1. Spend Viz

2. 2 Today’s Agenda Download Tool / Updates Change Password Overview of Spend Viz Reporting Create favorites Save favorites Export to Excel Questions & Answers

3. 3 Open a browser window Log onto http://spendviz.dfa.cornell.eduhttp://spendviz.dfa.cornell.edu Spend Viz Executable link Save to desktop To: Desktop Download Tools / Updates http://spendviz.dfa.cornell.edu/

4. 4 Open a browser window Log onto http://spendviz.dfa.cornell.eduhttp://spendviz.dfa.cornell.edu Templates link Save to C:\ To: C:\ Download Tools / Updates http://spendviz.dfa.cornell.edu/

5. Spend Management –Having a complete view of all of your unit’s spend –Provides insight and information to make cost saving business decisions Visibility Classification of spend Explanation of UNSPC codes 5 Spend Viz Overview

6. 6 What is Visibility? Identify Opportunity Develop Strategy Source & Negotiate Implement Contract & Execute Monitor & Manage Invoice & Pay Spend Data Visibility 1 Spend Management Process Visibility 2 Spend Management Performance Visibility 3 WHAT is our spend?  By supplier  By commodity  By organization HOW do we spend?  Procurement processes  Sourcing processes  Operational efficiency WHO is performing?  Which suppliers  Which buyers  What are the goals  Where should we consolidate?  How much is non- compliance costing us?  Where are my bottlenecks?  What are they costing us?  Who should be eliminated?  Who should receive more volume?  What are the non- performers costing us?

7. UNSPC The United Nations Standard Products and Services Code ® (UNSPSC ® ) provides an open, global multi- sector standard for efficient, accurate classification of products and services NAICS The North American Industry Classification System (NAICS) is the standard used by Federal statistical agencies in classifying business establishments for the purpose of collecting, analyzing, and publishing statistical data related to the U.S. business economy SIC The Standard Industrial Classification Codes that appear in a company's disseminated EDGAR filings indicate the company's type of business. These codes are also used in the Division of Corporation Finance as a basis for assigning review responsibility for the company's filings. For example, a company whose business was Metal Mining (SIC 1000) would have its filings reviewed by staffers in A/D Office 4.EDGAR filingsDivision of Corporation Finance APPS Automated Procurement and Payment System 7 Classification of Spend

8. UNSPSC classifications are 8-digit numeric codes that describe individual products and services. Similar commodity classifications are grouped together into the hierarchical categories to identify the relationships between commodities. The levels in the hierarchy are: 8 UNSPC LevelDescription SegmentThe logical aggregation of families for analytical purposes FamilyA commonly recognized group of inter-related commodity categories ClassA group of commodities sharing a common use or function CommodityA group of substitutable products or services 44000000Office Equipment and Accessories and Supplies 44120000Office Supplies 44121700Writing Instruments 44121706Wooden Pencils

9. Preferred Supplier Report Aggregates spend across UNSPC classification and presents the information across standard and preferred vendor spend E-Procurement Report Aggregates e-SHOP vendor spend across UNSPC classification Spend Analysis Report Aggregates transaction and spend data based on selected criteria Spend Table Report Aggregates spend across selected value and presents it in an x and y table 9 Reporting

10. 10 Reporting – Create & Save Favorites

11. Reporting – Export to Excel 11 Note: Macros must be enable in excel for chart exports

12. KEYDESCRIPTIONKEYDESCRIPTION ESCExit current screen or active pop-up screen HomeFirst cell in grid line F1Online HelpEndLast cell in grid line F2 Zoom out on current field Show Multivalue grid items  Move left within a cell F3 Last lookup key. Activates Super Find  Move right within a cell F4 Insert a value or new line Delete a value or line Move up one line in grid F5 Move left one field Section left Move down one line in grid F6 Move right one field Section right InsertActivate insert edit mode in cell F7 Move up a section Page up DeleteDelete character in cell F8 Move down a section Page down Page UpMove up a page at a time in grid F9 Look (double click) Reference list Page DownMove down a page at a time in grid F10Save current record, (comma)Copy cell above in a grid or {key}Accelerator Keys. (period)Copy the data from the previous record 12 Screen Navigation

13. 13 Questions and Answers