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Managed Services

ESM’s professional services team works hand-in-hand with customers through each step of the relationship. From pre-planning and configuration to ongoing support, we work closely with your organization to deliver exceptional service for all of your spend management needs.

Our Services team will guide you through each step of the implementation process


Discovery Kickoff

collaborative sessions to understand your requirements, your current procurement practices, and to review possible enhancements or best practices for your business


customized environment creation, user and supplier data upload, and personalization of your solution to reflect your spend management processes


onsite and/or remote training for your administrators and select end-users who can then deliver training to end-users during enterprise rollout

Supplier Enablement

build, test and connect the catalog integration of your chosen suppliers, or find the suppliers you need with our help

ERP Integration

integration between your ESM platform and your ERP system or financial system of record for real-time information flow

Live Production

solution environment is transactional and ready to use

My implementation time was really quite short and I didn’t know that it was short; I asked for 60 days and I didn’t know that that was a small window. They met that deadline, we are live.

Kathleen Prunty

Director of Purchasing, California State Polytechnic Institute

ERP Integration

Our solution suite integrates seamlessly with your ERP system and leverages your established business processes, incorporating your chart of accounts, purchase orders, pre-encumbrance and encumbrance rules, approval workflows and receiving practices. Our solution interfaces with your ERP system at various touch points throughout the procure-to-pay process and secures purchase orders, receipts and invoices in your financial system of record.

Integration is a key step in ESM’s Phased Implementation Process. Our Services team provides a real-time web service interface between your procure-to-pay solution and your third-party ERP system.

Learn more about our Implementation Services.

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Supplier Relations

Our Supplier Enablement process simplifies communication with suppliers and enables faster catalog activations.

ESM’s Supplier Relations team helps select the best catalog based on your needs and your suppliers’ capabilities, loads your contracted catalog, and configures each catalog for your solution.

Our team facilitates communication with your select suppliers to gain commitment and continues to manage the enablement process and timeline. We work with your suppliers to test catalogs and to assign catalog availability and then continue to monitor catalogs for any connectivity issues, keeping you informed throughout the process.

Learn more about our Supplier Enablement Services.

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“The nice thing about ESM’s ERP structure is that it’s in modules so you can launch by starting small
and then you can expand instead of taking it on all at once.”

Jessica Sorenson

Contract & Supplier Relationship Manager, BYU- Idaho


Our phased approach adheres to your organization’s standards and helps to optimize your business processes - getting you up and running quickly.

We provide a fully functional sandbox and production environments to get you up and running quickly. Our Project Managers oversee the entire implementation process with frequent conference calls and status reports to communicate progress and manage issues.

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We are dedicated to helping customers transform their spend management processes in order to improve performance, reduce costs, leverage technology, increase compliance and minimize risk.

We offer consulting services to assist our customers in their transformation to a new vision of eProcurement. Our experienced consulting team can offer advice and guidance for change management within your organization.

Learn more about our Consulting Services.

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Can't wait to get started?

Our team will walk you through a personalized demo of ESM's offerings.

Schedule a Demo