Client Automates their Procurement Process Resulting in Faster Approvals

The client is a leading pharmaceutical company that excels in research and development of groundbreaking pharmaceutical treatments for people with central nervous system (CNS) conditions.

The client faced manual, error-prone procurement and contract processes, limited visibility into contract approvals, and inefficient workflows that slowed operations and reduced overall efficiency.

LevelShift implemented a custom Express Procurement Request workflow on Salesforce to streamline contract processes and improve management control. The solution included:

• Custom workflow design: Built an Express Procurement Request process to automate and simplify procurement tasks.
• Streamlined contract flow: Introduced workflows and notifications to ensure smooth movement of contracts across the system.
• Role-based management control: Defined different user types with specific permissions based on the requests they can raise.

By implementing the custom Express Procurement Request workflow, LevelShift enhanced efficiency, visibility, and control over contract processes. The benefits include:

• Minimized errors and redundancies: Automation of manual processes increased overall efficiency.
• Better approval control: Streamlined workflows ensured more effective management of contract approvals.
• Improved visibility and reporting: Enhanced tracking and reporting provided clear insights into contract status and progress.