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

  1. Gain a thorough P-Card education, including the benefits.

  2. Research your organization’s P-Card opportunity.

  3. Prepare a business case.

  4. Obtain management and cross-departmental buy-in.

  5. Develop the framework for a P-Card program.

  6. Conduct an RFP process to select a card issuer.

  7. Work with the issuer to plan for implementation.

  8. Begin with a pilot program; test everything.

  9. Evaluate pilot; revise as needed.

  10. Roll out the full program.

  11. Monitor and adjust.

  12. 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

Purchasing Card Overview
$9.99

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.

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