Review and Improve the PO and Supplier Invoice Applications and implement necessary enhancements.

Implement a new Corporate Card VISA web approval application.

Implement the option to change Purchase Orders within the Purchase Order Application.  

Create a Prepay module application that can automate clearing, reconciling, and reporting balances.

Define and implement standard KPIs and a dashboard for Shared Services.

Evaluate and propose a solution to eliminate the manual duplicated invoice tracker.

Coordinate open enrollment for Jan 2025. Review and approve Insperity medical rates, work with HR and Payroll to implement rates in the HR and Insperity Budget system. Assist Payroll in designing and implementing a DocuSign Form to confirm Payroll selection for non-Insperity transactions and reconcile Payroll and billing transactions to confirm and validate that all medical and miscellaneous selections match the employee selections.

Execute open enrollment for Jan 2025. Reconcile Payroll and employee selections.

Coordinate FY24 Financial Audit and complete the 21 items required by the auditor

Assess and implement MHAIA, APEAM Fabric, Power BI data, and user security policies.

Implement Microsoft Purview and Egnyte Secure & Govern modules to manage sensitive content. 

Test Microsoft Purview application to Fabric.

Perform AFM's Internal Audit and contract compliance review.

Perform a full IT security audit review and document all policies and procedures.

Quarterly Cybersecurity end-user campaigns.

Complete the eleven budget planning cycles for FY26.

Adaptive Monthly Version and Actuals Reconciliations

Develop a Document Library that is secure, searchable, and AI-ready for Supplier Invoices and Contracts.

Implement Gartner’s Shared Services maturity gap guideline. 

Outline and present a 3-year Digital Transformation strategy for the department.

Conduct a standard AV feedback analysis and learnings after each board meeting.

Implement Power Automate AI data extraction model for the Supplier Invoice application. 

Select one process and implement Microsoft Process Mining to optimize and uncover automation opportunities. 

Test and develop one training module using HeyGen AI-powered video creation application. 

Support APEAM data warehouse consolidation into AFM Data Architecture.