Optimize your tech stack

Overview

This onboarding step within Spendflo’s Intake to Procure platform enables users to manage all the tools, resources, and integrations essential for the onboarding process. It provides a centralized dashboard to visualize and access various applications, workflows, and assets, ensuring a cohesive onboarding experience. Users can organize their stack for better insights by integrating with their existing tools under various categories such as SSO or identity provider, finance, and browser extension.

Key Benefits

Viewing applications, tracking team-level spends, and detecting shadow IT during onboarding helps optimize your tech stack. By reviewing applications, users gain visibility into all software in use across the organization. Tracking team-level spends highlights which departments are consuming the most resources, enabling better budgeting. Detecting shadow IT uncovers unauthorized tools, reducing risks and unnecessary costs. 

Completing these onboarding steps ensures a streamlined, cost-effective tech stack that aligns with organizational goals. This consists of the following tasks to be completed:

Viewing and Organizing your Tech Stack

Step 1. On the onboarding home page within the platform, click on the “View and Organize your Tech Stack” tab to get started. This unveils a dropdown of the tasks related to the onboarding step.

Step 2. Click on the first task, “Connect your Identity Provider” and then click on the CTA “Connect Identity Provider” to proceed.

This will be redirected to the integrations page. For more information on Identity and Access Management (SSO) integrations, click here.

Step 2. Next, click on the second task, “Connect your HRMS” and then click on the CTA “Connect HRMS”.

This will be redirected to the integrations page. For more information on HRMS integrations, click here.

Step 3. Lastly, click on the final task, “Install Browser Extension” and then click on the CTA “Install Extension”.

This will be redirected to the integrations page. For more information on Browser Extension integrations, click here.

With these steps done, all the steps under “View and Organize your Tech Stack” reach the completed state.

For further onboarding setup on the Spendflo platform, click here.