Visión general
Fast expansion meant more suppliers, more purchase orders, and more pressure on a small procurement team. While the original project mandate was broad, find bottlenecks and reduce rework, the team wanted to know exactly which parts of the process were hurting the business most and what to fix first.
Executive summary
A purchase to pay transformation in three months
Leavitt Machinery, one of North America’s fastest growing material handling equipment dealers, used mindzie studio to transform its purchase to pay process in Microsoft Dynamics AX 2012. In just three months the team uncovered and fixed the hidden time and cost sinks that were stalling growth, while putting always on monitoring in place for long term control.
Project snapshot
Hard, measurable business value
Leavitt’s purchase to pay transformation was not just a technical clean up. By eliminating approval delays, stamping out purchase order rework, and enforcing real time three way match controls, the team delivered results Finance could validate.
These outcomes were not accidental. They stemmed from targeted analyses of cycle time, rework, compliance, and SLA adherence, and the rapid execution of data backed actions. Continuous monitoring with mindzie now safeguards the gains and flags emerging issues before they erode performance.
How it was done
Focus areas, actions, and sustainability
Cycle time, rework loops, compliance, SLAs
The team analyzed purchase order cycle time, rework loops, three way match compliance, and internal SLA adherence to find which parts of the process hurt the business most.
Rules, sync, alerts, and reminders
Auto approval rules for low value purchase orders, nightly catalog sync and item validation, real time three way match alerts, and proactive SLA reminders.
Improvements that stay locked in
mindzie remains connected to Dynamics AX, continuously monitoring purchase to pay events and triggering automated notifications so improvements stay locked in and new issues surface early.
Rental contracts and field service
Leavitt is extending mindzie to rental contract processing and field service work orders to replicate the cycle time and compliance gains across the service side of the business, with continuous monitoring and automated alerts from day one.
In their words
“We have already seen significant savings since implementing the system. It pinpoints root causes and how to resolve them.”
Brian Leavitt, CFO, Leavitt Machinery
The outcome
Leavitt Machinery’s success story shows how quickly mindzie’s process intelligence platform can convert raw ERP data into lasting operational excellence and bottom line impact: hidden inefficiencies uncovered, compliance hard wired, and a return Finance could measure.
