automate o2c and achieve process excellence in … · capabilities in order-to-cash (o2c) including...

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10:00-10:15 a.m. Welcome & Introductions Lyndsey Inman, Regional Vice President of Sales, Paymetric Dean Bearman, Northeast Territory Manager, Esker . 10:15-10:30 a.m. The Challenges of Order Management Dean Bearman, Northeast Territory Manager, Esker 10:30-11:20 a.m. Lighting the Path to Automation in Order Management Jennifer Bihlmier, Director of Order Management, Philips 11:20-11:30 a.m. BREAK 11:30-12:30 p.m. Sales Order Processing On-Demand Solution Demo with SAP ® Howie Hahn, Senior Sales Engineer, Esker . 12:30-1:30 p.m. LUNCH 1:30-2:30 p.m. Boston Scientific Secures Commerce in the Enterprise Protecting Its Customers & Brand from a Data Breach with Paymetric Heidi Dallal, Solution Architect, Boston Scientific Kyle Dwyer, PCIP, Boston Scientific Jennifer Rossi, VP Channel Sales, Paymetric 2:30-2:40 p.m. BREAK 2:40-3:40 p.m Streamlining AR Invoice Payments via a Self-Service Customer Portal Jennifer Rossi, VP Channel Sales, Paymetric Claire Valencony, Business Development Director, Esker Howie Hahn, Senior Sales Engineer, Esker 3:40-4:00 p.m Open Q&A and Meeting Conclusion AUTOMATE O2C AND ACHIEVE PROCESS EXCELLENCE IN ORDER MANAGEMENT Wednesday, December 07, 2016 Harvard Faculty Club | Cambridge, MA Sponsored by Esker and Paymetric AGENDA AT A GLANCE

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Page 1: AUTOMATE O2C AND ACHIEVE PROCESS EXCELLENCE IN … · capabilities in order-to-cash (O2C) including dashboards and reporting, order validation, exception handling and workflow. He

10:00-10:15 a.m.

Welcome & Introductions

Lyndsey Inman, Regional Vice President of Sales, PaymetricDean Bearman, Northeast Territory Manager, Esker .

10:15-10:30 a.m.The Challenges of Order ManagementDean Bearman, Northeast Territory Manager, Esker

10:30-11:20 a.m.Lighting the Path to Automation in Order Management

Jennifer Bihlmier, Director of Order Management, Philips

11:20-11:30 a.m. BREAK

11:30-12:30 p.m.Sales Order Processing On-Demand Solution Demo with SAP®

Howie Hahn, Senior Sales Engineer, Esker .

12:30-1:30 p.m. LUNCH

1:30-2:30 p.m.

�Boston�Scientific�Secures�Commerce�in�the�Enterprise�Protecting� Its Customers & Brand from a Data Breach with Paymetric

�Heidi�Dallal,�Solution�Architect,�Boston�ScientificKyle�Dwyer,�PCIP,�Boston�ScientificJennifer Rossi, VP Channel Sales, Paymetric

2:30-2:40 p.m. BREAK

2:40-3:40 p.m

Streamlining AR Invoice Payments via a Self-Service Customer Portal

Jennifer Rossi, VP Channel Sales, PaymetricClaire Valencony, Business Development Director, EskerHowie Hahn, Senior Sales Engineer, Esker

3:40-4:00 p.m Open�Q&A�and�Meeting�Conclusion

AUTOMATE O2C AND ACHIEVE PROCESS EXCELLENCE IN ORDER MANAGEMENTWednesday, December 07, 2016Harvard Faculty Club | Cambridge, MASponsored by Esker and Paymetric

AGENDA AT A GLANCE

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THE CHALLENGES OF ORDER MANAGEMENT

10:15-10:30 a.m. | Dean Bearman, Northeast Territory Manager, Esker

Order management related business systems and processes are critical in the smooth and successful delivery of goods and/or services to the customer. Dean will discuss the challenges of order management in addition to the significant opportunities that can be leveraged if process excellence can be achieved.

About Dean BearmanDean has been helping Esker in a commercial role developing business for over 20 years. Starting out in Northern Europe in the mid-nineties, helping grow the APAC business for the first five years of the new millennium and developing the Northeast region for the last 10 years.

LIGHTING THE PATH TO AUTOMATION IN ORDER MANAGEMENT

10:30-11:20 a.m. | Jennifer Bihlmier, Director of Order Management, Philips

Philips journey to standardize and automate order management in order to reduce errors, accelerate order entry cycle times and eliminate waste from their supply chain.

About Jennifer BihlmierJennifer’s career with Philip has spanned 20+ years including roles from finished goods planning, sales operations and customer service. Currently being responsible for order management throughout the Americas, Jennifer leverages her status as a Six Sigma Master Black Belt to drive continuous process improvement through critical business cycles across the organization.

SALES ORDER PROCESSING ON-DEMAND SOLUTION DEMO WITH SAP

11:30-12:30 p.m. | Howie Hahn, Senior Sales Engineer, Esker

Howie Hahn is a Senior Sales Engineer with Esker in North America. Howie will be demonstrating Esker’s capabilities in order-to-cash (O2C) including dashboards and reporting, order validation, exception handling and workflow. He will also be presenting the customer portal and collaboration tools, billing document delivery, and e-invoicing (including on-boarding and secure payment processing).

About Howie HahnAs Senior Sales Engineer at Esker, Howie Hahn focuses on SAP accounts payable and order processing automation demos and discussions. While maintaining three SAP servers, Howie trains sales engineers and sales staff on SAP, business processes and Esker products. Howie is also a leader in Change Management at Esker.

BOSTON SCIENTIFIC SECURES COMMERCE IN THE ENTERPRISE PROTECTING ITS CUSTOMERS & BRAND FROM A DATA BREACH WITH PAYMETRIC

1:30-2:30 p.m. | Heidi Dallal, Solution Architect, Boston Scientific; Kyle Dwyer, PCIP, Boston Scientific & Jennifer Rossi, VP Channel Sales, Paymetric

With integrated, cloud based payment processing and tokenization solutions from Paymetric, Boston Scientific is able to: streamline the O2C process, automate receivables management functions, reduce payment card

AGENDA DESCRIPTIONS & BIOs

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processing costs by millions of dollars, improve security and make PCI DSS compliance more efficient. In this interactive session, learn how Boston Scientific partnered with Paymetric to fully integrate and secure its electronic payment transactions to reduce the cost and scope of PCI compliance. We will also cover how Paymetric has provided an integrated solution to pass Level 3 data, helping to provide further cost savings.

IN THIS SESSION YOU WILL LEARN ABOUT:§ Boston Scientific’s implementation timeline, goals and challenges with Paymetric solutions§ How Boston Scientific saves millions of dollars yearly in payment processing costs§ Lessons learned and best practices§ How Boston Scientific plans to use the solution in the future

About Heidi DallalHeidi Dallal joined Boston Scientific (BSC) in 2008 as part of their SAP SD team to support their O2C processes across 60+ countries and 7+ divisions. Heidi was responsible for implementing a major update of the SAP integrated payment card processing solution in 2011 and has been involved in keeping it current and secure ever since. Prior to joining BSC, she spent 25 years with the Gillette Company supporting North American distribution, logistics and warehousing systems.

About Kyle DwyerKyle Dwyer joined Boston Scientific (BSC) in 2014 as part of their Global IT Security - Compliance, Risk, and Training team. Since 2015, he has been responsible for managing the BSC’s PCI Compliance Program and helped drive the initiative to adopt Paymetric’s SAP integrated P2PE solution. Prior to joining BSC, Kyle was an undergraduate student at Bentley University studying Information Systems Audit & Control.

About Jennifer RossiJennifer Rossi joined Paymetric in 2013 to help drive the growth of the company’s secure, integrated payment processing solutions via channel sales. She offers more than 20 years of financial and receivables management consulting experience within payment processing and ERP software implementations. Currently, she manages Paymetric’s partner alliances to develop strategic business channels.

STREAMLINING AR INVOICE PAYMENTS VIA A SELF-SERVICE CUSTOMER PORTAL

2:40-3:40 p.m. | Jennifer Rossi, VP Channel Sales, Paymetric; Claire Valencony, Business Development Manager, Esker & Howie Hahn, Senior Sales Engineer, Esker Learn how to transform accounts receivable (AR) into a faster‚ less expensive‚ and more reliable process for your company and customers. This joint presentation will highlight how the partnership of Esker and Paymetric’s Accounts Receivable solutions can not only speed up cash collection and increase process visibility‚ but provide customers with an online self-service portal to manage and pay their open invoices. Including a live solution demo and case study overview of Esker customer‚ Toshiba.

IN THIS SESSION YOU WILL LEARN ABOUT:§ About the Esker/Paymetric partnership§ Trends and benefits of e-invoicing§ How Esker’s on-demand Accounts Receivable solution works, including a live demo§ Paymetric’s secure payments integration

AGENDA DESCRIPTIONS & BIOs

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About Claire ValenconyClaire Valencony is in charge of business development for Esker in North America. As Country Manager at Esker France from 2011 to 2014, Claire was responsible for all operations (sales, marketing and consulting services) in France, Switzerland, Belgium and Luxembourg. Claire joined Esker in 2003 as Marketing Manager for France. Her responsibilities extended to include the management of Esker’s partner network and in 2010, the small and medium business sales team. Prior to Esker, Claire was Marketing Manager for Logica CMG in the business process outsourcing branch.

About Jennifer RossiJennifer Rossi joined Paymetric in 2013 to help drive the growth of the company’s secure, integrated payment processing solutions via channel sales. She offers more than 20 years of financial and receivables management consulting experience within payment processing and ERP software implementations. Currently, she manages Paymetric’s partner alliances to develop strategic business channels.

AGENDA DESCRIPTIONS & BIOs