Paperless purchase orders
A five-person 2C team turned Triton’s paper-heavy purchase orders into a guided digital workflow, built around the one decision that was never simple - and cut processing time by more than half.
50%+
less time to process a purchase order
5people
worked alongside Triton’s own team
5roles
each with access shaped to the job
The client
About Triton Partners
Triton is a European investment firm focused on the mid-market, with a strong emphasis on operational improvement. Founded in 1997, it has raised more than €25 billion and made around 600 investments across Business Services, Industrial Technology and Healthcare.
The challenge
What needed solving
Raising a purchase order at Triton meant paperwork and manual checks by several teams, which led to delays, errors and a lot of re-keying. And at the centre of every PO sat a decision that was never simple: choosing the right Contracting Legal Entity.
The questions leading to that choice change from one request to the next, so a static digital form would only have moved the paperwork onto a screen. Triton needed a process that guides people to the right answer - and brings every PO, document and approval into one place.
We didn’t digitise the paperwork. We digitised the decision.
The solution
What we built
A five-person 2C team - three engineers, a QA and a project manager/product owner - worked closely with Triton’s core team of around ten people. Working inside Triton’s business context, we turned a complex decision-making process into a guided workflow the whole organisation can use the same way.
At its heart is a database-driven decision tree: questions and options are stored as data, so the application picks each next question from the user’s last answer. It’s built with JavaScript on Neptune Software and connects to Triton’s financial systems and electronic signing.
- A decision tree that finds the right Contracting Legal Entity
- A guided form in three sections: Header, Details and Documents
- Expense types, amounts, currencies and cost centres kept as structured records
- External data via APIs, cached and refreshed by scheduled jobs
- Workflow stages, document generation, search and Excel export
- Role-based access for Business Users, PO Owners, PO Assistants, Accounts Payable and Financial Controllers
- Integration with Triton’s financial systems and e-signing
The result
What changed
Purchase orders processed in less than half the time
Less manual data entry and paperwork, and fewer errors
Automated approvals and faster document signing
Every purchase order searchable and reviewable in one place
A flexible foundation that adapts to the complexity of Triton’s procurement
Inside the partnership
More work for Triton Partners
- Enterprise
A connected investment ecosystem
For three years a dedicated 2C team has built and run 10+ connected platforms for a European private equity firm - from investor onboarding to procurement, invoices and timesheets.
10+connected platforms, built and run
- Enterprise
Digital AML onboarding for investors
A 2C team built the platform that takes Triton’s investors through anti-money-laundering checks - from the first invitation through review and e-signing to final approval, with every decision on record.
8categoriesof investor, from individuals to trusts
- Enterprise
One view of every investor
2C owns the application layer of Investor Master: one structured, searchable place where Triton’s teams find, review and maintain investor data - with a focused view for every kind of work.
4dashboardsone for each way of looking at an investor
- Enterprise
From invoice to payment
The Transaction Submission Portal takes every Triton invoice from upload to payment: AI reads it, the system checks it and the right people approve it - with an audit trail at every step.
AIreads every invoice - no retyping
- Enterprise
From time entry to billing, automated
A 2C team automated Triton’s monthly time cycle for fee earners, assistants and time owners - from calendar-based entry to approved hours flowing straight into billing.
0manual steps between approval and billing
- Enterprise
From invitation to signature
For Triton’s Management Investment Programmes, 2C helped shape the plan before any code was written - then built the platform that takes each investor from joining a programme to signing the offer.
4formsconfigured in the database, not the code
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