Zip Intake-to-Procure

At the core of our organization's operational framework is Zip, our chosen Procure to Pay tool. It serves as the central platform for managing diverse user requests spanning various departments. Through Zip, these requests are directed to the relevant reviewers and approvers, ensuring a systematic and effective workflow.As the primary repository for all Procurement-related expenses that require purchase orders (POs) or contractual reviews, Zip records and tracks each expense. Beyond its record-keeping function, Zip facilitates contract execution, reviews, and approvals, promoting compliance and transparency in our transactions.One notable aspect of Zip is its adaptability in accommodating changes within existing Purchase Orders. Zip enables us to swiftly initiate change orders. This flexibility allows our procurement processes to remain agile and responsive to changing business dynamics. In summary, Zip's versatile functionalities streamline our Procure to Pay process by serving as a central hub for managing expenses, executing contracts, and facilitating necessary changes. Its efficiency enhances our organizational agility in handling procurement intricacies while maintaining operational effectiveness.

• Budget Approvals
• Legal Review / Approval
• Archival / Historical Spend

• Streamlines Workflows
• Improved Lead Times
• Enhanced Compliance and Accuracy

Workday Financial Management, SAP Ariba Procurement and Oracle PeopleSoft ERP

NetSuite ERP, Workday Payroll and Workforce Management

I use Zip Intake-to-Procure for procure to pay process. Use of Zip Intake-to-Procure will start from onboarding vendors up to payable processing.

1. Zip Intake-to-Procure helped us to eliminate manual processes such as uploading vendor invoices. It was able to pick up all the vendor invoices in our designated email.

2. Zip Intake-to-Procure also aide us in eliminating the manual process in our endorsement for approval and to treasury. Through Zip Intake-to-Procure, there is an automated notification for the users and approvers through email and slack.

• Integration
• Automated pull of invoices from our email
• PO process

• Zip Intake-to-Procure helps us to process payables in a seamless manner
• With Zip Intake-to-Procure automation, we save time which we can use on other tasks. This really contributes to our efficiency.
• Eliminate manual work

NetSuite ERP, Slack, Zendesk Chat

Zip Intake-to-Procure simplifies the procurement process by efficiently collecting and managing vendor information, purchase requests, and other relevant data. It addresses business issues related to manual and time-consuming procurement tasks, streamlining the workflow. My scope of use ranges from vendor onboarding to purchase requisitions to submitting documents for signatures between vendor and supplier through another platform implemented with Zip Intake-to-Procure (Ironclad).

• User-friendly interface
• Customizable forms to adapt to specific needs
• efficient workflows for streamline procurement processes

• (Positive) streamlining procurement processes
• (Positive) saving time and reducing manual errors
• (negative) If Zip Intake-to-Procure doesn't fully meet specific business needs, it could have a limited impact or pose challenges in achieving certain objectives

Coupa

Coupa, Ironclad, NetSuite ERP

We use it to manage all new purchase requests. The platform's ability to allow conditional logic for questions and customizable workflows ensure we are capturing all of the pertinent & relevant information for each request type and enable us to only have the necessary approval steps for each request type as well. From a user perspective the platform is easy to learn and use. From an admin perspective, it was been relatively easy to pick up on how to customize the different aspects of the platform.

• Customizable workflows
• Conditional questions
• Easy to configure platform

• Streamlined approval processes
• Better visibility into procurement timelines and spend
• Centralized tool to track all procurement metrics

We use Zip Intake-to-Procure to manage our procurement process. We process all purchase requests as well as virtual card requests through the Zip Intake-to-Procure platform and take the user through all stages of approval (security, IT, legal, and finance). Zip Intake-to-Procure allows us to give visibility to our employees on where their request is at all times and helps us measure SLAs for everyone involved.

• Automatic routing
• Virtual dashboards that work
• Excellent reporting for each function, a tool not just for procurement teams

• Zip Intake-to-Procure helps our procurement team work better with their partners - legal, security, finance
• Zip Intake-to-Procure helps us track SLAs and customer satisfaction
• Zip Intake-to-Procure saves time for accounting in onboarding vendors and creating POs (all done with one click now)

Coupa and Airbase