Procurement Insights on Demand
Expert Analysis & Surveys. Results in 5 days or less.
Pause or Cancel Anytime
How it works
Sign up.
Create a project.
Get results within 5 business days.
Mark project as Complete or request revisions.
Once a project is Complete, start a new project.
Your dashboard
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Onboarding & Templates
Everything you need to manage your subscription and create new project requests.
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Project Queue
Add as may project requests as you want. Move a project to Current Request when you’re ready for us to get started.
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Current Request
How we know you’re ready for us to get started on a project. Your active project lives here until you mark it Completed.
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Completed
Where all of your completed projects live, including associated files and comments.
Projects
PCard / T&E Card Analysis
Identify contract leakage and rogue spend.
Identify potential new supplier opportunities.
Insight into employee buying behavior.
Uncover gaps in procurement policies.
Highlight potential fraudulent spend.
Identify opportunities for supplier consolidation.
Identify spend that should go on a PO.
Procurement Surveys
Identify gaps in supplier selection & services.
Uncover gaps in policy understanding.
Understand supplier sentiment.
Identify process improvement opportunities.
Identify procurement tool limitations or misunderstandings.
Pair with Procurement Intel analyses for deeper insights into buyer behavior.
PO Analysis
Identify key spending areas for optimization
Identify major vendors for negotiation leverage and supply chain risk assessment
Identify low volume vendors for consolidation opportunities
Uncover item price variance across locations, vendors and over time
Identify tax exemption gaps
Evaluate shipping cost savings opportunities
Aid for budget planning and adjustments
Optimize bulk purchasing and inventory management
Identify direct cost savings opportunities
How
PCard / T&E Card Analysis
Requires just 5 data points from your transaction report.
Summaries of 17 top level categories, encompassing 900+ sub-categories, including Travel, IT, MRO, Office.
Detailed spend by Category, Employee, Vendor and Date.
Fraudulent Spend Red Flag Report.
Pivot Table to arrange/view data to your preference.
Video walkthrough of your analysis and how to leverage the results.
Recommendations, as applicable, based on your analysis.
Procurement Surveys
Individual surveys & full campaigns, including:
Vendor Evaluations
Policy Awareness and Compliance
Supplier Awareness
Supplier Effectiveness
Supplier Sentiment
Process Improvement
Purchasing Feedback
Resources & Tools Evaluations (eProcurement systems, Ticket process, Issue Resolution, etc…)
Pricing Analysis
Training Evaluations & Effectiveness
‘How’s my driving?’
Many, many more
PO Analysis
Provide PO data from your system, including line item level if desired.
Pivot Table to arrange/view data to your preference.
Category and item level summaries.
Detailed spend by Category, Employee, Vendor and Date.
Video walkthrough of your analysis and how to leverage the results.
Recommendations, as applicable, based on your analysis.
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Rogue Spend
“We found over $300,000 of office supplies spend that was going to non-contracted suppliers, nearly costing us our negotiated pricing. This alone saved us thousands of dollars.”
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Fraudulent Spend
“We saw some unusual activity in our analysis and found an employee was taking advantage of our receipt threshold, making tens of thousands of dollars of personal purchases, over years. We’ve let that employee go and updated our policies.”
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Buyer Behavior
“I was surprised to see how much spend was happening outside of our procurement system. We did some surveys and learned our buyers found it too cumbersome so they would just buy directly from the vendor or go somewhere else”
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Supplier Consolidation
“We’ve been trying to get our arms around supplier sprawl and this analysis helped us identify a handful of suppliers we could consolidate certain categories of spend to. We’ll do this again in a few months to make sure we’re staying on track.”
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Mitigating Risk
“IT related purchases are supposed to be routed through our IT team. When they saw how many purchases from IT vendors, including Best Buy, were happening on our PCards, that really caught their attention. The possibility of a breach because someone went outside our IT policies could be costly, not just from potential fines but damage to our reputation.”
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Fast and Affordable
“We had a six figure proposal from a consultant for a similar analysis that was going to take several weeks. Instead, we spent a fraction of that and got our analysis in less than a week.”
What’s Included?
One request at a time. Pause or cancel anytime.
Unlimited project requests
One active project at a time
Average delivery in less than one week
Projects include:
PCard / T&E Card Analysis
PO Analysis
Procurement Surveys
FAQ’s
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PCard and T&E Card Analysis
PO Analysis
Surveys: Individual & Campaigns, including:
Vendor Evaluations
Policy Awareness and Compliance
Supplier Awareness
Supplier Effectiveness
Supplier Sentiment
Process Improvement
Purchasing Feedback
Resources & Tools Evaluations (eProcurement systems, Ticket process, Issue Resolution, etc…)
Pricing Analysis
Training Evaluations & Effectiveness
‘How’s my driving?’
Many, many more
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Once subscribed, you can add as many requests as you like and they will be delivered one by one.
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On average, most requests are delivered in less than one week. More complex requests may take longer.
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It’s simple to submit requests through your account via your Trello board. You can include notes directly in the associated request card or link to a shared document or recording. Any relevant files can be uploaded there as well, ensuring all relevant details per project/request are in one place.
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Yes. You can cancel any time without having to jump through any hoops or fear of penalty.
Note: Projects and files are deleted from your account 30 days from your cancellation date so be sure to download or save anything you need before then.
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We understand you may not have requests every month. That’s where you may want to pause your subscription.
Simply pause your subscription and you will not be billed again until you re-subscribe, at which point your monthly billing cycle will restart.
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Due to the nature of the work performed, there are no refunds. That being said, you can cancel any time.
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For a PCard/T&E Card Analysis, only 5 data points are required:
Transaction Date
Employee Name, Email, ID or some unique identifier
Merchant Name
4 Digit Merchant Category Code (MCC)
Transaction Amount
A PO Analysis can require more or less data, depending on your goal(s) and typically include:
Transaction Date
Employee Name, Email, ID or some unique identifier.
Merchant Name
Category
PO Number
Transaction Amount
Potentially more…
Data for Surveys are based on what you’re looking to accomplish and whether you want us to send an manage your survey or simply provide survey structure, questions, and guidance.
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You’ll receive a High Level Summary of your total spend as well as:
Category specific summaries
Detailed Spend by Category, Employee, Merchant and Date
Fraudulent Spend Red Flag Report (8 separate indicators)
Pivot Table to arrange/view data to your preference
Video walkthrough of your analysis and how to use it
Recommendations, as applicable, based on your analysis
Open line of communication
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We do not sell your data or share with 3rd parties. Your data belongs to you. We may anonymize and aggregate your data for high level insights and to improve the results of our analyses over time, though we will not include details about your data such as Company Name, Employee Names, ID’s, Emails, Vendors, etc…
We also do not use your data to spam employees. We hope to work with you for many years and to do that, your trust in us is essential.
Check out our Privacy Policy for more details.
“Everything bad is hiding in our P-Cards.”
…said a Director of Finance at a half billion dollar company.
Working with Finance and Procurement professionals, including Analysts, Card Program Administrators, Buyers, Category Managers, Directors, Controllers, VP’s, CFO’s and CPOs, we found there was some truth to what he said. It wasn’t always bad actors, though.
Most of the time, people are either unaware of certain policies or frustrated or confused by their procurement system. Many times they’re just looking for a better price to save the company a few bucks, so they go to a non-contracted supplier - not realizing that the nuances of a supplier contract often include rebates.
Having put together corporate card analyses for companies from $100M to Billions of dollars in annual revenue, it became clear that more companies needed the insights we were uncovering. Insights like:
Contract Leakage
Fraudulent Spend
Productivity Loss
Policy Improvements
Training & Communication Gaps
Supplier Consolidation Opportunities
and Much More
Procurement Intel, and our Corporate Card Spend Analysis, is making these insights available to any business with a corporate card program. You get your results fast, within just a few days, and at an affordable price.
In addition to your analysis, you also receive a video walk through of the data and, if you have any questions, we’re here to answer them.
“We thought our employees knew which suppliers they were supposed to buy from. The Corporate Card Spend Analysis helped us see where we had gaps. We’ve since updated how we communicate to our employees about purchasing and spend is heading in the right direction.”
“The level of detail on the categories was extremely helpful. We saw hundreds of thousands of dollars in rogue spend happening. Our analyst suggested targeted surveys with specific language and the responses helped us renegotiate pricing with a preferred supplier. The ROI from this analysis was nearly immediate.”
“We knew people left our jobsites to go to Home Depot, Lowes, and the like, but we didn’t realize it was thousands of hours a year lost just from store runs. We were able to identify which projects had the most store runs and hired a runner for each of them so we could keep more skilled labor onsite and productive.”