Objective:

Define the “change process”

Overview / accounting primer

Identify project objective

Talk about how {discussion}

What is the change process?

1. Modify2. Test3. Refine, improve4. Implement5. Repeat

Change process

Rule 1 : {There is only one rule}

One thing at a time.

Change process: One thing at a time

# Changes # People Total # Parameters

1 5 5

2 5 25

3 5 125

Accounting software overview

~ Great for infrequent or custom analysis

~ Bad for data warehousing

~ Good for predefined reports / analysis

~ Great for data warehousing

Spreadsheets: Accounting Software:

What do Accounting Systems do?

1. Provide predefined AP and AR processes to follow

2. Link related documents: i.e. Link the BOL to a PO or Invoice

What is the process? Think “document stream”, left to right

What is the process? Think “document stream”, left to right

Where does it go?

Where does it go?

Goal: Increase capacity

Increase the number of transactions

Reduce errors

Increase efficiency of accounting and physical transactions

Objective: Utilize Grossman WOW (GMW)

To complete fuel tax reports

Manage pricing for a/r

Manage inventory

Cook bacon

Everything else….

Rule 1. One thing at a time

How: {discussion} Step 1. get the quantity in GMW

BOL : Contains physical quantity, location, lot #. It does not contain price information.

How: {discussion} Step 2 get the price.

Sales order / Purchase order have price BEFORE the physical transaction.

How: {discussion} Why not use Invoices?

Invoice has price information AFTER the physical transaction. Current practice is not as timely if there is a missing BOL

Step 1. {discussion} get the prices in GMW

Capture pricing information and by adopting a PO and SO process.

Step 2. {discussion} Get the quantity in GMW

Refine the BOL process to be timely and accurate at point of delivery.

Step 3: Have a report made.

With the needed information in. Now a report can be created and formatted to reduce time spent on preparing a fuel tax report.

{Discussion}

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