Different questions.
One clear decision.
Finance, IT and Operations bring different responsibilities to a purchase. Give each person the evidence they need, with the next handoff already in view.
Finance
Make room for the commitment.
A purchase is a commitment against a plan. Finance needs the reason, the annual amount and the available budget together before making the call.
Available budget / $62,000
Annual request / $18,400
Evidence to review / Purchase reason, quote, accountable owner
Next responsibility / Confirm the commitment and prepare the record
See the review
IT
Know who needs access.
Access questions belong beside the purchase decision. IT can review the intended users, the workspace owner and the ongoing responsibility before the request moves on.
Named users / 8 people
Workspace / Design
Evidence to review / Access requirements, ownership and ongoing responsibility
Next responsibility / Carry the approved access context to the next owner
See the review
Operations
Make the next handoff useful.
An agreed purchase becomes work for another person. Operations keeps the reference, the owner and the next action attached as the request becomes an order and an invoice.
Named owner / Operations lead
Record / Order to invoice
Evidence to review / Approved scope, reference and handoff context
Next responsibility / Give Accounting and the team a record they can use
See the handoff
Start with the people in your process.
Bring your review responsibilities and the questions each team needs answered.
Talk about your workflow
TRESH
Purchasing, with perspective.