non-stop iexpense !! srikanth sachin jadhav
DESCRIPTION
Slide # 3 iExpense Legacy Process Employee logs into iExpense and submits Expense Reports Employee gets a failure notification if the employee manager is not found in the approval setup Employee raises a ticket Functional Analyst analyzes the issue Functional Analyst Redirect employee to contact HR to get the Cost Center and Manager info Employee contacts HR dept to furnish this information Functional Analyst gets the Approval Matrix Information and sets up the Manager Limits in correct ResponsibilityTRANSCRIPT
Slide # 2
Contents
iExpense Legacy Process iExpense Stats Maintenance Nightmare? The solution.. Results till now… Q&A
Slide # 3
iExpense Legacy Process
Employee logs into iExpense and submits Expense Reports Employee gets a failure notification if the employee manager is not
found in the approval setup Employee raises a ticket Functional Analyst analyzes the issue Functional Analyst Redirect employee to contact HR to get the
Cost Center and Manager info Employee contacts HR dept to furnish this information Functional Analyst gets the Approval Matrix Information and sets
up the Manager Limits in correct Responsibility
Slide # 4
iExpense Stats
iExpense at Yahoo! – 250 iExpense Cost Centers– 6000 iExpense Users– 35 iExpense Responsibilities– 1300 New Expense Reports per month
Slide # 5
iExpense Maintenance Nightmare
Maintenance Nightmare– The ER volume makes it a maintenance nightmare – Manual Intervention for ERs returned because of setup– Results in loss of Productivity for HR/Finance as they have to
intervene to do the Approval Setup– End user frustrated as the payment gets delayed
Slide # 6
The Solution
Selected Workflow Changes over Scheduled Job Added a new custom function in Workflow to add/update the
Approval Limits if required Approval Limits are added to all required Supervisors in the HR
hierarchy Approval Limit gets updated if there is change in the Limits Approval Limits are read from Requisition Approval Limits Requisition Approval Limits are tied to Job Level of Person
Slide # 7
The Solution
Requisition Approval Limits are tied to Job Level of Person – How do we maintain these?– 4000 Job Titles– 10 Job Levels (e.g. Yahoo! Global 30, 40…)– Requisition Approval Limit is based on the Job Level– Custom form to maintain these Limits– Any change triggers of Process to update the Requisition Approval
Groups
Slide # 8
Solution Gains
This change simplified the Requisition Approval Matrix Just one Approval Amount limit for iExpense as well as
Requisitions Eliminated Manual Intervention in the Process Intelligent enough to add Approval Limits to all levels required Flexible enough to update Approval Limits in case of changes
Slide # 9
Results so far…
------------------------- Month Setup ERs ------------------------- Aug 2007 82 1246 Sept 2007 97 1069 Oct 2007 104 1327 Nov 2007 1034 1447 Dec 2007 879 1768 Jan 2008 192 218 ------------------------- Total 2388 7075 -------------------------
Slide # 10
Results so far…
300 Tickets per month 13 Tickets per day 30 Minutes per ticket 390 Minutes per day
Approx Total savings in a year = 1300 person hrs
Slide # 11
Results so far…
The secret benefit is in elimination of user frustration, escalations, irritations and time delays for getting expense reports paid !
No price can be put on not having to deal with staffs who feel that you are trying to keep them from their money !!!
Slide # 12
Q & A
Slide # 13
About Us
Ubex Corporation is a premier provider of end-to-end solutions based on Oracle Applications
Ubex (www.ubex.com) is an Oracle Certified Partner
Slide # 14
About Us
Srikanth is Oracle Apps Tech Lead at Yahoo! since 2005. Srikanth had been part of iProcurement Development at Oracle Corp
Sachin is Oracle Apps P2P Consultant at Yahoo! since April 2007. Sachin had been part of iProcurement Development at Oracle Corp
Slide # 15
Thank You…