Visibility Audit

Answer 7 questions to evaluate operational visibility and see how you compare to your peers.

~60-90 seconds

Company Website

Name

Work Email

Organization

Title (optional)

1) How many different systems or tools does your team use from initial request through payment? ℹ️Covers spec generation → selection → bidding → conferencing → collaboration → expense approval → PO → tracking → receiving → 4-way match → invoice → payment → allocation → warranty/compliance.

One Two Three Many / disconnected

2) When approving spend, do managers see policies and risk alerts on-screen? ℹ️Inline policy, budget, and risk flags at decision time (no hunting through PDFs or emails).

3) Can your team pull a complete audit trail for any purchase in under 3 minutes? ℹ️Audit pack includes approvals, receipts, PO/receipt/invoice match, exceptions, and comments.

4) Are spending exceptions handled within your system, instead of by email? ℹ️Resolve exceptions in-flow with comments, reassignments, SLAs, and history — not side emails.

5) Do you have real-time visibility into vendor pricing, renewals, and performance? ℹ️Current terms, renewal dates, pricing trends, issues, and performance at a glance.

6) Do you regularly track how long processes take and where work gets stuck? ℹ️Cycle time, touches per request, first-pass success, and exception aging.

7) Are invoice matches and duplicate/fraud checks fully automated? ℹ️Automated 3-way/4-way match and duplicate/fraud detection across all categories.

We’ll email your results.