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Smart Board

See every award,
the way you work

Smart Board is where contract teams see live subcontracts, purchase requests and approvals in one place. Each person builds the arrangement that fits their work, and a shared default board keeps the organisation on one picture.

Boards each person buildsShared default board included
What it changes

Visibility that keeps the record moving

A purchasing file rarely fails loudly. Work stops, nobody notices, and the gap turns up when somebody asks for the file. This is how that gets caught while it is still cheap.

Smart Board • Walkthrough

Visibility that keeps the record moving

A purchasing file rarely fails loudly. Work stops, nobody notices, and the gap turns up when somebody asks for the file. This is how that gets caught while it is still cheap.

  • Stalled awards surface early
  • Private trackers stop appearing
  • Status questions stop arriving
ProcureAudit Stalled awards surface early
Benefit 01

Stalled awards surface early

A subcontract with no activity for three weeks looks identical to a healthy one in a spreadsheet. On a board it is obvious, because last movement sits on the card next to the owner.

Procurement outcomeFewer awards found incomplete at the point somebody external is asking.
ProcureAudit Private trackers stop appearing
Benefit 02

Private trackers stop appearing

Shadow spreadsheets exist because a shared view could not answer somebody's question. When each person builds their own board, that reason disappears entirely.

Procurement outcomeOne set of records rather than a system of record plus four private versions.
ProcureAudit Status questions stop arriving
Benefit 03

Status questions stop arriving

Where has this got to is the most common internal email in contract purchasing. Anybody with access answers it themselves without interrupting the person who is busiest.

Procurement outcomeBuyers spend their week placing awards rather than reporting on them.
Traditional approach against this one

What most contract teams use today, and what replaces it

Almost every organisation we speak to runs boards in a spreadsheet. It works until two things happen at once.

Book a demo
ProcureAudit One arrangement for everybody
The challenge

One arrangement for everybody

Somebody builds the master tracker in the arrangement that suits them. It suits nobody else, so within a month there are private copies that disagree with it and with each other.

ArrangementsOne
Private copiesSeveral
Which is rightUnclear
ProcureAudit An arrangement each
With ProcureAudit

An arrangement each

Buyers, reviewers and managers each build their own board from the same underlying records, so there is no reason to keep a private copy of anything.

ArrangementsOne per person
Private copiesNone
Underlying recordsOne set
ProcureAudit Updated when somebody remembers
The challenge

Updated when somebody remembers

A tracker is only as current as the last person who touched it, which means the most useful column, meaning what actually changed recently, is the least reliable one.

UpdatedWeekly, at best
Last movementGuesswork
TrustLow by Thursday
ProcureAudit Updated by the work itself
With ProcureAudit

Updated by the work itself

Cards reflect the underlying award, so progress, owner and last movement change as work happens rather than when somebody opens a file to type into it.

UpdatedContinuously
Last movementAccurate
MaintenanceNone
ProcureAudit Discovered at the deadline
The challenge

Discovered at the deadline

A spreadsheet cannot distinguish between an award progressing normally and one that stopped three weeks ago. Both are a row with the same status in them.

Stalled workInvisible
FoundAt the deadline
Cost to fixHigh
ProcureAudit Visible while it is small
With ProcureAudit

Visible while it is small

Last movement and phase progress sit on the card, so an award that has stopped reads differently from one that moved yesterday.

Stalled workSurfaced
FoundIn week three
Cost to fixLow
ProcureAudit A queue hidden in an inbox
The challenge

A queue hidden in an inbox

Reviewers find what needs their attention by searching email, which means the oldest items are the ones most likely to be missed.

QueueIn an inbox
OrderBy whatever surfaced
Missed itemsCommon
ProcureAudit A queue built for the purpose
With ProcureAudit

A queue built for the purpose

A reviewer board shows only phases awaiting their decision, and items drop off as they are actioned.

QueuePurpose built
OrderTheirs to set
Missed itemsVisible
How different people use it

Four boards, four different questions

The same underlying records, arranged four ways by four people who each need something different.

Arranged around what you are placing

A buyer carrying several programmes wants those separated, with values and owners visible without opening anything. Their board answers what is moving and what is not.

  • Live awards across the programmes you carry
  • Value and owner on the card itself
  • Last movement, which is the real health signal
  • Built in a few clicks with no approval step
Card detailWater Treatment SUBK

A queue rather than a picture

A reviewer does not care about programme structure. They care about what is waiting on them today and about that list emptying as they work through it.

  • Only phases awaiting their sign off
  • Cleared items drop off automatically
  • Nothing from anybody else's queue
  • No searching an inbox to find the work
Review queue3 awaiting

Health rather than volume

Counting open awards tells you little. Seeing which have not moved in three weeks tells you where to spend the afternoon.

  • Records with no recent activity surfaced
  • Unassigned work flagged rather than sitting quietly
  • Owner visible against every item
  • Problems found while they are still small
Stalled workno movement

The board nobody has to maintain

Personal boards solve the individual problem. The shared default board solves coordination, and it exists without anybody curating it.

  • Available to everyone from day one
  • Shows all live work in one arrangement
  • Unaffected by anybody's personal board
  • Removes the reason to build a shadow tracker
Shared boarddefault view
Where teams use it

Four situations that come up every week

Smart Board • Walkthrough

Four situations that come up every week.

Stalled awards, review queues and programme views are easier when the board shows movement, owner and status without opening each record.

  • Spot awards that have not moved
  • Separate programme, subcontract and review queues
  • Decide from the card before opening the file
On the card

Six fields that let you decide without opening anything

A board only helps if the cards carry enough to act on. These are the six that matter in contract purchasing.

ProcureAudit Award type
01

Award type

Purchase request or subcontract, which changes how much documentation follows.

ProcureAudit Award value
02

Award value

The figure, so significant commitments stand out without being hunted for.

ProcureAudit Owner
03

Owner

Who is carrying it, which stops two people chasing the same supplier.

ProcureAudit Last movement
04

Last movement

When something last changed, usually a better health signal than status alone.

ProcureAudit Checklist progress
05

Checklist progress

How far through the phases, read per modification rather than blended.

ProcureAudit Straight into the record
06

Straight into the record

One click to the award, its phases, documents and activity.

Who benefits

Four roles, four different wins

Buyer

Less reporting

Stops writing status updates, because anybody who wants the status can see it themselves.

Reviewer

A real queue

Opens one list of what needs deciding instead of searching an inbox for it.

Contracts

Fewer surprises

Sees stalled awards weeks before anybody external asks for the purchasing file.

Finance

Committed work visible

Sees what has been awarded and is in progress, not only what has been invoiced.

FAQ

Questions about Smart Board

Who can create a board?
Buyers and reviewers create their own, with no approval step and no administrator involved. A board is a personal arrangement of records you can already see rather than a change to the records.
Does my board change what colleagues see?
No. Your arrangement is yours alone, and the shared default board is separate and stays as it is, so nobody can accidentally reorganise the view everybody relies on.
How does a board show work has stalled?
Last movement sits on the card beside the owner, so an award with no activity for three weeks reads differently from one that moved yesterday. That is usually a better signal than status.
Can a reviewer see awards they are not assigned?
Access follows their role rather than the board. A board only displays records the person is already entitled to see, so building one cannot expose anything new.
How many boards can somebody keep?
No practical limit, though most people settle on two or three. One for the work they own, one for what they are chasing, and the shared board for the whole picture.
Does this replace project tracking?
No. Smart Board covers award records and their approvals. Programme scheduling and delivery tracking usually stay wherever you run them today.
What happens to a board when somebody leaves?
Their personal boards go with their account. Nothing is lost, because a board is a view rather than a store of anything, and the underlying records are untouched.
Related

Other parts of the same workspace

ProcureAudit Award records
FEATURE

Award records

Phases, rules and progress inside each award record.

Learn more
ProcureAudit Tasks and activity
FEATURE

Tasks and activity

Personal queues and the full activity record behind every change.

Learn more
ProcureAudit Modification tracking
FEATURE

Modification tracking

Every modification with its own award, documents and progress.

Learn more

See a board built around your own awards

Bring two or three live subcontracts and we will build a buyer board and a reviewer board on the call, using your records rather than a sample.

Book a demo