Method
A five-stage sequence we use for Procurement Savings Assessments and related category work. Each stage ends with a tangible artifact your team can keep.
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Discovery and scope
Confirm categories, plants, and the budget window you care about. Agree which spend files to export and who owns each category on your side.
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Spend intake and cleaning
Normalize supplier names, units, and cost centers. Separate project spikes from recurring demand so baselines stay honest.
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Visualization workshops
Walk category owners through draft charts. Capture annotations that never appear in the ERP—quality disputes, preferred brands, delivery constraints.
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Opportunity ranking
Score savings ideas by estimated impact and switching difficulty. Challenge soft estimates before they enter a leadership deck.
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Briefing and handoff
Deliver the savings map, supporting charts, and a written summary. Optional: join one internal briefing to answer questions from finance.