Intake-to-Procure

Intake-to-Procure is a modern procurement process that streamlines the path from a business user’s initial need to the generation of a purchase order, before traditional payment activities begin. This process focuses on optimizing how requests are submitted and routed, ensuring that purchasing decisions align with company policies, budgets, and preferred suppliers.

While procure-to-pay handles the transactional steps of procurement, intake-to-procure addresses the upstream challenges of request intake and decision-making. This makes intake-to-procure a critical component of digital procurement transformation, improving stakeholder experience and accelerating purchasing outcomes.

The process typically includes:

• Submission of a request through guided intake forms or chatbots
• Automated routing and categorization of needs
• Policy and workflow enforcement
  
• Cross-functional collaboration and approvals
• Purchase requisition creation

User-Friendly Intake Experience:
Modern solutions prioritize easy to use interfaces that allow business users to request what they need without navigating complex legacy systems.

Smart Triage and Routing:
Requests are automatically categorized and routed to the appropriate team or system, whether sourcing, procurement operations, legal, or IT, based on type, urgency, and any custom rules.

Policy and Workflow Automation:
Intake-to-procure enforces procurement guardrails early in the process, helping organizations drive compliance with approval workflows, budget checks, and preferred supplier usage.

Connected Procurement Ecosystem:
Intake-to-procure acts as a centralized entry point that integrates seamlessly with downstream tools like ERP, sourcing, contract lifecycle management, and P2P systems.

Increased Efficiency:
By eliminating manual emails, ticketing systems, and fragmented intake methods, it accelerates purchasing cycle times.

Improved Compliance:
Guided intake forms and automated workflows ensure procurement policies are followed from the start, reducing maverick spend.

Enhanced Stakeholder Satisfaction:
Business users enjoy a faster, more intuitive experience without needing to know insider jargon to get what they need.

Greater Visibility:
With structured intake data and real-time visibility, procurement teams can prioritize requests, align with budgets, and drive strategic outcomes.

To build an effective intake-to-procure process, consider the following best practices:

• Design for the End User: Focus on a user-first design that makes it easy for anyone to submit a request.
• Standardize Intake Channels: Consolidate intake into a single entry point to avoid scattered requests and manual work.
• Automate Workflows: Leverage automation to enforce business rules, route requests, and accelerate approvals.
  
• Integrate with Procurement Systems: Ensure your platform connects with sourcing, contract, and P2P tools.
• Continuously Optimize: Use analytics to identify bottlenecks and continuously improve intake workflows.

Levelpath was built for the modern procurement team. Whether you’re just starting to modernize intake or ready to overhaul outdated workflows, we can help you deliver a better experience for requesters and procurement alike. With Levelpath, procurement becomes a strategic partner, not a roadblock.

Discover how Levelpath can elevate your intake-to-procure journey. Let’s build a smarter path together.