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Operations management

A purchase went through four spreadsheets and no record of who approved it.

Purchasing, warehouse, sales, collections, accounting and electronic documents in one system. The purchasing circuit runs end to end with two approval gates, from requisition to the documents attached to the order.

8connected areas
7steps in the circuit
2approval gates
~100people use it

What there was and what there is now

Requisitions came by email, quotes were compared in a spreadsheet each buyer built their own way, and the order was issued in yet another file. When someone asked why a supplier was chosen, the answer lived in the inbox of whoever chose it.

Now each step is a screen and leaves a trail. The comparison table builds itself from the quotes on file, and the order cannot be issued without passing its approval. What used to be a chain of files is a sequence with a state.

Two approvals, not one

The requisition is approved — whether the purchase is warranted — and the order is approved — whether the supplier and price are. Merging them into one signature is what turns control into paperwork.

The comparison table is not typed

It comes from the quotes already on file. While it was rebuilt by hand, comparing three offers cost half an hour and allowed transcription errors nobody caught later.

Accounting and electronic documents in one place

The document backing a purchase does not live in another folder: it hangs off its order. That is what stops a month-end close from being a search.

The screen

What it looks like

Business management system. Interface reconstruction with sample data.

The screen is a vector reconstruction with sample data. The real system shows amounts and company names we do not publish: the client is unnamed under a confidentiality agreement, and blurring figures over a screenshot always shows.

What changed

It replaces spreadsheets. What improves is not only response time: the figure stops depending on who consolidated it and when. Precision and timeliness, which in practice are the same thing — an exact number that arrives late is no longer a basis for a decision.

Around a hundred people across several companies use it.