Departments: Procurement and Operations
Operations is exception management. Agents can take the first pass.
We deploy governed agents around vendor onboarding, purchase requests, approvals, document collection and procurement exceptions, across the ERP, warehouse and planning systems your operation runs on.
Where work gets stuck
The system of record is fine. The gaps between systems are not.
These are the patterns we look for in procurement and operations.
A vendor onboarding needs documents from five people, and someone chases each one by email.
A purchase request waits for an approver who does not have the context to say yes.
A late shipment is noticed in a spreadsheet, days after the supplier knew.
Inventory and demand exceptions are found by people who then open four systems to understand them.
Supplier answers arrive by email, and the answer never reaches the system that needs it.
Operational reporting is rebuilt from exports every week.
What we deploy
Workflows we deploy agents around.
Each agent works on one workflow. Together they form an operating layer for procurement and operations.
Vendor onboarding
Collects the documents a new vendor needs, checks them against your due diligence rules, and prepares the record for approval.
People Procurement and compliance approve every vendor.
Purchase requests and approvals
Checks a request against budget and policy, finds the right approver, and gives them the context to decide quickly.
People Approvers decide, and the budget owner holds the limit.
Supplier coordination
Follows up on confirmations and delays, reads supplier replies, and updates the order in the ERP.
People Buyers own the relationship and every negotiation.
Inventory and demand exceptions
Detects an exception, gathers the stock, order and forecast context, and proposes what to do.
People Planners decide what to expedite, transfer or cancel.
Quality exceptions
Collects the inspection records, the batch history and the supplier record for a nonconformance, and prepares the case.
People Quality leads decide disposition and corrective action.
Operational reporting
Assembles the weekly picture from source systems, and explains what moved since the last one.
People Operations leaders own the report and the conclusions.
Also in scope: contract workflows, returns coordination and purchase order changes.
A run
A vendor request, from first email to ERP.
This is how one run is put together, with a policy check and an approval in the way.
Illustrative example with made-up data. It shows how a run is put together, and it is not a customer result.
- 01Vendor request. A team asks to add a new vendor.
- 02Due diligence. The agent collects and checks the documents the vendor must provide.
- 03Policy checked. Onboarding rules are applied, and each result is recorded.
- 04Approval. Procurement and compliance receive the evidence and decide.
- 05ERP set up. After approval, the vendor is created in the ERP inside the agent's permissions.
- 06Status notification. The requester is told what was decided, and why.
Levels of Agency
How much authority each workflow earns.
Every workflow has a starting level and a ceiling. The ceiling reflects the risk, not the ambition.
| Workflow | Starts at | Ceiling | Always with a person |
|---|---|---|---|
| Vendor onboarding | Approval of every new vendor. | ||
| Purchase requests and approvals | Approval above the limit, and anything outside policy. | ||
| Supplier coordination | Negotiation, and any change of commercial terms. | ||
| Inventory and demand exceptions | The decision to expedite, transfer or cancel. | ||
| Operational reporting | The conclusions drawn from the report. |
Some workflows stay well below the top level on purpose. What matters is that each one holds the level its evidence supports.
People
What stays with your team.
Supplier relationships and operational judgment stay with the people who carry them.
- Every negotiation, and every relationship with a supplier.
- Approval of new vendors and of spend above the limit.
- Judgment on quality, safety and disposition.
- Decisions that trade cost against service.
Your systems
We work where your team already works.
Nothing is migrated. Approvals reach people in the tools they already open.
ERP
Warehouse management
Planning systems
Procurement platforms
Email
Supplier portals
Spreadsheets
Controls
Controls built for procurement and operations.
A wrong order or a wrong vendor has real cost. The agents work inside limits you set.
Read and write access set for each system, with spend limits enforced by the ERP, not by the agent
Due diligence and purchasing policy checked before every action, with each result recorded
Approval by role and by amount, with a named approver
Confidence thresholds per action, and escalation below them
A complete record of every supplier communication the agent sent or received
Recovery for every write, so a wrong record can be found and corrected
Measures
How we know it is working.
We agree the baseline in the audit, and measure against it.
- Time to onboard a vendor
- Time from purchase request to decision
- Exceptions found, and time from detection to resolution
- Exception, escalation and human intervention rates
- Confidence calibration: whether high confidence goes with correct outcomes
- Cost per completed workflow
FAQ
Common questions
Only inside limits you set, and only after a workflow has earned that. Until then it prepares the order and a person approves it.
It reads and drafts supplier communication from approved templates. Messages that go outside the company are approved by a person until a workflow earns more authority.
No. The agents work in the systems you already run, through the access you agree.
Usually with a workflow full of repeatable exceptions, such as vendor onboarding or late shipment follow-up. The audit confirms the right place for your operation.