Case Study: Streamlining Vendor Management–Automating W9 Collection with KOL

The Challenge

A long-standing client used Kreller Online (KOL) to manage third-party vendor onboarding and recertification. However, they maintained a separate, manual process to collect annual W9 forms—adding friction to their compliance and vendor management workflow.

The Approach

After learning about the client’s challenge, the Kreller team built a custom W9 collection form directly into the KOL platform. The form was seamlessly integrated into the existing questionnaire and recertification process, allowing vendors to submit the required documentation within the same secure workflow.

The Impact

By automating W9 collection through KOL, the client eliminated a redundant manual process, reduced administrative overhead, and improved the completeness and timeliness of vendor documentation.