Redefining Procurement

In today’s rapidly evolving business landscape, efficient and strategic procurement is more vital than ever. Recognizing this critical need, we helped Pivot craft a leading-edge procurement platform from the ground up. The mission was straightforward: simplify procurement and magnify results to empower organizations.

2023Product Design, Design


We initially concentrated on building the user experience of the request forms. These forms are utilized by employees to initiate either purchase or vendor requests. Our primary focus was on the development of a user-friendly form builder for administrators, as well as the creation of intuitive and easy-to-use forms for employees.

To accomplish this, we designed a builder with two distinct parts. Administrators can build their forms by adding questions and selecting question types, all while having a preview of the form they're creating to better visualize the sequence and the relationships between questions.

For employees, we ensured that the request forms they are required to complete are enjoyable and engaging, aiming to improve completion rates and overall results. We achieved this by seamlessly integrating a user-friendly interface with a conversational approach, resulting in the perfect blend of usability and engagement.

Approval workflows

Once a form has been created and employees begin using it, it becomes essential to identify the individuals responsible for approving the requests. Approval workflows play a crucial role in expediting the process by ensuring that both requesters and approvers have visibility, preventing any bottlenecks.

Administrators can effortlessly establish a sequence of steps using a user-friendly interface, enabling them to route requests to the relevant sub-teams or members based on requester hierarchies. This streamlines the approval process effectively.

Request details

When a request reaches the appropriate individual for approval, it is crucial that the approver can swiftly access all the request-related information. To facilitate this, we have designed a dedicated page that consolidates all the request data. This includes a summary of the requester's form responses, any attached documents, a status update for monitoring progress, and a comments section. The comments section is particularly useful for facilitating communication between requesters and approvers, enabling them to discuss any necessary adjustments to the request.

Purchase Order Creation

Once a request gets approval, an automatic purchase order is generated. We enabled administrators to set conditions, ensuring accurate data is captured throughout the entire process. This ensures that the correct information is transferred to the purchase order, considering the request type, as well as accounting and payment data.

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