sab poised to change corporate purchasing
TRANSCRIPT
saB Purchasing Solutions
Provider of A Dynamic Efficient and Easy to put in place Global Purchasing System
Bill Kohnen Founder 2015
saB
Overview
• 95% of all organization still have a requirement to use a purchase request process
• The purchase request format whether paper or electronic has not changed much in 100 years
• Electronic Purchasing solutions which all digitized paper forms have added complexity and often require user training. – Reference example of 34 page training course at Purdue University
http://edit.education.purdue.edu/download/misc/ariba/P2P%20200%20-%20Creating%20Requisitions%20in%20Ariba%20%28Student%29.pdf
• Time for new format that is mobile and works across platforms with no log in required
Global Purchase Request Solution
• Based on Microsoft Exchange platform
• Developed and maintained with no added cost
• Reduced costs by moving approvals outside of ERP systems requiring licenses
• Greater transparency results in low spend
• Greater efficiency reduces cost of requisition processing and documentation 50%
One Year Performance
• No down time
• Used by users in US, North America, Europe and Asia
• Increased transparency
• Greater collaboration
• Reduced average conversion time from approval to PO to less than 24 hours
• Key part of total cost reduction across company
Comments
• Excellent! Solutions Consultant
• Great, easy to use. Director of Operations
• Nice visual interface. HR Manager
• Efficient process. Financial Manager
• Superb for Documentation. AP Department
• Quick process VP Product
• 40% savings Product Manager
Purchase Request BK05112015 Date of Request May 11, 2015
Requestor Department Vendor Description Total Cost In Budget
Bill Kohnen Purchasing Lenovo ThinkPad new employee
$750 Yes
Justification Need system for new department employee starting next week
Supplier Details Ship to Locations
Vendor Contact Name Mary San Jose Yes
Vendor Contact E mail [email protected] Dallas
Vendor Contact PH 925 555 5555 Manila
Vendor Website Lenovo.com Other
Item Quantity Unit of Measure Description Unit Cost Total Cost Delivery
1 1 EA ThinkPad $750 $750 2 Days
7 Upgrades based on user feedback
V.1 UI improvement based on user feedback. Improved template format for viewing on mobile devices
V.2 Template integration with users outlook
V.3 Added documentation capability for transactions done with Purchasing Card
V.4 UI improvement added requirement summary for requestor
V.5 Added capability for additional storage
V.6 Request status dashboard and update process
V.7 Integrated Supplier Logo for Summary
V.1 UI improvement based on user feedback. Improved template format for viewing on mobile devices
Purchase Request
Date of Request
Requestor Department Vendor Description Total Cost In Budget
Justification
Supplier Details Ship to Locations
Vendor Contact Name
SF
Vendor Contact E mail
NJ
Vendor Contact PH
Bangalore
Vendor Website Other
Item Quantity Unit of Measure Description Unit Cost Total Cost Delivery
1
V.2 Template integration with users outlook
V.3 Added documentation capability for transactions
done with Purchasing Card
• Done on Shared drive with traceability back to approvals process
• Enables efficient pre approvals and eases bill payment reconciliation work
V.4 UI improvement added requirement summary for requestor
V.5 Added capability for additional storage
• Documentation of Approvals
• Accessibility of order details
• No added cost
• Secure and controlled site
V.6 Request status dashboard and update process
Requestor PR # Date Description Total
James Alan Betty Dave
Pending Pending Pending Pending
Susan Gwen Betty Dave
Approved Approved Approved Pending
Rowena Jane Betty Dave
Approved Approved Pending Pending
James Bob JB04082015 8-Apr Micro 12,000
Rowena Baker RB04152015 15-Apr Seminar 7,000
Susan Lynn SL04012015 11-Apr Flight 100,000
Approval Status
V.7 Integrated Supplier Logo for Summary
Next
$4,750For
project X
DellLaptopsJoe
Details Supplier Buyer Info
APPROVE REJECT
Comment:
Purchase Request
Approvers Get “Lite” Message
$4,750For
project X
DellLaptopsJoe
Details Supplier Buyer Info
APPROVE REJECT
Comment:
Purchase Request
If Approvers Need More Information Just Click
$4,750For
project X
DellLaptopsJoe
Details Supplier Buyer Info
APPROVE REJECT
Comment:
Purchase Request
• Project X Team
• Need clean and fast systems for X development
Justification
• Approver wanted to see Justification
$4,750For
project X
DellLaptopsJoe
• Project X Team
• Need clean and fast systems for X development
Justification
QTY UOM Item Unit Price Total Delivery
5 EA 5180 $950 $4,750 5 Days
Supplier
Dell Jane sales [email protected]
Lenovo
Other Suggested Suppliers
Supplier Rating
“Last PO on time with free memory upgrade”
I approve
Approve but coordinate with IT Regarding set up
Pending
MGR
Director
VP
Approval Status
0
5
10
15
Total DellSpend
HP Lenovo
Category Spend
Buyer and Requestor See All Details, Approvals and Reference Info
Purchase Request (R)evolution
• Intuitive Design
• Work outside of ERP systems and across platforms
• Approvers see relevant information and can get details as needed
• Purchasing gets detail as needed plus sourcing and spend data to help plan purchase
• Detailed information (cost centers, accounts, division etc.) drawn from data base and held “behind the scene”
• Nobody owned the old formats they “evolved” through 100 years of practice and experience. Likewise newer formats should remain “open” and driven by purchasing needs.
saB Next
• Totally self funded and cash positive.
• Ready to work with new customers
• Is NOT seeking VC capital and strings
• Is flexible enough to work with both small enterprises and global organizations
• Is focused on real purchasing users and will NEVER send in slick consultant tools to sell you solutions not needed
• Will change everything for purchasing solutions in the next 3 years