Our process
Four clear stages, agreed in advance.
- 01
Step 1 — Discovery
We learn your business objectives, purchasing challenges, scope, and priorities.
An introductory conversation about your goals and challenges, followed by agreement on scope, deliverables, and fees in a written proposal.
- 02
Step 2 — Assessment
We review the information and documentation you supply, within the agreed engagement scope.
We review the documents and data you provide — such as purchasing procedures, supplier lists, and spend records — within the agreed scope.
- 03
Step 3 — Recommendations
We develop relevant findings, sourcing options, workflow recommendations, or improvement proposals.
We share findings and practical recommendations, which may include sourcing options, workflow changes, templates, or policy drafts.
- 04
Step 4 — Implementation Support
We provide the agreed follow-up support, documentation, and progress reviews.
Where agreed, we help your team put recommendations into practice through follow-up sessions, documentation, and progress reviews.
Project timelines and deliverables vary depending on complexity, the information available, and the signed agreement.
Let's discuss your procurement challenges.
Tell us what you're working on. We'll respond to discuss whether and how we can help.