Vendor Onboarding Process Management
About Client PI Healthcare
A healthcare company urgently needed a vendor onboarding system within 2 months. The solution had to support complex approvals, document uploads, and digital signatures. Existing market options were too expensive or hard to customize. They required a fast, compliant, and cost-effective system.
Industry:
Healthcare Indutry
Business Problem
​Pi-Health Ltd., a US-based healthcare company, needed a quick and simple Vendor Onboarding System after becoming an independent entity. Strict timelines and regulatory requirements made it challenging. Existing solutions were too costly or complex, and the process required detailed compliance and approval checks.
Winning Solution
SPXPERT Solution for PI Health. Here’s how the solution works:
SPXPERT Solutions took up this challenge and built a Vendor Onboarding power app that implemented the well functional vendor onboarding system that allowed client to.
Process Improvements
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Vendor details and approvers were entered directly into the system.
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Approval requests were sent automatically via email and Microsoft Teams.
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Integrated DocuSign for secure digital signatures and consent tracking.
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Applied validations based on vendor type, region, and annual expense limits.
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Created a centralized database for employees to easily verify approved vendors.
​Key Results
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Vendor Onboarding application launched before the deadline.
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Live for almost a year with proven benefits.
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Improved compliance and transparency.
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Reduced manual work in vendor management.
