Save time, empower your teams and effectively upgrade your processes with access to this practical Procure To Pay Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Procure To Pay related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Procure To Pay specific requirements:
STEP 1: Get your bearings
Start with...
- The latest quick edition of the Procure To Pay Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Procure To Pay improvements can be made.
Examples; 10 of the 999 standard requirements:
- Can procurement tools such as RFx (request for information, request for proposal, request for quotation) tools be used to streamline the sourcing process, and how do they integrate with other procurement tools?
- What are the key performance indicators (KPIs) used to measure the alignment of procurement activities with organizational goals and objectives, and how are they tracked and reported within the P2P system?
- Can the P2P system integrate with other systems, such as inventory management or warehouse management, to ensure that special packaging or labeling requirements are communicated to relevant stakeholders?
- How does the P2P system facilitate the integration of procurement activities with other business functions, such as finance and logistics, to achieve alignment with organizational goals and objectives?
- Can procurement tools such as e-procurement systems, procurement software, and procure-to-pay platforms be used to automate procurement processes, and how do they integrate with existing systems?
- What metrics are used to measure the effectiveness of procurement activities in supporting organizational goals and objectives, and how are they reported and analyzed within the P2P system?
- How does the system ensure that goods and services requiring special handling or storage are properly segregated and separated from other items during warehousing and inventory management?
- How does the P2P system facilitate the integration of procurement data with other business data, such as ERP and CRM systems, to achieve alignment with organizational goals and objectives?
- What are the advantages of using artificial intelligence (AI) and machine learning (ML) in procurement tools and templates, and how can they be used to improve procurement decision-making?
- How does the P2P system ensure that procurement activities are integrated with the organization's strategic planning process to achieve alignment with organizational goals and objectives?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Procure To Pay book in PDF containing 999 requirements, which criteria correspond to the criteria in...
Your Procure To Pay self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Procure To Pay Self-Assessment and Scorecard you will develop a clear picture of which Procure To Pay areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Procure To Pay Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Procure To Pay projects with the 62 implementation resources:
- 62 step-by-step Procure To Pay Project Management Form Templates covering over 1500 Procure To Pay project requirements and success criteria:
Examples; 10 of the check box criteria:
- Executing Process Group: How many different communication channels does the Procure To Pay project team have?
- Source Selection Criteria: In which phase of the acquisition process cycle does source qualifications reside?
- Lessons Learned: How closely did deliverables match what was defined within the Procure To Pay project Scope?
- Procurement Audit: Was the expert likely to gain privileged knowledge from his activity which could be advantageous for him in a subsequent competition?
- Procurement Audit: Are all purchase orders signed by the purchasing agent?
- Schedule Management Plan: Is a process defined to measure the performance of the schedule management process itself?
- Responsibility Assignment Matrix: What is the number one predictor of a groups productivity?
- Monitoring and Controlling Process Group: How well did the chosen processes produce the expected results?
- Stakeholder Management Plan: Are the quality tools and methods identified in the Quality Plan appropriate to the Procure To Pay project?
- Activity Cost Estimates: What were things that you did very well and want to do the same again on the next Procure To Pay project?
Step-by-step and complete Procure To Pay Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Procure To Pay project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Procure To Pay project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Procure To Pay project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Procure To Pay project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Procure To Pay project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Procure To Pay project or Phase Close-Out
- 5.4 Lessons Learned
Results
With this Three Step process you will have all the tools you need for any Procure To Pay project with this in-depth Procure To Pay Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Procure To Pay projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Procure To Pay and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Procure To Pay investments work better.
This Procure To Pay All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.
