Source2Pay Project Process P-Card & T-Card Purchase Current - - PowerPoint PPT Presentation

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Source2Pay Project Process P-Card & T-Card Purchase Current - - PowerPoint PPT Presentation

Sep 14, 2023 212 likes •433 views

Source2Pay Project Process P-Card & T-Card Purchase Current State Focus Group Meeting October 2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES Business Solutions & Support 10/13/2017 1 Agenda Welcome/Introductions

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Source2Pay Project

Process – P-Card & T-Card Purchase Current State Focus Group Meeting October 2017

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 1

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Agenda

  • Welcome/Introductions
  • Source-to-Pay Project Overview
  • Project’s Process Details
  • Process Current State
  • Current State Identify Issues
  • Next in the project’s process
  • Questions

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 2

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Welcome!

  • Introductions
  • Name
  • Department
  • Current Job

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 3

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Source2Pay Project

Our current source-to-pay procedures at the University has significant opportunities for improvement and impact every department within the University system.

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Project Purpose/Goal

  • Identify process improvements throughout

source to pay process

  • Develop RFP
  • Ultimate goal is to minimize, improve &

standardize IT platforms

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Project Process

Capture Current State

  • Map process
  • Current state document
  • Present to Universities in focus group setting
  • Present feedback to the team
  • Finalize current state
  • Present to Director Council

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 6

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Project Process

Create Future State

  • Map process
  • Identify Issues
  • Brainstorm recommendations
  • Present to Universities in focus group setting
  • Present feedback to the team
  • Finalize proposed solutions
  • Present to Director Council

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 7

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Process – Pcard/Tcard Purchase

Purpose of the process

The process ‘P-Card and T-Card Purchase’ exist to:

‘Streamline small dollar purchases and the reconciliation process, while providing customer convenience and reducing the risk for violating state purchasing laws ’

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Process – Pcard/Tcard Purchase

Process Boundaries

Begins:

Someone has identified a need to make a purchase with a P-Card or T-Card

Ends:

When P-Card/T-Card purchase is posted in a ledger in Banner

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Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 10

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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SLIDE 11

Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 11

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 12

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 13

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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SLIDE 14

Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 14

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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SLIDE 15

Process – Pcard/Tcard Purchase

10/13/2017 OFFICE OF BUSINESS AND FINANCIAL SERVICES – Business Solutions & Support 15

Identify need to purchase with P-Card or T-Card Determine Approval Make Purchase Complete Reconciliation Post to Banner

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What do you do when using a P-Card or T-Card to make a purchase?

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What do you do when completing a reconciliation?

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Issues with the current process?

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Next Steps

  • Present feedback to Project’s process

Team

  • Finalize current state
  • Begin future state
  • Present future state to each University

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Contact Information

Kristi Moore

BPI Shared Services klmoore@uillinois.edu 217-333-6259

Cassie Tafilaw

OBFS - Business Solutions & Support ctafil1@uillinois.edu 312-413-4601

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Thank you!

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