Resources

Useful material before you hire anyone.

Take the workbook, review the source notes, and improve the workflow internally if that is enough.

Free Excel operating workbook

Defensible supplier scorecard template

No email gate. You get 5 practical tabs: a 20-field working register, fictional example data, 5 weekly review questions, and 5 defined metrics.

Download the Excel workbook

Prefer a simple CSV? Download it here

  1. 01Document numerator, denominator, time window, and owner for every metric
  2. 02Keep missing data separate from poor performance
  3. 03Link each exception to an auditable source row
  4. 04Record supplier disputes without silently rewriting history

Resource library

Move from evaluation to a better operating review.

Guides

Three practical operating guides

Define the boundary, close the review with owners, and keep missing data visible.

Walkthrough

Fictional sample deliverable

Inspect the structure, review states, evidence notes, and acceptance criteria.

Reference

Data profile and glossary

See the accepted fields, exclusions, lifecycle, and domain definitions.

Buyer guide

Compare three operating models

Decide whether to keep the current tracker, use a managed service, or choose a broad platform.

Source-backed decisions

See what shaped the service.

We keep public complaints tied to their source and explain the operational response.

SAP Ariba · Coupa · Email · Excel

Mid-market practitioners described long email chains, repeated document chasing, fragmented ownership, missing information, and a gap between spreadsheets and very large enterprise suites.

What we changed: Use a no-login completeness gate, show every requirement up front, and route exceptions to one accountable owner.

Read the source notes

SAP Ariba

Supplier-side operators reported unintuitive registration forms, interface failures, unresolved support loops, and repeated automated reminders after the buyer had abandoned the request.

What we changed: Do not require supplier accounts; validate the interface with suppliers; stop reminders when an authorized owner pauses or abandons a request.

Read the source notes

Coupa

A large Coupa operator described useful configurability and vendor ranking, alongside substantial administration and particular onboarding difficulty for small suppliers.

What we changed: Compete on supplier effort and clear completeness, not on matching an enterprise suite feature for feature.

Read the source notes

Read all source notes

A useful first conversation

Want help applying the checklist?

Describe it in general terms. We will tell you which plan fits, what we would need, and where we would draw the line.