Dynamic Intake

The Challenge

A customer’s procurement team was overwhelmed. Every new software or vendor request arrived through the same rigid intake form, no matter how simple or complex the purchase.

Employees skipped fields, key details were missing, and requests bounced back and forth between teams.

The Vertice Approach

By working with Vertice, they introduced simplicity to the end user through our Custom and Dynamic Intake:

• Their requesters now only see the fields that apply to their purchase type, reducing confusion.
  
• The workflow dynamically routes requests to the right stakeholders - finance, security, legal - without unnecessary detours.
  
• Automatic data capture through automatic document extraction ensures essential details aren’t lost.

The Outcome

Within the first quarter, the customer reported:

• A 50% reduction in delays compared to their old process.
  
• Procurement teams spending far less time chasing clarifications.
  
• Greater compliance confidence, as every request followed the correct path with full documentation.

Why It Worked

The process adapted to the requester, rather than the other way around.

This flexibility not only sped up approvals, but also improved the perception of procurement as an enabler, not a bottleneck.