Based on an electronic procurement system which has already been implemented, an electronic and workflow-based system for competent invoice verification and approval was introduced. The goal was to ensure a consistent and networked purchase-to-pay process. The result is a more efficient, more revision conform, more compliance conform, more transparent and more consistent P2P-process which includes interfaces for data exchange within the systems.
Challenge
- Replacement of the existing audit and approval process incl. connecting the existing procurement and archive system
- Introduction of a workflow-based system-solution for creating a continuous purchase-to-pay process
Service
Specialized customizing
- Development of technical requirements
- Synchronization with existing order and archive system
- Centralization of the invoice receipt
- Creation of a rule of competence determination
- Definition authorization management
Test preparation & implementation
- Preparation, coordination and execution of the tests
- Managing incident processing
Training / roll-out
- Conducting training
- Coordination roll-out
- Connection to user administration
Key data
- Duration: 12 months
- Scope of brief: 350 FTE
- Client: German financial services provider
- Company Size: 15,000+ employees
Results
- Centralization of invoice receipt including inbox processing and document scanning (physical and electronic)
- SAP-based workflow solution for invoice verification and approval based on specific competencies
- Comprehensive interface connections for permanent data exchange (interface management to the order system, to the archive as well as to master data and FI systems)
- Completion of the P2P process by integration of Invoice Management
- Creation of a rule of competence determination
Summary
- Introduction of an electronic invoice processing for the implementation of a networked P2P solution
- Process optimization based on increasing automation and continuous transparency
- Revision and compliance conform process (including archive)
