From Spend Analytics and Classification
For cpos, category and sourcing leads, procurement transformation teams
Procurement Agent Design
Procurement Agent Design is 20 decks totalling 1,360 editable slides. Each deck stands on its own and downloads separately, so you can take the one you need for Monday's session without wading through the rest.
Built for CPOs, category and sourcing leads, procurement transformation teams.
Every deck is worked through a case study rather than left abstract, across 18 fictional companies including Meridian Mining, Harbour & Co, Atlas Turbines.
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What’s in this toolkit
20 decks, 1,360 editable slides. Download them individually or take the lot.
1/5
Spend Analytics
P01AppliedPlaybookSpend Analytics and Classification
Specify a classification agent for your spend tail and report coverage by supplier count, not just by value.
Design the agent that classifies the spend tail, where coverage by supplier count tells a very different story from coverage by value. Worked on a mining group running three unmerged ERP taxonomies.
68 slides
Worked through Meridian Mining
Checking1/5
Category Management
P02AppliedPlaybookFillableCategory Strategy and Planning
Build the evidence pack behind a category strategy, and defend a programme whose cost rises while coverage triples.
Nine of 41 categories at the case company have a current strategy. The other 32 are bought on habit. This designs the agent that closes that gap, and prices the programme honestly.
68 slides
Worked through Harbour & Co
Checking1/5
Market Intelligence
P03AppliedPlaybookMarket and Supplier Intelligence
Put the market intelligence you already pay for to work, with every claim cited and every gap named.
Design the research agent that reads the market intelligence you already pay for, cites every claim to source, and names what it cannot evidence.
68 slides
Worked through Atlas Turbines
Checking1/5
Cost Engineering
P04AppliedPlaybookShould-Cost and Cost Engineering
Stand up an index registry and produce a should-cost number that survives a supplier challenge.
Design the should-cost agent and the index registry underneath it, so an indexed contract cannot drift unnoticed for months.
68 slides
Worked through Northwind Steel
Checking1/5
Sourcing and RFx
P05AppliedPlaybookSourcing Event and RFx Management
Normalise a bidder response set into one structure and build an award record while the event runs.
Design the agent that normalises hundreds of pages of bidder responses and builds the defensible record while the event runs, not afterwards.
68 slides
Worked through Civic Transit Authority
Checking1/5
Sourcing and RFx
P06AppliedPlaybookBid Evaluation and Award
Score bids against a published rubric with a written reason beside every score, so the award survives challenge.
Design the evaluation agent that scores against a published rubric and writes the reason beside every score, so an award survives challenge.
68 slides
Worked through Civic Transit Authority
Checking1/5
Negotiation
P07AppliedPlaybookNegotiation Support
Brief every negotiation rather than the few you have capacity for, and cost the difference for a CFO.
Design the preparation agent that briefs every negotiation rather than the fraction you currently have capacity for.
68 slides
Worked through Summit Hotel Group
Checking1/5
Negotiation
P08AppliedPlaybookAutonomous and Tail Negotiation
Write the mandate that lets an agent negotiate tail suppliers safely, and set the limits it must never cross.
Design a bounded negotiating agent for tail suppliers that were never worth a buyer's time, with the mandate and limits written down.
68 slides
Worked through Orion Semiconductors
Checking1/5
Contract Management
P09AppliedPlaybookContract Drafting and Authoring
Curate a clause library an agent can draft from, and cut the wait that sits between agreement and signature.
Design the drafting agent that assembles from an approved clause library and flags the unusual, without ever approving or signing.
68 slides
Worked through Lumen Pharmaceuticals
Checking1/5
Contract Management
P10AppliedPlaybookContract Lifecycle and Obligation Management
Extract obligations from an inherited contract estate and start claiming rights you already hold.
Design the obligation agent that extracts commitments from an inherited contract estate and watches the dates, including the rights you hold and never exercise.
68 slides
Worked through Cascade Utilities
Checking1/5
Supplier Management
P11AdvancedPlaybookSupplier Onboarding and Qualification
Redesign serial qualification checks to run in parallel and hand your approver one evidence pack.
Design the onboarding agent that runs qualification checks in parallel and assembles one evidence pack for a human approver.
68 slides
Worked through Vertex Defence Systems
Checking1/5
Governance and Compliance
P12AdvancedPlaybookProcurement Compliance and Policy
Move policy enforcement from the audit to the moment of the decision, including the cases policy never anticipated.
Design the policy agent that applies the written rule at the moment of the decision instead of surfacing breaches at audit.
68 slides
Worked through Granite Construction
Checking1/5
Risk and Resilience
P13AppliedPlaybookSupplier Risk and Resilience
Measure your detection lag, then design monitoring that ranks what moves instead of alerting on everything.
Design the monitoring agent that watches the whole supplier base continuously and ranks what moves, built around detection lag rather than dashboard count.
68 slides
Worked through Seaboard Electronics
Checking1/5
ESG and Sustainability
P14AppliedPlaybookESG and Responsible Sourcing
Label every sustainability figure as reported, verified or estimated, and name what you cannot evidence.
Design the provenance agent that labels every sustainability figure as reported, verified or estimated, and names the gaps an auditor will ask about.
68 slides
Worked through Terra Agrifoods
Checking1/5
Supplier Management
P15AppliedPlaybookSupplier Performance and Supplier Relationship Management
Agree one scorecard definition, keep it current, and claim the service credits currently going unclaimed.
Design the scorecard agent that calculates against one agreed definition and stays current, so the quarterly review argues about performance rather than the number.
68 slides
Worked through Apex Logistics Network
Checking1/5
Supplier Management
P16AppliedPlaybookSupplier Innovation and Value Capture
Stand up an idea register with an IP position attached, so supplier ideas survive past the meeting.
Design the register that captures supplier ideas with an IP position attached, so they survive past the meeting they were raised in.
68 slides
Worked through Nova Medical Devices
Checking1/5
Operations
P17AppliedPlaybookIntake and Guided Buying
Design an intake that routes correctly for people who are not procurement professionals.
Design the intake agent for an organisation where thousands of non-specialists can raise a requisition, built around fast correct routing.
68 slides
Worked through Redwood University
Checking1/5
Operations
P18AppliedPlaybookProcure-to-Order Operations
Separate clerical assembly from judgment in your PO process and score each field for confidence.
Design the assembly agent that builds a purchase order from multiple systems and scores each field for confidence, separating clerical work from judgment.
68 slides
Worked through Crestline Appliances
Checking1/5
Direct Materials
P19AppliedPlaybookDirect Materials, Bill of Materials and Continuity
Rank end-of-life notices by consequence to your bills of materials before the last-time-buy window closes.
Design the continuity agent that watches component end-of-life notices and ranks them by consequence to your bills of materials.
68 slides
Worked through Polaris Automotive Systems
Checking1/5
Governance and Compliance
P20AdvancedPlaybookProcurement Operating Model and Governance
Govern a fleet of agents as one estate, covering ownership, retirement and what happens to an agent's memory.
The capstone. Govern a fleet of agents as one estate, covering ownership, retirement and what happens to an agent's memory when it goes.
68 slides
Worked through Meridian Mining
Checking
How this toolkit is built
Not a description of the toolkit. The actual shape of what’s inside it, drawn from the decks themselves.
Objectives
This Toolkit includes frameworks, tools, templates, tutorials, real-life examples and best practices to help you:
Spend Analytics: Design the agent that classifies the spend tail, where coverage by supplier count tells a very different story from coverage by value. Worked on a mining group running three unmerged ERP taxonomies.
Category Management: Nine of 41 categories at the case company have a current strategy. The other 32 are bought on habit. This designs the agent that closes that gap, and prices the programme honestly.
Market Intelligence: Design the research agent that reads the market intelligence you already pay for, cites every claim to source, and names what it cannot evidence.
Cost Engineering: Design the should-cost agent and the index registry underneath it, so an indexed contract cannot drift unnoticed for months.
Sourcing and RFx: 2 decks: Sourcing Event and RFx Management; Bid Evaluation and Award.
Negotiation: 2 decks: Negotiation Support; Autonomous and Tail Negotiation.
Contract Management: 2 decks: Contract Drafting and Authoring; Contract Lifecycle and Obligation Management.
Supplier Management: 3 decks: Supplier Onboarding and Qualification; Supplier Performance and Supplier Relationship Management; Supplier Innovation and Value Capture.
Questions about Procurement Agent Design
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Examples of projects done with our Toolkits and Experts
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Guiding a marketplace team from PRD to launch of an AI assistant, reaching 40% weekly active adoption within one quarter.
AI Governance
Standing up an AI review board and tiered risk framework for a financial services firm ahead of EU AI Act enforcement.
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Deploying AI spend classification for a global retailer, uncovering $25M in addressable savings across 4 categories.
Demand Forecasting
Piloting ML demand forecasting for a CPG company, cutting forecast error by 18% and safety stock by 12%.
Supplier Risk
Designing an AI-assisted supplier risk monitoring program covering 2,000 suppliers with automated tiering and alerting.
Control Tower
Blueprinting a supply chain control tower for a logistics provider, reducing exception resolution time by 35%.
AI Academy
Launching a role-based AI academy for an operations function of 1,500 people, with 85% completion in six months.
Contract Intelligence
Implementing clause-extraction workflows for a legal-procurement team, cutting contract review time by 50%.
S&OP Upgrade
Embedding forecast-value-added analysis into S&OP for a manufacturer, aligning demand plans across three business units.
Operating Model
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