Case study: Digital Transformation

Revamping Data Management and User Experience for a North American University Purchasing Consortium

Case Study at a Glance

Client

A North American university purchasing consortium managing data for commissions from consumers and vendors, requiring efficient data management and compliance.

The Problem

Outdated data model and website caused inefficiency, poor user experience, and compliance challenges, hindering stakeholders’ ability to manage and report data effectively.

The Solution

Vertex redesigned the data model and website, introduced self-service tools, and implemented a robust audit trail to enhance compliance, user experience, and data accuracy.

The Result

Improved efficiency, streamlined workflows, better compliance, and a modern, user-friendly platform for all stakeholders, ensuring data integrity and brand consistency.

The Challenges:

A North American university purchasing consortium, composed of the institution’s purchasing officers, struggled with an outdated data model and website that limited efficiency, flexibility, and compliance with financial industry regulations

Key Challenges:

The Vertex Solution:

Vertexcs implemented a comprehensive solution to improve data management, user experience, and compliance for the company. The solution included:

Data Model Redesign:
- Streamlined data management and reporting processes.
- Enhanced self-service portal for members and vendors to input and bulk upload data.
- Introduced downloadable templates for bulk correction, shifting responsibility for fixing reporting discrepancies to vendors and members.
Website Redesign:
- Developed a modern, user-friendly interface aligned with the consortium branding.
- Improved navigation and ease of use for all stakeholders, including staff, vendors, and university representatives.
Compliance and Audit Trail:
- Introduced a clearer audit trail to support compliance with financial industry regulations.
- Enhanced data integrity through better error tracking and correction workflows.

Key Results and Benefits:

/div>

Who Can Use It:

This solution is ideal for any purchasing council that manages data related to commissions from consumers and vendors. It provides a strategic platform for multiple stakeholders, supporting financial reporting, compliance, and ensuring data accuracy with a clear audit trail. Currently utilized by company staff, company representatives, and registered vendors, the system is designed to handle multiple users seamlessly. Its flexibility and user-friendly design make it a strong fit for organizations looking to streamline data management while maintaining a consistent public-facing brand presence.