Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two...
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Transcript of Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two...
![Page 1: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/1.jpg)
Procurement & Payables PartnershipUCSF’s journey to build a high functioning team across two organizational units
![Page 2: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/2.jpg)
Presenters
Greg MacwaySCM DirectorStrategy & CommunicationsUniversity of California, Berkeley & San Francisco
Andrew ClarkSCM Director – Strategic SourcingUniversity of California, Berkeley & San Francisco
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The Procure to Pay Function
![Page 4: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/4.jpg)
The Procure to Pay Function
![Page 5: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/5.jpg)
The Procure to Pay Function
Purchasing
Payables
Support Functions
• Vendoring• P Cards• P2P Sys Admin• Match Exceptions• Helpdesk• Payment Terms• Etc…
![Page 6: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/6.jpg)
UCSF Org Structure
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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
![Page 8: Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.](https://reader035.fdocuments.us/reader035/viewer/2022062309/5697bfb51a28abf838c9dcd6/html5/thumbnails/8.jpg)
Invoice Automation Origins
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Invoice Automation usingTrancepta
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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…..
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Q & A