Design study - Structured vendor intake instead of manual entry
Standardizing vendor onboarding at the point of collection. Design study.
- Client
- Charisma Adams
- Year
- Service
- Workflow automation, Vendor onboarding, CRM
- Engagement
- Design study
The Challenge
Vendor information arrived through emails, business cards and generic forms, making consistent records harder to maintain.
The Approach
BeeNex proposed a structured Monday.com intake form with automatic categorization, confirmation emails and QR access. The workflow keeps Monday.com as the vendor-record source of truth.
Capabilities
- Monday native form
- Vendor record creation
- Categorization/source tagging
- Confirmation email
- QR intake asset
- Testing and handoff
Workflow
- Vendor opens form/QR
- Submit structured information
- Create board record
- Apply category/source
- Send confirmation
- Staff reviews record
- Monday.com
- Zapier
- Gmail
- QR code
Outcome
The proposed workflow standardizes information capture and confirms receipt using tools already in use. The case is a focused automation design.