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Management Forum

  • June 04, 2015
  • 8:15 AM - 3:00 PM
  • College of the Holy Cross, Hogan Center, 1 College Street, Worcester, MA 01610


  • Open to members and non-members at your institution

Registration is closed
Please join us at the 2015 Management Forum at College of the Holy Cross in Worcester! 
Navigating an Ocean of Data: Charting my Institution’s Procurement Course

This is a three part program, designed for procurement managers and key staff. 
  1. Consider how we use performance metrics within our institutions
  2.  Examine what members are doing, how it fits in with our institution’s and department’s goals 
  3. Listen to an overview of a collaborative e-marketplace within the Five Colleges, how it works, what data is collected and how to use that information to improve and guide your institution’s procurement decisions. 
The takeaway includes understanding what institutional spend management means, identifying what data to collect, and how to collect it. This will help you identify if your department is in sync with institution’s overall goals, and to gain confidence in navigating the spend procurement discussion.

Part 1: Procurement Performance Management Metrics

This will review “What’s in the Tool Box” for measuring Procurement’s effectiveness. We’ll look at some key measures- ROI, Spend analysis (top 100 in AP & top 100 in Pcard), Customer service, Automation in the form of e-commerce, What data should you collect? Who in your institution is tracking the “strategic icebergs” and what information can procurement provide? These need to be focused on the institutions’ expectations, and should address what is compelling within your institutions.

Part 2: Member Metric Review and Brainstorm Metrics 

Attendees will break up into small groups. NAEP New England board members will be at each table, to guide and chart the discussion. What data analysis is being used at your institution, how it is categorized and analyzed, how is it viewed from above by non-procurement (i.e. your seat at the table). These include performance measures, benchmarking, and various in-house and vendor tools for collecting data. 

Part 3: Sharing the information and Discussion 

Each table will report back on their discussions. How do we use data from central contracts? How to deal with users who want to look around and get best price, creating the “perfect storm” of not having a directed plan? How do we market the gains from central contracts, like the ability to aggregate data, additional services, red flags, etc.? Creating your own map of excellence!

A Case Study for e Procurement Marketplace and Spend Analysis:

The afternoon session will be a presentation by Christopher Rust from Mount Holyoke College and Marjorie Dunehew from Hampshire College, who have recently been working on their individual eMarketplace on an eProcurement platform hosted by ESM Solutions. They will be joined by ESM’s Katie Kunkle,

It will include a live demonstration of life in their e-Marketplace, the collaboration amongst the institutions (the Five Colleges), their planning and deployment strategies, marketing techniques used to promote the e-marketplace and creating institutional focus on the advantage of the e-marketplace, and lessons learned and learning. 

Meeting Schedule

8:30 AM - 9:00AM
Registration and Continental Breakfast

9:00 AM - 9:10 AM
Welcome Remarks

9:10 AM - 10:15 AM

Performance Metrics Overview: E&I Ray Jensen

Ray Jensen is a Senior Consulting Associate with E&I Consulting Group, bringing to the organization more than 35 years of experience in university business operations with an emphasis on procurement. His areas of expertise include organizational modeling and development, strategic planning, staff development, and the implementation of best practice solutions. 

Ray also serves as Arizona State University’s (ASU) Vice President for Integrated Business Relationships. Prior to his current position, Ray held a variety of leadership roles at ASU including Associate Vice President, University Business Services and University Sustainability Operations Officer. In addition to the University’s procurement function, Ray had administrative oversight for most of the business operations and auxiliary business services on ASU’s four campuses. He has led major business and procurement operations engagements at UC-San Diego, UC-Davis, George Washington University, the George Washington University Medical Center and Arkansas State University, and he served on the team that re-engineered the procurement model for the State of Arizona.

Ray is a recognized leader in higher education business and procurement. He served two terms of service on the NAEP Board of Directors and also served as its president. He served for nine years on the Board of Directors of E&I. Additionally, he has served on the faculty at the NACUBO’s College Business Management Institute; as faculty for NAEP’s Advanced Purchasing Institute and Leadership Academy; as faculty for the NACAS Management Institute, and as an instructor for the Cal State University procurement officers.

Ray is the recipient of the Bert C. Ahrens Award from NAEP, its highest form of recognition for extended service to the profession, and NAEP’s Distinguished Service Award. 

10:15 AM - 10:30 AM

10:30 AM - 11:20 AM
Member Metrics Review and Brainstorm - Breakout Tables

11:20 AM - 12:30 PM

Table Reports - Discussion

12:30 PM - 1:30 PM

1:30 PM - 3:00 PM
eProcurement - Life Within Our Marketplace: Mount Holyoke/Hampshire College/ESM Solutions

3:00 PM - 3:15 PM
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