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Onboard a supplier without chasing the paperwork by email
Standing up a new supplier means collecting a tax form, banking details, proof of insurance, and the certificates the category requires, running the checks, and getting the approvals. Today that runs as an email chase with no one place that shows what is missing. We build it as one controlled flow, so onboarding has a state you can see instead of a thread you have to reconstruct.
Onboarding runs as an email chase with no system of record
A new supplier cannot be paid until the tax form, the banking details, the certificate of insurance, and any category-specific certifications are in hand, checked, and approved. Today that collection runs over email: request a document, wait, chase, re-request the one that came back wrong, forward it for a check, forward it again for sign-off.
There is no single place that shows what has arrived, what is still outstanding, and who the file is sitting with. So a supplier that should be live in days stalls, and no one can say exactly why.
We build onboarding as one controlled flow
We build supplier onboarding as a controlled flow on the same document-control and routing engine behind our other work. The supplier submits tax, banking, insurance, and certificates into one record. Each document lands as a field with its own state, the checks run against it, and the file routes for approval on your delegation-of-authority matrix.
Every step is visible: what has been collected, what has been verified, and who owes the next action. The email chase becomes a queue with a status.
A supplier goes live as a complete, approved record
When the flow completes, the supplier exists as one record: every required document collected and verified, every check run, every approval captured with the person and the date behind it. The banking details a payment depends on were entered by the supplier and verified in the flow, not typed from an email by someone hoping it was right.
Access is scoped, so the sensitive fields are seen only by the people who should see them. A person still approves the supplier. What leaves is the chase.
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Start with the suppliers stuck mid-onboarding
Tell us what you collect to stand up a supplier today and we scope the flow, or email hello@mcintoshsystems.com.