Author: Nick Rallo

Since last summer, the Operational Excellence website has been featuring a series of staff spotlights: stories about staff members who’ve taken on new leadership roles since the implementation of OE2C and are helping bring more innovation and efficiency to campus operations. Read more SMU staff spotlights

Brian Cook is not only SMU’s RFP coordinator, but also an entrepreneur. He earned a B.B.A. in finance and accounting from Stephen F. Austin State University and, while completing his M.B.A. there, he launched his own music entertainment business.

His entrepreneurial experience also serves him in his current role as a purchasing agent for SMU and as the procurement card administrator and coordinator for all requests for proposal (RFPs) for the University. “I am responsible for approving purchase requisitions in various spending categories, ordering and maintaining the many credit cards held and used by SMU faculty and staff for business and travel expenses, and overseeing the University’s annual RFP calendar,” said Cook. “I also help lead or support any RFP processes completed by the University in order to select preferred or exclusive vendors for various goods and services.”

In his work to support the selection of exclusive vendors, Cook makes a major contribution to the work of the Operational Excellence initiative. “I have learned how important good planning is and that the most effective way to achieve maximum efficiency is to develop strong processes and procedures built on feedback from all parties involved,” he said.

Cook enjoys ensuring consistency in procurement operations and accurately reporting and tracking activity. “But my favorite part of my current position is getting to interact with many different SMU faculty and staff members who work in numerous different areas across campus,” said Cook. “I get to learn about their individual roles and work together with them and the University’s vendors to develop creative and efficient ways to meet their needs while helping to achieve the University’s overall goals.”

Although he only joined the SMU purchasing team in fall 2016, he has already scored several significant gains for the University, including overseeing the RFPs for security and parking services and for event services. “Both of these were very large undertakings that required many different areas and personnel across campus to work together,” said Cook. “They were only successful because of the strong precedent set by previous RFP initiatives related to OE2C prior to my joining the University. It is really cool to get to see the bottom line savings impact of the work that was put into these initiatives.”

Cook’s contributions to SMU’s bottom line are far from complete. “I hope to help streamline the SMU P-card process and create and maintain a central RFP calendar so that the University can ensure it is evaluating its vendors and contracts on a consistent and timely basis,” he said. “My goal is to help make SMU’s purchasing and procurement operations as smooth and efficient as possible.”

Since last summer, the Operational Excellence website has been featuring a series of staff spotlights: stories about staff members who’ve taken on new leadership roles since the implementation of OE2C and are helping bring more innovation and efficiency to campus operations. Read more SMU staff spotlights

Abby Kinney has made a career out of efficient technology purchasing. During the shared services restructuring in 2015, she became the University’s IT category manager in the Purchasing Department, but her connection to SMU and coordinating technology purchases has a decades-long history.

“I graduated from SMU in 1986 with my BBS in Accounting and went to work with a regional investment securities firm as an analyst supporting the research group,” says Kinney. “I soon transitioned to helping with the purchase, installation and support of all their computers. I eventually moved to managing a team that supported the computers, phone systems and services, and data services for the main office and 42 branch offices.”

Kinney came back to SMU in February 1995 and started as a desktop support consultant as part of Project Pegasus, an initiative that issued desktop computers to all faculty and staff. “I completed my master’s in MIS in 1996,” she says. “I eventually became manager and then director for the User Services team and was responsible for buying computer technology for half of the University after the campus computer store closed in 2013.  During the OE2C project, I participated in the Purchasing Initiative, and when the possibility of centralizing technology purchasing came up, it was something I definitely wanted to be part of.”

In her current role, she purchases technology-related hardware for the entire campus (desktops, laptops, displays and accessories), tracks technology spending for the University and assists with RFPs for hardware, software and tech maintenance. Though she has moved from OIT to Purchasing, she still works closely with her former department.

“I have learned a lot about how the entire Purchasing team helps the campus with the procurement of the variety of goods and services the University uses, how the RFP process works, and how the IT procurement role can benefit the campus,” says Kinney. “The most significant advantage is the cost savings that we have been able to help SMU realize by purchasing the University standard computers in volume for the ongoing computer refresh process, saving more than $100,000 in FY17.”

Kinney says another key advantage of the structure is increased awareness about technology savings that helps individual departments spend their budgets wisely. “I get to continue working with everyone on campus to help them with their technology needs and ultimately help the University save money.”

As for challenges, the biggest one has been “keeping up with the demand, especially around fiscal year-end and the start of each semester,” she says. “Since moving to Purchasing, I now buy for the entire campus and the number of items I purchase each year has doubled, to more than 6000 items annually.”

Going forward, Kinney says there are many process improvements she would like to make in the technology purchasing process. “In partnership with OIT, I’d love to create a website with all purchasing information and Technology Fund eligibility details, create a web-based order form to help guide people through the ordering process, and provide more visibility to the purchaser on the status of an order in process.

“I’d also like to look more strategically at Technology purchases to see if SMU can realize any additional savings with software licensing and maintenance contracts. I’m proud of the cost savings we’ve established so far, and look forward to making them even better.”