Guides · Procurement
Find the savings, then keep them.
Spend data, sourcing, negotiation, and contracts for operating partners and CFOs. Every worked example is labelled illustrative, and every formula is shown in full.
12 guides · 1 free calculator · 2 templates
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The flagship playbook for this topic.
Guides and Templates
Method, formulas, and templates, each focused on one decision.
Spend Analysis: How to Build a Clean Spend Cube
Spend analysis starts with a clean spend cube. Learn the fields, vendor merging, classification, quality checks, and a worked example with owners.
Vendor Consolidation Playbook
Vendor consolidation playbook: when fewer suppliers saves money, how to test it on total cost, set concentration limits, and run the transition.
Contract Management for Procurement Savings
Contract management for procurement savings: build a contract register, audit invoices against terms, and run a renewal calendar that protects real cash.
Supplier Negotiation Prep Pack
A supplier negotiation prep pack: fact base, should-cost gap, BATNA, concession plan, and one-page brief templates, with a worked example you can adapt.
Sourcing Event Process: RFP and RFQ
Run a sourcing event with confidence: when to use an RFP or RFQ, a step-by-step process, weighted scoring on total cost, templates, and a worked example.
Freight and Logistics Spend Reduction
Freight and logistics spend reduction: baseline spend by lane and mode, size five levers, rebid carriers, and audit invoices. Includes a worked example.
Indirect Spend Categories: Where Savings Hide
Indirect spend categories where savings hide: map, size, and rank indirect spend by addressability, with levers for each category and a worked example.
More Procurement guides
Build vs Buy for Internal Tools
Build vs buy for internal tools: a decision framework, three-year cost comparison, risk checks, and a worked example to choose with evidence, not instinct.
SaaS and Vendor Renewal Calendar
Build a SaaS renewal calendar: contract inventory, notice-window deadlines, seat right-sizing, and a renewal workflow so you stop paying for auto-renewals.
Shared Services for PE Portfolios
Shared services for PE portfolios: what to centralize, the business case math, a phased rollout, and how to avoid the hidden costs of consolidation.
Zero-Based Budgeting for Mid-Market Companies
Zero-based budgeting for mid-market companies: when it pays off, how to build decision packages, rank them, and set a funding line, with a worked example.
Free templates
Working files that go with these guides, with the worked examples already filled in. Enter your name and work email and we send the file personally.
Free template · Excel workbook
Spend Cube and Savings Tracker
Roll up spend by category and vendor, size movable spend, and track savings from identified to realized in cash.
Free template · Word template
Supplier Negotiation Prep Pack
One-page prep for a supplier negotiation: should-cost, alternatives, targets, concessions and walk-away.
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