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Procurement Intelligence
Practical Guide

Prepare your data, import it into the system, and start managing suppliers, tenders, negotiations, and spend intelligence — step by step.

Prepare Your Data

The system works with your existing procurement data. Download the sample CSV files below, adapt them to your data, and import them to get started immediately.

Download Sample Data

CSV files with realistic fictional data — ready to import or adapt

Download Sample CSVs (ZIP)

CSV File Structures

Daily Usage Files

Suppliers suppliers.csv

Your supplier directory. One row per supplier with company details, categories, and certifications.

ColumnDescriptionExample
nameSupplier company nameGEOROUTE CONSTRUCTION
countryCountry of operationCôte d'Ivoire
regionRegion or cityAbidjan
category_n1Primary categoryBTP/Construction
category_n2Secondary categoryGénie civil
contact_emailContact emailcontact@georoute.example
contact_phoneContact phone+225 27 10 00 01 00
annual_revenueAnnual revenue12000000000
currencyCurrency codeXOF
employeesNumber of employees350
websiteWebsite URLwww.georoute.example
year_foundedYear founded1985
products_servicesProducts or services offeredTravaux publics; routes; terrassement
certificationsQuality certificationsISO 9001, ISO 14001

Purchase Transactions (Spend) spend.csv

Historical purchase transactions for spend analysis. One row per transaction with supplier, amount, and category.

ColumnDescriptionExample
supplier_nameSupplier name (must match suppliers file)GEOROUTE CONSTRUCTION
amount_excl_taxAmount excluding tax45000000
dateTransaction date (YYYY-MM-DD)2026-01-15
currencyCurrency codeXOF
category_n1Primary spend categoryBTP/Construction
category_n2Secondary categoryGénie civil
category_n3Tertiary categoryRoutes
descriptionTransaction descriptionRéhabilitation route Abidjan-Bouaké
cost_centerCost centerDirection Opérations
requesterRequester nameBamba Kadriatou
po_numberPurchase order numberPO-2026-0001

Contracts contracts.csv

Active and historical contracts with suppliers. One row per contract.

ColumnDescriptionExample
titleContract titleContrat cadre ciment 2026
supplier_nameSupplier name (must match suppliers)CIMENTERIE DU SAHEL
contract_typeContract typecadre
amountContract value500000000
currencyCurrency codeXOF
start_dateStart date (YYYY-MM-DD)2026-01-01
end_dateEnd date (YYYY-MM-DD)2026-12-31
statusContract statusactive
incotermDelivery termsDDP
notice_period_daysNotice period in days60
auto_renewalAutomatic renewalno
descriptionContract descriptionFourniture ciment CEM II 42.5

Tender Offers offers.csv

Supplier offers submitted against a tender (Appel d'Offres). One row per offer with price and evaluation scores. Note: This file is not imported via the generic importer — you must first create a tender, then attach the CSV and say “Here are the offers for AO {id}”.

ColumnDescriptionExample
supplier_nameSupplier name (must match suppliers)GEOROUTE CONSTRUCTION CI
priceQuoted price45000000
currencyCurrency codeXOF
price_scorePrice criterion score (0-100)88
tco_scoreTotal cost of ownership score (0-100)82
rse_scoreCSR / sustainability score (0-100)91
delivery_scoreDelivery time score (0-100)85

The 4 score columns map to the default evaluation criteria: Prix (30%), TCO (25%), RSE (25%), Délais (20%). Weights are adjustable per tender.

Market Intelligence Files

Market Watch Alerts veille_alerts.csv

Market intelligence alerts for price changes, regulatory updates, supplier news, and supply chain disruptions. One row per alert with severity and source. Import via “Import these market alerts” (target: veille).

ColumnDescriptionExample
titleAlert titleHausse des prix du ciment en Afrique de l'Ouest
contentAlert message / descriptionLes prix du ciment ont augmente de 15% en moyenne...
sourceSource namepresse-afrique.example
categoryAlert categoryPrix matieres premieres
severitySeverity levelhigh
dateAlert date (YYYY-MM-DD)2026-01-15
source_urlSource URLhttps://example.com/ciment-prix-2026
countryCountry concernedCote d'Ivoire
sectorSector concernedBTP

Import Your Data

Once your CSV files are ready, importing them takes seconds. The system validates every file and shows you exactly what will be imported.

1

Open the App Chat

Launch the Procurement Intelligence app. You'll see a chat interface — this is your command center.

2

Attach Your CSV File

Click the + button to attach a CSV file, or drag and drop it into the chat.

3

Tell the System What to Do

Describe what you want in plain language:

"Import these suppliers"
"Import these purchase transactions"
"Import these contracts"
"Import these market alerts"
"Here are the offers for AO {id}"
4

Review the Validation

The system automatically checks your data and shows you:

• Number of rows detected and ready to import
• Data quality score (percentage)
• Any errors or warnings (missing columns, invalid dates, unknown suppliers)
• A preview of the first rows

5

Confirm the Import

Once you're satisfied with the validation results, confirm the import. Your data is now available for analysis, tenders, negotiations, and reporting.

Daily Workflows

Once your data is imported, here's what your team can do every day — just by asking in plain language.

1

Find and Qualify New Suppliers

Search for suppliers by product, region, or industry. The system extracts key information automatically.

"Find new solar panel suppliers in West Africa"

Result: A list of suppliers with staff size, certifications, country, website, and contact details — ready to add to your supplier directory.

📊 Dashboard: Dashboard → Sourcing & Watch tab → Suppliers sub-tab → all suppliers with name, country, category, status badge, risk level, OTIF%

2

Monitor the Market

Set up automatic market watch for prices, regulations, and competitor moves.

"Set up a daily market watch on cement prices in Côte d'Ivoire"

Result: Scheduled alerts delivered to your dashboard when prices change, new regulations appear, or competitor activity is detected.

📊 Dashboard: Dashboard → Sourcing & Watch tab → Market Watch sub-tab → KPIs (total/critical/high/unacknowledged alerts), alert cards by severity

3

Launch Compliant Tenders

Generate structured tender calls without starting from scratch.

"Launch a tender for 50 office computers with delivery in Abidjan"

Result: A complete tender document with specifications, compliance requirements, submission deadlines, and evaluation criteria.

📊 Dashboard: Dashboard → Tenders tab → create and manage tenders with OHADA compliance

4

Compare Supplier Offers

When offers come in, compare them objectively with multi-criteria analysis.

"Compare the offers received for the IT equipment tender and rank them"

Result: A comparison table with price, delivery time, warranty, technical score, and weighted ranking — with adjustable criteria weights.

📊 Dashboard: Dashboard → Offer Analysis tab → select tender, KPIs (offers count, best score, recommended supplier), comparison table, adjust weights button

5

Prepare Negotiations

Get professional negotiation preparation with ZOPA and BATNA analysis.

"Prepare a negotiation with CIMENTERIE DU SAHEL — give me the ZOPA and BATNA"

Result: Zone of Possible Agreement, Best Alternative to Negotiated Agreement, scenario analysis, and recommended negotiation strategy.

📊 Dashboard: Dashboard → Negotiation tab → KPIs (total negotiations, avg reduction %, best ZOPA), scenario table, 'Prepare nego' button

6

Detect Spend Anomalies

Identify duplicate orders, abnormal prices, and out-of-contract purchases automatically.

"Find unusual purchasing patterns in the last 3 months"

Result: A list of anomalies with severity, amount, supplier, and explanation — ready for investigation.

📊 Dashboard: Dashboard → Spend tab → 3 sub-tabs: Overview (treemap, top 10 suppliers), Transactions (filterable table), Anomalies (alert cards)

7

Track Supplier Performance

Monitor OTIF, quality metrics, incidents, and contract deadlines.

"Show me the performance of our top 5 suppliers this quarter"

Result: Performance dashboard with OTIF rate, quality score, incident count, and contract renewal alerts.

📊 Dashboard: Dashboard → Pilotage tab → supplier performance with OTIF, quality, incidents

8

Export Reports

Export any analysis, comparison, or dashboard to PDF or CSV.

"Export the spend analysis for Q1 2026 to PDF"

Result: A formatted PDF report ready for presentations, audits, or sharing with stakeholders.

📊 Dashboard: Dashboard → any tab → export button for PDF or CSV

Supplier Risk & Contract Management

Assess supplier risk, manage contract deadlines, and measure your procurement maturity — all from your dashboard.

1

Evaluate Supplier Risk

Get a multi-dimensional risk assessment for any supplier, with mitigation suggestions.

"Evaluate the risk of supplier CFAO"

Result: A 5-dimension risk score (operational, financial, dependency, geopolitical, compliance) with a radar chart and mitigation plan suggestions.

📊 Dashboard: Dashboard → Risks tab → supplier risk scores, mitigation plans, radar charts by supplier

2

Manage Contracts & Deadlines

Track contract expiration dates and never miss a renewal deadline.

"Which contracts expire this month?"

Result: A list of contracts with color-coded renewal alerts (red=expired, orange=<30 days, blue=30-90 days).

📊 Dashboard: Dashboard → Contracts tab → total, active, expiring (<90 days), expired, drafts. Click a row for details with deliverable and payment timeline.

3

Measure Procurement Maturity (EMA)

Run a self-diagnostic to assess your procurement function across 10 domains.

"Launch a procurement maturity assessment"

Result: A 30-question self-diagnostic across 10 domains, producing a score out of 150, a maturity level, and a PDF report for committee presentation.

📊 Dashboard: Dashboard → EMA Maturity tab → last score, maturity level, pyramid + 10-axis radar, history table, 'New Assessment' button

Notifications & Audit Trail

Stay informed with real-time alerts and maintain a complete audit trail of every action taken in the system.

1

Check Notifications

See all your alerts grouped by priority, from critical contract expirations to info updates.

"What are my unread notifications?"

Result: A list of alerts grouped by type: critical (contract expired), high (market price surge), medium (contract expiring soon), info (EMA completed).

📊 Dashboard: Click the bell icon at top → notification list → click to navigate → 'Mark all as read' to clear

2

Review Action Journal for Audit

Track every operation performed on any entity, with full before/after context.

"Show the action journal for supplier CFAO"

Result: A chronological list of all operations (creation, modification, approval, override) with who, when, old state, new state, and justification.

📊 Dashboard: Dashboard → Pilotage tab → Action Journal button → filters by agent, entity type, user, free search → exportable CSV

Dashboard Overview

Your home page — an instant snapshot of all your procurement activity in one place.

1

View Your Procurement Overview

Get a complete picture of your procurement activity at a glance.

"Give me an overview of my procurement activity"

Result: Counters (total suppliers, active tenders, open risks, active contracts, total spend, EMA level), priority alerts, recent negotiations, spend distribution treemap, maturity pyramid.

📊 Dashboard: Dashboard → Overview tab — your home page with an instant snapshot of all procurement activity

Get the Most Out of the System

Keep supplier names consistent

Use the exact same supplier name across all files (suppliers, spend, contracts). The system links data by supplier name.

Use ISO dates

Always use YYYY-MM-DD format for dates. This avoids ambiguity between regional formats.

Start with a small file

If you have thousands of rows, start by importing a small sample (50-100 rows) to validate the structure. Then import the full file.

Ask follow-up questions

After any analysis, you can ask follow-up questions like "Show me the details for the top supplier" or "What's the trend over the last 6 months?"

Use the export feature for audits

Every analysis can be exported to PDF or CSV. Use this to prepare audit trails, management reports, and stakeholder presentations.

Ready to Get Started?

Launch the app and import your data, or request a personalized demo.