Intuitive Design

One of the most important keys to the success of a procurement system is the ability to gain organisation-wide adoption. Proactis’ intuitive, easy-to-use design enables a cultural shift that empowers employees to execute routine daily purchases on a self-service basis within established organisational controls. Departmental managers, purchasing professionals, and even suppliers, all find Proactis to be highly productive and easy to learn.

For employees:

  • A highly intuitive user interface with uncluttered screens, familiar real-world metaphors and minimal input requirements make using the system easy, even for infrequent users.

  • Inductive buying quickly guides employees to potential suppliers, catalogues and web-sites, making it easy to find exactly what they need from an authorised source.

  • Visibility of requests throughout the process gives employees a true sense of ownership.

 For department managers

  • Automated account coding and budget checking eliminate the need for time-consuming look-ups or verifications.

  • Flexible workflow and approval hierarchies allow for approval groups, temporary assignments, vacations, etc.

  • Notifications for purchase requests requiring approval, with personal preferences for grouping and timing, make it easy to manage time whilst avoiding delays.

  • One-click approvals or return to requestor with comments make the authorisation process fast and easy.

  • Full ‘cost pipeline’ visibility provides managers with the information they need to effectively manage departmental expenditures and cash flow.

For purchasing professionals

  • Self-service employee buying for routine goods and services frees time for more value-added activities such as strategic sourcing and supplier management.

  • Free form and template requisitions combined with electronic catalogues speed communication of needs from requestor to buyer.

  • Alerts for required actions such as contract reviews and sourcing steps allow purchasing personnel to operate on an exception-driven basis without letting anything ‘fall through the cracks’.

  • Supplier on-boarding support, automated sourcing events, electronic RFx questionnaires, and centralised contract management provide structure and reduce administrative effort for the many activities required to obtain ‘best value’ suppliers and agreements.

  • Supplier catalogue import, punch-out, and self-service management capabilities dramatically reduce the time needed to maintain catalogue information to support eProcurement.

For finance professionals

  • Buying by Purchase Order reduces the burden of unexpected or unattributable invoices on Accounts Payable (AP).

  • Pre-coded order lines remove the “who bought this and what for?” cycle that slows down the cost allocation and payment process.

  • Pre-order budget and encumbrance checks ensure that funds are available before purchases are authorised.

  • Automated invoice matching with mis-match troubleshooting via electronic document workflow simplifies invoice acceptance.

  • Cost Pipeline visibility ensures that there are no nasty surprises from unexpected commitments.

For suppliers

  • Self-service network simplifies functions such as profile and catalogue updates, and enables immediate visibility of invoice and payment status without calling AP.

  • Broad adoption of Proactis by users ensures that the supplier receives clear, pre-approved orders and that invoices enter the payment cycle without delay.

  • Easy, electronic interaction during the sourcing process simplifies selling and enables suppliers to enter into an evaluation on an equal basis to competitors.

  • Electronic invoices reduce supplier paperwork and speed payment.

The new Source-to-Pay experience – intuitive and streamlined

Proactis’ intuitive new interface has been designed to enhance productivity, user onboarding and process adoption to support the control of spend and supply-chain risks.

The navigation has been upgraded to enable users to find products, information and follow processes quickly. The highly intuitive interface features uncluttered screens, familiar layouts and minimal input requirements, meaning employees can more easily order what they need, managers can review requests and department heads can track spend.

Learn more

Learn more

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Source-to-Pay Solutions



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