Purchase to Pay Academy

Onsite Live Training Available for Teams of 5 or More

P2P Academy for Solution Providers

PayStream Advisors has developed the Purchase to Pay Academy for Solution Providers to train you and your sales staff on how to become experts on the entire P2P process to better meet the needs of customers and prospects. Training provides valuable knowledge and insight into the accounts payable, procurement, and supply chain business processes and the decision makers involved.

Goals:

  • Give sales teams an edge when selling to AP
  • To empower pre-sales, sales and consulting staff to improve their discovery of client needs, “pain points” and collaboration opportunities.
  • To enable solution providers to become "go-to" consultants for P2P transformation and automation
  • Gain an understandstanding of the leaders and decision makers in the P2P process

Live Training on February 17th! 

Monday, February 17, 2014

Charlotte, NC
Cost to Attend: $995

REGISTER HERE

Agenda

Part 1: Morning

Start

End

Session

8:30 am

9:00 am

Welcome and Introductions

9:00 am

9:45 am

Definition of the P2P Process and Success Measures

1.1    Introduction
1.2    The Corporate Impact of P2P     
1.3    P2P Business Partnerships     
1.4    P2P Dependencies and Interdependencies     
1.5    The Supplier Management Lifecycle     
1.6    Introduction to the P2P Scorecard
1.7    Case Study -  Frozen Food Innovator Warms to AP Innovation

9:45 am

10:30 am

Breaking Down the Procurement Process

2.1   Contract Management     
2.2    Requisition Management     
2.3    Order Management & Purchase Order Matching     
2.4    Case Study – Verian Answers Emergency Call from EMSC

10:30 am

10:45 am

Morning Break

10:45 am

11:30 am

Breaking Down the Accounts Payable Process

3.1    Introduction    
3.2    Invoice Processing     
3.3    Disbursements         
3.4    P-Cards      
3.5    Case Study - Stena Line Streamlines Invoice Processing with Palette

11:30 am

12:30 pm

How to Access the Accounts Payable Process

4.1    Introduction
4.2    Interview Approach
4.3    Examples of “Pain Points”
4.4    Identifying Value Creation Opportunities

12:30 pm

1:30 pm 

Lunch

Part 2: Afternoon

Start

End

Session

1:30 pm

2:15 pm

Understanding Supply Chain and Logistics

5.1    Introduction        
5.2    Logistics and Supply Chain Management Strategy         
5.3    The Material/Parts Master          
5.4    Supply Chain Financing    
5.5    The Receiving Process     

2:15 pm

3:15 pm

The Leaders and Decision Makers in the P2P Process

6.1    Introduction
6.2    Understanding Leadership Styles
6.3    Teams and Teambuilding
6.4    Change Management
6.5    Team Exercise: Mutiny on the Bounty: The Story of Caption Bligh and Leadership
6.6    Team Exercise: Applying Myers Briggs Concepts

3:15 pm

3:30 pm

Break

3:30 pm

4:15 pm

The P2P Transformation Journey

7.1    Introduction
7.2    Current State Assessment  and Value Stream Mapping             
7.3    Visioning and Roadmap         
7.4    P2P Transformation Success Metrics

4:15 pm

4:45 pm

Wrap-Up and Feedback

4:45 pm

5:00 pm

Break

5:00 pm

5:30 pm 

Optional Exam

View the Full Training Agenda

On-site Training

Customized on-site training is available for Groups of 5 or more. Please contact  to arrange onsite customized training for your team.

 

 

 

 

 

PayStream Advisors - Solution Source

Solution Source is your online resource for listings and reviews of the top P2P automation software available.

Start your search now!

 

News


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Beware Those Corporate Deadbeats- CFO.com

News

PayStream Announces Cost Per Invoice Calculator - Shared Services Link

News

Henry Ijams joins IFO UK Advisory Board

Testimonials


I came to the Summit planning to focus on scanning/workflow but left also starting to think about transforming payment process. .......Sr Director Transaction Accounting, Republic Services


The PayStream Summit is perfect for networking and review of vendor solutions. .......Director of Finance, Exide


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