optimize maximo purchasing with createch add-on … · optimize maximo purchasing with createch...
TRANSCRIPT
Optimize Maximo Purchasing with Createch Add-on Products – Improving the Efficiency of Purchasing
Professionals
Wayne Gahagan – Technical Sales Specialist
Mike Popovic – Senior Vice-Presient
Agenda
• Challenges to Purchasing Professionals
• Introduction to Createch Products
Delivery Agent
Popfax
Vendor Price Update
• Createach Summary & Contact Information
Challenges for Purchasing Professionals
Cost control - Do more with less. Companies are reducing staff and putting morepressure on buyers to fill the void.
On-Time Deliveries – Buyers are responsible for ensuring goods and services arrive on time, or risk impacting their own maintenance or delivery schedules.
Internal Compliance – Frustration with the inability to effectively standardize procedures
Accurate Data – Out of date pricing on purchase orders is time consuming and costly
Createch Approach
Provide solutions that automate your processes and reduce the impact of these challenges:
Createch Products:
Delivery Agent
PopFax
Vendor Price Update
Delivery Agent
- Delivery Agent is a product that delivers Maximo approval requests via email
- Delivery Agent significantly reduces approval cycle time
Delivery Agent
Scenario:
You submit a purchase request for over $10,000 that is subject to multiple layers of Financial Approval.
What happens in Maximo when approval is requested from your manager?
Delivery Agent
What is different with Delivery Agent?
Delivery Agent
E-Mail based Approval requests:
Single In-Basket No sign-on No navigating a complex user
interface Approver needs only Outlook or
Notes e-mail Press one button and it is
approved! e-Signature optional
Approval Requests are sent to customer via e-mail
Delivery Agent for the BlackBerry
Under Development
Blackberry based Approval requests:
Single In-Basket No sign-on No navigating a complex user
interface All system approver needs is a
BlackBerry Press one button and it is
approved!Approval Requests are sent to the approver’s BlackBerry
Createch Add-On Products
Delivery Agent
PopFax
Vendor Price Update
PopFax
Manual Fax:
-Create and print the purchase order
- Look up Contact Information and make a note of contact information
- Create and Print Cover Page
- Queue up at the fax machine
- Dial the number
- Ensure that the transmission was successful
- Wait for results page to print
- Walk back to your desk
- Make a note in Maximo
Desktop Faxing Solution (Win fax):
- Not integrated with Maximo
-Requires many steps…
- launch the application, - select the fax number,- wait for connection, - wait for confirmation…
- Not automated – manually initiated
- No visibility of transmission results in MAXIMO
Scenario: Buyer needs to send a purchase order to vendor. What’s involved?
PopFax Purchase Order
PopFax for MAXIMO
Integrated Document Delivery Solution for MAXIMO
Automated faxing, emailing and printing of MAXIMO generated documents
Purchase Orders & Purchase Requests
Automates communication to suppliers and other third parties
Minimal technology investment required by you or your suppliers/service providers
Complete visibility of transmission results within MAXIMO
Unattended processing
Supplier Contacts
MAXIMO
PopFax
-Transmission Preferences are set up as part of the Vendor profile in Maximo
-Everything else is automated!
PopFax
Additional Features:
Updates the history tab in Maximo with the results of the transmission, and can email the buyer on failure.
Integrates with most Enterprise faxing solutions (Right Fax, Esker, FacSys, Faxination)
Ships with internal fax server if you don’t have one.
PopFax
Add-on Product - Automated Purchase Order Expediting
– Optional feature that provides automated purchase order expediting that helps you ensure that deliveries are on time.
– Flag any purchase order to be auto-expedited.
– Expedite letters are automatically emailed or faxed based on predefined criteria.
– Expedite letters can be setup using either Crystal or Actuate.
– Expedite letters can be sent out weeks or days before scheduled delivery advising the supplier to confirm delivery.
Createch Add-On Products
Delivery Agent
PopFax
Vendor Price Update
Vendor Price Update
ITEM PRICING
How much time do buyers or clerical staff spend updating item pricing individually?
How many of us have sent out Purchase orders, knowing that item pricing was likely incorrect?
What’s involved when a Purchase Order doesn’t match the Invoice?
- If tolerances are set low, the invoice cannot be accepted into Maximo
- Users would need to change the PO, but they can’t if the items are received.
- The receive transaction would need to be reversed,
-The PO price corrected
-The receipt would have to be re-entered
- What if the items have already been issued?
Vendor Price Update
Simplify and Automate the updating of Item Prices in Maximo and increase the likelihood that prices on Purchase Orders are correct, therefore less likely for a invoice price adjustment process.
How does it work?
Export item lists to Excel, using standard queries in Maximo, or by selecting Purchase Contracts.
Vendor Price Update
With a push of a button the spreadsheet is sent to the Vendors Primary Contact.
Save purchasing administration time
Off load some work to the vendors
Increases accuracy
Vendor Price Update
• Updated pricelists returned by vendors can be used to mass update item prices in Maximo
• Do updates from vendor format prices lists, like catalogs sent on CDs
• Identify any Errors immediately.
• Update last purchase price in item storeroom record
• Update or create new Price Contracts
Summary
Delivery Agent – Fast track your approval process
PopFax – Fully automates Purchase Order transmission
Vendor Price Update – Improve Price Accuracy
Createch Summary & Contact Information
Createch is a long time partner of Maximo/IBM, and are currently: Channel Resellers Services Partner Complementary Solutions Provider Training Partner Alliance Partner
For more information: See: www.thecreatechgroup.com For information requests, e-mail [email protected]
Rajiv Daljeet at 905 777-8171 x 136 E-Mail: [email protected]
Wayne Gahagan at 905 777-8171 x 128 E-Mail: [email protected]
Thank You
Questions?