When implementing a Purchasing Card program for the first time, a common mistake by organizations is conducting a request for proposal process before understanding the internal P-Card opportunity and developing a program framework. Take the time to complete the following steps in the listed order.
12-Step Path to Implementation Success
Gain a thorough P-Card education, including the benefits.
Research your organization’s P-Card opportunity.
Prepare a business case.
Obtain management and cross-departmental buy-in.
Develop the framework for a P-Card program.
Conduct an RFP process to select a card issuer.
Work with the issuer to plan for implementation.
Begin with a pilot program; test everything.
Evaluate pilot; revise as needed.
Roll out the full program.
Monitor and adjust.
Transition to program management.
Lack of project planning
Lack of leadership
No dedicated resources
Rushing the process
Remaining in perpetual pilot