Customers and suppliers request their own registration, with every area in control
Outside companies request registration and send their documents, and each area approves its part before anything reaches the ERP.
- Area
- Procurement, Finance, Compliance
01The problem
Registering a new customer or supplier involved quality, compliance, finance, and legal, each with its own document and security requirements. The process had many manual steps, including the credit analysis, and depended on email exchanges with the outside company.
How the solution works
-
01
Request registrationOutside company · requests and uploads
-
02
Send documents
-
03
Area reviewInternal areas · review and approve
-
04
Credit analysisFinance · analyzes credit
-
05
Approve
-
06
Register in ERP
02What we did
We built a portal where customers and suppliers request registration and send their documents themselves, and an approval flow that goes through each responsible area. Everything integrates with external systems and the ERP, meeting the security requirements of a process this size.
03What changed
Manual steps are gone from the process, including the credit analysis, and approved registrations reach the ERP with no retyping.
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