What an AP++ Discovery Workshop Uncovers
Before any platform gets switched on, the highest-value work is simply seeing the process clearly.
The Challenge
The AP function served several business units off a shared vendor base that had never been fully reconciled. Vendor master data was duplicated across systems and spreadsheets, three-way matching against purchase orders and goods-receipt notes was done by hand, and invoice status lived almost entirely in email threads. Nobody had a single view of vendor exposure only a set of partial views that didn't quite agree with each other.
The Approach
- A short kickoff aligned the AP team and finance leadership on scope before any workshop began.
Sumvec ran a full as-is process walkthrough with the people who process invoices every day
not a summary from management.
- A dedicated bottleneck-and-opportunity workshop named the specific issues: duplicate vendor
records, manual GRN matching, and approval chains that lived in individual inboxes rather than a
system.
- The workshop closed with a prioritized opportunity map, handed back before any platform
decision was made.