FINANCE, PAYROLL & PURCHASING SYSTEM

B&FC employs around 1,000 staff. and runs separate on-premises HR (Zellis) and Financial (Advanced Business Solutions) systems the ideal solution would be a single modular system for all these functions. 18 Finance/Payroll/Procurement power users, 9 HCM Power Users and, 1200 users of the employee self-serve portal/app. Non-Functional Requirements

Ideally in use at several peer, reference organisations

Cloud/Hybrid cloud deployment

Cross-Functional Requirements

Out of the Box workflows for common processes such as new suppliers, payment requests, manual sales/credit notes, journal and user access requests, new employee requests. Low/No Code workflow development capability

Case management and case work-loading

Tight modular integration between Finance, Payroll and HR. Fully functional and easy to use Employee Self Service portal for desktop and mobile. Flexible Reporting and dashboards and/or a data warehouse to act as a PowerBI data-source provided. Automated insights to highlight anomalies/trends and key areas for improvement. Integration into a digital signature platform such as Adobe Sign. Online knowledge base or integrated help and advice. Delegation authority based on rules and absence. Finance Functional Summary

OCR data collation from source documents

Auto invoice/receipt matching

Debt Management function inc. debt dashboard, letter/email templates, credit limit prompts, contact notes and diary reminders

Cashflow forecasting and key metric calculation

Bank account data integration

Integrated Tax reporting inc. partial exemption. MTD compliant outputs

Financial Planning - Budget and forecasting

Contract/Supplier Management and reporting

Seamless P2P/eProcurement

Payroll/HR Functional Summary

The functions below are indicative of the scope of the solution B&FC seeks to acquire. Talent Acquisition (Recruitment, Selection, On-Boarding)

Talent Management

Performance Management

Attendance Management

Organisation Management with succession planning and easy to maintain hierarchy, with post-to-post transfer, (employees must be able to hold more than one post concurrently.)

Learning Management System

Technical Functional Summary

All systems must support Azure AD-based SSO for authentication and user provisioning/de-provisioning

HR system must be able to act as the authority for employee user account provisioning/de-provisioning into an IAM system, such as Microsoft Identity Manager

Finance system must be able to integrate with our on-prem student information system (Tribal EBS)

Browser-based interface for all users is desirable

Next Steps

If your organisation would like to express an interest please email [email protected] with full contact details. Interested parties can also register on B&FC's Intend Portal in preparation for the live procurement.https://in- tendhost.co.uk/blackpoolandthefylde/aspx/Home .