Week 0–1
Stand up access & guardrails
Invite the core team, decide who owns procurement vs. supplier enablement, and configure the org shell so sandbox work mirrors production.
Getting started
Kick off, pilot, and launch on Axiom
Follow the same playbook our onboarding team uses. Pair the high-level journey with deep links into the guides, API references, and checklists you will use during implementation.
- Avg. sandbox setup
- 2 days
- Pilot timeline
- 4 weeks
- Coverage
- 90+ guides
With shared SSO & catalog data
From kickoff to first live order
Procurement, inventory, and supplier ops
Jump straight to
Pick the resource that matches what you are doing today.
Milestone view
Choose your first milestone
Mirror the way we structure onboarding projects—each milestone links directly to the docs you will reference.
Week 1–2
Prepare your sandbox
Connect environments, seed sample catalog data, and validate auth plus SSO so every downstream task has a stable foundation.
Week 2–3
Pilot core workflows
Run sourcing, approvals, and inventory scenarios end-to-end so you can measure impact before rolling out broadly.
Week 4
Plan the launch & guardrails
Lock the go-live date, finalize approval automation, and make sure auditability is in place for procurement and finance.
Implementation blueprint
Go from kickoff to launch with confidence
Use these steps as a checklist for weekly status meetings or onboarding standups.
01
Align the team & scope
Clarify owners, decision cadence, and the first workflows you need live. Having shared expectations makes every later decision faster.
- Identify a technical owner, a procurement lead, and an executive sponsor.
- Document the buying flows, systems of record, and compliance steps you must support on day one.
- Agree on success metrics like time-to-first-order, catalog coverage, and automation targets.
02
Instrument sandbox & APIs
Validate auth, environment variables, and sample data so engineers and operators can explore safely while maintaining parity with production.
- Establish separate credentials for sandbox and production plus rotate shared secrets.
- Sync sample suppliers, catalogs, and approval rules using the Supplier or Client APIs.
- Capture every test in an automation checklist so nothing regresses between environments.
03
Operationalize & launch
Move from pilot to production with a clear rollout plan, communication strategy, and monitoring so the business feels the impact immediately.
- Dry-run procurement approvals, catalog updates, and inventory transfers with live data.
- Publish internal training notes plus escalation paths for buyer, supplier, and finance teams.
- Schedule post-launch reviews at 1 week, 30 days, and 90 days to capture optimizations.