues in conjunction with new Expenditure Policy

―Identify CUBuyplus users

―Schedule training/hands-on working sessions and transition procure to pay tasks

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BSC/ CUBuyplusSM Proposed Timeline

Arts & SciencesOther Academic Affairs

LibrariesNursingVPHSUM

SPAHPMedicine

Transitions completed.

DentistryGrad/UCLawGen CounselPres Office

Training Available

> Hands-on Training• Approvers, Browsers, Buyers

> Step-by-step training materials available online> Job aids available online

As part of each departments migration…

Stay informed…

• Website: www.creighton.edu/admin/purchasing/cubuyplus/• Training• Contact this team – feedback is key!Linda Penland Project Lead lkp74083@creighton.eduJoe Zaborowski Purchasing jjz10195@creighton.eduEd DuPree Purchasing ewd10731@creighton.eduAngie Tompsett Business Service Center amt91943@creighton.eduShelly Whittaker Training slc44378@creighton.eduSuzanne Samuelson Finance sms29785@creighton.eduKelley Klahn Accounts Payable kdk00779@creighton.edu

Questions about

Contact Information General Inquiries | CUBuyplus@creighton.eduLinda Penland| lkp74083@creighton.edu Presentation and key resources are available at www.creighton.edu/admin/purchasing/cubuyplus/

BSC/CUBuyplusSM

A Better Way to Buy at CU