P2P Behind the Mask: Hiding Complexity from Your End Users


Date :July 09, 2020 01:00 pm EST
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Since the inception of P2P (Procure-to-Pay) systems, organizations have sought to emulate the buying experience their users enjoy as consumers in the B2C (Business-to-Consumer) realm, when they sign on as users to a corporate P2P system in a B2B (Business-to-Business) environment.  While a lot has been done to make the UI more like what users have come to expect as Amazon shoppers in their personal lives, the reality is that there are underlying complexities in B2B P2P processes for which there is no analog in the consumer realm.  

To gain widespread adoption of a P2P system, Corporate Procurement teams must simultaneously engage end-users through an appealing, easy to use interface, while ensuring these complexities are masked from the end users - but nevertheless appropriately addressed behind the scenes - to balance the need for a simplified user experience and robust controls over the process.

The session will include a case study from Curtiss-Wright which has achieved high levels of user adoption and compliance despite the fact that system usage was offered on an “opt-in” basis and that these opt-in users needed to be shielded from a complex operating environment including dozens of back-end ERP instances and charts of accounts.  Specifically, the session will address the need to account for these underlying complexities, without exposing them to end-users: 

  • Purchasers have specific access rights which determine what they can buy and who they buy from
  • Purchase requisitions are properly approved according to the DOA (Delegation of Authority)
  • Purchase requisitions are automatically routed through the most appropriate of multiple potential buy/pay channels according to optimal efficiency and control 
  • Purchase transactions are correctly classified by commodity and coded by general ledger account to enable spend analysis visibility and accurate financial reporting
  • Purchase transactions are validated and seamlessly posted to disparate back-end ERP systems and multiple charts of accounts through numerous integration touch points
  • A full audit trail of each and every transaction provides complete process transparency to ensure compliance with SOX and other regulatory or audit requirements

 

Speakers:

Clarence Smith, Project Manager, Curtiss Wright

Richard Waugh, VP Corporate Development, Zycus