Finding the Right Fit and Function for Your P2P Vision

How to Evaluate Procurement and Accounts Payable Software

Discussing key features in P2P solutions and best practices for implementation. We will also take a look at the cutting-edge technology solution providers are leveraging to make back-office processes even easier.

AIR DATE & TIME

July 25, 2019 6:00 PM, 60min

By now, you may have heard about the benefits of adding Procure-to-Pay (P2P) automation to the back office and how it can help your company save money and improve efficiency. Now what? Identifying the correct P2P solution is not as simple as watching product demonstrations and picking the tools that are the flashiest or seem to be the best. Every solution provider will say they have the exact solution to address your unique organizational needs, but there is really no one-size-fits-all approach.

Companies have to consider numerous factors when beginning the selection process. For example, should everything be automated all at once and, if not, which process should you automate first? Who will be most impacted by this new tool? What is the greatest pain point and will this solution actually address it?

Join Levvel Research and Procure-to-Pay provider Corcentric as we explore where to start and what to look for when evaluating P2P solutions. We will discuss key features in P2P solutions and best practices for implementation. We will also take a look at the cutting-edge technology solution providers are leveraging to make back-office processes even easier.

Additional Details

Accreditation: Webinar participants can earn 1 CPE credit in Management Services.

Prerequisites: previous experience in finance

Advanced preparation: None

Delivery method: Group-Internet Based

Cancellation policy: Levvel Research may at its discretion cancel or replace a previously announced program with a program of similar content. We will make every effort to provide sufficient notification of such change. For more information regarding complaint and/or program cancellation policies, please email us at cpe@levvel.io

Refund policy: No fee charge

Levvel Research (formerly PayStream Advisors) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Meet the speakers

Major Bottoms Jr., Senior Research Consultant

Major Bottoms Jr.

Senior Research Consultant

Daniel Andrew, Senior Vice President of Sales, Corcentric

Daniel Andrew

Senior Vice President of Sales, Corcentric

Guests will learn about

  • Trends in procurement and AP among North American organizations
  • What to look for in Procure-to-Pay software
  • How integrating procurement and AP can benefit businesses
  • Key performance indicators (KPIs) of efficiency across AP and procurement processes

Who should attend?

  • Procurement, AP, and Back-Office Finance Professionals
  • CFOs
  • CPOs
  • Finance Directors
  • Controllers

Meet the speakers

Major Bottoms Jr., Senior Research Consultant

Major Bottoms Jr.

Senior Research Consultant

Major Bottoms Jr. is a Senior Research Consultant for Levvel Research based in Charlotte, NC. He plays a key role in the analysis and presentation of data for Levvel’s research reports, webinars, and consulting engagements. Major’s expertise lies in the Procure-to-Pay, Source-to-Settle, and travel and expense management processes and software, as well as technologies and strategies across DevOps, digital payments, design systems, and application development. Prior to joining Levvel, Major held various roles in the mortgage finance field at Bank of America and Wells Fargo. Major graduated with a degree in Finance from the Robert H. Smith School of Business at the University of Maryland.

Daniel Andrew, Senior Vice President of Sales, Corcentric

Daniel Andrew

Senior Vice President of Sales, Corcentric

Daniel Andrew, Senior Vice President of Sales for Corcentric, has over three decades of experience in the area where finance and technology merge. He works with some of the country’s biggest companies to configure innovative payables solutions that can deliver ROI in the first year. As President and COO of InfoAccess.net, a provider of cloud-based e-invoicing services which was acquired by Corcentric in 2016, Daniel oversaw the growth of the company to serve more than 16,000 customers in more than 50 countries. Prior to his tenure at InfoAccess.net, Daniel held the position of Senior Manager, e-Commerce and Financial Systems at The Kroger Co., where he managed all financial systems and developed procure-to-pay matching, EDI, EFT, and business reengineering.

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