AI workflows for vendor renewals and spend.

Reviewing what the company buys and renews: subscriptions, vendor spend and renewal decisions.

Who does this work

  • Procurement manager
  • Category manager
  • Software asset manager

4 workflow templates ready to adapt, and 6 workflows identified.

Updated

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Examples of the workflows identified
  1. Analyze supplier spend
  2. Compare an insurance renewal with the expiring policy
  3. Prepare a vendor renewal decision
  4. Review recurring subscriptions, charges and seats
  5. Compare prices paid for the same itemIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Analyze supplier spendFrom an accounts-payable or purchase-order export, groups spend by category and supplier and shows concentration, the tail, price inconsistencies and consolidation opportunities.Workflow templateCompare an insurance renewal with the expiring policySets the renewal terms beside the expiring policy, coverage line by line, with changes, gaps and questions for the broker or the buyer.Workflow templatePrepare a vendor renewal decisionBefore the notice date, brings use, cost, renewal terms, performance and switching implications into a renew, renegotiate or replace brief.Workflow templateReview recurring subscriptions, charges and seatsBuilds one register of software subscriptions and other recurring charges with yearly cost on a common basis, owner, renewal dates and seats bought against seats used, flagging unused, overlapping or orphaned spend.Workflow template
Compare prices paid for the same itemNormalises unit prices for the same item across suppliers and sites, with terms and volume differences attached, to show who pays more.Illustrative · not built yet
Plan a supplier exitProduces an exit checklist and notice draft covering dependencies, replacement readiness and outstanding obligations.Illustrative · not built yet

Workflow templates

Business insurance renewal reviewBefore the business insurance renews, the owner gets one pack: every policy with insurer, limits, deductibles, premium and dates; renewal terms beside expiring ones, every change marked; what changed in the business; claims; and questions for the broker. The broker and the owner decide all cover.Workflow templateSoftware subscription and vendor spend reviewFrom a card statement or ledger export, the finance or operations lead gets every subscription on one register: what each costs a year, who owns it, what renews in the next 90 days, what looks unused, duplicated or orphaned, and the decisions to make. Nothing is cancelled or changed.Workflow templateSupplier spend analysisFrom one accounts-payable export, the finance or operations lead sees where the money goes: spend cleaned and grouped by category and supplier, the few suppliers that take most of it, the tail, needs bought from several suppliers and consolidation opportunities, each with its figures. A person decides what to act on.Workflow templateVendor renewal reviewBefore a supplier's notice date, the operations lead takes one page to the decision: the dates counted from the ones you supply, how much of what you pay for is used, what it has cost and what renewal would cost, how the supplier has performed, and the questions to ask. Nothing is sent or cancelled.Workflow template

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Tell us the vendor renewals and spend work you need and the team that does it, and we build the workflow with you from your own procedures.

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Where to go next

All of procurement and suppliersEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of procurement and suppliers