The client had previously introduced a PO process incorporated into an ageing & limited ERP system. The PO process had not been successful, with limited uptake by staff & no overall improvement in cost or governance.
Spend Solutions was engaged to review the existing PO process, conduct a gap analysis & to make recommendations on way to improve the process. To facilitate the review, Spend Solutions conducted visits to 2 client sites & met with staff involved in the process of managing supplier transactions. Spend Solutions also reviewed existing policies, process guides & other relevant forms.
Based on discussions with internal stakeholders & reviewing the current processes, Spend Solutions was able to understand the current process & potential gaps in achieving the clients objectives.
Spend Solutions provided a number of recommendations to the client to help improved use & compliance with the existing process. The recommendations centred around better defining the process & key steps, simplifying the process to improve user experience, improving the PO approval process & improved user engagement.