What actually changes here?

Employee needs can arrive in different ways, and approval often requires more information. A simple workflow brings requests together, checks that the required details are included and sends each request to its owner. A responsible person still approves the purchase.

SYSTEM

  • collects requests in one consistent format
  • checks that required details are included
  • routes each request to its owner based on company rules
  • shows request status and sends updates

HUMAN

  • reviews the need and any supporting information
  • approves or declines the purchase
  • handles unusual or urgent requests

There is no need to automate everything at once

Start with one type of purchase and a simple request form. Once the required details and approval owner are clear, add other types of requests.

Request fields, approval steps and notifications depend on the company’s purchasing process.