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Getting Started
wpengine
2021-02-15T12:32:20+11:00
Information Gathering Process
Information Gathering Process for Sales Qualification.
ABOUT YOU
Your Name:
Your Job Title:
Name of Organisation you represent:
ABOUT THE PROJECT
PROJECT SCOPE
What regions does this project cover (please list Countries /States)?
Is there a critical event driving this project (e.g. rebranding 20 hotels) by mid-year?
What is the timeline to have this project completed by?
Procurement spend p.a.?
Percentage of spending this project covers?
Categories this Project Covers?
Does your organisation have Food & Beverage Outlets?
Current Spend under management (what % of you spend is under contract and managed by procurement)
PROJECT STATUS
Has a Business Case been approved for this project?
Is there an approved Budget for this project?
PROJECT SUPPORT
Your role in the Procurement Technology Scoping process?
Who is the decision-maker?
Who is the project sponsor?
ABOUT THE SYSTEM
SYSTEM SCOPE
How many Business Units (i.e. Hotels) does this project cover?
How Many Rooms?
How many users will need to be set-up and trained?
How many suppliers are required for Supplier Engagement?
Will your organisation need Supplier Onboarding services?
Do you require integration between PurchasePlus and your Accounts Payable?
How many Invoices do you process annually?
What categories of do you stocktake monthly?
Will PurchasePlus migrate any data from your existing Inventory system?
If yes, what system are you currently using?
How many estimated products do you currently have in Inventory?
Are you looking to integrate your Point of Sale system for Stock Decrementation?
If yes, what is your Point of Sale system?
ABOUT PROCUREMENT
VISION
Do you have a clear vision in writing that has been clearly communicated to all stakeholders?
Is the Procurement Vision and Goals align with the Company Vision?
TRACTION
Do you have a procurement scorecard for tracking weekly metrics/measurables in place?
Do your procurement teams hold regular meetings?
Do you regularly identify, discuss and solve issues for the long term greater good of the company?
SYSTEMS & PROCESS
Are all processes mapped and followed by all?
Have you identified all the systems used in the Source to Payment process?
Have you eliminated all the duplicate process?
Do you have a central source for all procurement data?
CONTROLS & GOVERNANCE
Are your Procurement Standards and Policies clear, complete and constantly updated?
Are your Procurement Standards and Policies are easily accessible and followed by all?
TEAM
Is your Accountability Chart clear, complete and constantly updated
Does everyone understands their role, wants their role and has the capacity to do their job well
Does everyone have at least one number they are responsible for keeping on track?
Does everyone have the resources to deliver on the company vision and goals?
SPEND MANAGEMENT
Does each Category have a clear plan to deliver to the targets?
Is the data available to analyse and make the best decisions for the company and deliver to the plan?
Does everyone buy the right product, from the right supplier, at the right price according to our Category Plan?
What ends this process & what starts the next process?
The completed questions are returned by the client to Head of Sales and the Implementations & Business Insights Manager.
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