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In this webinar you'll learn how Tradeshift Collaborative Workflow will help you: - Achieve faster, smoother invoice approval flows - Ensure no task goes undone – without having to chase down approvers - Apply workflow in new ways to streamline a wide range of AP processes
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5 Ways to Keep your Processes Flowing: Applying modern principles to old
practices
Rachel Kuller – Senior Product Marketing Manager
Mike Gesell – Director of Sales
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Agenda
§ Introductions § About Tradeshift § Workflow Challenges
§ 5 Ways to Keep your Processes Flowing § Q & A
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Introductions
Rachel Kuller Senior Product Marketing Manager § Close to a decade of experience consulting to
Fortune 500 technology companies § Believes every company can learn to love their
processes
Mike Gesell Director of Sales § Over sixteen years of experience in sales and
product management in the software industry focused on Accounts Payable, payment, and working capital solutions
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About Tradeshift
§ Our mission is to connect every business in the world and create value for the entire supply chain
§ Flexible, open cloud platform enabling businesses and their employees to connect, communicate and transact
§ Modern, state-of-the art user experience
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Flexible, extensible Source-to-Pay solution
TRADESHIFT PLATFORM
Document Transmission, Statuses, Messages, Integration, Security, API
Supplier
Buyer
eDocuments
Business Firewall CloudScan®
Collaborative Workflow
Financial Solutions
Compliance Build Your Own App
Supplier Management
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Collaborative Workflow
§ Cloud-based workflow. One global process independent of back-end ERP.
§ Engage employees and suppliers to collaborate and resolve exceptions directly from workflow.
§ Automated routing and dispatching for any document (e.g., POs, Invoices).
§ Code, Approve, Reject, or Delegate documents.
§ Proxy and Reminders keep processes moving.
§ Full audit trail and document archive.
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Common challenges with workflow processes
Inputs
People
Processes
Noncompliant
Partial
Delayed
Inefficient
Inconsistent
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5 Ways to address these challenges
Make it easy Motivate the
right behaviors Humanize
collaboration
Automate compliance
Leverage one tool across many
processes
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1. Make it easy
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2. Motivate the right behaviors
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3. Humanize collaboration
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4. Automate compliance
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5. Leverage one tool across many processes
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Takeaways
Noncompliant
Partial
Delayed
Correct
Complete
Timely
Optimized Inefficient
Tracked Untraceable
1. Make it easy
2. Mo.vate the right behaviors
3. Humanize collabora.on
4. Keep it clean
5. Leverage one tool across many processes
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Questions & Answers
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Thank You! More Ques5ons? Want to see a demo? Send us a note at [email protected]
