procurement.exe

4 Real Scenarios

Procurement, Quoting & Provisioning

Your techs spend hours logging into distributor portals, building quotes, chasing approvals, and configuring devices. Rallied handles the entire flow — from “I need a laptop” to zero-touch deployment.

01 Hardware Quote 02 License Request 03 Bulk Order 04 Device Provisioning

How procurement works today

Client emails “I need a laptop”
Tech logs into distributor portal
Searches for the right SKU
Checks stock and pricing
Builds quote in PSA
Emails quote for approval
Waits. Follows up. Waits again.
Places order before 4pm cutoff
Creates provisioning ticket

How it works with Rallied

Client sends a message or email
Rallied checks specs, stock, and pricing
Builds and sends quote for approval
Places order on approval
Provisions device on arrival

9 steps become 5. Zero portal logins. Zero missed cutoffs.

01 Hardware Quote — Client Emails “I Need a Laptop”

Before Rallied

Tech reads client email
Logs into TD Synnex portal
Logs into Ingram Micro portal
Logs into D&H portal
Searches each for matching specs
Compares prices in a spreadsheet
Builds quote in PSA
Emails quote to client
Follows up when no reply
Places order before 4pm cutoff
Creates provisioning ticket

~45–60 min of tech time

After Rallied

Client sends email
Rallied checks 3 distributors in parallel
Builds and sends quote with top options
Client replies “Approve”
Order placed, provisioning ticket created

90 seconds. Zero tech time.

XPT-3401 New laptop for incoming marketing manager

Hey — we have a new marketing manager starting March 10th. She's going to need a laptop. Something with decent specs, she'll be running Adobe Creative Cloud and a bunch of browser tabs. Budget around $1,500. Can you get me a quote?

— Janet Liu (janet@acmecapital.com), via Email, 3 min ago

Activity

Rallied Internal Note
Parsed request: laptop for creative work, ~$1,500 budget. Checking distributor portals…

TD Synnex: HP EliteBook 860 G11 (i7, 32GB, 512GB) — $1,289. In stock, 47 units.
Ingram Micro: Dell Latitude 7450 (i7, 32GB, 512GB) — $1,342. In stock, 23 units.
Ingram Micro: Lenovo ThinkPad T16 Gen 3 (i7, 32GB, 512GB) — $1,195. In stock, 8 units.

All three meet the spec requirements for Adobe CC. Building quote with top 2 options (HP and Dell, best stock availability). just now

Rallied
Hi Janet — here are two options that fit the specs and budget:

Option A: HP EliteBook 860 G11 — i7, 32GB RAM, 512GB SSD — $1,289 + $175 setup/config = $1,464 total
Option B: Dell Latitude 7450 — i7, 32GB RAM, 512GB SSD — $1,342 + $175 setup/config = $1,517 total

Both are in stock for next-day delivery. If you approve by 4pm today, we can have it configured and ready by March 7th. Want me to go ahead with either? just now

Janet Liu
Let's go with the HP. Approve. 22 min later

✓

Rallied
Order placed with TD Synnex — HP EliteBook 860 G11, PO #XPT-89412. Expected delivery: March 6th. I'll create the provisioning ticket automatically when it arrives. Invoice sent to janet@acmecapital.com. just now · 3 distributor portals checked, quote built in 90 seconds

02 License Procurement — “I Need an Adobe License”

Before Rallied

Tech reads Teams message
Opens Microsoft 365 admin center
Checks available licenses and plans
Looks up who the user’s manager is
Sends approval email to manager
Waits for reply
Goes back to admin center
Assigns license manually
Messages user with instructions

~20–30 min + wait time

After Rallied

User asks in Teams
Rallied checks availability and pricing
Sends approval request to manager
Assigns license on approval
Notifies user with setup instructions

Under 1 minute. Zero tech time.

Mike Torres 10:14 AM

hey can I get a Microsoft Visio license? need it for the network diagrams project

Rallied Bot 10:14 AM

Let me check that for you.

• Visio Plan 2 (desktop + web): $15/user/month
• Current licenses: 4 of 5 assigned
• Your org has 1 available seat

I'll need approval from your manager to assign it. That's David Kim, right?

Mike Torres 10:15 AM

yep that's him

Rallied Bot 10:15 AM

Sent approval request to David Kim. I'll assign the license as soon as he approves.

15 minutes later

Rallied Bot 10:31 AM

David approved it. Visio Plan 2 is now assigned to your account. You can download the desktop app from office.com/myaccount or use it in your browser right away.

03 Bulk Order — 12 Laptops, Best Price Wins

XPT-3418 Need 12 laptops for new office buildout — same specs as last batch

We're opening a satellite office in April. Going to need 12 laptops, same spec as the last batch you ordered for us (the ThinkPads). Can you get me pricing? Need them by April 1st.

— Carlos Reyes (creyes@meridianlaw.com), via Email, 8 min ago

Activity

Rallied Internal Note
Looked up last Meridian Law laptop order: XPT-3289 (Jan 2026) — Lenovo ThinkPad T16 Gen 3, i7-1365U, 16GB, 512GB SSD.

Checking all 3 distributors for qty 12…

TD Synnex: $1,195/unit × 12 = $14,340. 8 in stock, 4 on backorder (ETA Mar 18).
Ingram Micro: $1,152/unit × 12 = $13,824. 15 in stock. Ships same day.
D&H: $1,178/unit × 12 = $14,136. 12 in stock. Ships same day.

Best option: Ingram Micro. Lowest price, full stock, ships today. Saving $516 vs TD Synnex. just now

Rallied
Hi Carlos — same ThinkPad T16 Gen 3 as last time. Best pricing for 12 units:

$1,152/unit × 12 = $13,824 (hardware)
+ $175/unit × 12 = $2,100 (setup & config)
Total: $15,924

All 12 in stock at Ingram Micro, ships same day. We can have them configured and delivered by March 28th — ahead of your April 1st deadline. Approve to proceed? just now

Carlos Reyes
Approved. Go ahead and order. 1 hour later

✓

Rallied
Order placed with Ingram Micro — 12x Lenovo ThinkPad T16 Gen 3, PO #XPT-89430. Expected delivery: March 21st. I'll create 12 provisioning tickets when they arrive with the Meridian Law standard image. just now · $516 saved vs next-cheapest distributor

04 Zero-Touch Device Provisioning

Before Rallied

Someone notices hardware arrived
Tech opens PSA, creates provisioning ticket
Looks up client’s standard image
Enrolls device in Intune manually
Joins device to Entra ID
Installs RMM agent (Datto)
Installs security agent (CrowdStrike)
Assigns M365 and app licenses
Enables BitLocker, escrows key
Verifies each tool is reporting
Notifies client, schedules delivery

~2–3 hours of tech time

After Rallied

Hardware delivery triggers ticket automatically
Rallied enrolls device in Intune + Entra ID
Deploys RMM, security, and apps
Assigns all licenses
Verifies every agent is healthy
Notifies client, queues welcome email

25 minutes. Zero tech hours.

XPT-3445 [Auto] Hardware received — HP EliteBook 860 G11 for Acme Capital (Janet Liu)

Hardware delivery confirmed for PO #XPT-89412. Linked to procurement ticket XPT-3401. Device: HP EliteBook 860 G11, S/N: 5CG4201RKT. Assigned to: Janet Liu’s new hire (Marketing Manager, start date March 10).

— Rallied (automated), just now

Activity

Rallied Internal Note
Starting zero-touch provisioning for Acme Capital standard image…

✓ Intune: Device enrolled, Autopilot profile assigned
✓ Entra ID: User account linked
✓ Datto RMM: Agent deploying, monitoring policy applied
✓ CrowdStrike: Sensor deploying
✓ M365: Business Standard license assigned
✓ Adobe CC: License assigned via browser agent (17/20 seats) just now

Rallied Internal Note
All agents reporting healthy. Deployment verification:

• Datto RMM: Online, 14 policies applied ✓
• CrowdStrike: Sensor active, prevention mode ✓
• Intune: Compliant, all apps installed ✓
• BitLocker: Enabled, key escrowed to Entra ✓ 25 min later

✓

Rallied
Device fully provisioned and verified. Ship-ready for Acme Capital new hire (start date: March 10). Notified Janet Liu that the laptop is ready. Welcome email with setup instructions queued for March 10 at 8am. just now · 6 systems configured, 0 tech hours

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