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Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 1
Pierre Mitchell
Chief Research Officer
Lynn Gabriel
Chief Operating Officer
Jorge Andujar
Senior Customer Success Manager
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 2
• 12 different sites/brands/research
services
• 1,500-2,000+ unique companies visit
daily
• 1,400+ subscribers (paid members)
• A large percentage of Fortune 500
readers monthly
• 125+ free and subscription articles
published weekly across the network
• The only global procurement, supply
chain and trade financing media and
research platform
• A mix of expert contributing analysts
and supporting editors and journalists
Some quick background on us
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 3
Our software enables companies to understand how money
flows out of their organizations while establishing better spend
practices and improving communication.
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 4
Source:
Spend Matters-conducted
Consumerized B2B study
administered during between
April and June 2017.
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 5
UI in procurement: the present
• UI is becoming a critical factor of technology selection
• Supplier UI/experience is key to adoption and hitting procurement metrics
(and ROI / TCO for buyer)
• Walk-up capability (no training to access 80% of a solution’s value) is
expected
• User guidance is getting better and better – AI-based experiences are
emerging in select areas
• Mobile is ubiquitous
• User interfaces adapt to the user!
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 6
GROWTH MODE
● CEO forecasted growth and wanted to increase scale
● Increased capital expenditures for infrastructure
● Purchase frequency increased beyond current capacity
● Opportunities for vendor relationship improvements
● Using credit cards and Net 30 invoicing for managing purchases
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 7
TIPPING POINT
● Tracking purchases through accounting platform left gaps
● Legacy and non-specialized systems weren’t up to the task
● Investment in human resources
● Wanted to focus on digitization and an easy to use system
across the organization
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 8
THE CHANGE
● User-friendly system was vital for change management
● 10 years without a real spend process
● Growing business requires continuous workflows, spend
policies and communication
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 9
SUCCESS INDICATORS
● Adoption of new organization-wide policies
● All requests are run through a centralized process and system
(Procurify)
● Company-wide alignment on project timelines and cost
without additional employee resources
● The user friendly system and processes make it easy to
onboard as the company experiences rapid growth
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 10
LESSONS LEARNED
● Train, train, then train some more!
● Over-communicate
● Double check that spending is happening wisely
● Don't do this by yourself
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 11
SUMMARY
Before becoming a growing small business, we needed a way
to improve processes outside of the office.
Having an easy to use system has made it easier to implement
effective processes quickly throughout the company.
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 12
UI in procurement: the future
• “Touch-less” UIs that leverage rules or AI-based models key to automating
processes that avoid the need for a user-based UI in the first place
• The “buying” interface is starting to change: voice, text, spoken, AI-based
recommendations, IoT, etc.
• Messaging is becoming a competitive advantage (but not the messaging you
might think of!)
• Content / knowledge is become integral to applications (e.g., embedding
McKinsey-esque charts/reporting)
• Recommendations that incorporate user psychology / behaviors
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 13
Q&A
Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 14
Thank you!
Pierre Mitchell
Lynn Gabriel
Jorge Andujar

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The Importance of UI/UX In Spend Management

  • 1. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 1 Pierre Mitchell Chief Research Officer Lynn Gabriel Chief Operating Officer Jorge Andujar Senior Customer Success Manager
  • 2. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 2 • 12 different sites/brands/research services • 1,500-2,000+ unique companies visit daily • 1,400+ subscribers (paid members) • A large percentage of Fortune 500 readers monthly • 125+ free and subscription articles published weekly across the network • The only global procurement, supply chain and trade financing media and research platform • A mix of expert contributing analysts and supporting editors and journalists Some quick background on us
  • 3. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 3 Our software enables companies to understand how money flows out of their organizations while establishing better spend practices and improving communication.
  • 4. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 4 Source: Spend Matters-conducted Consumerized B2B study administered during between April and June 2017.
  • 5. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 5 UI in procurement: the present • UI is becoming a critical factor of technology selection • Supplier UI/experience is key to adoption and hitting procurement metrics (and ROI / TCO for buyer) • Walk-up capability (no training to access 80% of a solution’s value) is expected • User guidance is getting better and better – AI-based experiences are emerging in select areas • Mobile is ubiquitous • User interfaces adapt to the user!
  • 6. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 6 GROWTH MODE ● CEO forecasted growth and wanted to increase scale ● Increased capital expenditures for infrastructure ● Purchase frequency increased beyond current capacity ● Opportunities for vendor relationship improvements ● Using credit cards and Net 30 invoicing for managing purchases
  • 7. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 7 TIPPING POINT ● Tracking purchases through accounting platform left gaps ● Legacy and non-specialized systems weren’t up to the task ● Investment in human resources ● Wanted to focus on digitization and an easy to use system across the organization
  • 8. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 8 THE CHANGE ● User-friendly system was vital for change management ● 10 years without a real spend process ● Growing business requires continuous workflows, spend policies and communication
  • 9. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 9 SUCCESS INDICATORS ● Adoption of new organization-wide policies ● All requests are run through a centralized process and system (Procurify) ● Company-wide alignment on project timelines and cost without additional employee resources ● The user friendly system and processes make it easy to onboard as the company experiences rapid growth
  • 10. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 10 LESSONS LEARNED ● Train, train, then train some more! ● Over-communicate ● Double check that spending is happening wisely ● Don't do this by yourself
  • 11. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 11 SUMMARY Before becoming a growing small business, we needed a way to improve processes outside of the office. Having an easy to use system has made it easier to implement effective processes quickly throughout the company.
  • 12. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 12 UI in procurement: the future • “Touch-less” UIs that leverage rules or AI-based models key to automating processes that avoid the need for a user-based UI in the first place • The “buying” interface is starting to change: voice, text, spoken, AI-based recommendations, IoT, etc. • Messaging is becoming a competitive advantage (but not the messaging you might think of!) • Content / knowledge is become integral to applications (e.g., embedding McKinsey-esque charts/reporting) • Recommendations that incorporate user psychology / behaviors
  • 13. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 13 Q&A
  • 14. Copyright © 2017 Azul Partners, Inc. All rights reserved. Not for distribution. 14 Thank you! Pierre Mitchell Lynn Gabriel Jorge Andujar