S Iannarone – AP Consulting ProfessionalApril 13, 2023 1

Building the Business Case for

Your Next Project

Presented by:

Steve Iannarone, APM, BA

Sr. AP Consultant

03/12/2009

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Where do I start?

Obstacles are those frightful things you see when you take your eyes off the goal!

Henry Ford

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What is the problem we are trying to solve?

Develop your problem statement> Ishikawa Diagram (Fishbone Diagram or Cause-and-Effect)

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Do you know your process?

Document the Workflow> Provide Swimlanes (Process Owners)> Workflow must have a defined beginning and an end

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Quantify the problem with Metrics & Costs

How many times does your problem occur?> Six Sigma

– Standard deviation

How much does that cost us when it happens?> Devil in the details

– SME’s (Subject Matter Experts)

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Deep Dive

- Learn your organizations Change Management process- Learn your organizations Project Funding process- Get Management’s buy-in- Get commitment and authorization

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Resources

Champion Project Sponsor Project Manager Business Analyst SME’s

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The Project

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Documentation

Project Plan Non-Disclosure Agreement Request for Proposal - RFP Service Level Agreement – SLA Insurance Certificate Financial Statement Contract Fix Bid vs. Time & Materials

> VENDOR SELECTION

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Pitfalls

Funding/Cost Scope Creep Time

> Resources> Vendor

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Where is this used?

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Some AP Project Opportunities

Invoices> ERS> P-Card> Ghost Cards> Workflow> Scanning> EDI> OCR> Outsource> Consignment

Expense Reports> Travel Cards> Ghost Cards> Automation/Workflow

Payments> ACH> EFT> Wires

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Where do I get educated?

IOMA> www.accountspayable360.com

Int’l Institute of Business Analysis > www.theiiba.org

White Papers Web Casts Google Wikipedia Keep digging

– If all else fails… Contact Steve @

www.linkedin.com/in/steveiannarone

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