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Buying a new software tool

How one team described it:
“Someone asks for a new tool in Slack. Their manager confirms the budget, security checks the vendor in Okta, legal reviews the terms, finance issues a virtual card in Revolut Business and IT adds the tool to our inventory.”
  • Slack
  • Notion
  • Okta
  • Google Docs
  • Revolut Business
  • Google Calendar
5 run on their own3 stay with people

Typically saves 2–3 h per request

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OperationsBuying a new software tool
Process description
Trigger
An employee requests a new tool in Slack
Outcome
Every tool has an owner, a budget and a security check before anyone pays.
Tools
SlackNotionOktaGoogle DocsRevolut BusinessGoogle Calendar
Steps
  1. 1
    Capture the requestRequester, tool Slack
    Can be automated
  2. 2
    Check for a tool we already haveIT, tool Notion
    Can be automated
  3. 3
    Confirm the budgetManager, tool Slack
    Stays with a person
  4. 4
    Vendor security reviewSecurity, tool Okta
    Stays with a person
  5. 5
    Review the termsLegal, tool Google Docs
    Stays with a person
  6. 6
    Issue a virtual cardFinance, tool Revolut Business
    Can be automated
  7. 7
    Add to the tool inventoryIT, tool Notion
    Can be automated
  8. 8
    Renewal reminder 30 days aheadFinance, tool Google Calendar
    Can be automated

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Make this process yours

Orbox starts from this example and asks how your team does it.

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