Unlock smart procurement faster with Moxo templates and KPI workbook

At a glance

Procurement leaders are under pressure to control costs, manage risk, and strengthen supplier relationships.

Manual tracking and disconnected tools slow cycle times and increase compliance risk.

The Moxo Procurement Template Library includes ready-to-import workflows for PR→PO approvals, invoicing, onboarding, and sourcing.

Paired with a KPI workbook, it helps teams measure performance, accelerate processes, and demonstrate procurement’s business impact.

‍

The procurement challenge decision-makers face

Disjointed procurement processes cost time and credibility. When PRs get stuck in inboxes, suppliers face onboarding delays, and invoice mismatches escalate without visibility, procurement turns from a value driver into a bottleneck.

According to McKinsey, companies lose 3-5% of potential savings each year to inefficient procurement execution (McKinsey). In high-volume organizations, even small delays translate into millions of dollars in missed opportunities.

‍

Why digital execution is a board-level priority

Volatile markets, stricter ESG regulations, and supplier risk have made procurement excellence a board-level priority. Companies that digitize procurement enjoy shorter cycle times, stronger supplier collaboration, and resilience in disruptions. Those that don’t face duplicate payments, budget overruns, and audit risks.

The question isn’t whether to modernize procurement; it’s which solution provides the fastest, most reliable path to measurable ROI.

‍

What’s in the library

Pre-built workflows that matter most

The Moxo Procurement Template Library includes the highest-impact processes procurement teams rely on:

• PR→PO approvals with role-based checkpoints to prevent unauthorized spend.
  
  
• 3-way match exception handling that automatically escalates mismatches between POs, invoices, and receipts.
  
  
• Invoice approvals with secure document collection, e-signatures, and automated reminders.
  
  
• Supplier onboarding via branded vendor portals, enabling compliance documentation and secure file sharing.
  
  
• RFP/RFQ processes with standardized evaluations, embedded forms, and audit-ready records.

These templates are not static. They are workflow-first processes that can be tailored in Moxo’s no-code builder.

‍

Deploying workflows in days, not months: the import process

Implementation shouldn’t take months. Procurement teams can import Moxo templates in just a few clicks. Once live, templates automatically benefit from Moxo’s platform capabilities:

• A no-code workflow builder for customization.
  
  
• Magic Links so suppliers and approvers join without logins.
  
  
• Role-based client and vendor portals that centralize communication, documents, and status updates.

This means a procurement manager can deploy an invoice approval process in a day, without depending on IT or outside consultants.

‍

KPI workbook overview

Turning workflows into measurable performance

Templates set the process. The KPI workbook sets the standard. With pre-configured dashboards, procurement leaders can track:

• Cycle time per process (from PR submission to PO approval).
  
  
• Exception rates in invoice matching and onboarding compliance.
  
  
• Budget adherence across categories and departments.

Instead of waiting for quarterly ERP exports, teams can measure procurement health in real time.

‍

From reactive to proactive procurement

Moxo’s KPI workbook includes reporting presets that remove the guesswork:

• Cycle time by stakeholder groups shows where approvals stall.
  
  
• Exception heatmaps spotlight chronic mismatches or non-compliant suppliers.
  
  
• On-budget percentage tracks adherence to spend policies.

Procurement is no longer a black box: it becomes a measurable, transparent function aligned with executive priorities.

‍

Start with these 3 flows today

Invoice approvals

A global consulting firm used Moxo’s invoice approval template to cut approval times from two weeks to three days, reducing late-payment penalties by 80%.

Supplier onboarding

A technology company implemented Moxo’s onboarding template, achieving a 54% reduction in onboarding cycle time while ensuring complete compliance documentation.

PR→PO approvals

A financial services client used Moxo’s PR→PO workflows to eliminate rogue spending, improving audit readiness and budget compliance.

‍

How Moxo delivers security, scale, and stakeholder alignment out of the box

Security and compliance

Moxo provides SOC 2 compliance and audit trails with role-based access controls. Every transaction is logged for full audit readiness.

Workflow automation at scale

From reminders to escalations, Moxo automates the repetitive tasks that slow procurement down. Processes that once required manual chases now move seamlessly.

Branded portals for suppliers and stakeholders

Moxo’s mobile-first portals provide a branded experience for both internal approvers and external suppliers, replacing scattered email threads.

ROI without complexity

Customers highlight Moxo’s fast implementation and intuitive user experience: “We digitized approvals in days, not months. Our vendors actually prefer this to email.”

‍

Real-world success & impact for Moxo users

Across industries, Moxo clients have reported:

• 54% faster procurement cycles.
  
  
• 75% higher supplier task completion through Magic Links.
  
  
• 95% fewer procurement emails between finance and vendors.

These results aren’t just efficiency gains—they strengthen supplier trust and deliver measurable savings.

‍

How Moxo compares to other procurement tools

‍

‍

The Moxo advantage: Speed of deployment combined with enterprise-grade structure

Moxo’s workflow templates and KPI workbook help teams deploy, measure, and optimize procurement processes quickly.

Prebuilt templates cover requisitions, approvals, supplier onboarding, and invoice matching – each embedded with automation, SLA tracking, and document management.

The performance reporting dashboard acts as a live KPI workbook, tracking cycle times, approval rates, and exception resolution. Audit-ready records ensure traceability, while security compliance safeguards sensitive data.

Moxo gives procurement teams both the structure and the insight to drive continuous improvement, right out of the box.

‍

Improve cycle times and decrease compliance risk

Procurement has shifted from transactional back-office to a core business driver. Yet inefficiencies still drain 3–5% of savings annually. The Moxo Procurement Template Library and KPI Workbook provide a fast, measurable way to digitize approvals, reduce errors, and elevate procurement’s impact.

With automation, compliance, and supplier engagement built into a single platform, Moxo helps leaders move from firefighting to foresight—showing procurement’s value in terms the C-suite cares about: speed, savings, and stakeholder satisfaction.

Book a demo or explore our pricing options to start realizing procurement ROI today.

‍

FAQs

How long does it take to implement Moxo procurement templates?

Most teams go live within days by importing ready-to-use templates into Moxo.

Is Moxo secure for supplier and procurement data?

Yes. Moxo is SOC 2 compliant, with encryption, audit trails, and role-based access to safeguard procurement records.

Can Moxo integrate with my ERP?

Moxo integrates with leading ERP and finance systems, syncing data while keeping workflows simple.

What ROI can we expect?

Clients typically report 40–60% faster approvals, fewer errors, and higher supplier satisfaction within the first quarter.

How is Moxo priced?

Moxo offers tiered pricing based on company size and procurement needs. Book a consultation for details.