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I Implemented Contracts…Now What?
April Miller, Sr. Consultant, BPC, Ariba
Sharon Horton, Sr. Consultant, BPC, Ariba
Daniel Bloom, Sourcing Specialist / Strategic Sourcing, Moody’s Corporation
© 2013 Ariba, Inc. All rights reserved.
#AribaLIVE
Agenda
• Welcome
• Customer Story: Moody’s Corporation
• I Need a Report
• Reporting Tips
• Closing Remarks and Takeaways
© 2013 Ariba, Inc. All rights reserved.2
#AribaLIVE
Reporting Tips: Activity Introduction
• What reporting tips or tricks do you have to share?
© 2013 Ariba, Inc. All rights reserved.3
#AribaLIVE
Welcome
Danny Bloom
Sourcing Specialist / Strategic Sourcing, Moody’s Corporation
Danny Bloom is a procurement operations specialist with five years of experience who
has focused on contract management tool implementations at major financial
institutions. He has been involved with two Ariba contract management
implementations. He was a consultant focused on contract management at Morgan
Stanley and is currently the head of contract management at Moody's where he led a
global Ariba implementation last year. In his current role at Moody’s, Danny is working
to expand the contract management tool’s utilization within the firm.
Danny has a bachelor’s degree from the University of Vermont.
© 2013 Ariba, Inc. All rights reserved.4
#AribaLIVE
Interactive Activity: I Need a Report
• I need to track the contracts I own.
• I need to prioritize my time negotiating new contracts.
• I need to monitor my team of contract owners.
• What dollar amount of spend will we renew
this year?
• How many perpetual contracts do we have?
• I need visibility into all procurement contracts.
© 2013 Ariba, Inc. All rights reserved.5
#AribaLIVE
Interactive Activity: I Need a Report
• Analytical Reports are based on
fact tables
• Contract Workspace fact table
contains information from
Contract Fields
• Fields are moved into the
report layout
• Custom fields can be created
to collect and report on
additional information
© 2013 Ariba, Inc. All rights reserved.6
#AribaLIVE
Interactive Activity: Reporting Tips
• Let’s review the reporting tips collected
• Any other tips given our discussion today?
© 2013 Ariba, Inc. All rights reserved.7
#AribaLIVE
Interactive Activity: Reporting Tips
• Track “Contract Status” to show workspaces
in draft, published, draft amendment and
expired status.
• Active workspaces include expired workspaces.
Make sure workspaces are being completed.
• The Contract Amount will automatically convert as
long as you are maintaining your currency
conversion table.
© 2013 Ariba, Inc. All rights reserved.8
#AribaLIVE
Interactive Activity: Reporting Tips
• Page fields added in the Pivot Layout are used to filter
information in the Refine Data step.
• Edit data fields to change the number format (Add $
symbol or edit decimal places)
• Use row fields to group data. Information will be
grouped by the first (top) row field and then the second.
• Additional row or column fields can be added from the
Detail fields in the Pivot view.
© 2013 Ariba, Inc. All rights reserved.9
#AribaLIVE
Interactive Activity: Reporting Tips
• Start with Prepackaged reports, and edit to
customize to your needs.
• In the Pivot Layout switch Available Hierarchies to
Available Fields for more options.
• Use the Run in Background feature to schedule
reports to run on a recurring basis.
• Filter report based on “Is Test Project” to exclude
test workspaces.
© 2013 Ariba, Inc. All rights reserved.10
#AribaLIVE
Closing Remarks
• Reporting is a powerful and detailed tool; it will
take some time to learn.
• Reporting data is only as good as the data
entered into the system.
© 2013 Ariba, Inc. All rights reserved.11
Questions?
© 2013 Ariba, Inc. All rights reserved.
12
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Solution Workshop – I Implemented Contracts – Now What?

  • 1. I Implemented Contracts…Now What? April Miller, Sr. Consultant, BPC, Ariba Sharon Horton, Sr. Consultant, BPC, Ariba Daniel Bloom, Sourcing Specialist / Strategic Sourcing, Moody’s Corporation © 2013 Ariba, Inc. All rights reserved.
  • 2. #AribaLIVE Agenda • Welcome • Customer Story: Moody’s Corporation • I Need a Report • Reporting Tips • Closing Remarks and Takeaways © 2013 Ariba, Inc. All rights reserved.2
  • 3. #AribaLIVE Reporting Tips: Activity Introduction • What reporting tips or tricks do you have to share? © 2013 Ariba, Inc. All rights reserved.3
  • 4. #AribaLIVE Welcome Danny Bloom Sourcing Specialist / Strategic Sourcing, Moody’s Corporation Danny Bloom is a procurement operations specialist with five years of experience who has focused on contract management tool implementations at major financial institutions. He has been involved with two Ariba contract management implementations. He was a consultant focused on contract management at Morgan Stanley and is currently the head of contract management at Moody's where he led a global Ariba implementation last year. In his current role at Moody’s, Danny is working to expand the contract management tool’s utilization within the firm. Danny has a bachelor’s degree from the University of Vermont. © 2013 Ariba, Inc. All rights reserved.4
  • 5. #AribaLIVE Interactive Activity: I Need a Report • I need to track the contracts I own. • I need to prioritize my time negotiating new contracts. • I need to monitor my team of contract owners. • What dollar amount of spend will we renew this year? • How many perpetual contracts do we have? • I need visibility into all procurement contracts. © 2013 Ariba, Inc. All rights reserved.5
  • 6. #AribaLIVE Interactive Activity: I Need a Report • Analytical Reports are based on fact tables • Contract Workspace fact table contains information from Contract Fields • Fields are moved into the report layout • Custom fields can be created to collect and report on additional information © 2013 Ariba, Inc. All rights reserved.6
  • 7. #AribaLIVE Interactive Activity: Reporting Tips • Let’s review the reporting tips collected • Any other tips given our discussion today? © 2013 Ariba, Inc. All rights reserved.7
  • 8. #AribaLIVE Interactive Activity: Reporting Tips • Track “Contract Status” to show workspaces in draft, published, draft amendment and expired status. • Active workspaces include expired workspaces. Make sure workspaces are being completed. • The Contract Amount will automatically convert as long as you are maintaining your currency conversion table. © 2013 Ariba, Inc. All rights reserved.8
  • 9. #AribaLIVE Interactive Activity: Reporting Tips • Page fields added in the Pivot Layout are used to filter information in the Refine Data step. • Edit data fields to change the number format (Add $ symbol or edit decimal places) • Use row fields to group data. Information will be grouped by the first (top) row field and then the second. • Additional row or column fields can be added from the Detail fields in the Pivot view. © 2013 Ariba, Inc. All rights reserved.9
  • 10. #AribaLIVE Interactive Activity: Reporting Tips • Start with Prepackaged reports, and edit to customize to your needs. • In the Pivot Layout switch Available Hierarchies to Available Fields for more options. • Use the Run in Background feature to schedule reports to run on a recurring basis. • Filter report based on “Is Test Project” to exclude test workspaces. © 2013 Ariba, Inc. All rights reserved.10
  • 11. #AribaLIVE Closing Remarks • Reporting is a powerful and detailed tool; it will take some time to learn. • Reporting data is only as good as the data entered into the system. © 2013 Ariba, Inc. All rights reserved.11
  • 12. Questions? © 2013 Ariba, Inc. All rights reserved. 12
  • 13. #AribaLIVE Please Complete Session Survey Go to Surveys © 2013 Ariba, Inc. All rights reserved.13 Select Session Click Choose one Rate Session Thank you for joining us