Strathcona County
Public Sector
Challenge
The client, operating on Oracle Fusion Cloud Procurement, faced multiple functional and configuration challenges impacting requisitioning, supplier setup, and procurement automation. (including Redwood experience), Key issues included incorrect defaulting of requisition currency, where the system was not aligning with expected agreement or supplier-related currency behavior. Users also faced challenges in supplier setup, particularly in assigning joint bank accounts to suppliers and understanding system behavior during supplier configuration. Additionally, the client encountered difficulties in uploading taxonomy categories within the UNSPSC classification, impacting proper spend classification and supplier categorization. There were gaps in capturing and transferring critical financial data, such as Cost Center information not flowing correctly from requisition (Smart Forms) to Purchase Orders. Approval-related inconsistencies were also observed, particularly in handling multiple currency-based approval scenarios. These issues resulted in manual workarounds, increased dependency on support, delays in procurement processing, and reduced confidence in system automation and data accuracy.
Solution
To address these challenges, a structured AMS approach was implemented focusing on issue investigation, configuration correction, and process standardization. Performed detailed analysis and replicated issues in demo and development environments to understand system behavior. Investigated requisition currency defaulting issues and validated expected functionality based on configuration and business requirements. Analyzed supplier setup processes, including assignment of joint bank accounts, and provided clarity on correct configuration and system behavior through testing and documentation. Resolved UNSPSC taxonomy upload issues by reviewing system configurations, testing upload processes, and validating classification behavior. Provided guidance to ensure accurate spend classification. Implemented a solution for Cost Center capture by configuring Descriptive Flexfields (DFF), including creation of value sets, deployment of configurations, and validation of data flow from requisition (Smart Forms) to Purchase Orders. Worked on multiple currency-based approval scenarios by analyzing approval configurations, testing workflows, and ensuring correct routing based on business rules. Prepared detailed setup guides and process documentation to support users and ensure consistent system usage.
Business Impact/Process Excellence
Improved procurement process accuracy by resolving currency defaulting and approval configuration issues, ensuring correct financial data handling. Enhanced supplier setup efficiency by clarifying and stabilizing processes such as joint bank account assignment and classification handling. Enabled accurate spend classification through resolution of UNSPSC taxonomy upload issues. Improved data consistency and traceability by successfully implementing Cost Center DFF and ensuring seamless data flow from requisition to purchase orders. Reduced manual intervention and rework through structured issue resolution and clear documentation. Strengthened overall system reliability and user confidence, enabling smoother procurement operations and better process governance.