AI Procurement Assistant Chatbot – 3-Week Pilot

AI Procurement Assistant Chatbot – 3-Week Paid Pilot

Procurement teams often struggle with manual purchase requests, delayed approvals, and more. Our AI Assistant Chatbot, built on Microsoft Azure and integrated with Dynamics 365 Finance and Supply Chain, makes procurement simple, fast, and transparent. This 3-week paid pilot gives your organization a ready-to-use AI assistant to experience real benefits before scaling to a full deployment.

Pilot Scope

Week 1 - Setup and Design

Facilitate requirement discovery workshops with procurement and finance stakeholders to capture existing processes for purchase requests, approval flows, and vendor management.
Document the current and desired workflows, highlighting areas where AI-driven automation can reduce manual intervention and streamline operations.
Access the existing Dynamics 365 Finance and Supply Chain environment, including configurations and user roles, to identify integration points.
Provision for Azure AI services and the chatbot framework in a secure and compliant tenant environment.
Develop a detailed plan showing how the chatbot will connect and work with purchase requests, approval processes, and vendor data in Dynamics 365.

Week 2 - Build and Configure

Design and configure chatbot workflows to enable employees to raise new purchase requests, check the status of ongoing approvals, and retrieve vendor details such as pricing, compliance records, and availability.
Implement authentication and role-based access controls using Azure Active Directory, ensuring secure access for employees, managers, and approvers.
Establish live integrations between the chatbot and Dynamics 365 Finance and Supply Chain modules for real-time data exchange.
Execute controlled sample transactions to validate data retrieval, approval routing, and vendor information queries.
Conduct initial internal testing to identify gaps and refine workflows before deployment.

Week 3 - Test and Deploy

Conduct structured User Acceptance Testing (UAT) sessions with a selected pilot group from procurement and finance teams to validate functionality.
Incorporate UAT feedback to refine workflows, improve response accuracy, and optimize the end-user experience.
Deploy the chatbot to Microsoft Teams or a web portal for broader adoption.
Deliver role-based training sessions for end users and IT administrators for smooth adoption and ongoing management.
Provide comprehensive documentation including a quick start guide and administrative reference.

Deliverables

AI Chatbot integrated with Dynamics 365 Finance and Supply Chain
Secure authentication with Azure AD
Procurement workflows enabled
Purchase request creation
Approval tracking
Vendor information lookup
Deployment in Teams/Web portal
User and Admin training materials

Business Benefits

Faster approvals – cut request for approval time by 20% to 30%
Less manual work – employees raise requests in natural language instead of long forms
Transparency – vendor and request info centralized and accessible in real-time
Low-risk entry – fixed price, short duration pilot with quick ROI

Pilot Pricing

Duration: 3 weeks
Engagement: Fixed scope, rapid pilot deployment
Pilot fees: Starting at $4,999 (one-time)
Optional: Post-pilot support, advanced reporting dashboards, and multi-language setup at additional cost

Ready to transform your procurement process with AI? Start with this low-risk, fixed-fee pilot and see measurable results in just 3 weeks. If you’re interested in exploring similar AI-driven business solutions for finance, supply chain, HR, or customer service, check out AI Buddy.

📧 Email: info@ifourtechnolab.com
📞 Contact: +1 410 892 1119

Professional Services

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