Review Exchange Summit 2014

Agenda Exchange Summit 2014


OPENING KEYNOTE
Key stakeholders as game changers
- 40 billion electronic bills/invoices in 2014 as global basis
- The expected development and transition phase ahead of us
- The impact and role of three game changers
Bruno Koch, Market Analyst, Billentis, Switzerland

How Pacific Gas & Electric (PG&E) increased supplier discount capture by over $121M in just 3 years
- Allow invoices to stream electronically into your ERP so that you can get them matched up
   and approved faster
- Key E-Invoicing benefits
- E-Invoicing: The foundation for supplier financing
- Dynamic discounting benefits
- Discounting tips and tricks
Sylvia Perfetto, Accounts Payable Manager, Pacific Gas and Electric Company, USA

4 years experience of design and roll-out of a global procure-to-pay workflow at SABIC Europe
- Global design methodology: Experience with multiple invoice channels in a multinational
   environment
- How to ensure continuous structural improvement: Measuring and reporting
- Vision: Forming part of the world´s Top 25% by getting from 12% (2012) over 60% (2014)
   to 90% (2016) automation in invoice processing
Jurgen Stockbroekx, Senior Manager Vendor Financial Services, SABIC Europe, The Netherlands

The broken promise of E-Invoicing
In the past, the results and performance of E-Invoicing projects have often been lower than expected. The reasons for which are well understood and are in most cases regarding supplier participation and inadequate technology. Much of the fault lies with technology providers that have always taken a buyer-centric approach, thereby limiting the value created for suppliers.
Charles Royon, VP EMEA, Tradeshift

10 tips for a successful deployment of an integrated E-Invoicing solution
- Identifying all the stakeholders who need to be involved
- Knowing the mandatory requirements for invoices in all the legal entities you are working with
- Master data: does the buyer have the correct legal entity information for your company.
   Do you have the correct legal entity information for your buyers?
- Programming: map all required fields, e. g. different types of billing arrangements, credits,
   cancellations, returns, additional charges or discounts
- Monitoring and reporting – do not close the project until you have the following in place
- Provide internal training documents to all stakeholders that are impacted
Sylvana Carrick, Connectivity Coordinator Europe, Business Services Centre Budapest, ECOLAB, Hungary

SOLUTION FORUM
Is it possible to centralize the internationalization of my E-Invoicing & B2B projects?
After years of trying to cover local requirements through internal developments, and/or local providers, many multinational companies have decided to turn their gaze towards the search of a single Service Provider in which to centralize, their B2B, B2G and Electronic Invoicing projects. Along this presentation, we will show up that this is a feasible and value added practice for multinationals, and the most active countries and practices available at present mainly in Europe and Latin American regions.
Guillermo Corbí, International Business Expansion Manager, EDICOM, Spain

LEARNING LAB
Responding to customer demands and turning invoicing into value-added services in supply chain management - Case ALD Automotive
This learning lab introduces ALD Automotive and focuses on ALD's interaction with its customer companies through sophisticated electronic linkages. Due to the nature of the car leasing business, the company sends massive transaction documents (such as invoices) consisting of thousands of rows of data. These data have to be processed by the customer company's systems (such as invoice processing). The learning lab will present, in a discussion format, the opportunities of XML-based invoicing to automate customer company's supply chain and the benefits of these systems for customer companies (controlling expenses, improvements in VAT-reporting). The learning lab will also discuss the challenges in creating XML-based documents from old systems based on COBOL producing data in ASCII format. The lab will close by delivering ALD's views (1) on the role of the operator network in the business process redesign initiatives (roles and responsibilities of sales invoice operators vs. purchase invoice operators), (2) on the critical need for roaming agreements (4 corner model), and (3) on the demands from ERP system providers.
Esko Penttinen, Research Director, Aalto University, Helsinki, Finland
Olli Hakala, IT development manager, ALD Automotive - Axus Finland Oy, Finland

The E-Invoicing Initiative at Bayer: How to successfully onboard suppliers
and receive +0.5m E-Invoices p.a.

- Increasing automation rate in the reception and processing of invoices
- Processing E-Invoices in a legal and compliant way: the challenge of changing legal
   environments in different countries
- How to integrate large and medium suppliers: E-Invoicing and E-Ordering as standard
   for new suppliers
Marc Ferre Hausmann, Global Service Delivery Manager Accounts Payable,
Bayer Business Services - Finance & Accounting Shared Services (FASS), Spain

First experiences from the implementation of the Flemish Service Bus and the communication between the financial systems in Flanders
- Transmitting E-Invoices planned on a broader scale
- Role of the service providers: specification of their services and the costs for the suppliers
- The unavoidable implementation of E-Catalog and E-Ordering to set up a complete purchase
   process
- The ambitious program for Flemish enterprises
- Lookout: broadening from B2G to B2B
Johan Van Steelandt, Project Lead E-Procurement and E-Invoicing, Flemish Government, Belgium

PANEL DISCUSSION
Creating the interoperable eco-system - how is the landscape developing and what key developments are underway?
- EESPA’s Model Interoperability Agreement, a progress report
- PEPPOL the story so far
- The standards picture- semantics and syntax developments
- Where does compliance fit in?
- European Commission expectations
- The global dimension for interoperability
Moderator:
Tim Cole, Chair of Interoperability Working Group, EESPA
Panellists:
Antonio Conte, Project Manager Unit Key Enabling Technologies and Digital Economy, European Commission, DG Enterprise and Industry
Esa Tihilä, CEO of Basware and Co-Chair, EESPA
André Hoddevik, Secretary General, OpenPEPPOL AISBL

PANEL DISCUSSION
Public procurement - the new frontier for e-invoicing and supply chain automation
Description: With the new EU Directive on e-Invoicing in public procurement and numerous initiatives at national level in Europe and around the world, what are going to be the success factors and challenges in making these initiatives happen?
- To mandate or not to mandate - what are the options?
- How will contracting public authorities need to engage with suppliers?
- How should the public sector leverage private sector experience - what will be the role of service
   and solution providers?
- How important are standards like the EU semantic data model?
- Why not implement the mandatory ‘fiscally motivated’ schemes common in Latin America
   and elsewhere?
- Should post-award processes be partitioned from pre-award, or is an end-to-end infrastructure
   the answer?
Moderator:
Charles Bryant, Co-Chair, EESPA, United Kingdom
Panellists:
Jan Julianus, Senior Policy Advisor, Ministry of Economic Affairs, The Netherlands
Gerhard Laga, The Austrian Federal Economic Chamber, Austria
Bartosz Dworak, Policy Officer, DG Internal Market and Services, E-Procurement and Economic Analysis, European Commission, Belgium

How E-Invoicing enables access to finance for SMEs
- Typically, SMEs with lower volumes of invoices can hardly justify the cost of implementation
   of E-Invoicing unless demanded by their larger clients
- The Value of E-Invoicing to SMEs comes when they understand that it allows for faster payment
   cycles earlier payments
- The time saved gives more time to:
   - decide whether advanced cash is needed for working capital
   - negotiate and agree with clients for early payment programs
- Learn how the dramatic growth of non-bank finance providers (i.e., Peer-to-Peer finance)
   facilitates the access to finance to SMEs and thus puts E-Invoicing at center stage as the
   first step that triggers the entire P2P process
Enrico Camerinelli, Senior Research Analyst Europe, Aite Group, USA

E-Invoicing blueprint: from cost saving to customer service excellence
- How global companies’ expectations are increasing
- How to add value to E-Invoicing to manage these expectations
  - E-Chat: a solution to improve customer experience with real-time support and online expertise
  - E-Mining: an opportunity to further enrich business intelligence
  - E-Reporting: the enhancement with global self service capability
Catherine Dubu, Head of Billing & Credit Management, Operations, BT Global Services, The Netherlands

SOLUTION FORUM
First walk then learn to run: E-Invoicing as a platform to introduce early payment discount programmes
A successful E-Invoicing project should be just the start of a new trading relationship between your business and its suppliers. By using E-Invoicing to get invoices signed off early in the payment cycle, buyers can offer early payment in exchange for a discount. And in return, suppliers get fast, easy and cheaper access to much needed cash.
- Hear what steps to take to ensure a successful E-Invoicing project
- Learn how to use E-Invoicing as a platform to introduce early payment discount programmes
- Find out how you can use your own or third party cash to fund early payments
- Take away best practice examples from some of the world’s largest companies
Maex Ament, Chief Product Officer, Taulia, USA

How Sonae´s accounts payable process gets from paperless to touchless
- How we handle 3 million invoices per year
- Role of Sonae´s Shared Services Center: strategy and results
- Quantifying the benefits: how much time and money we save annually
- Our goal 2016: Onboarding 100% of our suppliers to EDI invoicing
Nuno Miguel Guerreiro, AP Director, Sonae, Portugal

The importance of e-documents in the supply chain process
- Preventing fraudulent operations with e-documents: the business case of
   Oceanografia
- Leveraging the power of e-documents: electronic control
- Tracking of e-invoices for suppliers and financial institutions
Carlos Martinez, Treasury Manager, Pemex - Petroleos Mexicanos, Mexico

SOLUTION FORUM
How small businesses get ready for a change in electronic AP processing
- Customer expectations: Are small businesses ready to embrace a technological AP solution?
   Under what circumstances?
- Communication challenges: What are the key benefits that small businesses look for?
- Integration efforts: What does an electronic AP processing tool have to offer in order to be useful
   for its customers?
Andrej Glézl, CEO, Datamolino, Slovak Republic

LEARNING LAB
A master-class in e-invoicing compliance: a review of global developments in tax and legal compliance practices
- Defining compliance
- Why do governments regulate e-invoices anyway?
- High-level categories of legal/VAT regimes for e-invoicing worldwide
- Common features of the principal legal systems:
    - Ex-post systems (e.g. EU) including latest directives and status
    - Clearance systems (e.g. Latin America, Russia, Turkey), including commonalities and specifics
- Approaches to multi-jurisdictional compliance in an ever-changing environment
Christiaan van der Valk, Chair Public Policy Working Group, EESPA
Alberto Redondo Correas, Member of the EESPA Executive Committee

Improving the Procure-to-Pay process at Siemens with self invoicing
- How to improve the communication with suppliers via web platform
- Self Invoicing: a paperless solution with increasing transparency
- How to onboard suppliers
Llorenç Vinent Moral, Strategic Procurement, Location Procurement Manager, Siemens S.A., Spain

SOLUTION FORUM
A retailer´s approach to E-Invoicing
- Data exchange in retail in Russia
- Best practices in on-boarding of suppliers
- Legal compliance as an specific issue for E-Invoicing in Russia
- Invoice automation within the company
- Best practices and plans for project development
Artiom Zakharov, IT Project Group Manager, Auchan, Russia

E-Invoice system – promoting compliance and fighting tax evasion in line with country's economic activity
- Implementation of the e-invoice system - background, legislation and means
- E-invoice challenges to the economic agents and to tax administration
- How it works in practice
- E-invoice as a citizenship project - tax benefit and “lucky invoice” lottery
Elza Maria Sequeira, Head of Division of Taxpayers Quality Service Department, Portuguese Tax and Customs Authority (AT), Portugal

Dixon Retail shares their 5 key enablers to improve E-Invoicing and overall P2P process
- Identifying the real cost of paper invoice processing
- Embedding costs of invoicing into procurement process and “No PO, no Pay”
- Dedicating resource to analyze and tune EDI and suppliers
- Encourage active use of supplier portal
- Centralize invoicing address to one location (SSC)
Petter Frisell, Finance Operations Manager, Dixons Retail SSC, Czech Republic

LEARNING LAB
How to operate a global e-invoicing & B2G platform (and not die trying!)
Through this session, we will run a real demo of a platform able to issue and receive electronic invoicing in any European and Latin American country, just using a single interface with the ERP platform that is able to create the required formats, manage the electronic invoicing, communicating with local tax authorities, handling the responses and also running validations either in outbound and inbound projects.
Rodrigo Fernandez, International Sales Engineer, EDICOM, Spain

LEARNING LAB
Simplifying E-Payments
- Challenges and opportunities for global business to business payments
- Barriers that hinder business performance
- Review of traditional B2B processes
- How to transform payment practices and unlock potential for your business
Rowan Lemley, Product Marketing Manager E-Invoicing, Basware, Finland
Eric Collet, MasterCard

PANEL DISCUSSION
Evolution of standards towards a global common denominator: the role of country and industry standards
Moderator:
Gerhard Laga, The Austrian Federal Economic Chamber
Panellists:
Andrea Caccia, Chairman Project Committee E-Invoicing, European Committee for Standardization (CEN/PC434)
Klaus Förderer, Senior Manager eBusiness/GDSN, GS1 Germany and Member of German National eInvoice Forum, FeRD
Jeffrey H. Ivinski, Executive Officer, Ocean Freight Industry EIPP Standards Advisory Board
Marc Christopher Schmidt, Policy Officer - eProcurement, DG Internal Market and Services, E-Procurement and Economic Analysis, European Commission
Tim McGrath, co-Chair of the OASIS UBL Technical Committee

How electronic tax documents can change the way of selling to consumers
- Closing the electronic loop between consumer, retailer and tax authorities
- Parallels of the new model (NFCe) with E-Invoicing (NF-e)
- Avoiding fraud by implementing a real-time authorization from the tax administration
- Allowing more flexibility with mobile sales in a paperless environment
- Optimising the consumer experience by offering new online services
Newton Oller, National Project Leader of E-Invoice for Retail in Brazil, Tax Inspector of São Paulo State Finance Secretariat, Brazil

 

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Premium Partners


EDICOM is an international leader for development and implementation of B2B, and B2G platforms for e-commerce solutions and Integration Brokerage like Electronic Data Interchange (EDI), E invoicing, and GDSN among others. The EDICOM’s team is formed by over 300 qualified technicians. EDICOM’s customers base is formed by more than 12.500 companies, from 39 different countries, some of them being multinationals who trusted EDICOM for implementing their EDI and/or E-Invoicing projects, globally. More than 300 millions of commercial transactions worldwide are generated annually through the EDICOM's Solutions, optimizing integration of key commercial information between companies of industries like Retail, Health, Automotive or Tourism.
www.edicomgroup.com


With roots dating back to 1898, Lindorff is today a full-service European credit management service provider. We offer information services, payment services, invoicing services, debt collection and debt purchase. We are particularly strong in the financial industry, where we hold a leading position in Europe. Today Lindorff has 2750 employees in 11 countries and in 2013 we generated € 450 million in net revenue (2012: € 425 million). Lindorff is owned 50% by Altor (Altor Fund 2003 and Altor fund II) and 50% by Investor AB. The headquarters are in Oslo, Norway.
www.lindorff.com


MasterCard, (NYSE: MA), is a technology company in the global payments industry. We operate the world's fastest payments processing network, connecting consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. MasterCard's products and solutions make everyday activities - such as shopping, traveling, running a business and managing finances - easier, more secure and more efficient for everyone. Follow us on Twitter @MasterCardEU, join the discussion on the Conversations Blog and subscribe for the latest news.
www.mastercard.com


ReadSoft simplifies business for organizations of all sizes with applications for automating financial processes, for over 20 years. We are proponents of the electronic shift in business today, but we believe that e-invoicing alone is not enough. We recommend implementing a single process to handle paper documents and electronic files alike. Our e-invoicing and AP automation solutions help you handle invoices from all sources effectively and efficiently in one workflow - whether in the cloud, on-premises, or hybrid. To learn more about the shift to electronic business processes and our proven approach to onboarding suppliers and buyers, we welcome you to our booth.
www.readsoft.com

Lead Supporter

 


EESPA is the European E-Invoicing Service Providers Association. It is an International Not-for-Profit Association (AISBL/IVZW) organised under Belgian law. EESPA acts as a trade association at European level for a large and vibrant community of E-Invoicing Service Providers, drawn from organisations that provide network, business outsourcing, financial, technology and EDI services. Formed in 2011 EESPA already has over 50 full and associate members.
www.eespa.eu

Preferred Partners

 


Comarch is an international provider of IT solutions which helps clients to achieve greater profitability and to advance in their specific sectors with a wide range of innovative products, solutions and services of the highest quality. Founded 20 years ago, the group of companies is globally established, and employs about 4 000 people. Comarch has gained vast experience in key sectors (telecommunications, finance, banking and insurance, services, public administration, industry, health, as well as in the small and medium-sized enterprises sector) offering own developments, consulting and integration services concerning CRM, EDI, DMS/ECM, ERP, BI, billing, customer and network management, financial services management and IT infrastructure services.
www.comarchedi.com


Tradeshift is platform for all your business interactions. It helps companies run more efficiently by harnessing the power of their network to create new value from old processes like invoicing, payments, workflow and more. Tradeshift connects 500,000 companies across 190 countries, with over ten thousand more joining every month. Businesses on the platform include DHL, NHS, French Government, Kuehne+Nagel.
www.tradeshift.com

Partners

 


speos is a global provider of integrated, multichannel and industrialized document management solutions. Our core business is generating, producing, archiving and distributing, through printed mail or via foolproof digital channels, administrative documents in large quantities: over 150 million a year. Outsourcing your document flow, a value added, total quality solution!
www.speos.be


ATEB Servicios is an E-Bussiness Worldwide leader Mexican Company, commited to provide high confidential and professional solutions, concerning Electronic Bussiness as well as E-Commerce knowledge and technology recquired so companies can achieve competitive advantage with their clients and suppliers. ATEB, develops and implements different solutions such as electronic invoicing, Electronic Data Interchange (EDI), software comunication, client and supplier Portals, EAI, specialized applications worldwide for over 13 years. Innovation is an special feature of ATEB Servicios, always commited to give Quality, Development, Service to our Clients and Technologic Innovation.
www.ateb.com.mx


Basware is the global leader in providing purchase-to-pay and e-invoicing solutions in the world of commerce. We empower companies to unlock value across their financial operations by simplifying and streamlining key financial processes. Our Basware Commerce Network enables easy collaboration between buyers and suppliers of all sizes. With Basware, businesses can introduce completely new ways of buying and selling to achieve significant cost savings and boost their cash flow.
www.basware.com


Berlin-based Bundesdruckerei GmbH is one of the world's leading companies engaged in the development and supply of full-scale passport and ID-card systems. The company provides national and international customers with ID documents, high-security cards, document verification hardware, security software along with trust centre services. Under the D-TRUST brand, Bundesdruckerei develops high-security products related to the electronic signature which include certification services, as well as electronic notary services.
www.bundesdruckerei.de


Datamolino is an invoice archive solution that automates data entry process for business of any size. Users can upload bills or receipts to Datamolino where the relevant data is extracted from these documents and prepared for import into their accounting software or ERP system. This is achieved through API integration into existing business systems or web front-end. Datamolino also serves as a collaboration platform between a business and its accountant. The business has its bills and receipts neatly organised in an accessible online archive. The accountant can focus on his work and not on manual data entry. Users can share their bills and receipts with co-workers, comment on them or attach supporting documentation. Datamolino can be provided as a service without the upfront setup or the cost of specialised software, but it can also be provided as a solution deployed on customer specific infrastructure.
www.datamolino.com


EdifactMx has specialized solutions for sending and receiving electronic invoices, our line of software is available for virtually any type of Windows, Unix, Linux, iOS, Android platform. Our solutions range from an application on a smartphone to a complex mission critical ERP system, these may be implemented at home (In house) or in the cloud. We have focused on complex implementations linking logistics, operation and business rules business with high transaction volume and especially corporate and large enterprises. The solutions have been implemented at enterprises with an ERP system such as SAP, Epicor, Kepler, Oracle, Infor, MS Dynamics, AS7400, IBM I Series 7, among others.
www.edifact.com.mx


e-PRIOR is a service-oriented platform, developed by DG Informatics of the European Commission, allowing suppliers to exchange standardised e-procurement documents with the EC and its Institutions. An open-source version of e-PRIOR, called Open e-PRIOR is freely available to the Member States and can be implemented in any public administration. The platform is connected to PEPPOL (Pan-European Public Procurement OnLine) via its own Access Point, facilitating the cross-border exchange of e-procurement documents.
joinup.ec.europa.eu


Invinet is the electronic invoice solution provider that operates B2BRouter.net set of services including an electronic invoice portal, a PEPPOL access point and SMP registry and an integration suite of tools allowing connection to major electronic invoice platforms. This leading electronic invoice services are used by SMEs and big companies around Europe to submit invoices to Public Administrations and private companies. The main focus of Invinet’s products and services is to provide electronic invoice services to every single company. Everyone gets what he needs.
en.invinet.org


Liaison Technologies is a leading integration and data management company with over 7000 customers globally. As a trusted eInvoice operator we offer legally compliant eInvoice services in more than 40 countries, providing our customers with an easy, flexible and cost effective solution to automate sales and purchasing invoicing. Our solutions enable the streamlining and optimization of internal and external invoicing, which results in shorter invoice handling times, increased reliability and higher integrity of end-to-end invoicing processes. Liaison supports all required channels for integration to enable 100% invoice automation.
www.liaison.com


Logiq specializes in services for e-Business, electronic data interchange (EDI), integration and exchange of business information. Our philosophy is one of openness and knowledge sharing, making our entire library of different data formats available for our customers. Our goal is to enhance business practices across systems, sectors, locations and geography. Customers benefit by rapid and cost-effective implementations and adaption under personal, competent and professional management.
www.logiq.no


Pagero offers cloud based e-invoice and e-order services. We bring companies together digitally regardless of size, volume, location and ERP system. All services are performed on our platform Pagero Online – a global business network. Pagero Online cloud services support the complete P2P (buyer side) and O2C (supplier side) process. All our services are based on our concept Touchless processes™, where we analyze data and/or combinations of data to achieve our customers' goal of a process with minimum human involvement.
www.pagero.com


Taulia empowers organisations to automate and maximise supplier discounts while strengthening relationships and reducing friction within the financial supply chain. Through an award-winning product lineup including electronic invoicing, supplier self-services and supplier financing, Taulia enables some of the most innovative brands in the world to truly partner with their suppliers.
www.taulia.com


Tieto is the largest Nordic IT services company providing full life-cycle services for both the private and public sectors and product development services in the field of communications and embedded technologies. The company has a global presence through its product development business and the delivery centers. We are a leading business integration service provider in Europe. We exchange over 1 million business-to-business transactions daily and over 2 million consumers use our services. E-invoicing is part of our business information exchange offering, which includes also e-trade, financial messaging and SWIFT Service Bureau for payments covering 9000 financial institutions in more than 200 countries.
www.tieto.com/bix


TrustWeaver provides a comprehensive Cloud-based compliance service for electronic invoicing and other legally critical documents for more than 50 countries. From a single technical interface and through our unique Compliance MapTM concept, some 60 world-leading B2B vendors in our partner network automatically provide interoperable legal certainty to trading partners that use their solutions, regardless of changes in legislation. TrustWeaver's unique blend of legal and technical components allows modern organizations to execute their ERP, workflow, archiving and B2B consolidation strategies with guaranteed respect for the multiple national and sectoral laws governing such B2B transactions as well as their long-term retention and auditability. In business since 2001, TrustWeaver is headquartered in Stockholm, Sweden.
www.trustweaver.com

 

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