Do not start with a ban
Start with one common purchase and give people an easier accountable path.
Approval and control · PRACTICAL GUIDE
How to move procurement away from WhatsApp
Start with one real purchase, preserve context and make the governed path easier than the chat workaround.
Capture the request
A message such as “please buy this” needs purpose, quantity, location and required date.
Move approvals into the record
A thumbs-up in chat is hard to interpret six months later.
Close the purchase
Receipt and invoice evidence must return to the same place.
WORKED EXAMPLE · COMPOSITE
A manager approves in a chat, but the quotation remains on a buyer’s phone. The first governed pilot keeps the same participants and replaces only the evidence gaps.