Tradeshift CBRE Webinar HowtoGetStarted Deck
CBRE Global Corporate Services presents
Welcome BNY Facility Services Suppliers to eInvoicing Training
QUESTIONS DURING THE CALL • Please mute your phones • Please use the chat feature to type your questions during this presentation • We will use designated Q&A Sessions to answer questions that you have typed into the chat feature • If you have questions after the call please email [email protected] or contact your CBRE contact.
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
2
INTRODUCTION Why Tradeshift?
• Free to our suppliers • Provides transparency to our suppliers of the life cycle of an invoice from Purchase Order through Payment • Global platform • Intuitive tool with a social media feel • Ability to integrate with Tradeshift to send invoices from supplier’s system to Tradeshift • Web Portal that can be used by small to medium suppliers • Ability to use this across our entire GCS client base
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
3
KEY DATE July 1st – Go-live Our Go-Live was July 1st. We have continued to add suppliers to our list of suppliers and send out invitations to connect.
You should be receiving Purchase Orders from your Facility Manager or CBRE contact. If you have not, please contact him / her directly.
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
4
Introductio n to Tradeshift Network Growth
Agenda
1. 2. 3. 4. 5. 6. 7. 8. 9.
Covering the basics Benefits The Tradeshi8 business model Basic architecture of Tradeshi8 Integra@on methods + supported formats Scope of project + Business firewall Account setup op@ons Things to consider Support + more info
The quick history of business document exchange
Tradeshift goes viral, becomes worlds fastest growing business network with more than 100,000 companies in 190 countries with 2,000 companies being added per week
2011
Tradeshift is launched as the worlds first business cloud mixing financial transactions and social network functionality Tradeshift founders works with the European commission to create cross-border standards for e-business in Europe
2008
Tradeshift founders launch world’s first free e-business network, 10 months later 25% of all Danish companies have joined Ariba, Basware and OB10 launch pure e-invoicing network
Scanning and OCR become a solution outside EDI, but still very error prone Electronic data interchange takes off among very large companies Invoice printing gets automated
1950
1998 1995
1990
2007 2002
First internet trade portals appear with limited success
2010
What is e-invoicing?
E-‐invoicing is the electronic exchange of formaNed invoice data between a sender and receiver. The exchange is dependent on an integra@on between the IT systems of sender and receiver, or the use of a 3rd party plaQorm to facilitate the exchange. Email with aNachments, such as PDF, are not considered e-‐invoicing.
Benefits of e-invoicing via Tradeshift Send invoices and credit notes for free Get your invoices paid on-‐@me Receive status updates on invoice progress Reduce likelihood of lost invoices Reduce likelihood of rejected or returned invoices due to missing data Promote a posi@ve green agenda Save money by elimina@ng cost due to postage, envelopes, prin@ng and paper if you currently use hard-‐copy invoices
The Tradeshift Business Model The Tradeshift business model builds on a unique value proposition that is fast gaining traction • Tradeshift is a cloud-based business-tobusiness platform. • There are no barriers to join, all companies can sign up and start sending business documents for free. • Buyers and sellers can interact and collaborate in real-time. • A rapidly growing eco-system of third party applications. • Companies can extend business processes onto Tradeshift by installing or building their own apps.
Tradeshift is the world’s fastest growing business network, designed to support the exchange of trade documents Social network
Professional network
Business network
• Connecting family and friends
• Connecting professionals
• Connecting businesses
• Storytelling through status update, mail and photo sharing
• Personal business opportunities, searching for competences
• Transmission of trade documents: Purchase orders and and invoices
There are three main reasons that companies choose Tradeshift as its e-invoicing technology partner: 1
Free to send invoices
2
Simple and free integration options
3
A range of value added benefits and services
The Basic architecture of Tradeshift
Sender account
Receiver account
SUPPLIER
BUYER
1
Both the sender and receiver must have an account on Tradeshift
2
Both parties must have accepted a mutual connection between the accounts
3
Users then decide for themselves how they want to interact with Tradeshift
There are four basic options for interaction with Tradeshift
WEB
SUPPLIER
Large suppliers tend to use the file transfer or API
Sender account
Receiver account
WEB
Connector
Connector
File transfer
File transfer
API
API
1
Web interface (PO flip / manual invoice creation / document uploader)
2
Connectors for large ERP and online accounting systems
3
File transfer via FTP, SFTP, FTPS
4
Integrate with our API
BUYER
Document flow through Tradeshift
Sender account
Receiver account
File Transfer/ API
SUPPLIER
<XML>
API
BUYER <XML>
<XML>
1
The document is sent / stored in the sender’s account
2
A copy of the document is made automatically, and sent / stored in the receiver’s account
3
Both parties have their own document archive, stored for a minimum of 10 years
4
The receiver can retrieve their documents automatically.
Supported formats
• Tradeshi8 supports more than 20 document formats such as UBL, EDIFACT, BASDA XML, cXML, and IDOC • PO’s only accepted in UBL • To see the full list of supported formats go to: hNp://integrate.tradeshi8.com
CBRE has implemented validation rules to make sure your invoice contains the correct information for processing
Network Growth
Document data quality and processing Business level data quality 100%
BUSINESS FIREWALL
0%
NOT pass
pass Validation rules
CBRE has implemented validation rules on Tradeshift Invoice Type
Rule Description
All
All invoices must contain an invoice number and invoice issue date
PO Invoice
• Valid PO number: one on the header level / Iine number / UOM per PO
Non-PO Invoice
• Valid CBRE Location ID: once on the header level
Not available to BNY suppliers
Supplier LP + E-mails contact + FAQs Supplier Landing Page http://tradeshift.com/supplier/CBRE/ Email [email protected] [email protected] Support and FAQs https://support.tradeshift.com/home?ent=CBRE
Thank you! Network Growth
Welcome BNY Facility Services Suppliers to eInvoicing Training
QUESTIONS DURING THE CALL • Please mute your phones • Please use the chat feature to type your questions during this presentation • We will use designated Q&A Sessions to answer questions that you have typed into the chat feature • If you have questions after the call please email [email protected] or contact your CBRE contact.
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
2
INTRODUCTION Why Tradeshift?
• Free to our suppliers • Provides transparency to our suppliers of the life cycle of an invoice from Purchase Order through Payment • Global platform • Intuitive tool with a social media feel • Ability to integrate with Tradeshift to send invoices from supplier’s system to Tradeshift • Web Portal that can be used by small to medium suppliers • Ability to use this across our entire GCS client base
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
3
KEY DATE July 1st – Go-live Our Go-Live was July 1st. We have continued to add suppliers to our list of suppliers and send out invitations to connect.
You should be receiving Purchase Orders from your Facility Manager or CBRE contact. If you have not, please contact him / her directly.
© 2014 CBRE | CONFIDENTIAL & PROPRIETARY
4
Introductio n to Tradeshift Network Growth
Agenda
1. 2. 3. 4. 5. 6. 7. 8. 9.
Covering the basics Benefits The Tradeshi8 business model Basic architecture of Tradeshi8 Integra@on methods + supported formats Scope of project + Business firewall Account setup op@ons Things to consider Support + more info
The quick history of business document exchange
Tradeshift goes viral, becomes worlds fastest growing business network with more than 100,000 companies in 190 countries with 2,000 companies being added per week
2011
Tradeshift is launched as the worlds first business cloud mixing financial transactions and social network functionality Tradeshift founders works with the European commission to create cross-border standards for e-business in Europe
2008
Tradeshift founders launch world’s first free e-business network, 10 months later 25% of all Danish companies have joined Ariba, Basware and OB10 launch pure e-invoicing network
Scanning and OCR become a solution outside EDI, but still very error prone Electronic data interchange takes off among very large companies Invoice printing gets automated
1950
1998 1995
1990
2007 2002
First internet trade portals appear with limited success
2010
What is e-invoicing?
E-‐invoicing is the electronic exchange of formaNed invoice data between a sender and receiver. The exchange is dependent on an integra@on between the IT systems of sender and receiver, or the use of a 3rd party plaQorm to facilitate the exchange. Email with aNachments, such as PDF, are not considered e-‐invoicing.
Benefits of e-invoicing via Tradeshift Send invoices and credit notes for free Get your invoices paid on-‐@me Receive status updates on invoice progress Reduce likelihood of lost invoices Reduce likelihood of rejected or returned invoices due to missing data Promote a posi@ve green agenda Save money by elimina@ng cost due to postage, envelopes, prin@ng and paper if you currently use hard-‐copy invoices
The Tradeshift Business Model The Tradeshift business model builds on a unique value proposition that is fast gaining traction • Tradeshift is a cloud-based business-tobusiness platform. • There are no barriers to join, all companies can sign up and start sending business documents for free. • Buyers and sellers can interact and collaborate in real-time. • A rapidly growing eco-system of third party applications. • Companies can extend business processes onto Tradeshift by installing or building their own apps.
Tradeshift is the world’s fastest growing business network, designed to support the exchange of trade documents Social network
Professional network
Business network
• Connecting family and friends
• Connecting professionals
• Connecting businesses
• Storytelling through status update, mail and photo sharing
• Personal business opportunities, searching for competences
• Transmission of trade documents: Purchase orders and and invoices
There are three main reasons that companies choose Tradeshift as its e-invoicing technology partner: 1
Free to send invoices
2
Simple and free integration options
3
A range of value added benefits and services
The Basic architecture of Tradeshift
Sender account
Receiver account
SUPPLIER
BUYER
1
Both the sender and receiver must have an account on Tradeshift
2
Both parties must have accepted a mutual connection between the accounts
3
Users then decide for themselves how they want to interact with Tradeshift
There are four basic options for interaction with Tradeshift
WEB
SUPPLIER
Large suppliers tend to use the file transfer or API
Sender account
Receiver account
WEB
Connector
Connector
File transfer
File transfer
API
API
1
Web interface (PO flip / manual invoice creation / document uploader)
2
Connectors for large ERP and online accounting systems
3
File transfer via FTP, SFTP, FTPS
4
Integrate with our API
BUYER
Document flow through Tradeshift
Sender account
Receiver account
File Transfer/ API
SUPPLIER
<XML>
API
BUYER <XML>
<XML>
1
The document is sent / stored in the sender’s account
2
A copy of the document is made automatically, and sent / stored in the receiver’s account
3
Both parties have their own document archive, stored for a minimum of 10 years
4
The receiver can retrieve their documents automatically.
Supported formats
• Tradeshi8 supports more than 20 document formats such as UBL, EDIFACT, BASDA XML, cXML, and IDOC • PO’s only accepted in UBL • To see the full list of supported formats go to: hNp://integrate.tradeshi8.com
CBRE has implemented validation rules to make sure your invoice contains the correct information for processing
Network Growth
Document data quality and processing Business level data quality 100%
BUSINESS FIREWALL
0%
NOT pass
pass Validation rules
CBRE has implemented validation rules on Tradeshift Invoice Type
Rule Description
All
All invoices must contain an invoice number and invoice issue date
PO Invoice
• Valid PO number: one on the header level / Iine number / UOM per PO
Non-PO Invoice
• Valid CBRE Location ID: once on the header level
Not available to BNY suppliers
Supplier LP + E-mails contact + FAQs Supplier Landing Page http://tradeshift.com/supplier/CBRE/ Email [email protected] [email protected] Support and FAQs https://support.tradeshift.com/home?ent=CBRE
Thank you! Network Growth
