Key factors to ensure a successful project without delays, here are some essential items we suggest you consider:
Make sure you have identified and assembled your project team, including the project manager and process owner
Testing is a crucial component for success and is often neglected. You need to ensure:
You have developed your test scripts, as you need to take ownership of these.
Verify that the business process has been thoroughly reviewed and approved by the Accounts Payable (AP) Team to ensure it is in line with your established procedures.
Assign who will conduct the test and who understands the process.
Ensure your top 5/10 supplier invoices are included in the tests; avoid starting with complex invoices.
Is it part of a larger project involving upgrading or replacing your ERP, or a new project to implement Invoice Automation?
This will significantly impact when you can access the system.
Do you conduct a POC – but what should you include?
Critically ensure you have a CLEAR, CONCISE OBJECTIVE.
To prevent delays have your IT Team ready to set up and provide access to the email inbox if you want to use a corporate email inbox? Or use a mailbox we provide for the POC?
Then the major task – Have you cleansed your Meta Data?
Cleared redundant open purchase orders.
Updated supplier data to reflect their current address and removed unused suppliers from your active lists.
Time Frame: when is your year-end, when do you have a code freeze, and when are key people on holiday?
