Procurement Planning

Create strategic and operational procurement plans with ease. Set every sourcing event up for a successful outcome.

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Procurement planning
Allow all staff to create high-quality, compliant procurement plans autonomously
Manage financial, legal and process risks from planning phase
Ensure adherence to compliance through automated approval workflows

Procurement Planning is designed to help staff run their procurement processes easily, thoroughly and with autonomy.

Ensure every event is well considered, researched, scoped and approved before going to market and create procurement workflows for your staff that guide them through an appropriate process based on the value and risk level. Staff can generate a timeline with collaborators, pre-determine the evaluation process, designate responsibilities, and manage any approvals required before sourcing.

Procurement plans are seamlessly integrated with your sourcing events in the Go to Market module, as well as your downstream evaluation and contract processes, providing end-to-end visibility of procurement processes and activity.

Guide can be used by buyers to establish whether a sourcing event triggers a planning process.

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You can generate an assessment form for buyers when they are conducting a high-risk procurement event, triggered by your criteria. This form is customisable, with the output determining the procurement approach (such as strategic or transactional).
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Once a target date is set, a timeline is dynamically generated. Specific timelines can be set up for different types of procurement, and easily configured with business rules.
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To make sure buyers adhere to the procurement plan, you can set up a custom checklist for them to fill out at each stage. With Procurement Planning, you can ensure all requirements are met and any actions completed outside the platform are captured.