Process
A four-week procurement margin diagnostic, human reviewed.
The diagnostic is not a software download or an instant report. It is a structured, four-week review of your purchasing data by the founder, with AI-assisted internal workflows and human review required for every conclusion.
What happens each week.
The diagnostic follows a consistent structure every time. Speed depends on data accessibility and operator availability, not on automation.
Week 1
Intake & data review
Collect vendor lists, invoices, price sheets, purchase history, contracts, rebate notes, freight terms, and SKU/category files. Review data quality and scope.
Week 2
Normalization & drift scan
Normalize pack sizes, unit costs, and category mappings. Scan for vendor price drift, invoice variance, substitution patterns, and freight movement.
Week 3
Category risk & exception queue
Map category-level margin pressure. Build the price exception queue. Review rebate and freight leakage. Human operator review of preliminary findings.
Week 4
Decision memo & pilot plan
Deliver the Margin Leak Brief, Vendor Drift Summary, Category Risk Console, and Pilot Decision Memo with ranked actions and data gaps.
What we need from you by kickoff
Data inputs
Messy exports are expected. Inconsistent formats, missing fields, and manual notes are all acceptable starting inputs.
What we do not do
Hard boundaries
These boundaries protect both the operator and the diagnostic.
- We do not guarantee savings or margin recovery.
- We do not claim autonomous procurement or AI that replaces buyers.
- We do not show live customer data in any demo or sample.
- We do not provide financial, legal, tax, or procurement advice.
- We do not require perfect data. Messy exports are expected.
- We do not pretend software alone fixes purchasing operations.
- We do not invent traction, testimonials, or enterprise customer claims.
What your team receives at the end of Week 4.
Every diagnostic produces the same artifacts, so you can compare across periods, vendor sets, and business units.
Margin Leak Brief
A written summary of where purchasing margin is leaking, why it matters, and what to review first.
Vendor Drift Summary
A ranked table of vendor price movement, invoice variance, and contract misalignment across high-volume SKUs.
Category Risk Console
Category-level margin pressure mapping across protein, produce, dairy, dry goods, disposables, and beverages.
Price Exception Queue
A ranked list of SKUs with invoice-to-price-sheet variance, severity labels, and recommended operator actions.
Freight and Rebate Review
Freight cost-per-case analysis, rebate accrual vs. receipt, and credit visibility assessment.
Pilot Decision Memo
A written recommendation on whether to proceed, what data is missing, and what the next 30/60/90 days should look like.
From intake to decision memo
Every conclusion is human reviewed before it reaches you.
AI-assisted internal workflows help structure the data, normalize pack sizes, and flag patterns. But every conclusion, recommendation, and severity label is reviewed by the founder before it appears in your decision memo.
Week 1
Intake and data quality review with the operator point of contact.
Weeks 2-3
Normalization, drift detection, and category risk mapping.
Week 4
Human review of findings and delivery of the decision memo.
Ready to start
Request a fit review and we will assess data readiness.
Typical kickoff is within two weeks of a fit review. Faster is possible when data is accessible and an executive sponsor can join Week 1 intake on time.