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Spend control for Higher Education across every faculty and department

Every pound saved on procurement is a pound that can go into teaching and research. Proactis gives Education institutions control of spend, compliance and invoice processing - without the administrative overhead.

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Procurement and Finance solutions built around Higher Education

Proactis gives universities a single platform to standardise procurement across faculties and departments, automate invoice processing, manage supplier relationships and improve compliance - at the pace that works for the institution. 

Direct staff to approved suppliers with Guided Buying

Proactis Marketplace gives faculty, department and support staff a simple, intuitive buying experience that channels purchasing to approved suppliers and negotiated contracts.

Compliance is built into the process - so staff do the right thing without needing procurement training, and maverick spend is reduced at source. Approval workflows and spending limits are enforced automatically across every part of the institution. 

Automate invoice processing and reduce AP costs

Proactis AP Automation and Invoice Capture handle invoices in any format, validate them automatically and route them through the appropriate approval workflow before posting to your finance system.

Finance teams handle more invoices with less effort, prompt payment targets are easier to meet, and the institution gains a complete, real-time view of all liabilities. 

Run consistent, auditable sourcing and contracting

Proactis Sourcing and Contract Management give procurement teams a structured, fully auditable process for running competitive tenders, evaluating suppliers and managing contract renewals.

Institutions can demonstrate compliance with internal governance requirements and external audit expectations at every stage of the procurement cycle. 

Manage supplier risk and support sustainability goals

Proactis Supplier Management gives procurement teams a centralised process for qualifying and onboarding suppliers, capturing compliance data and monitoring ongoing performance.

Sustainability and social value requirements can be built into the qualification process, making it easier for institutions to demonstrate responsible procurement practice and meet their sustainability commitments. 

What Universities achieve with Proactis

Universities and Higher Education institutions across the UK have used Proactis to streamline procurement, automate invoice processing and improve compliance - freeing up resource to focus on education and research. 

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End-to-end Source-to-Contract efficiency gains as part of digital transformation

The University of Sussex implemented Proactis Source-to-Contract and Invoice Automation to improve buying efficiency and channel spend to approved suppliers. The buying process was vastly improved in terms of speed and compliance - with buyers directed to preferred suppliers, including those with negotiated discounts, as a matter of course.

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Streamlined purchasing and invoicing processes driving extra value and improved efficiency

The University of Essex deployed Proactis to centralise and streamline purchasing and invoicing across the institution. The platform was well received across the university - with the payments team finding it easy to use from an early stage - and the relationship with Proactis has enabled the university to influence product development based on their own requirements.

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Time and resource savings through Central Purchasing Management

Lancaster University implemented Proactis to bring purchasing across the University into a single, central system. The result was a significant reduction in time and resource spent managing procurement - giving the Procurement and Finance team a clearer, more efficient way of working.

    eInvoicing in Higher Education

    The UK government is actively consulting on the adoption of eInvoicing across Public Sector and Higher Education - standardising digital invoicing to cut paperwork, reduce errors and speed up processing.

    Proactis already enables 100% digital invoice receipt and processing, so institutions that implement Proactis now are well placed for the transition.

    Our team can help you understand what eInvoicing means for your institution and build a roadmap to get there.

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    Frequently asked questions

    How does Proactis work across a decentralised university structure?

    Proactis is designed to work across complex, decentralised organisations — including universities with multiple faculties, schools, departments and research units. The platform can be configured to reflect the institution’s structure, with department-level approval workflows, budget controls and supplier catalogues all managed centrally. Staff across the institution get a simple, consistent buying experience, while finance and procurement teams gain consolidated visibility of all spend. 

    Can Proactis integrate with our existing finance system?

    Yes. Proactis integrates with all major ERP and finance systems used in higher education, and our integration approach is designed to add targeted procurement and AP capability around your existing core system without replacing it.

    The University of Essex and Lancaster University both implemented Proactis alongside their existing finance infrastructure, improving efficiency without the disruption of a full system replacement. 

    How do you manage staff adoption across a large institution?

    Proactis is built with ease of use as a priority - the Guided Buying experience is designed to be intuitive for staff at every level, including those with no procurement background or technical expertise.

    Our implementation approach includes change management support, and we work with institutions to define a rollout plan that builds adoption gradually rather than requiring a big-bang change across the institution all at once. 

    Can we start with one area and expand later?

    Yes. Proactis is a modular platform, which means institutions can start with the solution that addresses their most pressing challenge - whether that is invoice automation, Guided Buying or sourcing compliance - and add further capability when the time and budget are right.

    Many universities begin with AP Automation or Marketplace and build towards a broader Source-to-Pay solution over time. 

    Not sure where to start? Let's talk

    You don't need a brief to speak to us. Tell us what's frustrating you right now and we'll have an honest conversation about how we can help.