Going Paperless: Getting Started with E-Invoicing
Tuesday, May 11th; 2:15 - 3:15 PM
Dean Baxter - Regional Director
Basware, Inc. - Business Services
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 165 - New Session
This session will make that case that moving to e-invoicing makes business sense. Whether you need to respond to pressure from customers, reduce processing costs and late fees, automate invoice receipt, or respond to legislative changes or are simply looking to improve critical working capital, e-invoicing can help.
This session will discuss why you need to consider e-invoicing as well as how to get started. Topics will include:
- How to send and receive invoices
- Understanding the options available to send/receive e-invoices
- Getting your suppliers involved
- Automating invoice receipt
- Validating invoice data
- Integrating with your AP, finance, and ERP systems
- Building a business case
Around the world more than a billion e-invoices were sent in 2009. You may already have the components in place to join this growing community.
How to Automate Contract Matching and Recurring Invoices
Thursday, May 13th; 10:00 - 11:00 AM
Dean Baxter - Regional Director
Basware, Inc. - Business Services
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Intermediate # 170 - New Session
Automating the matching of invoices to contracts and automating the handling of recurring invoices are two of the most effective ways to increase productivity and reduce costs in any accounts payable department, yet they are not being used by most companies. This session will discuss how to automate schedule-based and budget-based invoice handling to remove or minimize the routine and manual tasks related to these invoices. Topics covered will include:
- Contract matching
- Recurring invoice handling
- Straight-through processing
- Cost savings available
- Setting up and using business rules
- Eliminating redundant manual tasks
Whether you are just starting out or have already automated your accounts payable department, this session will provide insight that all can use.
How to Leverage AP Workflow for Small to Medium Businesses
Thursday, May 13th; 10:00 - 11:00 AM
Rob DeVincent - VP of Product Management
Archive Systems, Inc. - Business Services
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Overview # 175 - New session
Automating the accounts payable process used to be possible only for Fortune 500 companies because of the significant costs in infrastructure and software customization. With recent technological breakthroughs, small to medium businesses can now take advantage of workflow technology typically only found in solutions used by Fortune 500 companies, but at a fraction of the cost. This session will explore the benefits of AP automation for small to medium businesses and how it can significantly streamline AP processes while achieving a positive return on investment. Attendees will discover how to use technology to strengthen controls, drive out costs, and increase efficiencies. They'll also find out the key elements that are needed in a strategic solution to realize the full benefits from automating the accounts payable process.
How to Use Technology to Make Your One-Card Program a Success
Wednesday, May 12th; 9:45 - 10:45 AM
Donna Pearson, CAPP - AP Manager
VF Corporation - 26 AP Employees; Wholesale Industry
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Intermediate # 180 - New Session
Thinking about moving to a one-card program? See how VF Corporation moved to a one-card solution using its travel and entertainment system to report all purchases. Using the company's existing T&E solution, employees have only one process to report all business expenses and only have to carry one card. Attendees will learn:
- Reasons for moving to a one-card solution and benefits received,
- How the system simplifies the expense reporting process using exception approval for travel and mandatory approval for nontravel expenses and fax receipt process.
- Key elements of the audit process
- Disadvantages of the one-card process
Implementing an Automated Workflow End-to-End
Wednesday, May 12th; 9:45 - 10:45 AM
Karen Rantzau - Senior AP Manager
ADT Security Services, Inc. - 34 AP Employees
Best Suited for Companies Processing more than 750,000 Invoices Annually
Presentation Style - Interactive Facilitated Discussion
Field of Study - Business Management & Organization
Overview # 185 - Updated Session
This session will take you through the end-to-end process of implementing an automated workflow to help centralize your AP department. The discussions will include:
- Finding and selecting a vendor that will fit your requirements.
- Identifying the differences between the "must have and the nice to have. "
- Understanding the importance of change management and who should be involved with the communications.
- Understanding the importance of mandatory training: who, when and how.
- Identifying whom to include on the project team.
- Learning the importance of testing and listening to the end users.
- Preparing yourself and the AP staff for go-live (things to have in your first aid kit).
Implementing E-Invoicing To Drive Continuous Process Improvement
Wednesday, May 12th; 11:00 AM - 12:00 PM
Michael Riggins - Senior AP Manager
Motorola, Inc. -Telecommunications Industry
Best Suited for Companies Processing 250,000-500,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Overview # 190 - New session
So you've decided to move forward with your electronic initiative - now what? The first step is to uncover the lessons learned from those who have traveled the road ahead. Motorola Shared Services touts that it is considered best in class by most standards, having implemented a number of initiatives to achieve efficiencies in accounts payable, including such things as ERS, e-procurement, AP workflow, and offshoring of low-value-added work. Motorola recently implemented an e-invoicing program to further drive continuous process improvement. This session will cover:
- A snapshot of Motorola's current state
- Key drivers behind the initiative
- Major accomplishments
- Lessons learned
Improve Your Imaging and Workflow Project by Avoiding Potholes
Monday, May 10th; 9:45 - 10:45 AM
Faye Adams, CAPP - Director of Accounts Payable
B/E Aerospace, Inc. - 12 AP Employees; Manufacturing Industry
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 195 - New Session
This presentation will provide lessons learned on the path from paper invoices to electronic images and automated workflow. More than 20 areas where "potholes" could occur will be discussed, including building the team, creating the RFP, picking your solution provider, creating the functional specifications, avoiding missed deadlines, validating your data, and documenting your new processes.
This workshop is geared to those who are just beginning to explore how to implement imaging and workflow automation.
Leveraging Document Processing for an Invoice Management System
Tuesday, May 11th; 11:00 AM - 12:00 PM
Stephen Wiesel - VP of Engineering
Apptricity
Co-Presenter TBD
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 200 - New session
This presentation looks at how document processing can be applied to managing invoices and realizing benefits such as reduced operational costs, streamlined accounting workloads, reduced errors, and improved vendor relationships. An example of the success TXU Energy has had in this area will be presented along with specific ways the document processing system was implemented. This presentation will teach the basics of implementing an invoice management system including document processing, the role of workflow, integration requirements, and assessing business value.
Making Big Strides Toward Paperless AP
Monday, May 10th; 11:00 AM - 12:00 PM
Christine Bartley, CAPP -Manager of Corporate Disbursements
Lebhar-Friedman, Inc. - 2 AP Employees; Publishing Industry
Chuck Kingston - AP Solutions Manager
Perceptive Software - Business Services
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Business Management & Organization
Basic # 205 - New Session
This presenter will discuss how implementing a new enterprise content management (ECM) solution with Lebhar-Friedman's existing Lawson financials software yielded many benefits for accounts payable operations, including:
- Enhanced staff productivity
- Quicker invoice processing
- Increased office space because of electronic document storage
Other discussion topics will include how the new ECM enables:
- Instant access to documents from any location, which delivers time savings.
- Reduction of manual tasks, which elevates productivity.
- Automated workflow, which speeds invoice approval.
- Seamless, non-programmatic integration with Lawson business applications.
Managing Invoice Inquiries - Best Practices for Implementing Customer Care Processes
Monday, May 10th; 11:00 AM - 12:00 PM
Dean Foods - Director of AP
Dean Foods - 80 AP Employees; Distribution Industry
Angela Dumitru, Imagitek - Business Services
Best Suited for Companies Processing 500,000-700,000 Invoices Annually
Presentation Style - Interactive Facilitated Discussion / Case Study
Field of Study - Business Management & Organization
Advanced # 210 - New Session
Dean Foods and Prodagio Software will discuss a case study of reengineering the AP inquiry process and implementing a customer-care management application on top of the AP system. This new process gave Dean Foods the ability to track inquiries, measure responsiveness, and provide a mechanism for escalation. These changes have significantly reduced the time required by processors to manage customer inquiries, and has provided visibility to management on the customer care process. Attendees will learn:
- Where to start.
- How to identify bottlenecks in your current customer-care process.
- How to handle change management.
- What specific processes are key.
Optimizing Working Capital During Challenging Economic Times
Monday, May 10th; 11:00 AM - 12:00 PM
Jeff Mehalek - Executive Director, Sales, J.P. Morgan Order-to-Pay
J.P. Morgan - Business Services
Tara Boyce - AP Project Manager
Ross Stores, Inc.
Best Suited for Companies Processing fewer than 250,000 Invoices Annually
Presentation Style - Traditional PowerPoint
Field of Study - Finance
Overview # 215 - New Session
With ever-increasing pressure to optimize working capital, many organizations are automating payables operations. Replacing paper processes with a self-service supplier portal streamlines invoice and payment processing and improves liquidity. On-demand software-as-a-service is a low-cost, low-risk alternative to traditional enterprise software to achieve these results.
Participants in this session will learn strategies for driving discounts and protecting days payable outstanding during these challenging times. Learn how other organizations are evolving their programs and turning cost centers into profit centers. The objectives to be covered are:
- How automating AP operations can significantly increase early payment discounts.
- How an integrated approach can help to maximize value and ensure a stable supply chain.
- How identifying supplier categories can maximize early payment discount potential.
- How to achieve more accurate forecasts of payables liabilities and increased annual cash returns through automation.
- How to partner with a financial institution to transition from paper to electronic payables over a secure electronic settlement network.
- AP Automation (A-F)
- AP Automation (P-Z) |