Enterprise Service Management (ESM)

ESM for Finance and Procurement

Centralize requests and information from purchase order and invoice workflows to contract files, documents and more.

A Centralized Hub for Requests

Track and answer requests, and coordinate team collaboration with a centralized hub for all tasks and project work. Create custom forms for purchase orders, invoice matching and assign workflows with integration to back-end systems. Create budget request and requisition forms with automated escalations and dynamic fields – all without any coding or scripting. Improve service with a centralized hub for finance.

Keep Track of Requests and Tasks

Finance teams are often trying to manage many moving parts across the entire company including purchase orders, inventory, general information requests, budget approvals, requisitions and invoice payments – it can be a lot to track with many different hands in the pot.  Keep track of it all in one place.

Easily Create Forms & Workflow

In finance, you may be fielding purchase order requests and then later matching the invoices to each PO. To help with this, you can create custom forms with dynamic fields that automatically populate or format the end-user inputs and automatically route them to the appropriate approver. Later you can attach invoices for payments. Improve employee interactions and teamwork collaboration.

Integrate with Backend Systems

Your ESM solution should become a hub - a place where all end-users go for support. You'll likely also want the platform to integrate with backend financial or ERP systems. With an underlying integration and automation layer you can do this - giving your end-users a centralized portal with all of the custom forms and fields, integrated back into your own systems of record.

A Centralized View for Finance

Create custom workspaces for finance with a view into all requests, inquiries, PO activity, document review cycles, project requests, timelines and more. Leverage a single portal for employees with custom forms and workflows, distribute documents and integrate with back-end systems. With a centralized finance hub, you can improve cross-functional interactions

TeamDynamix Enterprise Service Management for FInance and Procurement

Quickly spin up new applications, add custom forms, fields, and workflows with integration to backend facilities systems… all on a no-code platform.

Finance and Procurement Services

TeamDynamix was recognized as an 'Honorable Mention' in the 2022 Gartner® Magic Quadrant™ for IT Service Management (ITSM)

Unified No-code Platform

Imagine a no-code platform that can be leveraged in IT, HR, Marketing, Facilities and more.

Highly flexible, easy to use and all supported by a white glove service team.


Life-cycle IT Service Management with support for ITIL, assets, change, and self-service.

MicrosoftTeams-image (6)

Manage service requests and projects across your organization with no coding or scripting.

MicrosoftTeams-image (7)

Tackle projects of any size with a platform that is as simple or as sophisticated as you need it to be.

MicrosoftTeams-image (8)

Enterprise integration and workflow are made easy with Integration Platform as a Service.

Quick and Easy Enterprise Deployment

A fast cloud-based central service support portal that is configurable and flexibly designed... a clean and simple UI design is very important when considering the varied end-users.

Capterra Review

Hot Topics for Enterprise Service Management

This website uses cookies to ensure you get the best experience on our website. By closing this notice you agree to the use of cookies.