A Better Way to Buy at CU

1. A Better Way to Buy at CU Summer 2012

2. What we will cover… • CUBuyplusSM and its benefits to you • The Banner CUBuyplusSM transition • CUBuyplusSM Demonstration • BSC/ CUBuyplusSM Deployment • Training • Stay Informed… • Q&A

3. What our customers want… > Best value > Easy-to-use solution > Quick process > Tools to manage your purchases

4. How we will deliver it… Our goal is to enable faculty, researchers and the wider University community to quickly and efficiently procure goods and services at the best value, through a network of strategic sources, easy to use procurement tools, and effective customer service.

5. Stretching Your Dollars • The transformation of the procurement process will allow University departments to stretch their dollars further.

6. Stretching Your Dollars • Improved CU negotiated vendor pricing • Easy to use marketplace to access negotiated prices • Focus on spend analysis and campus needs to drive best value • Leverage individual shopper information at university level to drive improvements in contract pricing

7. Stretching Your Dollars

8. Expediting Your Purchases • This IS a better way to buy! • More efficient routine supply orders on strategically sourced goods

9. Expediting Your Purchases *Illustration of routine supply orders workflow

10. Expediting Your Purchases • Purchasing focus is on savings • By implementing a strategic sourcing methodology to support the efficient procurement of goods and services.  • Continual improvement through in-depth spend analysis • Creation of contracts easily accessed by the University community

11. Tools to manage your purchasing needs

12. Tools to manage your purchasing needs • Negotiated supplier pricing • Routine purchases of standard commodities (e.g., basic lab supplies) • Specialized or complex goods and services • Supplier quotes or specialty items • Blanket orders

13. Tools to manage your purchasing needs • One-time vendor purchases • Non-contract orders • Urgent orders • In-store convenience • Journal submissions or subscriptions • Non-PO vendors • Internet vendors that are not in CUBuyplusSM • FedEx and UPS charges

14. Ease of Use Expanded Access • Easy to navigate • Point and click access to supplier catalogs • Introduction of Browser Role • Enables the individuals that know what they need - to shop and place their items into a shopping cart • Assign required financial information entry to the Business Service Center or department designee

15. CUBuyplusSMCore Team • Linda Penland, Project Lead • Joe Zaborowski, Purchasing • Ed DuPree, Purchasing • Suzanne Samuelson, Asst Controller • Kelley Klahn, Accounts Payable • Wendy Duerfeldt Schutte, Pharmacy and Health Professions • Dawn Jensen, Student Life • Angie Tompsett, Business Service Center • Optional Members: • Shelly Whittaker, Do IT • Kelly Sand, University Relations • Kathy Custard, Human Relations • Deb Daley, Public Relations • Maria Jerrell, Administration

16. User Involvement Throughout the Project Customer Service Design and Build Test Pilot Needs Analysis UAT Business Process Transformation Communication, Town Hall, Ongoing Business Process & System Training User acceptance testing, “set up” information sessions, and end user training Colleague support, knowledge sharing Core Team gaining understanding business needs, SAC Targeted go-live July through early November 2012

17. CUBuyplusSM Demonstration

18. University Priorities • Revenue Enhancement and Cost Containment • Continue collaboration on organizational effectiveness initiatives and communication surrounding financial processes • Several initiatives come under this priority • Adoption of shared services model • Business Service Center • eProcurement http://www.creighton.edu/administration/president/universitypriorities/index.php

19. Business Service Center (BSC) • BSC currently supporting procure to pay processes • eProcurement also touches procure to pay processes • Roll-out of CUBuyplusSM is part of the BSC migration The BSC is a customer focused group dedicated to improving the customer service and the efficiency of their assigned processes.

20. Business Service Center (BSC) • Each departments migration… • Business Service Center roll-out discussion • Identify working team for moving procure to pay tasks to the BSC • Identify any unique service needs, develop service levels and define new process for College staff • Identify approval queues in conjunction with new Expenditure Policy • Identify CUBuyplus users • Schedule training/hands-on working sessions and transition procure to pay tasks

21. BSC/ CUBuyplusSM Proposed Timeline Libraries Nursing VPHS UM SPAHP Medicine Transitions completed. Arts & Sciences Other Academic Affairs Dentistry Grad/UC Law Gen Counsel Pres Office

22. Training Available As part of each departments migration… • Hands-on Training • Approvers, Browsers, Buyers • Step-by-step training materials available online • Job aids available online

23. Stay informed… • Website: www.creighton.edu/admin/purchasing/cubuyplus/ • Training • Contact this team – feedback is key! • Linda Penland Project Lead lkp74083@creighton.edu • Joe Zaborowski Purchasing jjz10195@creighton.edu • Ed DuPree Purchasing ewd10731@creighton.edu • Angie Tompsett Business Service Center amt91943@creighton.edu • Shelly Whittaker Training slc44378@creighton.edu • Suzanne Samuelson Finance sms29785@creighton.edu • Kelley Klahn Accounts Payable kdk00779@creighton.edu

24. Questions about BSC/CUBuyplusSM • Contact Information • General Inquiries | CUBuyplus@creighton.edu • Linda Penland| lkp74083@creighton.edu • Presentation and key resources are available at • www.creighton.edu/admin/purchasing/cubuyplus/

25. A Better Way to Buy at CU