Procurement & sourcing
Bringing spend under management with a process people will actually follow.
What is it?
Source-to-pay covering supplier management, sourcing events, contracts and purchase-to-pay. Most procurement problems are compliance problems: the policy exists but buying around it is easier. We design for the path of least resistance to be the compliant one.
Spend analysis depends on a usable taxonomy, and most organisations do not have one: supplier names vary, categories are inconsistent, and a significant share of spend never touches a purchase order. Classification is therefore the first real deliverable. On the process side, compliance is a design problem rather than a policy problem — if raising a compliant requisition takes longer than putting it on a card, the policy loses regardless of what it says, so measured cycle time on the compliant path is the metric that matters.
Our services
What’s covered
- Spend analysis
- Classified spend across the estate, including off-contract and non-PO invoices
- Category strategy
- Per-category approach, sequenced by addressable value rather than ease
- Sourcing events
- RFI, RFP and reverse auction process with structured evaluation
- Contract lifecycle
- Authoring, approval, repository and renewal alerting
- Supplier management
- Onboarding, qualification, risk screening and performance review
- P2P compliance
- Making the compliant buying route faster than the workaround
Business problems we solve
Our delivery approach
- 01See the actual spendClassified spend analysis across the estate, including the invoices that never touched a purchase order.
- 02Prioritise by opportunityCategories sequenced by addressable value rather than by which is easiest.
- 03Make compliance the easy pathIf raising a compliant request is slower than a corporate card, people will use the card. The process has to win on convenience.
- 04Track realisationNegotiated savings tracked through to the general ledger, not declared at signature.
Solutions & project types
Examples of the work we take on in this area. These describe project shapes, not named client engagements.
Technologies & platforms
Source-to-pay
- Oracle Procurement Cloud
- Coupa
- SAP Ariba
- Jaggaer
Contracts
- Oracle Procurement Contracts
- Icertis
- DocuSign CLM
Analytics
- Spend classification
- Oracle Analytics Cloud
- Power BI
Supplier risk
- Supplier qualification management
- Third-party risk screening
Integration
- ERP integration
- Punchout catalogues
- cXML
Where to start with procurement & sourcing.
Secondary to the work itself, but genuinely useful if you are building the skill. Every link goes to official documentation or an official channel.
Beginner
- Procure-to-pay process, step by step
- Direct versus indirect spend
- What a three-way match is and why it exists
- Purchase order, contract and catalogue basics
Intermediate
- Spend classification and taxonomy design
- RFx design and weighted evaluation
- Contract lifecycle and clause libraries
- Supplier qualification and risk screening
Advanced
- Category strategy and should-cost modelling
- Total cost of ownership analysis
- Supplier relationship management at scale
- Savings methodology and ledger-level tracking
Official documentation
Official video channels
Certifications
- CIPS Level 4 Diploma in Procurement and Supply
- ISM Certified Professional in Supply Management (CPSM)
- Oracle Procurement Cloud: Implementation Professional
Practice projects
- Classify one year of invoice data into a category taxonomy
- Identify spend that never touched a purchase order and explain why
- Design an RFx with weighted criteria and score two mock bids
- Time the compliant requisition path against a corporate card
- Trace one negotiated saving from contract to the general ledger
Questions we get asked.
Where do we start?
Spend analysis. Without it, category prioritisation is guesswork and savings targets are arbitrary.
Do we need a procurement platform?
At sufficient transaction volume it helps considerably. Below that, better process and a well-configured ERP procurement module often do more per pound spent.
How do you stop people buying around the process?
By making the compliant route genuinely faster. Enforcement alone reliably loses to convenience.
Are savings guaranteed?
No, and we would be wary of anyone who says otherwise. What we can commit to is a method, a baseline, and transparent tracking to the ledger.
Related services.
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