Who it is for
- Any business with a purchase ledger that wants to know what its data can tell it
- Finance directors and operations leads who are curious but busy
Procurement Data Health Check
Is our purchasing data any good?
A one-page readiness score, the three questions your data can answer, and the right next step. Free for businesses, one per company.
- Free, no obligation
- Every step visible in your Client Workspace
- Your data kept private
- Health Check brief (your step)
- Data Upload (your step)
- Our team's work
- Final Output & Delivery Format (delivery)
- Your Client WorkspaceYour brief, data, every step and the deliverables in one secure place.
- A project office on every stepEach step has an owner and a date; late steps are flagged and followed up.
- Nothing closes without youYou review the delivery and accept it, or tell us what should change.
The engagement
What this engagement covers
What you get
Outcomes
- A one-page data-readiness score: completeness, supplier duplication, categorisation, coding
- The three business questions your data can already answer
- The service and option we would recommend next, and why
What we need from you
Your part
- One export from your accounting or purchasing system (e.g. Sage, Xero, an ERP), up to 12 months
- Ten minutes to tell us what you want to know
Not included
- Data cleansing, dashboards or a full analysis (those are the paid services)
How your project runs
Each step has an owner and a date. You see it all in your Client Workspace, and nothing closes without your acceptance.
How it runs
- Health Check brief You 1 day Tell us about your business and the purchasing data you can share. We confirm your free Health Check within one working day: one per company, for business buyers.
- Data Upload You 2 days To Upload data from client
- Our team's work Us 2 days
- Final Output & Delivery Format Us 1 day Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution
Expected timeline
Our work: about 3 working days once we have your brief and data. Your part: about 3 days (brief, data and decisions). Typically 2 weeks in total from your order.
What we need from you
- Health Check brief: Tell us about your business and the purchasing data you can share. We confirm your free Health Check within one working day: one per company, for business buyers.
- Data Upload: To Upload data from client
What you receive
- Final Output & Delivery Format: Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution
How acceptance works
When we deliver, you review the files in your Client Workspace and accept them, or tell us what should change. We remind you after 5 days if we have not heard from you.
How payment works
There is nothing to pay: we start as soon as we have reviewed your brief.
Questions
Before you start
How do I start?
Press "Start your free review", sign in or create an account, and complete the short brief in your Client Workspace. We confirm it within one working day: one Health Check per company, for business buyers. Then you upload one data extract.
Is it really free?
Yes. It is bounded: one extract, one page, one call. It helps you decide whether a paid service is worth it.
How do we send the data?
Your files go into your private Client Workspace, are used only for your project, and are deleted on request. We are happy to sign your NDA.
A free 30-minute video call in your browser, at a time that suits you. Prefer to write? Send us a message.
Next step
Talk it through: 30 minutes, free, no obligation.
We reply within one working day.