AP Automation Solution Roadmap

Transcription

1 AP Automation Solution Roadmap Jyrki Rajala, Product Management Basware Experience User Forum Collaborate. Innovate. Succeed. Australia Denmark Finland France Germany Netherlands Norway Sweden United Kingdom USA

2 AP Automation Solution Roadmap Basware Experience User Forum Collaborate. Innovate. Succeed. Australia Denmark Finland France Germany Netherlands Norway Sweden United Kingdom USA

3 Agenda Alusta P2P Approach Roadmap P2P 1.0, 1.1 and 1.2 in short - Match Orders (Row) - Match Plans

4 OUR DEVELOPMENT FOCUS Multi-Enterprise, Unified Financial Processes Real-time B2B, Analytics & collaboration Easy-on-ramps, Accelerated Global Adoption & Coverage Examples: Roles-based UI experience Single B2B data structure Smart Client technology Flexible Deployment Options Examples: Dashboard Analytics Intuitive/ Smart tools Mobile Apps Social Media Collaboration Examples: CloudScan Catalogs Services Virtual Printer Connector Activation Services 3 Confidential

5 OUR DEVELOPMENT FOCUS Multi- Enterprise, Unified Financial Processes Examples: Roles-based UI experience Single B2B data structure Smart Client technology Flexible Deployment Options Value: Rapid user adoption Easier reporting No workstation installations Choice 4 Confidential

6 THE NEW PLATFORM

7 OUR DEVELOPMENT FOCUS Real-time B2B, Analytics & collaboration Examples: Dashboard Analytics Intuitive/ Smart tools Mobile Apps Social Media Collaboration Value: All the most relevant data at a glance Faster workflows with less manual input 24/7 access removes bottlenecks Faster issue resolution without passing the buck 6 Confidential

8 THE NEW PLATFORM

9 OUR DEVELOPMENT FOCUS Easy-onramps, Accelerated Global Adoption Examples: CloudScan Catalogs Services Virtual Printer Connector Activation Services Value: Maximize the total volume of einvoices Maximize invoice matching rates B2B document exchange is efficient and cost effective 8 Confidential

10 THE NEW PLATFORM

11 New ways of thinking Packages & Deployment methods

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13 IMPLEMENTATION TEMPLATES BUILT ON 25 YEARS OF P2P PROCESS EXPERTISE INPUT Basware P2P solutions OUTPUT Implementation Templates Best in class P2P processes P2P customer engagements 25+ years experience

14 RAPID IMPLEMENTATION Implementation Template Customer Options and System Data Collected Using Questionnaire Tool Rapidly Deployed System with Built in Best Practices for both on-site and SaaS deployment

15 QUESTIONNAIRE TOOL

16 Template x Template Y Template Z IMPLEMENTATION WITH TEMPLATES PAST: Best practises with parameterization of a packaged application FUTURE: Next practises with implementation template library Learning curve Learning curve Parameterization & customization Master Invoice Automation Package Template SOLUTION ANALYSIS IMPLEMENTATION SOLUTION ANALYSIS (1) IMPLEMENTATION OF MAIN SOLUTION REVIEW IMPLEMENTATION & OF FURTHER SOLUTION AUTOMATION & ANALYSIS (2) CUSTOMER SPECIFIC FUNCTIONALITY

17 Basware Purchase to Pay versions 1.0, 1.1 & 1.2 Roadmap Match Orders (row) Match Plans

18 2012/13 Alusta P2P - Release Schedule 12/2011 v1.0 Q1/2012 v1.1 Q2/2012 v1.2 Q4/2012 v2.0 Q1/2013 Includes: Mobile Client (Android, ios) Cloud Scan Includes: Basware Invoice - Smart Client - Admin & Config - Basware Collaborate Basware Match - Orders (header) Basware Mobile (new HTML client) Basware Storage Invoices. Includes: IA: - Coding templates - Config Import/Export - minor enhancements V /2012: SaaS: - Improved operation capabilities e.g. database schemas InvoicePro Pack - Confidential - Includes: Basware Match - Orders (line-level) Basware Match - Plans (recurring invoices) Enhanced features InvoiceAutomation Pack. Q4/2012 Portal Includes: Invoice Status / Browsing Invoice Key-in Includes: Basware Purchase Basware Shop Basware Analytics P2P pro Pack Development Accelerates

19 2013/2014 Alusta IA - Release Schedule v. 2.0 Q1/2013 v. 2.1 Q2/2013 v. 2.2 Q4/2013 v. 2.3 Q1/2014 Includes: Basware Invoice enhancements Basware Match - Orders (header & line level) enhancements Basware Match Plans enhancements Basware Mobile enhancements Basware Analytics Basware Storage P2P Includes: Basware Travel & Expense IA enhancements Portal Includes: IA enhancements Development Accelerates Includes: e.g. Dispute Management, Dynamic Discounting Includes: IA enhancements - Confidential -

20 Examples of functionality Exception handling

21 Examples of functionality Exception handling

22 Examples of functionality fully integrated Matching tool

23 Examples of functionality floating panels

24 Examples of functionality detailed change history

25 P2P 1.2. New Features Match Orders - Line Level Match Plans Basware Experience User Forum Collaborate. Innovate. Succeed. Australia Denmark Finland France Germany Netherlands Norway Sweden United Kingdom USA

26 New Features - Invoice Invoice Coding Template Manager (Create, Search, Modify, Delete, View content Export/Import coding from excel Separate approval password for additional security Intelligent workflow escalation procedure to enforce achievement of payment terms and fast handling of invoices

27 New Features Match Orders Line level matching possibility to match invoice lines to order rows / GR rows Support for multiple PO s on one invoice in line level matching Invoice lines view associated PO s / GR in a separate popup Matching Tracker to view all matching actions on invoice (both AM+MM) Notification on missing GR s

28 New Features Match Plans PaymentPlan / Invoice matching Creation & Management Automatic matching Rules with tolerances PaymentPlan / import existing plans from CG CM / xml

29 NEW! Matching Tracker New Matching Tracker functionality provides user a full view of all matching results (both automatic and manual matching) This guides user to identify the actual problem and proceed with correct actions

30 PaymentPlan Create In Alusta the functionality to handle recurring invoices is fully integrated into P2P portal PaymentPlan manager s Create screen is used to create new payment schedules for recurring invoices

31 PaymentPlan Details Payments PaymentPlan Payments screen is used to create expected payment schedule for recurring invoices User enters the expected invoice date & amount with tolerances After the invoice is matched to the PaymentPlan, invoice information is visible also in the plan Invoice coding data is copied from the PaymentPlan automatically during the matching process

32 Looking ahead.. Your chance to explore upcoming innovations..

33 Analytics Basware Analytics covers P2P reporting needs with several out of the box reporting modules Reliability of results (well tested and defined) Cost efficiency no need for customization Better support and easy to upgrade Better information for decision making Future benchmarking to other companies Basware Analytics provides visual graphs with access to underlying data Combines data from invoice and procurement enabling better visibility to both ends Requisitions to cash forecasts and realized invoice prices to spend analysis Provide rapid AND continuous visibility Confidential

34 Roadmap & Scope Q1/2013 first version of Basware Analytics Including reports/dashboard related Invoice volumes and monetary values Matching volumes Automation preventing root causes Invoice overall process efficiency Invoice manual processing efficiency Invoices outstanding Basic spend reporting Confidential

35 Visual Reports Confidential

36 Expense

37 Procurement

38 The Open Network Portal PHASE 1: Invoice Status Presentment Invoice Data Upload Invoice Data key-in

39 Thank You!