7 keys to enertia implementation
TRANSCRIPT
ACCOUNTS PAYABLE ADMIN
Enter Invoice and submit to workflow
System runs matching process
Matching Unsuccessful: Out of Tolerance
ACCOUNTS PAYABLE MANAGER
CORPORATE BUYER
PROJECT ADMIN OPS
ADMIN
Decide if invoice should be disputed or PO should be
revised
Goods / Goods & Services
Invoice Lines copy from
PO
Invoice
Invoice
Invoice
Invoice
Invoice
PO
Purchase Order
Services Only
PO Revisioning Process
Disputed Invoice Process
Revise PO
Dispute Invoice
System routes invoice for DOA
approval
Payment Processing
SYSTEM INTEGRATION
Invoice interfaces to system
Manually approve Invoice and route to
system
PROJECT MANAGER
PROJECT DIRECTOR
OPS MANAGER
SENIOR CORPORATE
MANAGER
Provide DOA approval as necessary
Final approver is outside system
Invoice
Invoice
Final approver is inside system
Invoice matches following approval
Consider cleansing: ✓Well master ✓Chart of accounts ✓Business associates (vendor/owners) ✓Cost centers ✓Revenue and land decks
1. Build Organizational Support
2. Understand Business Process Requirements
3. Identify Critical Reporting Requirements
4. Cleanse Data Before Conversion
5. Practice, Practice, Practice
6. Communicate Major Decisions
7. Motivate Your Team
7 Keys to Success: A Review