How To Tackle Source-to-Pay Technology Enhancements

When new features roll out, it's critical to make sure nothing breaks. That’s where regression testing comes in. 

Following these steps, you can approach enhancements proactively: 

• Define a test plan: Focus on critical business scenarios across sourcing, contracting, procurement, invoicing, and supplier onboarding. Leverage the same test plan and scenarios used during implementation to perform regression testing efficiently. 
• Automate where possible: Implement automated testing to reduce manual effort and increase consistency, especially for repetitive or high-impact scenarios. 
• Use your sandbox: Validate enhancements and new features in a test environment before enabling them in production. 

Even minor updates can impact workflows or integrations. Regular testing ensures continuity and builds confidence across teams. 

New features are only valuable if your users know about them and understand the benefit. 

A few tips for communicating effectively: 

• Segment your message: Tailor communication by user group (e.g., procurement users, approvers, suppliers). 
• Keep it simple: Highlight what’s changing, how it impacts the user, and what action (if any) they need to take. 
• Use multiple channels: Consider quick reference guides, email announcements, in-app alerts, and training sessions. 

For more significant enhancements and new features, change management isn’t just a support function; it’s a critical success factor. Without a deliberate, user-centric approach, even the most valuable updates can go underutilized. Optis brings deep expertise in source-to-pay change management, helping organizations drive adoption through targeted messaging, role-based enablement, and behavior-focused strategies that align with how procurement teams actually work.