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.

Improve knowledge and support of core accounting applications: Adaptive, Concur, DocuSign, PO Applications.

Establish a direct vendor relationship with the top ten trade Retailers and transfer all billing to Shared Services.

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.

2024 Reporting

Complete FORM 5500 2024

Employer's Quarterly Federal Tax Return

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

Assess and move the Expense Report Tracker to the Concur Verify AI Module.

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

Perform AFM's Internal Audit and contract compliance review.

Complete the eleven budget planning cycles for FY26.

Adaptive Monthly Version and Actuals Reconciliations

Knowledge Transfer to Rafael and Josephine

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

Implement Gartner’s Shared Services maturity gap guideline. 

Run a yearly Customer Service Satisfaction Survey and present the findings and an action plan.

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

Implement a standard project management and a standard project prioritization tool.

Reorganize the department to carry out the plan for digital transformation.

Seek training certifications that align with our 3-year plan for digital transformation.

Conduct a standard post-implementation analysis and learnings after each major program deployment.

Hand over the management and operation of the PO and Invoice Application to Shared Services.