---
title: Exploring the procurement case management implementation
description: Sourcing and Procurement Operations \(SPO\) provides a guided admin implementation experience and a unified experience for procurement specialists and requesters.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/source-to-pay-operations/sourcing-and-procurement-operations/exploring-procurement-case-management-spo.html
release: australia
product: Sourcing and Procurement Operations
classification: sourcing-and-procurement-operations
topic_type: concept
last_updated: "2026-08-23"
reading_time_minutes: 4
keywords: [explore]
breadcrumb: [Explore, Sourcing and Procurement Operations, Finance and Supply Chain]
---

# Exploring the procurement case management implementation

Sourcing and Procurement Operations \(SPO\) provides a guided admin implementation experience and a unified experience for procurement specialists and requesters.

## SPO users

|User|Description|
|----|-----------|
|Administrator|Installs SPO from the Product Hub and configures it through the SPO Configuration Console.|
|Procurement specialist|Manages and resolves procurement cases in the Source-to-Pay Workspace, guided by playbooks and supported by ServiceNow Otto AI skills.|
|Employee or requester|Submits procurement requests through intake forms on the employee center, and tracks case progress using stepper statuses.|

## Key benefits

<table id="table_spo_benefits"><thead><tr><th>

Benefit

</th><th>

Feature

</th><th>

Users

</th></tr></thead><tbody><tr><td>

Guided admin implementation

</td><td>

-   A single, entitlement-driven entry point on Admin Home
-   A Product Hub with installation status tracking and learning resources
-   A structured, sequenced Configuration Console with step indicators, progress tracking, and inline learning resources
-   ServiceNow Otto agent assistance on supported configuration items

</td><td>

Administrator

</td></tr><tr><td>

Unified specialist experience

</td><td>

-   A purpose-built Source-to-Pay Workspace with configurable case forms and list views
-   Playbooks that guide specialists through the activities required to resolve each case type
-   An activity stream with field-level tracking and role-based visibility
-   ServiceNow Otto AI skills for case summarization, email response drafting, and sentiment analysis

</td><td>

Procurement specialist

</td></tr><tr><td>

Self-service procurement requests

</td><td>

-   Intake forms surfaced as catalog tiles on the employee center
-   Plain-language stepper statuses showing case progress
-   Notifications at key stages of the case lifecycle

</td><td>

Employee or requester

</td></tr></tbody>
</table>## What to explore next

To learn more about installing and configuring procurement case management in Sourcing and Procurement Operations, see:

-   [Sourcing and Procurement Operations product tile](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/spo-product-tile.md)
-   [Sourcing and Procurement Operations Configuration Console](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/spo-configuration-console.md)
-   [Configuring case management in Sourcing and Procurement Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/configuring-case-management-spo.md)

**Parent Topic:**[Exploring Sourcing and Procurement Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/source-to-pay-operations/sourcing-and-procurement-operations/exploring-spo.md)

**Related topics**  


[Shopping Hub]()

[Shopping Hub Mobile]()

[Performance Analytics for Sourcing and Procurement Operations]()

[Progress Tracker for purchase requisitions and purchase orders]()

[Sourcing and Purchasing Automation]()

[Procurement Case Management]()

[Source-to-Pay Workspace]()

[Spend and Savings Management]()

[Sourcing Pipeline Management]()

[Understanding punchout]()

[AI Search for Sourcing and Procurement Operations]()

[Universal Request in Sourcing and Procurement Operations]()