AI-Powered Requisition Assistant in Microsoft Teams
Indirect procurement, ~900 purchasing transactions/year
Starting Point
Growing consumer goods company with clean master data and an established ERP. Direct procurement is under control. In indirect procurement (marketing, office, IT, PR) the process fails at the entry barrier: requesters don't want to log into the ERP to type a requisition. The result is maverick buying without visibility for procurement.
Challenge
- Around a third of indirect transactions run without a requisition
- ERP login and forms are too high a barrier for occasional users
- No approval process and no spend transparency for maverick purchases
- Retroactive allocation by procurement costs time
Insave Approach
Bring the process to where requesters already work.
AI Agent in Microsoft Teams
The requester describes their need in natural language in the Teams chat. No ERP login, no form. The agent asks follow-up questions until all required information is complete.
Supplier Check
The agent automatically checks whether the supplier exists. If not, it triggers the creation process instead of letting the transaction fail.
Automatic Requisition Creation in the ERP
The agent builds the structured requisition and writes it to the ERP ready for approval in the background. The approval process continues as usual.
Expected Outcome
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