Procurement / Microsoft 365
Procurement & Supply Chain Digitalization
Connect purchasing requests, supplier records, approvals and order follow-up across the procurement cycle.
Participants
Who it is for
Purchasing managers, supply officers, logistics coordinators and contract managers.
Illustrative exercise
Routing and tracking a purchasing request
Link the request to supplier information, track the approval and prepare a view of outstanding orders.
The practical exercise and prerequisites are agreed with your organization during scoping.
Learning Objectives
Map the purchasing cycle and its controls; organize supplier, contract and order information; build an approval exercise and define procurement reporting measures.
Main Topics
Requirements, sourcing, orders, delivery, invoicing and payment; supplier and contract records in SharePoint; request validation, expiry alerts and order status with Power Automate; spend categories, lead times, supplier scorecards and on-time delivery reporting in Power BI.
Practical Learning Outputs
A purchasing process map; a structured SharePoint workspace; an approval workflow exercise; a purchasing dashboard exercise; a 30-day action plan.
Three days, one practical progression
- Day 1
Understand
Map the process, responsibilities and points of friction.
- Day 2
Build
Structure SharePoint information and configure an automated workflow.
- Day 3
Operate
Develop reporting and prepare a 30-day action plan.