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2/17/17
Time Topic Responsible
2:00pm Welcome & IntroductionsSnehal Sindhvad (SIG)Philip Wood - Microsoft
2:10pm
Introduce SIG Working Group Concept & Structure- Sourcing & Governance Tools and Technologies Working Group Charter- Discuss role/responsibilities of the Members of the Leadership Team
Matt Shocklee (SIG)
2:20pm Review Council Member Survey Results Philip Wood - Microsoft
2:30pm Tools and Technology Roadmap Process – Microsoft Example Philip Wood - Microsoft
2:40pmDiscuss Topics/Speakers for the SIG March 2017 Summit meeting on March 13th and Periodic Council Webinars
Matt Shocklee (SIG)
2:50pm Discuss Other topics of interests and Q&A Matt Shocklee (SIG)
3:00pm Meeting Concludes
Dawn Tiura
SIG - CEO
Philip Wood
Microsoft
Snehal Sindhvad
SIG – Member
Services
Matt Shocklee
SIG -
Ambassador
Working Group Members on the call today
Time Topic Responsible
2:00pm Welcome & IntroductionsSnehal Sindhvad (SIG)Philip Wood - Microsoft
2:10pm
Introduce SIG Working Group Concept & Structure- Sourcing & Governance Tools and Technologies Working Group Charter- Discuss role/responsibilities of the Members of the Leadership Team
Matt Shocklee (SIG)
2:20pm Review Council Member Survey Results Philip Wood - Microsoft
2:30pm Tools and Technology Roadmap Process – Microsoft Example Philip Wood - Microsoft
2:40pmDiscuss Topics/Speakers for the SIG March 2017 Summit meeting on March 13th and Periodic Council Webinars
Matt Shocklee (SIG)
2:50pm Discuss Other topics of interests and Q&A Matt Shocklee (SIG)
3:00pm Meeting Concludes
Ensure that SIG Members have a resource to turn to when they have 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.)
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.
The Charter or Purpose of this Working Council is:
Working Councils are led by SIG’sBuy-Side Member Community,
Other SIG Member Communitieswill participate over time,
Buy-Side Leadership Team is the core of our success!
Welcome Philip Wood, Directorat Microsoft as our Inaugural Chair!
All of you are Members of the Leadership Team and we’re looking for selectMembers to step up as Co-Chairs: Support the WG Chair in addressing the Charter and WG Objectives Has a vote on all decisions made by the WG Attends all WG Leadership Team Meetings (monthly/quarterly) Take co-leadership responsibility to develop/deliver WG programming
All Buy-Side Members Support the Chair and Co-Chairs!
Time Topic Responsible
2:00pm Welcome & IntroductionsSnehal Sindhvad (SIG)Philip Wood - Microsoft
2:10pm
Introduce SIG Working Group Concept & Structure- Sourcing & Governance Tools and Technologies Working Group Charter- Discuss role/responsibilities of the Members of the Leadership Team
Matt Shocklee (SIG)
2:20pm Review Council Member Survey Results Philip Wood - Microsoft
2:30pm Tools and Technology Roadmap Process – Microsoft Example Philip Wood - Microsoft
2:40pmDiscuss Topics/Speakers for the SIG March 2017 Summit meeting on March 13th and Periodic Council Webinars
Matt Shocklee (SIG)
2:50pm Discuss Other topics of interests and Q&A Matt Shocklee (SIG)
3:00pm Meeting Concludes
Responses Banking Insurance Non-Profit Construction Technology Telecom
7 1 2 1 1 1 1
0%
100%
0%
33.3%
16.7%
16.7%
0.0%
33.3%
A.) We have a full suite of P2P tools and technology they are best in class in the industry.
A mixture of third-party on premise and SAAS solutions.
1.) Please check the statement below that best describes the state of Third Party Risk Management at your organization:
B.) We have gaps in out P2P tools and technology and are working on a road-map to close those gaps.
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):
Fully converted to a SAAS industry solution.
Mostly third-party on premise solutions and homegrown solutions
Mostly homegrown solutions
None of the above
0.0%
50.0%
50.0%
50%
17%
0%
0%
33%
A mixture of third-party on premise and SAAS solutions
Mostly third-party on premise solutions and homegrown solutions
Mostly Homegrown solutions
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.
4.) The current Tools and Technology suites we use for relationship governance and third-party risk and compliance management are
(please select one):
We have a full suite of tools that manage relationship governance and our 3rd party supplier's risk and compliance.
We have gaps in our portfolio of tools that we use for governance and 3rd party supplier risk and compliance.
We currently do not have any tools that assist us in managing our relationship governance and our 3rd party supplier risk/compliance.
Fully converted to a SAAS industry solution
None of the Above
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%
Research on suppliers offering on tools for relationship governance, risk and compliance
Best practices in using relationship governance, risk and compliance tools and technologies
Research on suppliers offering P2P tools and technology
3.) Please indicate your organization’s level of interest with the following topics related to 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
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
Education and training on how to use advanced tools and technologies in P2P, relationship governance, risk and compliance
14.3%
57.1%
28.6%
0.0%
14.3%
71.4%
14.3%
0.0% Our organization will not be able to participate in initiatives or research with other Working Council Members.
4.) Our organization is willing and able to share best practices, insights and key learning regarding our use of tools and
technologies in Sourcing and Governance of our supplier relationships. Please check the statement that best applies.
I completely agree with the statement above,
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 Council Members.
I somewhat agree with the statement above,
I am neutral or unsure
I completely disagree the statement above.
It is highly likely that we would be willing to participate in initiatives or research with other Working Council Members.
5.) Working Council Members may have the opportunity to collaborate and participate in initiatives and/or research
activities involving 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
Time Topic Responsible
2:00pm Welcome & IntroductionsSnehal Sindhvad (SIG)Philip Wood - Microsoft
2:10pm
Introduce SIG Working Group Concept & Structure- Sourcing & Governance Tools and Technologies Working Group Charter- Discuss role/responsibilities of the Members of the Leadership Team
Matt Shocklee (SIG)
2:20pm Review Council Member Survey Results Philip Wood - Microsoft
2:30pm Tools and Technology Roadmap Process – Microsoft Example Philip Wood - Microsoft
2:40pmDiscuss Topics/Speakers for the SIG March 2017 Summit meeting on March 13th and Periodic Council Webinars
Matt Shocklee (SIG)
2:50pm Discuss Other topics of interests and Q&A Matt Shocklee (SIG)
3:00pm Meeting Concludes
Time Topic Responsible
2:00pm Welcome & IntroductionsSnehal Sindhvad (SIG)Philip Wood - Microsoft
2:10pm
Introduce SIG Working Group Concept & Structure- Sourcing & Governance Tools and Technologies Working Group Charter- Discuss role/responsibilities of the Members of the Leadership Team
Matt Shocklee (SIG)
2:20pm Review Council Member Survey Results Philip Wood - Microsoft
2:30pm Tools and Technology Roadmap Process – Microsoft Example Philip Wood - Microsoft
2:40pmDiscuss Topics/Speakers for the SIG March 2017 Summit meeting on March 13th and Periodic Council Webinars
Matt Shocklee (SIG)
2:50pm Discuss Other topics of interests and Q&A Matt Shocklee (SIG)
3:00pm Meeting Concludes
What are our Working Group’s Objectives for 2017?
• What topics are we interested in?
• What speakers/thought leaders do we want to involve?
• Do we have any initiatives we would like to pursue?
• Other ideas, thoughts or suggestions?
Some Assumptions:
• Monthly Leadership Team Conference Calls
• Periodic WG Meetings/Events, i.e. Quarterly/Semi-Annual
• Meet at Scheduled SIG Summits (Formal and In-Formal)
[email protected] [email protected] [email protected] [email protected]
Dawn Tiura
SIG - CEO
Philip Wood
Microsoft
Snehal Sindhvad
SIG – Member
Services
Matt Shocklee
SIG -
Ambassador