May 23 2017 Agenda Project Sponsors and Committees Goals Scope and Benefits Success Criteria Process and eForms Timeline Project Sponsors Committees Working Groups Sponsors Mike Wagner Tricia Spellman Gail Goodness ID: 599004
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Slide1
Invoice and Payment Request Project
May 23, 2017Slide2
Agenda
Project Sponsors and Committees
Goals, Scope, and Benefits
Success Criteria
Process and eForms
TimelineSlide3
Project Sponsors
, Committees, Working Groups
Sponsors
: Mike Wagner, Tricia Spellman, Gail Goodness
Oversight Committee
:
Gail Goodness, Tricia Spellman, Tammy Moffatt, Joe Doucet, and Sam Cavallaro
Project Management Team
:
Business Processes
: Lisa Wallace, Laurie Noblet, Jeannette Crary, Debra Barton, Debra Clifford, Walter Kurgas, Nicole Richer-Maloney, Megan Tompkins, Sherrill Zani
ECM Team
: Chris Pankhurst, Kevin Perron, Gokil Pavithra Rajendran
Customer Advisory Committee
: 40+ Members of the CommunitySlide4
Goal
Efficient, user-friendly
and
secure:
Invoice scanning or email to OnBase
Payment Processing
Efficient, trackable payment workflow:
Submission
Approval
Entry
Metric Reporting
Records ManagementSlide5
Scope
Invoice submission into OnBase
Payment Request eForm
to replace:
BER for Students & Guests
Cash
Advances
MIPV
Request for Payment
Increased visibility into process
Continue to Eliminate Paper Processing
Increased Records AccessibilitySlide6
BenefitsSlide7
Success CriteriaSlide8
Invoices & Payment Request
Scan or email to
:
Invoice@Dartmouth.EDU
No eForm required for PO Invoices <$24,999
eForm needed for providing:
Approval
Chart String
Additional
Information
What do you think of these names?
Invoice and Payment Request
Invoice
Payment Request eFormPayment Request eFormSlide9
Timeline
*An November Roll-out is the Goal. Potential for delays are possible due to other priorities, enhancements, or unforeseen interruptions. Slide10
Thank you
Questions?