Quintin Rohrbaugh Dashboard

Project Goals

Project Goals
PROCURE TO PAY
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
Autonomous Finance + 0

Define a long-term path toward Autonomous Finance.

Automate Prepayments +

Automate the reconciliation and reporting of supplier prepayments.

AP Quaterly Reviews +

Implement a KPI dashboard for AP quarterly reviews.

Project Goals
PAYROLL, BENEFITS AND EMPLOYEE EXPERIENCE
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
On and Off boarding Employees + 100% 100

Integrate HR, Payroll, and IT when onboarding and offboarding employees.

Project Goals
GENERAL ADMINISTRATION & IT SUPPORT
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
Admin and IT org structure based on CliftonStrenghts + 20% 20

Restructure the Admin and IT org structure based on the CliftonStrenghts.

Metric Dashboard for Shared Services +

Define and implement a performance metric dashboard for shared services.

Leand and Agile +

Implement a Lean and Agile Project Management methodology.

Customer Service Survey + 1 1

Implement a twice-a-year customer service satisfaction survey.

Project Goals
SYSTEMS & TECHNOLOGICAL TOOLS
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
PO Application Enhancements + 30% 45

Implement enhancements to the PO PowerApp application.

Automate Supplier Invoice Billing Process +

Automate the supplier billing accounting process with an SAP integration.

Eliminate duplication on supplier invoice storage +

Eliminate duplication on supplier invoice final storage (Egnyte and D365)

AV Training + 15%

Design and implement an AV training for AFM employees

Project Goals
AFM BUSINESS INTELLIGENCE
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
Data and Analytics Architecture + 25% 25

Implement a new Data and Analytics Architecture to centralize data and improve efficiencies.

Move data from HUB to the new D&A model +

Move data from HUB to the new D&A model

Move Adaptive to the new D&A model +

Move Adaptive to the new D&A model

CoE Implementation + 1 1 1 1

Implement a CoE to improve communication among departments and data governance.

MHAIA Reports +

Automate and Visualize MHAIA's reports.

Concur Expense Updates + 1 1 1 1 1 1 1 1 1 i1

Monthly update of Concur Expense Analysis

Project Goals
FINANCIAL PLANNING
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Score
Document Procure to Pay + 0

Document Procure to Pay processes.

BHAG Goals

Project Goals
Most Innovative Produce Company and #1 Per capita Consumption
2023-2024
Q1 Q2 Q3 Q4
Objectives Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24
Data & Analytics Strategic Map +

Data & Analytics Strategic Map

Implement Microsoft Fabric +

Implement Microsoft Fabric

Implement Lean and Agile methodology +

Implement Lean and Agile methodology

Long Term map to Autonomous Finance +

Long Term map to Autonomous Finance