Implementation
When implementing a Purchasing Card program for the first time, a common mistake by organizations is conducting a request for proposal process before understanding the internal P-Card opportunity and developing a program framework. Take the time to complete the following steps in the listed order. See also content about building and managing a P-Card program.
P-Card Help
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12-Step Path to Implementation Success
Gain a thorough P-Card education, including the benefits.
Research your organization’s P-Card opportunity.
Prepare a business case.
Obtain management and cross-departmental buy-in.
Develop the framework for a P-Card program.
Conduct an RFP process to select a card issuer.
Work with the issuer to plan for implementation.
Begin with a pilot program; test everything.
Evaluate pilot; revise as needed.
Roll out the full program.
Monitor and adjust.
Transition to program management.
Implementation Pitfalls
Lack of project planning
Lack of leadership
No dedicated resources
Skipping steps
Rushing the process
Remaining in perpetual pilot
Resource Available
Are you, your colleagues, or clients new to Purchasing Cards and in need of a quick overview? Is your organization considering or pursuing P-Card program implementation? This short e-book takes 15 minutes or less to read, but provides the fundamentals, including tips for program implementation success.
Content
Page 2: What is a Purchasing Card?
Page 3: Why Use Purchasing Cards?
Page 4: Purchase-to-Pay (P2P) Processes
Page 5: Who Uses Purchasing Cards?
Page 6: Key P-Card Benefits
Page 7: Typical Drivers for Implementing a Purchasing Card Program
Page 8: Examples of Purchases Made with a P-Card
Page 9: Controls are Critical
Pages 10 and 11: Primary Steps for P-Card Program Implementation
Page 12: Additional Tips for Success
Providers, unlike the other two products from Recharged Education that require you to purchase a license to distribute, you can share this item with clients as desired.