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Automate knowledge to easily identify the correct procurement channel for goods and services.
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Intelligent Procurement Services


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Category: Case Study
Area: Procurement
Read Time: 2 min

SSE, a FTSE 100 utility company, adopts knowledge automation to streamline procurement processes and eliminate maverick buying.

We have been working with Level since 2015 to give our employees and managers simple, effective online tools to manage their people information. The team at Level have worked with us in an agile way, adapting to our needs and working together we have made significant changes in a cost-effective way. Always striving to meet challenging deadlines we’ve created a successful partnership between our teams and our business has seen really positive changes as a result.

 - Elaine McGinn, HR Transformation Director, SSE Electricity Limited

The challenge: Confusing policies & maverick buying

SSE spent millions procuring goods and services from thousands of suppliers with no single way of buying. They had maverick buying, with no bulk purchasing benefits, and very little visibility on the status of a purchasing document. The majority of users did not understand the buying channels and procurement policies and this put strain on other areas of the business.


The solution: Automate compliance & guide users from start to finish

Level developed a knowledge automation solution called "Ask Procure to Pay” that allows employees to quickly identify the correct procurement channel for goods and services, and easily track the details and status of their documents from demand through to delivery. It gives users easily accessible FAQs that direct them to more detailed guides. Other capabilities include: 

  • Launching an existing application together with explanatory information
  • Displaying help text to explain what needs to be done
  • Querying and displaying details from the underlying application e.g. requisition status, approval status of purchase orders, or approval hierarchy routing; This allows the user to enter a purchasing document reference to see relevant information without having to log into the main system
  • Allowing the user to update purchase details
  • Creating a service request that can be answered by a procurement agent

The solution was integrated in the organizations in-office procurement systems, and it was also supplied in mobile format so that employees could use it in the field.

The results: No more confusion, no more stress, complete compliance

The ‘Ask Procure to Pay’ solution unburdened buyers and procurement experts elsewhere in the business, so they could spend more time concentrating on value-added work.

The solution carefully guides users through the procurement process, ensuring buying is done in the correct channels and compliant with all company policies. It eliminates confusion surrounding procurement processes, and the system is more accessible to non-experts. The mobile-friendly product also simplifies procuring goods and services for employees without a fixed work base, improving process speed and eliminating room for error.


Intelligent automation for Procurement

Whether you want to speed up decision making processes, enhance situational awareness or access better information for faster insights, procurement teams in all industries are embracing knowledge automation so their companies remain profitable and competitive.


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