Save time, empower your teams and effectively upgrade your processes with access to this practical Source-to-Pay Procurement Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Source-to-Pay Procurement related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Source-to-Pay Procurement specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Source-to-Pay Procurement Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals...
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring 994 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Source-to-Pay Procurement improvements can be made.
Examples; 10 of the 994 standard requirements:
- Do you have full visibility into who is purchasing goods and services across your organization, how much is being purchased, and if the items need to be purchased?
- Does the separation of the package create a natural and manageable point of interface with other packages, or does it create undesirable interface risks?
- Does your solution support the entire source-to-settle process from supplier management and sourcing through accounts payable and spend analytics?
- What percentage of your payments have resulted in errors, including unplanned late payments, missed payments, or double payments?
- Who has primary responsibility for verifying information on your organization statement to detect any fraud or errors?
- Are all cash disbursements other than petty cash items made by check/warrant from authorized organization accounts?
- Does a procurement function already exist within your organization or did siloed departments make purchases on own?
- How are core principles sustained as part of delivering continuous improvement for the Procurement function?
- Does your organization operate with a documented and implemented formal escalation model within procurement?
- What authority is given locally to source, assess and pay for what is needed to deliver the evacuation plan?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Source-to-Pay Procurement book in PDF containing 994 requirements, which criteria correspond to the criteria in...
Your Source-to-Pay Procurement self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Source-to-Pay Procurement Self-Assessment and Scorecard you will develop a clear picture of which Source-to-Pay Procurement areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Source-to-Pay Procurement Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Source-to-Pay Procurement projects with the 62 implementation resources:
- 62 step-by-step Source-to-Pay Procurement Project Management Form Templates covering over 1500 Source-to-Pay Procurement project requirements and success criteria:
Examples; 10 of the check box criteria:
- Quality Audit: How does your organization know that its security arrangements are appropriately effective and constructive?
- Quality Audit: Will the evidence likely be sufficient and appropriate?
- Activity Duration Estimates: How does Source-to-Pay Procurement project integration management relate to the Source-to-Pay Procurement project life cycle, stakeholders, and the other Source-to-Pay Procurement project management knowledge areas?
- Cost Estimating Worksheet: Identify the timeframe necessary to monitor progress and collect data to determine how the selected measure has changed?
- Responsibility Assignment Matrix: Does each role with Accountable responsibility have the authority within your organization to make the required decisions?
- Source Selection Criteria: Are there any common areas of weaknesses or deficiencies in the proposals in the competitive range?
- Human Resource Management Plan: Has the scope management document been updated and distributed to help prevent scope creep?
- Duration Estimating Worksheet: How should ongoing costs be monitored to try to keep the Source-to-Pay Procurement project within budget?
- Risk Audit: Is the auditor able to evaluate contradictory evidence in an unbiased manner?
- Team Operating Agreement: Do you determine the meeting length and time of day?
Step-by-step and complete Source-to-Pay Procurement Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Source-to-Pay Procurement project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Source-to-Pay Procurement project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Source-to-Pay Procurement project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Source-to-Pay Procurement project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Source-to-Pay Procurement project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Source-to-Pay Procurement project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Source-to-Pay Procurement project with this in-depth Source-to-Pay Procurement Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Source-to-Pay Procurement projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Source-to-Pay Procurement and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'
This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Source-to-Pay Procurement investments work better.
This Source-to-Pay Procurement All-Inclusive Toolkit enables You to be that person.
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.