Checklist
SaaS Procurement Checklist: 24 Questions Before You Sign
Software is now one of the largest controllable spend categories. This checklist covers commercial terms, security, data, and exit before you commit.
Resource library
Everything we've published on buying better
One pillar guide, 16 articles, and 2 customer stories — organised by topic so you can start where your process actually hurts.
19 resources
Pillar guide
The procurement process, end to end
The complete operating guide: the eight stages from need identification to renewal, with the controls, owners, and metrics for each.
Article
RFI vs RFQ vs RFP: Which One to Send and When
Three sourcing documents, three different jobs. Choosing the wrong one wastes weeks of supplier time and produces answers you cannot compare.
Article
AI in Procurement: Where It Helps Today and Where It Does Not
An honest look at the procurement tasks AI genuinely improves in 2026, the ones it cannot be trusted with, and how to introduce it without losing controls.
Customer story
How Northbay Logistics cut purchase order cycle time from 9 days to 1
A six-site logistics operator replaced email approvals with routed workflows, cutting PO cycle time by 88% and bringing maverick spend under 10%.
Article
Tail Spend Management: The 20% of Value Hiding in 80% of Transactions
Tail spend is high in transaction count and low in individual value. Here is how to reduce its cost without hiring a team to manage it.
Customer story
Helio Clinical brought 190 suppliers into one auditable record
A clinical research firm consolidated supplier onboarding, document expiry tracking, and approval evidence ahead of an audit — with no added headcount.
Checklist
Writing a Procurement Policy People Read (Template Included)
Most procurement policies are too long to follow. Here is a one-page structure covering thresholds, competitive requirements, and exceptions.
Article
Contract Renewal Management: Stop Losing Leverage to the Calendar
Auto-renewals quietly remove your negotiating position. A simple renewal calendar and ownership model puts it back.
Article
Accounts Payable Automation: What to Fix Before You Buy a Tool
AP automation only works if the upstream purchasing process is clean. Here is the sequence that prevents automating a broken workflow at speed.
Article
Spend Analysis: How to Turn Messy Transaction Data Into Decisions
A practical method for classifying spend, finding consolidation opportunities, and producing an analysis your CFO will act on rather than file.
Article
How to Choose Procurement Software: An Evaluation Framework
A structured way to compare procurement platforms, including the requirements that matter, the demo questions that reveal gaps, and the costs vendors leave out.
Article
12 Procurement KPIs Worth Reporting (and 4 That Waste Everyone's Time)
The procurement metrics that change decisions, how to calculate them, and the vanity numbers that make dashboards look busy without informing anyone.
Checklist
The Supplier Onboarding Checklist Mid-Market Teams Actually Need
A practical onboarding checklist covering due diligence, documents, payment details, and the verification step most fraud slips through.
Article
How to Design a Purchase Order Approval Workflow People Will Actually Use
Approval workflows fail when they are designed for the rarest purchase. Here is how to set thresholds, routing, and delegation that hold up day to day.
Article
Maverick Spend: How to Find It, Measure It, and Reduce It
Maverick spend is purchasing that bypasses your agreed process or contracts. Here is how to quantify it honestly and reduce it without adding bureaucracy.
Article
Three-Way Matching Explained (With the Exceptions That Cause Most Delays)
Three-way matching compares the purchase order, the receipt, and the invoice before payment. Here is how it works and how to stop exceptions from piling up.
Article
Purchase Requisition vs Purchase Order: The Difference That Actually Matters
A requisition is an internal request to buy. A purchase order is an external commitment to a supplier. Confusing the two is how budget control quietly breaks.
Article
What Is Procurement Software? A Plain-English Explanation
Procurement software controls how a company requests, approves, orders, and pays for goods and services. Here is what it does and when a growing business needs it.