SIG Working Council Sourcing and Governance: Tools and Technologies

Transcription

1 Sourcing and Governance: Tools and Technologies March 13, 2017 Global Executive Summit Microsoft Philip Wood Director of Sourcing Sourcing Industry Group Matt Shocklee SIG Global Ambassador The Hackett Group Amy Fong Associate Principal

2 Today s Agenda Time Topic Responsible 9:00am Welcome & Introductions Snehal Sindhvad (SIG) 9:10am Introduce SIG Working Council Concept & Structure - Tools and Technologies Council Charter - Discuss role/responsibilities of the Members of the Leadership Team - Review of last WebEx session 9:20am 9:45am How to approach demystifying the P2P process for you customers and what does that mean for your Technology Roadmap Review Council Member Survey Results / Amy Fong - Hackett 9:50am Discuss Topics/Speakers for the next WebEx meeting in April :55am Discuss Other topics of interests and Q&A

3 Sourcing and Governance: Tools and Technologies Philip Wood Director Strategic Sourcing & Ops. Microsoft Corporation Matt Shocklee SIG Global Ambassador Snehal Sindhvad SIG Member Services Amy Fong Associate Principal The Hackett Group

4 Today s Agenda Time Topic Responsible 9:00am Welcome & Introductions Snehal Sindhvad (SIG) 9:10am Introduce SIG Working Council Concept & Structure - Tools and Technologies Council Charter - Discuss role/responsibilities of the Members of the Leadership Team - Review of last WebEx session 9:20am 9:45am How to approach demystifying the P2P process for your customers and what does that mean for your Technology Roadmap Review Council Member Survey Results / Amy Fong - Hackett 9:50am Discuss Topics/Speakers for the next WebEx meeting in April :55am Discuss Other topics of interests and Q&A

5 The Charter or Purpose of this Working Group is: Ensure that SIG Members have a resource to address questions concerning the use of advanced tools and technologies in sourcing and governance in Global Business Services (GBS i.e. procurement, outsourcing, shared services and digital services); Provide an environment for SIG Members to network and develop relationships with subject-matter experts, thought leaders and practitioners in this business area; Assist SIG Members in understanding how enterprises use sourcing and governance tools and technologies to drive value throughout the entire sourcing and relationship governance life-cycle (i.e. Procure-to-Pay, Transition to Delivery, Relationship Optimization, Risk & Compliance etc.); and Enable SIG Members to stay apprised of how transformational technologies can either simplify and/or add complexity to the sourcing and governance environment, especially with the proliferation of advanced technologies and platforms.

6 Working Council Participation and Leadership SIG Working Councils are comprised of SIG Members from all of SIG s Membership Communities: Buyer, Supplier/Service Provider, Advisor, Academic, Government and Others. SIG Working Councils are led by a Working Council Leadership Team that consists of a subset of the Members from the Working Council. The Leadership Team will consist of the Chair, at least one Co-Chair from each of SIG s Membership Communities and a SIG Ambassador Liaison. SIG may set a limit on Co-Chairs. Philip Wood, Director Strategy Sourcing & Operations at Microsoft is the inaugural Chair of the Sourcing & Governance Tools and Technologies (SGT 2 )Working Council and its Leadership Team. The role of Co-Chairs in the SGT 2 Working Council Leadership Team are: Support the WC Chair in addressing the Charter and WC Objectives Attends all WC Leadership Team Meetings (monthly/quarterly) Take co-leadership responsibility to develop/deliver WC programming All Working Council Members are asked to participate in quarterly WebEx meetings and on-site at our semi-annual Global Executive Summits, All Working Council Members are required to complete an annual Survey that assists the Council in identifying topical/functional areas of interests, concerns and job-related issues that our Sourcing Professional Working Council Members are most interested in addressing through the Working Council.

7 What are our Working Council s Objectives for 2017? Identify the key topics of interest to be addressed through quarterly webinars and semi-annual on-site meetings at the SIG Summits as well as through other methods such as research, white papers or special events. Identify SIG and guest speakers/thought leaders to address the topics/areas of interest identified above. Identify any special initiatives/activities related to SIG s programming/services such as education/training, research, tools/technologies or other value added areas the Council should consider for its SIG Members. Current Schedule of Future Events: WebEx Meeting # 3: Friday, April 28 th at 2pm EDT via WebEx. WebEx Meeting #4: TBD July 2017 On-site: Fall 2017 Global Executive Summit Carlsbad, CA

8 Today s Agenda Time Topic Responsible 9:00am Welcome & Introductions Snehal Sindhvad (SIG) 9:10am Introduce SIG Working Council Concept & Structure - Tools and Technologies Council Charter - Discuss role/responsibilities of the Members of the Leadership Team - Review of last WebEx session 9:20am 9:45am How to approach demystifying the P2P process for you customers and what does that mean for your Technology Roadmap Review Council Member Survey Results / Amy Fong - Hackett 9:50am Discuss Topics/Speakers for the next WebEx meeting in April :55am Discuss Other topics of interests and Q&A

9 Working Council Group Discussion How to approach demystifying the P2P process for your customers and what does that mean for your Technology Roadmap Taking a look at the process that Microsoft took to simplify procurement for its internal customers How Hackett s Advisory and Research provided guidance to Microsoft and what is currently top of mind in the industry The evolution of Microsoft s technology roadmap lessons learned

10 Today s Agenda Time Topic Responsible 9:00am Welcome & Introductions Snehal Sindhvad (SIG) 9:10am Introduce SIG Working Council Concept & Structure - Tools and Technologies Council Charter - Discuss role/responsibilities of the Members of the Leadership Team - Review of last WebEx session 9:20am 9:45am How to approach demystifying the P2P process for you customers and what does that mean for your Technology Roadmap Review Council Member Survey Results / Amy Fong - Hackett 9:50am Discuss Topics/Speakers for the next WebEx meeting in April :55am Discuss Other topics of interests and Q&A

11 Sourcing and Governance: Tools and Technologies Sourcing & Governance Tools and Technologies Working Council - Member Poll on Areas of Interest Responses Banking Insurance Non-Profit Construction Technology Telecom ) Please check the statement below that best describes the state of Third Party Risk Management at your organization: 0% A.) We have a full suite of P2P tools and technology they are best in class in the industry. 100% B.) We have gaps in out P2P tools and technology and are working on a road-map to close those gaps. 0% C.) We currently do not have any P2P tools in our organization and most of our processes are manual and labor intensive. 2.) The current Tools and Technology suites we use for P2P are (please select one): 33.3% Fully converted to a SAAS industry solution. 16.7% A mixture of third-party on premise and SAAS solutions. 16.7% Mostly third-party on premise solutions and homegrown solutions 0.0% Mostly homegrown solutions 33.3% None of the above 3.) Please check the statement below that best describes the maturity of your tools and technologies for managing your shared services, outsourcing and/or digital services relationships. 0.0% We have a full suite of tools that manage relationship governance and our 3rd party supplier's risk and compliance. 50.0% We have gaps in our portfolio of tools that we use for governance and 3rd party supplier risk and compliance. 50.0% We currently do not have any tools that assist us in managing our relationship governance and our 3rd party supplier risk/compliance. 4.) The current Tools and Technology suites we use for relationship governance and third-party risk and compliance management are: (please select one): 50% Fully converted to a SAAS industry solution 17% A mixture of third-party on premise and SAAS solutions 0% Mostly third-party on premise solutions and homegrown solutions 0% Mostly Homegrown solutions 33% None of the Above

12 Sourcing and Governance: Tools and Technologies 3.) Please indicate your organization s level of interest with the following topics related to tools and technologies: Low Medium High 0% 33% 67% 67% 33% 0% 17% 50% 33% 0% 83% 17% 0% 33% 67% 0% 100% 0% 33% 34% 33% 33% 17% 50% 0% 33% 67% 33% 50% 17% 17% 67% 16% Sourcing and Governance of our supplier relationships. Please check the statement that best applies. 14.3% I completely agree with the statement above, 57.1% 28.6% 0.0% I completely disagree the statement above. 5.) Working Council Members may have the opportunity to collaborate and participate in initiatives and/or research activities involving 14.3% 71.4% 14.3% 0.0% I somewhat agree with the statement above, I am neutral or unsure Topical Areas Industry best practices for P2P Tools and Technologies How Robotic Process Automation is being used/deployed How to launch a P2P process and policy simplification initiative Procure-to-Pay Trends How to Launch the development of a technology road-map strategy Research on suppliers offering P2P tools and technology Education and training on how to use advanced tools and technologies in P2P, relationship governance, risk and compliance Research on suppliers offering on tools for relationship governance, risk and compliance Best practices in using relationship governance, risk and compliance tools and technologies How cognitive computing & machine learning tools and technologies are being used and deployed in procurement, outsourcing, shared services and digital services How tools and technologies can be used to optimize the overall health and business value obtainable from third-party supplier relationships 4.) Our organization is willing and able to share best practices, insights and key learning regarding our use of tools and technologies in other members of the Working Council. Participating Working Council Members may be asked to share the costs/resources associated with an initiative or research activity as well as be asked to share insights, best practices and other gains or returns from the initiative. Which statement best describes your organization s most likely position: It is highly likely that we would be willing to participate in initiatives or research with other Working Council Members. It is possible that our organization may wish to participate in initiatives or research with other Working Council Members. It Is unlikely that our organization will be able to participate in initiatives and/or research with other Working Council Members. Our organization will not be able to participate in initiatives or research with other Working Council Members.

13 Today s Agenda Time Topic Responsible 9:00am Welcome & Introductions Snehal Sindhvad (SIG) 9:05am Introduce SIG Working Council Concept & Structure - Tools and Technologies Council Charter - Discuss role/responsibilities of the Members of the Leadership Team - Review of last WebEx session 9:40am 9:45am Procure-to-Pay Technology Roadmap Rationale & Process Review Council Member Survey Results Philip Wood 9:50am Discuss Topics/Speakers for the next WebEx meeting in April 2017 Matt Shocklee Philip Wood 9:55am Discuss Other topics of interests and Q&A Matt/Philip

14 More Information: Snehal Sindhvad Sr. Director of Global Member Services SIG

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