Live Educational Webinar
What to Consider When Thinking About Implementing an Accounts Payable Workflow System.
Price: FREE
Aug. 21, 2018 Tuesday
11:00 AM - 12:00 PM (Pacific)
1 Hour
Free Live Webinar
- Free CPE
- Non-sponsored Events mean you never listen to a 3rd party sales pitch – it’s all just great education
- Expert-instructor-led learning with live Q&A
- Based on a great course on Illumeo
Anne Wheeler Owner of CS Process Flows - Consulting and Project Management
Have you been receiving emails from various Accounts Payable workflow system companies? Are you considering implementing such a system?
Before you start meeting with potential providers, prepare yourself and your team. Discover functionality AP Workflow systems can provide, including invoice-to-Purchase Order matching whether 2, 3 or 4 way, the validation of coding and approval of Non-PO invoices, the application of company specific business rules, the recording and storing of historical data, and the list can go on.
Learn what due diligence should be performed by the company before meeting with sales representative. Identify, then document, the AP processes being performed in your manual process today and the existing weaknesses. Determine what goals you hope to reach with automation. Start the conversations with Purchasing and other Accounting teams. Educate yourself and your team before you start the conversations with system suppliers so you understand what they are presenting. Reduce the risk of building a system that does not fit your needs.
Discover who should be on the steering committee and project teams. An Accounts Payable Workflow tool is not just about Accounts Payable. Discussion will include the role of IT throughout the implementation process, identifying the groups of employees who will need access to the system and others who may benefit by being set up as users.
A robust change management plan is key in implementing any new system. Explore the steps needed to communicate such an implementation to vendors and to any employees who are involved in the Procure to Pay Work Stream, receive invoices directly from vendors today or have invoice approval responsibilities.
Don’t enter conversations blindly when considering a sizable project/product implementation.
Before you start meeting with potential providers, prepare yourself and your team. Discover functionality AP Workflow systems can provide, including invoice-to-Purchase Order matching whether 2, 3 or 4 way, the validation of coding and approval of Non-PO invoices, the application of company specific business rules, the recording and storing of historical data, and the list can go on.
Learn what due diligence should be performed by the company before meeting with sales representative. Identify, then document, the AP processes being performed in your manual process today and the existing weaknesses. Determine what goals you hope to reach with automation. Start the conversations with Purchasing and other Accounting teams. Educate yourself and your team before you start the conversations with system suppliers so you understand what they are presenting. Reduce the risk of building a system that does not fit your needs.
Discover who should be on the steering committee and project teams. An Accounts Payable Workflow tool is not just about Accounts Payable. Discussion will include the role of IT throughout the implementation process, identifying the groups of employees who will need access to the system and others who may benefit by being set up as users.
A robust change management plan is key in implementing any new system. Explore the steps needed to communicate such an implementation to vendors and to any employees who are involved in the Procure to Pay Work Stream, receive invoices directly from vendors today or have invoice approval responsibilities.
Don’t enter conversations blindly when considering a sizable project/product implementation.
Learning Objectives
During this event you will:
Explore what an Accounts Payable Workflow system is.
Discover how an Accounts Payable Workflow system can increase efficiency and improve compliance to company specific business rules.
Discover what due diligence should be performed prior to selecting a tool or provider.
Explore the steps to be taken for successful change management.
Speakers
Anne Wheeler
Owner of CS Process Flows - Consulting and Project Management
Anne started CS Process Flows, LLC in April of 2016 after a 30+ year career working in various accounting areas. Her career in accounts payable started when she was hired as a processor. Then she worked her way through accounts receivable and general accounting before coming back to accounts payable as a manager. The challenges presented in Accounts Payable and all of the exciting changes going on in this area over the last few years and into the future are her passion.
Her experience includes building new AP operations, identifying inefficiencies and implementing solutions in existing teams and being involved with other areas of the Procure to Pay work stream. She has success in establishing and strengthening relationships with team members within Procurement, IT, and other areas of finance when working on AP related projects and with management of outsourced delivery centers overseas.
Her experience includes managing up to 25 AP staff members processing upwards of 30K invoices a month, so she is very aware of what it takes to manage transactions. She has also managed the implementation of several different types of AP workflow systems over the years, a Concur Travel and Expense reporting system, different Corporate Card programs, including both Purchasing and T & E cards, and ACH payment programs. Her experience also includes a project to outsource check printing and the transition of 7 Tyco Business Units to an outsourced delivery center in India.
Moderated by Jennifer Robbins
Illumeo Webinar Manager
Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 200 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.
