Procurement & Payables Partnership UCSF’s journey to build a high functioning team across two organizational units.

Procurement & Payables PartnershipUCSF’s journey to build a high functioning team across two organizational units

Presenters

Greg MacwaySCM DirectorStrategy & CommunicationsUniversity of California, Berkeley & San Francisco

Andrew ClarkSCM Director – Strategic SourcingUniversity of California, Berkeley & San Francisco

The Procure to Pay Function

The Procure to Pay Function

The Procure to Pay Function

Purchasing

Payables

Support Functions

• Vendoring• P Cards• P2P Sys Admin• Match Exceptions• Helpdesk• Payment Terms• Etc…

UCSF Org Structure

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

Invoice Automation Origins

Invoice Automation usingTrancepta

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…..

Q & A