Route to manager, budget-owner, and FP&A business partners for budget appropriation and review.
If the spend category and purchase amount trigger a sourcing event, we’ll help collect information and create a project.
If the spend category, vendor, and use case trigger a vendor review, we’ll collect information and create a ticket for Security.
If the contract and the amount triggers a contract review, we’ll route to kick-off a review and redline from Legal.
Once the appropriate reviews have been completed and approved, we’ll automatically create a PO and send to the ERP for AP automation.
COVID-19 has pushed fiscal discipline and cost-cutting into hyper-drive. Every business needs to clean things up and spend wisely. To help, we put together a list of spend categories to focus on and provide actionable tips to capture cost-savings.
Whether your restructuring due to COVID-19 or just want to make sure your house is in order, these lessons learned from the 2017 [~500 person] Zenefits restructuring will help serve as a guide to successfully execute and avoid pitfalls.