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Procurement Admin

Set up your organisation

Lay out structure, roles and master data so that approvals later work without special cases.

Your organisational structure decides how easy approvals and permissions are to maintain later. It pays to be slow here.

Order of work

  1. Create organisational units
  2. Assign roles
  3. Check master data

Two mistakes that hurt later

  • Too fine a structure. Every unit you create is a unit you maintain.
  • People instead of roles. Approvals hung on individuals get rebuilt at every job change.

Done when you can explain the structure to a colleague in two minutes.