Analyst - EDI. healthalliance Purpose, Vision and Principles. Purpose Statement
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1 Principles Vision Purpose Statement Analyst - EDI healthalliance Purpose, Vision and Principles healthalliance provides shared services to benefit NZ health organisations. We will deliver increasing value to our customers through: Lower cost Standardised system and processes Reducing variation or rework Quality and innovation To deliver outstanding shared services that enable healthcare excellence. Partnership Developing lasting partnerships through collaboration, working to a common goal, facilitating joint solutions within our means, recognising and celebrating success, open communication to share knowledge and information. Respect for people We respect others by; developing trust by being open and honest, listening to and understanding others views, valuing everyone s contribution, celebrating diversity and have fun and enjoy what we do as a team. Integrity We show integrity by; leading by example, open, fair, honest and transparent in everything we do, courage to speak up and challenge when things don t seem right, act ethically and professionally at all times, can do, will deliver our promises, obligations and commitments. Delivering Results We deliver results by; delivering exceptional results through high performance teams, enhance the customer experience, continually improve and add value, being action orientated, responsible and accountable, providing consistent and reliable services. Energised by Innovation We are energised by innovation when we; encourage forward thinking ideas and chal lenge status quo, measure our performance and see it as an opportunity to learn and grow, creating positive change by developing smarter ways to work, empowering people to maximise potential. Our principles define the expected behaviour of all staff and guide us on the behaviours that are important to us as an organisation. They underpin the way we do things at healthalliance, defining how we strive to move towards our vision. Final: 04/04/2014 1
2 This position description provides an indicative outline of the purpose and key responsibilities and tasks of the role. Title and Reporting Relationships Position title: Reporting to: Location: Analyst, EDI Manager, Catalogue and Master Data Auckland Purpose of the Role The purpose of the role is to manage changes and/or projects relating to ERP and EDI changes in Supply Chain and to prepare and deliver high quality generic and customised technical training relating to ERP/EDI to Supply Chain. The role would be: Responsible to deliver an effective and efficient result from the EDI platform in line with agreed expectations Responsible to project manage all elements related to on-boarding new EDI suppliers Responsible for managing the issues and development schedules with internal and external parties Act as key contact point for all EDI issues and resolution Monitor and resolve EDI issues, seek root cause and plan resolution. Manage changes for EDI initiatives to ERP. Be the expert for process and master data related to healthalliance implementation of EDI and be responsible for all technical support and training delivery as required. Co-ordinate with relevant parties to ensure all documentation and materials required to support the platform are up to date. Personnel Dimensions (Employees reporting to this position directly and indirectly) Number of Staff: Direct: 0 Through subordinates: Total: 0 Key Relationships People and organisations both inside and outside of the company that this position would be required to manage relationships with. Internal Stakeholders Manager, Catalogue and Master Data Master Data and National Catalogue Team Leaders healthalliance management healthalliance staff Position in Organisation General Manager Supply Chain External Stakeholders DHB s Supply Chain teams Service Providers and Key Suppliers Customer Groups Manager, Catalogue and Master Data National Catalogue Team Leader Product and Supplier Master Data Team Leader Analyst, EDI Final: 04/04/2014 2
3 Key Responsibilities and Tasks Service Delivery Manage all elements relating to EDI initiatives into and out of Oracle. Responsible for managing the issues and development schedules and facilitate ha priority setting Act as key point of contact for EDI activities and management Assess the opportunities to utilise technology to enable change Ensure all additional resource for EDI requirements are proposed, agreed, funded and managed. Monitor and report performance to plan, business improvement and benefits realisation Ensure the correct approval processes are followed Support the development and implementation of business cases as required As required deal with and resolve any customer enquiries Ensure compliance to and integrity of organisational policies and processes Ensure projects are aligned with customer and busieness priorities Assess benefits realised and lessons post-implementation Ensure all ha PMO methodologies are complied with Be the technical expert for process and master data within the Catalogue and Master Data team and responsible for providing technical (EDI) training and support as required Co-ordinate with internal teams to ensure process are aligned to delivering to the EDI requirements Expected Outcomes Smooth transition to BAU to operations team on completion of project implementation Business Cases developed, approved and implemented, anticipated benefits measured Supply Chain optimisation opportunities are realised Effective and efficient execution of projects/change Clear ownership and change management Post implementation reviews assess benefits realis ed Technology options assessed and identified Programme of work identified and agreed Anticipated benefits (financial and non financial) achieved and communicated Change programme mobilised Information is provided on a timely basis as requested from customers No audit issues or material adverse audit comments Corrective actions initiated promptly Processes, practices and controls reflect good commercial practice Consistent and reliable SLA delivery is maintained Seamless implementation of product and supplier changes Clearly defined service standards Clear measurable performance targets Regular reporting in place and used to improve operations Issues are managed and escalated where appropriate Cross-functional engagement and alignment achieved Performance monitored and improved High compliance to all Centre of Expertise (COE) processes, non-compliance addressed Collaborative relationships and highly valued customer service proposition Projects are managed appropriately and delivered on time, in budget and scope Learnings are shared across the team Appropriate staff development and technical training occurs to embed change Actively engage and collaborate with colleagues and customers to improve the end to end outcomes Final: 04/04/2014 3
4 Relationship Management Develop and maintain effective relationships with customers and suppliers to foster and encourage collaboration Develop and maintain effective relationships with other stakeholders to optimise the outcomes and mitigate risk to initiatives Liaison with the third party logistics provider Maintain strong relationships across the Supply Chain and Finance teams to ensure and optimise an end to end approach Be an effective change agent in the introduction of new initiatives Professional Development Accept responsibility for own professional development Annually agree professional development plan with your Manager Successfully complete formal training and share knowledge to upskill other team members Project outcomes reflect an interactive and consultative business approach National objectives are actively promoted Alignment and understanding of the Supply Chain strategy across ha, visible in end to end focus and outcomes Quality business relationships are in place and demonstrable with DHB s Positive customer and stakeholder feedback recognising effectiveness, contribution and engagement High level of customer and supplier engagement Demonstrable working relationships and communication across the supply chain, visible in end to end focus and outcomes Development and training plans are in place Knowledge sharing among team members Spirit of co-operation with other work areas/departments is maintained Liaise with all customers (internal and external) as required in a helpful and polite manner Health, Safety and Wellbeing Support healthalliance health, safety and wellbeing culture and to recognize individual responsibility for Workplace Health and Safety under the Health and Safety Employment in Act 1992 Support healthalliance health, safety and wellbeing culture by: Ensuring a safe working environment and safe working practices Reading and understanding healthalliance Health and Safety policies and relevant procedures and applying to own work activities Identifying, reporting and managing hazards where appropriate Displays commitment through actively supporting all health, safety and wellbeing initiatives. General Consistently displays the principles of the organisation Adheres to and observes all organisational policies, methodologies and practices Other duties as required by the Manager in addition to or as a result of changing circumstances, that contributes to achieving the purpose of the role Final: 04/04/2014 4
5 Qualification, Experience and Training Requirements What is the typical background required to competently perform the responsibilities of the job? Essential is the minimum acceptable level for entry. Preferred indicates the desirable level, but may also expand on the nature, eg: industry related, level of previous supervisory experience Essential Degree qualification in relevant discipline or equivalency in experience Extensive working knowledge of Oracle or similar ERP system Extensive working knowledge of EDI Sound understanding of and demonstrable experience in business and process improvement frameworks, tools and change methodologies Demonstrable commercial experience with high levels of commercial acumen and financial literacy Sound understanding of end-to-end supply chain and value chain business processes Preferred Post graduate diploma or degree in a business or related discipline Formal supply chain qualification directly relating to Logistics, Inventory Management or Supply Chain eg APICS Oracle ERP systems knowledge (preferred) Proven experience in project management methodologies Experience in shared service environment Exposure and experience in the health sector Experienced in Business Case development Proven ability to lead change and motivate teams in project environments Proven ability to quickly establish credibility and build strong working relationships with multiple stakeholders Influencing and negotiating skills, including ability to deal with competing interests and conflicting priorities Proven problem solving capability and ability to distil complexity Proven analytical capability Knowledge and experience of delivering ERP training (preferably Oracle) Proven ability to continually adapt and learn new procedures and software programmes Final: 04/04/2014 5
6 Competencies for the role Functional/Technical Skills Organisational Agility Process Management Customer Focus Drive for Results Problem Solving Motivating Others Business Acumen Has the functional and technical knowledge and skills to do the job at a high level of accomplishment Knowledgeable about how organisations work; knows how to get things done through formal channels and the informal network; understands the origin and reasoning behind key policies, practices, and procedures; understands the culture of organisations Good at figuring out the processes necessary to get things done; knows how to organise people and activities; understands how to separate and combine tasks into efficient workflow; knows how to measure it; can see opportunities for synergy and integration where others can t; can simplify complex processes; gets more out of fewer resources Is dedicated to meeting the expectations and requirements of internal and external customers; get first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gain their trust and respect Can be counted on to exceed goals successfully; is constantly and consistently one of the top performers; very bottom-line oriented; steadfastly pushes self and others for results Uses rigorous logic and methods to solve difficult problems with effective solutions; probes all fruitful sources for answers; can see hidden problems; is excellent at honest analysis; looks beyond the obvious and doesn t stop at the first answers Creates a climate in which people want to do their best; can motivate many kinds of direct reports and team or project members; can assess each person s hot button and use it to get the best out of him/her; pushes tasks and decisions down; empowers others; invites inputs from each person and shares ownership and visibility; makes each individual feel his/her work is important; is someone people like working for and with Knows how business work; knowledgeable in current and possible future policies, practices, trends, technology, and information affecting his/her business and organization; knows the competition; is aware of how strategies and tactics work in the marketplace Note: The position needs to reviewed by both parties annually. Signed as current and agreed: Manager Employee Final: 04/04/2014 6
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