Skip to content

Spend Analysis & Savings Review

Where does our money go?

A clear picture of spend by supplier, category and month, with priced savings opportunities you can act on.

  • Fixed price, agreed in writing
  • Every step visible in your Client Workspace
  • Your data kept private
  1. Initiation - Customers Goals (your step)
  2. Data Upload (your step)
  3. Validation
  4. Our team's work
  5. Milestone & Feedback Framework
  6. Final Output & Delivery Format (delivery)
6 steps 2 are yours 1 delivery All tracked in your Client Workspace
  • 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.
  • Fixed scope, fixed priceAgreed in writing before work starts; shown excluding and including VAT.
  • Nothing closes without youYou review the delivery and accept it, or tell us what should change.

Options and prices

Essentials

£1,950 ex VAT£2,340 inc VAT

  • Spend cube by supplier, category and period (Power BI)
  • Top suppliers and tail-spend view
  • Duplicate-supplier list
  • 5 savings opportunities with estimated value

About 3 weeks from receiving your brief and data

View Essentials

Standard

£3,950 ex VAT£4,740 inc VAT

  • Everything in Essentials
  • Category taxonomy applied to your spend
  • Contract coverage: on and off contract
  • Price variance on top items
  • 10 prioritised opportunities and a findings presentation

About 5 weeks from receiving your brief and data

View Standard

Extended

£6,950 ex VAT£8,340 inc VAT

  • Everything in Standard
  • Multiple entities or ledgers
  • Supplier rationalisation plan
  • 90-day action plan
  • 3 months of the Care Plan included

About 6 weeks from receiving your brief and data

You are viewing this option

Prices are fixed and shown excluding and including VAT at 20%.

The engagement

What this engagement covers

Who it is for

  • Manufacturers, distributors and growing businesses with £2m–£50m of third-party spend
  • Finance and operations leads facing price rises or margin pressure, or a new FD who needs a baseline

What you get

Outcomes

  • A spend picture by supplier, category and month that you keep (Power BI)
  • Savings opportunities with an estimated value and the evidence behind each
  • A findings presentation (Standard and Extended) and a 90-day plan (Extended)

What we need from you

Your part

  • An AP or purchase-order export for 12–24 months
  • Your supplier list, and contracts if you have them
  • One review meeting with the decision makers

Not included

  • Negotiating with suppliers on your behalf
  • Changes to your ERP or accounting system

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

  1. Initiation - Customers Goals You 2 days Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  2. Data Upload You 5 days To Upload data from client
  3. Validation Us 6 days Validation of planning
  4. Our team's work Us 10 days
  5. Milestone & Feedback Framework Us 6 days Define how iterations will happen—stages of sign-off, review checkpoints, expected turnaround time
  6. Final Output & Delivery Format Us 4 days Choose between PDF, interactive dashboard, slide deck, embeddable widget, or custom solution

Expected timeline

Our work: about 26 working days once we have your brief and data. Your part: about 7 days (brief, data and decisions). Typically 7 weeks in total from payment.

What we need from you

  • Initiation - Customers Goals: Brief (Client Perspective): Define the purpose—why the project matters (problem solved, goal achieved). Outline expectations—what’s delivered, in what format, and by when. Share constraints—budget, timeline, resources, or limitations. Identify success criteria—how outcomes will be measured against…
  • 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

Order online; you can start your brief straight away in your Client Workspace. We start the work once payment is received.

Questions

Before you start

How long does it take?

Each option shows its timeline, taken from the project plan: our working time once we have your brief and data. The plan in your Client Workspace sets a date for every step.

What does it cost?

Every option has a fixed price, shown here excluding and including VAT. We confirm the scope in writing before you order, so the price does not change.

What happens to our 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.

Choose a time

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.

Book a free 30-minute call