Home / Solutions / Procurement managers

Role

Place the award.
The record follows.

Your job is placing awards well and quickly. Documentation is what gets sacrificed when the quarter is busy, which is exactly when the awards being placed matter most.

Templates apply themselvesCapture is part of the work
The tension you actually live with

Speed against the record

Nobody sets out to document badly. It happens because documentation is a separate task competing with the work, and the work always wins.

Procurement managers • Walkthrough

Speed against the record

Nobody sets out to document badly. It happens because documentation is a separate task competing with the work, and the work always wins.

  • Documentation stops competing with the work
  • You stop writing status updates
  • New awards start from structure
ProcureAudit Documentation stops competing with the work
Outcome 01

Documentation stops competing with the work

When evidence is uploaded into the phase that produced it and reasoning is written at the decision, there is no separate write up left to be skipped.

What that meansRecords that hold up in a busy quarter, which is the only test that matters.
ProcureAudit You stop writing status updates
Outcome 02

You stop writing status updates

Where has this got to is the most common question aimed at a purchasing manager. When anybody can see the answer, it stops being asked.

What that meansTime back that was going into reporting on work rather than doing it.
ProcureAudit New awards start from structure
Outcome 03

New awards start from structure

The template applies on creation, so a buyer starts from phases, rules and named reviewers rather than from an empty record and a memory of what is usually needed.

What that meansAwards created in minutes with the same structure regardless of who placed them.
In a buying week

What stops competing with the work

Procurement managers • Walkthrough

What stops competing with the work

Documentation holds because it is the work rather than a task competing with it.

  • A busy quarter
  • A colleague asks for status
  • A phase needs approving
01
CaptureDuring the work
Separate write upNone
When busyUnchanged

A busy quarter

Documentation holds because it is the work rather than a task competing with it.

Learn more
02
Answered byThe record
Asked of youNo
Time costNone

A colleague asks for status

They look at the board instead of asking you, which happens several times a week.

Learn more
03
ReviewerNamed in template
RoutingAutomatic
ChasingNone

A phase needs approving

Routed to the named reviewer automatically rather than chased by email.

Learn more
Three things that decide whether your team uses it

Adoption is the whole game

A workspace nobody works in produces worse records than a shared drive, because at least people use the drive.

A busy quarterwhat happens
Status questionsstop arriving
The tensionspeed against record

Most of what an award record needs is already in a document the supplier sent. Reading it rather than transcribing it is the difference between a system your team populates and one they avoid.

  • Documents read into draft records
  • Award values read rather than retyped
  • Reviewed and adjusted before saving
  • Almost no duplicate data entry

A buyer creating an award gets the phases, rules and reviewers automatically, so they are working through something rather than deciding what should exist.

  • Template applied on creation
  • Reviewers named in advance
  • Thresholds firing on award value
  • No setup decisions at the point of buying

A task list showing the whole team's work gets abandoned in the second week. One showing only what is on you gets opened every morning.

  • Drawn from awards they own and reviews awaiting them
  • Sorted by due date and priority
  • Nothing from anybody else's workload
  • Opened daily rather than ignored
Traditional handling against this approach

What happens when the quarter gets busy

Every process works in a quiet month. The question is what survives a busy one.

Book a demo
ProcureAudit A task after the work
The challenge

A task after the work

Evidence gets gathered and written up once the award is placed, which means it competes with the next award and loses.

WhenAfterwards
Competes withThe next award
In a busy quarterSkipped
ProcureAudit Part of the work
With ProcureAudit

Part of the work

Evidence is uploaded into the phase that produced it as the award progresses, so there is nothing left over to skip.

WhenDuring
Competes withNothing
In a busy quarterUnchanged
ProcureAudit From a previous one
The challenge

From a previous one

A buyer copies the last similar award and adapts it, which propagates whatever was wrong with that one.

Starts fromA copy
ConsistencyDrifts
ErrorsPropagate
ProcureAudit From the template
With ProcureAudit

From the template

Phases, rules and reviewers apply automatically, identical every time regardless of who is placing it.

Starts fromThe template
ConsistencyFixed
ErrorsDo not propagate
ProcureAudit Asked of you
The challenge

Asked of you

Colleagues ask where things have got to, and answering means checking and replying, several times a week.

Answered byYou
FrequencyConstant
Time costReal
ProcureAudit Visible to anybody
With ProcureAudit

Visible to anybody

Progress, owner and last movement are on the board, so the question is answered without reaching you.

Answered byThe record
FrequencyRare
Time costNone
ProcureAudit Depends on discipline
The challenge

Depends on discipline

The system works if everybody remembers to update it, which is another way of saying it works in quiet months.

Depends onMemory
Under pressureFails
Record qualityVariable
ProcureAudit Depends on design
With ProcureAudit

Depends on design

Capture happens because it is how the work is done, not because somebody remembered to do it separately.

Depends onThe design
Under pressureHolds
Record qualityConsistent
FAQ

Questions from procurement managers

Will this slow my team down?
It should do the opposite. The template applies on creation so awards start from structure, and documents are read rather than typed, which removes more time than the workspace adds.
What stops documentation slipping when we are busy?
There is no separate documentation task to slip. Evidence is uploaded into the phase that produced it and reasoning is written at the decision, so capture is part of placing the award.
How do I stop fielding status questions?
Progress, owner and last movement sit on a board anybody can look at, so the question is answered without reaching you.
How long does a new buyer take to get going?
Usually the same day. They are invited by email with a role, and every award they create inherits the template, so there is nothing for them to configure.
Can different award types work differently?
Yes. Templates are built per type, so a routine repeat purchase and a large subcontract can behave differently without either becoming harder.
What if my team already uses a spreadsheet they like?
Then the honest question is what it cannot answer. Personal boards usually remove the reason the spreadsheet exists, but if it is working we will say so.
Does this replace our purchasing system?
Not necessarily. ProcureAudit covers the contract award record. Day to day requisitioning and invoicing often sit elsewhere, including on the eProcureAI platform.
More solutions

Other sectors and roles worth reading

ProcureAudit Contracts managers
SOLUTION

Contracts managers

The person who has to produce the file, usually at short notice.

Learn more
ProcureAudit Program managers
SOLUTION

Program managers

Subcontract progress across a program without chasing individuals.

Learn more
ProcureAudit Logistics and supply chain
SOLUTION

Logistics and supply chain

High volume awards where quantity breaks the record.

Learn more

Bring a week of your own awards

We will show what placing them through a template looks like, and how much of the documentation happens on its own.

Book a demo