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, from up to 12 months of your purchase data.
- Fixed price, agreed in writing
- 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.
- Fixed scope, fixed priceAgreed in writing before work starts.
- 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 larger 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 brief within one working day.
- 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 payment.
What we need from you
- Health Check brief: Tell us about your business and the purchasing data you can share. We confirm your brief within one working day.
- 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 do I start?
Order it and pay at checkout, signing in or creating an account. Your Client Workspace opens with a short brief, which we confirm within one working day. Then you upload one data extract of up to 12 months.
What does it cost?
The fixed price shown on this page. It is deliberately small and bounded: one extract of up to 12 months, one page, one call. It helps you decide whether a larger 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.