Procurement Planning Overview

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Procurement Planning is a solution for managing procurements that helps ensure staff are fully prepared before going to market. The solution balances meeting compliance requirements with easily tailored processes to align with your organisation's needs.

Key Ideas

Procurement Planning is designed to provide a strong balance between optimising for meeting compliance requirements and allowing the system process to be easily tailored to align with your organisation's processes. It is intended to manage procurements of any value.

The key features of Procurement Planning include:

  • Guided Interface: A clean interface guides the user through the full procurement journey.

  • Comprehensive Compliance: The system includes comprehensive processes that capture all key steps required to ensure compliant procurements.

  • Automatic Adjustments: Processes automatically adjust based on the purchase requirements.

  • Easy Customisation: Your admin team can set up and tailor the processes in a way that is very easy to understand.

  • Integrated Approvals: It captures key approval points and utilises all the benefits of the Approvals module, including the ability to have the system automatically determine approvals based on purchase thresholds.

  • Go-to-Market Integration: Information transitions cleanly to Go To Market via a pre-built integration.

  • Contract Management Transition: The procurement transitions directly into the Contract Management module, ensuring information is clearly connected and eliminating the need for duplicate entry.

  • External Evaluators: The system allows evaluators from outside your organisation to participate in evaluations.

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