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Overview

Sonata’s Q&A & Procurement Assistant is designed to simplify and automate hardware procurement requests, policy queries, and approval workflows for enterprises. It enables employees to ask natural language questions, submit requests, and track approvals without switching between multiple systems.

The assistant supports IT, procurement, and compliance teams by automating classification, policy validation, and approval workflows while integrating seamlessly with existing tools such as Teams and JIRA.

Buyers get immediate visibility, faster turnaround times, and consistent policy-driven outcomes for procurement and replacement requests, all through a single conversational interface.

Challenges

  • Manual handling of hardware procurement requests
  • Employees unaware of procurement and replacement policies
  • Eligibility and policy checks done manually
  • Approval delays due to email-based workflows
  • No real-time request status visibility
  • Multiple systems (Teams, Email, JIRA) without integration

Key capabilities

  • Natural language Q&A for procurement and policy queries in Teams
  • Automated request classification (hardware, replacement, policy)
  • Policy and eligibility validation using AA knowledge sources
  • Automated manager approval workflows in Teams
  • Business justification capture and validation
  • Automatic JIRA ticket creation and status tracking
  • Real-time user notifications and updates in Teams

How it works

  • User interaction: Employees submit procurement or policy queries using natural language in Microsoft Teams
  • Intent classification: The assistant classifies the request (hardware, replacement, or policy)
  • Policy validation: Policy and eligibility checks are performed using AA knowledge sources
  • Approval determination
  • Manager approval: Manager approvals are initiated and completed within Teams
  • Complete: JIRA tickets are automatically created with real-time status updates shared in Teams

Business impact

  • Faster procurement cycle time
  • Improved policy compliance and governance
  • Reduced IT and procurement workload
  • Increased transparency and auditability
  • Consistent and accurate responses
  • Enhanced employee experience

Who benefits

  • Employees / Requestors
  • IT Support Teams (L1 / L2 /L3)
  • Procurement Teams
  • People Managers/Approvers
  • Compliance & Audit Teams
  • System Administrators (Teams / JIRA / AA/ Knowledge Sources)

Sales enquiry

Write to us:partnerupdates@sonata-software.com

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