Ask the Expert

Automating Supplier ID Creation to Eliminate Manual Bottlenecks

Challenge

The AP team handled supplier ID creation manually—receiving email requests, logging into PeopleSoft, and responding back with the ID. Each request took 15 minutes and created unnecessary bottlenecks.

Objective

A leading global enterprise sought to streamline its internal finance operations by automating employee-initiated supplier ID requests. The aim was to reduce AP workload, enhance turnaround time, and ensure accurate data entry.

Solution

Novatio implemented automation that:

  • Sends users a form link via automated email replies.
  • Pulls input from Smartsheet.
  • Completes supplier ID creation in PeopleSoft through a structured workflow.

Outcomes

  • 2,880 transactions automated annually.
  • 15 minutes saved per transaction.
  • Reduced need for 1 FTE.
  • Improved processing speed and accuracy.

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