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Tool: Insights for Managing Supplier Performance with Models and Frameworks

In this article, Hans shares his insights on supplier and contract performance.  He discusses and illustrates critical factors for a successful program, including: Functional model for comprehensive program with specific...

Tool: Reporting Sourcing and Procurement Performance with KPIs and Benchmarks

This workbook will help define KPIs for: Sourcing/Supply Chain Procurement Warehouse and Logistics Each spreadsheet includes:  A list of KPIs Metrics and specific goals  A sample of how to benchmark...

Tool: IT Risk Assessment Questionnaire Workbook

This comprehensive assessment workbook allows the user to score based on criteria in these areas: Size and scope of project  IT tools and methods required Project organization  Project management  Operating...

Airline RFP Proposal Template

Use this excel file when creating an RFP Proposal for Airline services. This document includes: Instructions, cover, pricing, target, fees, value add services. requirements, sustainability, class of service mapping, and...

RFP Evaluation Template

The committee chair and committee members of an RFP are responsible for evaluating all of the suppliers who respond. To make the process more organized use this template to evaluate...

RFI for Tracking Supplier Questions

This template provides an organized fashion to track the questions that suppliers submit after the RFI is released. It helps to outline who is responsible for answering and when it...

RFI Supplier Questionnaire

This is a template for asking the supplier questions so they can showcase if they meet business requirements and scope. The template has a tab for yes/no questions to outline...

The Case for Supplier Relationship Management

Suppliers are not the enemy.  They’re your friends, but you have to play it right. Turn Your Suppliers into Cost-Cutting Allies  Demanding nothing but price reductions from your suppliers is a...

Cost Optimization Strategy Guide

Use this Cost Optimization Strategy Guide to measure the benefits in an SRM program. This presentation will help determine if the ROI results from an effective cost containment strategy rather...

Spend Management Platform Requirements Questionnaire

Use this template as a guide when evaluating Spend Management solutions.  This resource includes questionnaires on: Company Procurement Invoicing Payments Expenses Contract Lifecycle Management Sourcing Sourcing Optimization Inventory Risk Management...

Change Management Framework

Use this Change Management Framework when compliance or regulatory changes impact agreement terms across your supply base.  This resource includes: CM Model Types of CM CM Communications Defining Our Visions CM...

From Art to Science: Avoiding Key-Person Dependency in Category Strategy Design

This extremely deep dive into a designing a category strategy should be a must read for all category managers and their leaders. It contains the following:  Building Business Discipline into...

Template: Category Management

This template includes: The process to creating a category management proposal and plan Framework for collecting category information Framework for identifying information sources A template for presenting the information collected...

The Business Case for Category Management

This is an example of a business case for category management. It contains six pages that serve as critical elements of a business case presentation demonstrating the economic benefits of...

Efficient Fleet Management – A Case Study Example

This is a case study example of efficient fleet management, particularly for the European market. It includes: Characteristics of Pan European fleet management approach Requirement for implementing a pan European...

Category Management: Fleet Management Organization and Approach leading to strategy determination

This is a case study example of an innovation in category management for fleet management services spend. It includes a market analysis and recommendations, such as: Effective cost control uncovers...

Tool: Creating a Category Intelligence Report

This three-step guide includes four documents that will help you: Identify data sources to gather category information, Translate data into actionable intelligence, and Design a category intelligence report to support...

Category Management Case Study

This case study illustrates category management at ChevronTexaco. The slide deck includes An organizational workflow of Category Management and Procurement Operations teams An organizational model that illustrates executive support, including...

Insights and Assessments: Procurement Function

This case study provides a performance improvement plan tool, specifically an assessment of the procurement function, based on value delivered to business partners. We assess each attribute in terms of...

Sample Process for a Sourcing Engagement – Cost Savings Methodologies and Measurements

This tool contains a complete process for managing cost savings. Download to access these contents: Process Overview Savings and Spend Calculation Annual Savings and Spend Targets Savings Target Adjustment Savings...
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