Your Tips & Tricks resource library

Six powerful tools to help you cut costs, streamline workflows, and show the strategic value of procurement — all in one place.

Save them to your desktop, pin them to your board, or keep them open as you work.

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5-min checklist

Signs you might be missing cost-saving
opportunities

Are you leaving money on the table? This quick self-check helps you identify gaps in your procurement strategy in under 5 minutes. The more boxes you tick, the more confident you can be.

Fast. Eye-opening. Free.

To-do list

Procurement Savings Guide

One page, three timeframes: what to do now, next, and in the long run to build a cost-effective procurement system that lasts.
Keep it on your desk. Reference it often.

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Guided instructions

Spend Analysis Guide

A no-fluff guide to making sense of your company’s spending. From data structure to key analysis tactics and templates, it’s everything you need to go from chaos to clarity.

Smart templates are good. Smart platform is better

Customizable poster

Procurement Policy Poster Template

Let’s face it — nobody reads the full procurement policy. This editable poster includes the most important rules, people, and processes in a visual format your team will actually read and respect.
Hang it in the office, or share it company-wide.

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1-page cheat sheet

How to prepare for negotiation in 30 minutes

Only 30 minutes before the meeting? No problem. This cheat sheet helps you refresh your strategy, refocus your talking points, and walk in with confidence.

1-page cheat sheet

14 Procurement KPIs Cheat Sheet

This one-pager explains the KPIs every procurement leader should monitor — and how to calculate them. Prove the impact of procurement with metrics that speak the language of the business.

tip6

Why settle for static documents when you can have a live, connected system that works for you?

No spreadsheets. No bottlenecks.
Just automated and standardized procurement.

Group 84022

Onboard your team with
no IT resources in

2-8 WEEKS

Group 84023

See operational improvements in
1-4 MONTHS.

Group 84025

Enjoy your first
measurable savings in
4-12 MONTHS.