Work / The Urban Institute

Procurement Workflow Redesign

From reactive chaos to structured accountability.

Change Management· Risk Management· Systems Design

I led the full lifecycle design and rollout of a centralized procurement system at The Urban Institute, turning a fragmented, reactive process into a structured workflow adopted across the organization. Clean submissions climbed from 42% to 68%, and weekly escalations fell by roughly 75%.

The problem

No single source of truth

Procurement ran on email threads, spreadsheets, and verbal handoffs. Requests arrived incomplete, approvals stalled without visibility, and finance spent hours each week chasing missing information. The absence of structure created risk, delayed projects, and frustrated everyone in the chain.

My role

Discovery through org-wide adoption

As systems designer and project lead, I owned the work end to end. I facilitated stakeholder workshops, mapped the existing workflow, named its failure points, designed the new system architecture, wrote the documentation, and led the change management effort that carried adoption across departments.

The process

Audit first, then design for the breakdowns

I started where the work actually happened, then built the system around the gaps that surfaced.

01

Audit

Interviewed finance staff, department leads, and frequent requestors to map every step of the existing workflow and pinpoint where it broke.

02

Design

Built a centralized intake with clear submission requirements, automated routing logic, and a real-time status dashboard.

03

Roll out

Ran training sessions, shipped a reference guide, and opened a feedback loop so the system kept improving after launch.

Key decisions

Two moves that did most of the work

01

Validation built into intake

Incomplete submissions simply could not be sent. Accountability shifted upstream, and the back-and-forth that had consumed hours of staff time disappeared.

02

Approval matched to risk

A tiered framework set review depth by spend level, clearing bottlenecks for low-risk purchases while keeping scrutiny where it mattered.

Outcomes

Structure that stuck

Within one quarter of full rollout, clean submissions rose from 42% to 68% and weekly escalations dropped by roughly 75%. Staff reported far less confusion about where a request stood, and finance reclaimed an estimated 4 to 6 hours a week once lost to follow-ups. The system became the organization's model for how it approached operational redesign.

4268%
Clean submission rate
~75%
Fewer weekly escalations
4-6hrs
Staff time reclaimed weekly
1qtr
To full org-wide adoption

Up next

Carefully · Phase II

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