Case Study: From Excel to Smart Procurement management

Background

Many mid-level enterprises still rely on traditional, manual procurement methods such as direct emails, phone calls, and Excel spreadsheets to request offers and close deals with suppliers. While these methods have served businesses for years, they come with significant challenges, including delays, errors, and inefficiencies. These businesses typically lack the resources to fully embrace complex ERP or MRP systems, and their suppliers may not be tech-savvy, further complicating digital transformation efforts.

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Challenge

The major challenge for mid-level enterprises is to modernize their procurement processes without overwhelming their suppliers. Many of these companies are hesitant to invest in complicated systems that may require significant retraining and a steep learning curve. Additionally, their suppliers may not be comfortable with advanced technology or eProcurement tools, creating a barrier to adoption.

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Shopery Solution

Shopery offers an intuitive, user-friendly platform that simplifies the procurement process for both buyers and suppliers. By automating Request for Quotation (RFQ) processes, Shopery eliminates the need for manual back-and-forth communications and the use of spreadsheets. Key benefits for mid-level enterprises include:

• Simplified RFQ Process: Shopery consolidates all offers in one place, reducing reliance on email and phone conversations. This streamlines the process from inquiry to order, saving both time and resources.
• Ease of Use for Non-Tech-Savvy Suppliers: Shopery’s simple, intuitive interface ensures that suppliers, regardless of their technical expertise, can easily respond to RFQs and submit offers. This low-tech barrier makes it ideal for businesses that interact with less digitally advanced providers.
• Speed and Accuracy: With Shopery, companies can speed up the procurement cycle and avoid errors caused by manual data entry or miscommunication. The platform automatically captures and compares offers in real time, ensuring more accurate and timely decisions.
• Cost-Effectiveness: By automating tedious manual tasks, Shopery helps mid-level enterprises cut down on the time spent sourcing, negotiating, and finalizing deals, thereby reducing costs associated with procurement overhead.
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Implementation Strategy

For businesses transitioning to digital procurement, Shopery is designed to be an easy entry point with minimal disruption. Here’s how mid-level enterprises can seamlessly adopt Shopery:

• Low-Risk Trial: Shopery offers a free trial or a simplified onboarding process, allowing companies to experience the platform’s value without a heavy upfront commitment.
• Supplier Support: Shopery offers comprehensive onboarding and ongoing support for suppliers, helping them get comfortable with the platform. This ensures that suppliers can easily adopt the system without feeling overwhelmed.
• Dedicated Assistance: Shopery provides dedicated customer support to help mid-level enterprises navigate the transition, ensuring smooth adoption and immediate assistance with any issues.

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Results

After adopting Shopery, mid-level enterprises reported significant improvements in their procurement efficiency. They were able to handle more RFQs with fewer resources and had better control over supplier negotiations. The reduction in manual processes allowed them to focus on more strategic activities while maintaining strong relationships with their suppliers.

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Conclusion

Shopery provides a valuable solution for mid-level enterprises that still rely on traditional procurement methods but seek to modernize without overwhelming their teams or suppliers. Its simplicity, cost-effectiveness, and ease of use make it the ideal bridge to digital transformation for businesses that aren’t ready to commit to complex ERP or MRP systems. By streamlining procurement and improving communication, Shopery helps these enterprises become more efficient and competitive in a digital-first world.

If you’re ready to move beyond the time-consuming spreadsheets and endless back-and-forth with providers, it’s time to explore how digitalizing your procurement process can transform your business. Embrace efficiency, transparency, and smarter decision-making with Shopery. Book a demo today to learn more about our flexible Try-and-Buy conditions and tailored pricing plans. Let us help you take the first step toward a streamlined and future-ready procurement experience.