AMB

Rafael Salinas Dashboard

PROCURE TO PAY 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25	Score
IMPROVE THE P.O AND SUPPLIERS INOVICE APP +														0
Review and Improve the 28 PO and Supplier Invoice Applications update and enhancements.
IMPLEMENT A SOLUTION TO CHANGE PURCHASE ORDERS ON THE APPLICATION +
Implement the option to change Purchase Orders within the Purchase Order Application.
Prepay Module +
Create a Prepay module application that can automate clearing, reconciling, and reporting balances.
KPIs / Dashboard Share Services +
Define and implement standard KPIs and a dashboard for Shared Services.
IMPROVE KNOWLEDGE OF CORE ACCOUNTING APPLICATIONS +						i4
Improve knowledge and support of core accounting applications: Adaptive, Concur, DocuSign, PO Applications.
IMPROVE AP FUNDING PROCESS +
Improve the AP Funidng process to monitor the effectiveness
SOLUTION TO DELETE MANUAL DUPLICATED INVOICE TRACKER +
Evaluate and propose a solution to eliminating the manual duplicated invoice tracker.
ESTABLISH A DIRECT VENDOR RELATIONSHIP WITH TRADE RETAILERS +		1	1	1	1	1	1	1	1	1	i1
Establish a direct vendor relationship with the top ten trade Retailers and transfer all billing to Shared Services.
EXECUTE AP FUNDING RUNS +			1	1	1	1	1	1	1	1	1	i1
Execute two Accounts Payable (AP) funding runs each month.

RISK MANAGEMENT 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25	Score
FY24 Financial Audit +													40%	40
Coordinate FY24 Financial Audit and complete the 21 items required by the auditor
TRANSITION TO CONCUR VERIFY AI MODULE +
Assess and move the Expense Report Tracker to the Concur Verify AI Module.
PERFORM AFM's INTERNAL CONTRACT AUDIT +									1	i1
Perform AFM's Internal Audit and contract compliance review

FINANCIAL PLANNING 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25	Score
MONITOR CLOSING FY24 CONTRACTS +														0
Monitor closing process for the fiscal year 2024 (FY24) contracts.
MONTH-END CLOSING +
Transfer Knowledge - Month-End Closing
ENSURE ACCURACY FY25 CONTRACTS +
Ensure the accuracy and completeness of the Contracts for the Fiscal year 2025 (FY25)

GENERAL ADMIN AND IT SUPPORT 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25	Score
OUTLINE A 3-YEAR DIGITAL TRANSFORMATION STRATEGY +														0
Outline and present a 3-year Digital Transformation strategy for the department.
DEVELOP AN AI-READY DOCUMENT LIBRARY +
Develop a Document Library that is secure, searchable, and AI-ready for Supplier Invoices and Contracts.
IMPLEMENT GARTNER'S SHARED SERVICES +
Implement Gartner’s Shared Services maturity gap guideline.
RUN YEARLY CUSTOMER SERVICE SATISFACTION SURVEY +
Run a yearly Customer Service Satisfaction Survey and present the findings and an action plan.
3 Year Strategy +
Outline and present a 3-year Digital Transformation strategy for the department.
IMPLEMENT A STANDARD PROJECT MANAGEMENT TOOL +
Implement a standard project management and a standard project prioritization tool.
REORGANIZE THE DEPARTMENT FOR DIGITAL TRANSFORMATION +
Reorganize the department to carry out the plan for digital transformation.
SEEK TRAINING CERTIFICATION ALIGNED WITH 3-YEAR TRANSFORMATION PLAN +
Seek training certifications that align with our 3-year plan for digital transformation.
STANDARD POST-IMPLEMENTATION ANALYSIS +						1						i1
Conduct a standard post-implementation analysis and learnings after each major program deployment.

SYSTEMS & TECHNOLOGICAL TOOLS 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25	Score
TEST AND DEVELOP HEYGEN-AI MODULE +														0
Test and develop one training module using HeyGen AI-powered video creation application.
PO & Invoice Applications +
Hand over the management and operation of the PO and Invoice Application to Shared Services.

THE MOST INNOVATIVE PRODUCE COMPANY IN THE WORLD AND THE U.S. WITH THE HIGHEST CONSUMPTION 2024-2025	Q1			Q2			Q3			Q4
Project Goals
Objectives	Jul-24	Aug-24	Sep-24	Oct-24	Nov-24	Dec-24	Jan-25	Feb-25	Mar-25	Apr-25	May-25	Jun-25
Implement KPIs +
Establish KPIs to oversee operations and enhance team performance.
PRACTICAL AI +
Implement SharePoint Premium for AFM Contracts, AI data extraction for Invoices, and Microsoft Copilot for a selected user group.
Governance and Security +
Implement Microsoft Purview and Egnyte Governance Modules to prepare the company for Microsoft Copilot.
3-year digital transformation Strategy +
Design, present, and finalize a 3-year digital transformation strategy for the department, outlining the necessary skills and technologies to achieve the goal.