Charitable organization automates cumbersome paper-based purchasing processes

Chwarae Teg is a charitable organization that works to help women enter the workplace, develop their skills, and build rewarding careers. Working with influencers, educators, and the government, the company influences the development of policies to support and benefit women and men equally.

Planergy was selected primarily to eliminate paperwork and to simplify the company’s procurement processes, which were outdated and complicated.

Key Challenges

Key Benefits

The Story


Charitable organization supporting women’s rights

Key client

Project Partner



Company Size

100 employees

Before Planergy

Big ambitions and small budgets are the name of the game for charitable organizations. Keeping costs down is incredibly important.

This was especially the case for this charitable organization that strives to help women achieve and prosper. It is funded by limited government grants, so every dollar counts.

Women Working at a Desk in Discussion

On top of that, government funding requires that all purchases are detailed, tracked, and recorded. Purchasing transparency is not a luxury in this heavily regulated industry—it is a requirement.

The company was distributed across several locations which further complicated the purchasing process. Without a standardized, automated purchasing system, there was no standard PO template, so many POs were missing important fields. This made matching invoices to orders nearly impossible.

The team needed an automated system that could help the company do three primary things:

  1. Simplify its complex purchasing process
  2. Create, track, search, and log purchase orders
  3. Ensure compliance

Chwarae Teg chose Planergy because it solved all of these issues.

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After Planergy

With some best practices guidance from the Planergy team, the company’s purchasing process was simplified. Staff agreed that it was a massive time saver and considerably improved “first time around” compliance.

Business Women Smiling in a MeetingThe system’s ability to search POs and invoices made key financial information available to key managers and purchasers when they needed it. The team no longer searched through stacks of paperwork because all order details were tracked in one easily accessible place.

Calculating accruals and committed spend was easier than ever. With full visibility into company spend, approvers could see real-time budget impacts before they gave the thumbs up on any purchases. More visibility into spending enabled staff to budget more effectively and optimize spending with preferred suppliers.

The Project Partner for Chwarae Teg said, “I would recommend Planergy because it can be customized to work with whatever historic procuring process you have. Planergy will result in a step change in both efficiency and compliance.”


I would recommend Planergy because it can be customized to work with whatever historic procuring process you have. Planergy will result in a step change in both efficiency and compliance.

Chwarae Teg Logo

Morgan Hart

Project Partner

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