Guide

It can be hard for buyers to know how to purchase. With Guide, they can go to market correctly, even when procurement are not there to help.

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Buying
Foolproof buyer compliance every time
Policy updates are automatically applied
Guide buyers to increase spend under contract

In a decentralised sourcing environment, helping staff understand which procurement policies apply, and when, is critical. Guide allows you to transform lengthy policy documents and charts into a dynamic workflow that allows buyers to input their criteria and receive specific purchasing advice, helping to ensure they follow the correct procurement process.

Guide helps buyers go to market the correct way, depending on what they are buying, the cost threshold, risk-level and other organisation-specific factors. Buyers remain compliant by working through the easy-to-follow steps, with the platform providing instructions specific to the procurement processes they need to undertake.

Guided buying 1
The buyer is stepped through the details of the planned procurement, including category of product or service, expected value, degree of risk - in fact, anything you decide is relevant.
Guided buying 2
Guide then displays purchasing instructions based on the criteria entered. These can include links to policy documents, can be downloaded for future reference, and can kick off a sourcing process using the data already entered.
Guided buying 3
The steps the buyers are taken through and the instructions they are given are easily managed by dragging and dropping questions and outcomes into sequences. No coding is involved, meaning that setting up Guide can be quickly and easily done by the procurement team, who can update it whenever a policy changes.