Workflows Directory
Procurement and suppliers for growth & scaling in professional services
- Function: Procurement and suppliers
- Industry: Professional services
- Business situation: Growth & scaling
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Results
3 workflow templates
Business insurance renewal review
Before 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.
- Starts it
- Owner
- Brings
- export, notes, document
- Gets
- 8 outputs
Category sourcing plan
For the buyer or operations lead who owns one spend category, such as packaging or IT hardware: its spend and suppliers on one page, where it sits on a supply-risk and spend matrix, the value levers the evidence supports, and a dated sourcing plan. A person chooses the approach.
- Starts it
- Buyer
- Brings
- export, notes
- Gets
- 7 outputs
Software subscription and vendor spend review
From 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.
- Starts it
- Finance lead
- Brings
- export, notes
- Gets
- 9 outputs