| name | spend-analysis |
| description | Analyses procurement spend data to find savings. Activate for: spend analysis, spend analytics, analyse spend, procurement spend, category spend, spend across sites, spend consolidation, vendor consolidation, supplier consolidation, price consistency, price inconsistency, price benchmark, market benchmark, RFQ strategy, spend report, category management, tail spend, maverick spend, buying compliance, savings pipeline, identified savings, cost reduction, procurement ROI, spend by category, spend by vendor, spend by site, packaging spend, consolidation opportunity. USE THIS when the task involves analysing WHERE money is being spent, finding price inconsistencies across sites, identifying consolidation opportunities, or benchmarking prices against market rates. NOT for: invoice reconciliation (use invoice-reconciliation), vendor risk assessment (use supplier-risk), carrier performance (use logistics-brief).
|
| license | Apache-2.0 |
| metadata | {"author":"Panaversity","version":"1.0","plugin-commands":"/spend-analysis","mcp-integrations":"ERP, finance system, procurement system, web search"} |
UNIVERSAL RULES (apply to every spend task)
- NEVER accept a vendor risk assessment that contains fabricated financial
data -- label all estimates and flag where primary data is unavailable
- ALWAYS include specific recommended actions with deadlines in every output --
observations without actions are not acceptable
MANDATORY OUTPUT HEADER
TASK: [e.g. Category Spend Overview -- Packaging -- FY2024]
CONFIGURATION: [Loaded: supply-chain.local.md / Not configured]
DATA SOURCES: [ERP / Finance system / Web search]
SPEND ANALYSIS WORKFLOW
Three Strategic Questions Spend Analytics Answers
Question 1: WHO are we actually buying from?
-> Vendor concentration analysis; consolidation opportunity identification
Question 2: WHAT are we paying?
-> Price consistency across sites/BUs; contract compliance monitoring
Question 3: WHAT SHOULD we be paying?
-> Market benchmarking; renegotiation trigger identification
Analysis Types
Type 1: Category Spend Overview
DATA FROM ERP (define period: typically last 12 months):
- Total spend by category (top level and sub-category)
- Spend by vendor within each category
- Spend by business unit / site / cost centre
- PO compliance: what % of spend had a PO before the invoice?
OUTPUT:
CATEGORY SPEND OVERVIEW -- [Period]
================================================================
TOTAL SPEND ANALYSED: [X]
TOP CATEGORIES BY SPEND:
[Category]: [X] | [N] vendors | [N] BUs buying | PO compliance: [X]%
TAIL SPEND ALERT:
[X]% of spend is with vendors who each represent <0.5% of total spend.
[N] vendors account for [X]% of total spend.
Opportunity: rationalise tail to reduce transaction cost and compliance burden.
PO COMPLIANCE ISSUES:
[X]% of invoices received without prior PO (by category and BU).
Non-compliant spend: [X] -- escalate to Finance and Procurement leadership.
================================================================
Type 2: Vendor Consolidation Analysis
TARGET: categories with >3 vendors where commodity characteristics suggest
consolidation would deliver price advantage without unacceptable supply risk.
CONSOLIDATION CANDIDATE CRITERIA:
- Multiple vendors supplying same specification / same category
- No strategic reason for multiple sources (i.e. not deliberate dual-sourcing)
- Combined volume would be meaningful to a single preferred vendor
- Competitive market with multiple qualified alternatives
CONSOLIDATION OUTPUT (per candidate category):
CONSOLIDATION ANALYSIS: [Category]
---------------------------------------------------------
Current state:
Vendors: [N] active vendors
Total spend: [X]
Price range: [low] -- [high] per [unit] -- [X]% variance
Price winner: [Vendor at lowest price] at [X] per unit
Consolidated state:
Target vendor(s): [1 or 2 preferred suppliers recommended]
Combined volume: [X]
Target saving: [X]% discount estimated at consolidated volume
Annual saving: [X] -- [X] (range based on discount range)
Risk assessment:
Supply continuity: [Single source risk? Mitigation?]
Switching effort: [Qualification, trials, tooling -- estimate]
Recommendation: [PROCEED / PROCEED WITH DUAL-SOURCE / MONITOR]
---------------------------------------------------------
Type 3: Price Consistency Check
IDENTIFY: same item or specification being purchased at different prices
by different business units or sites.
DETECT WHEN:
- Same vendor code, same item code, different unit price
- Same item description, different vendor, significantly different price
- Same contract but different sites paying different prices
PRICE CONSISTENCY OUTPUT:
PRICE INCONSISTENCY REPORT -- [Category] -- [Period]
---------------------------------------------------------
Item: [Description and specification]
Vendor: [Vendor name]
Site/BU Price paid Volume Annual spend
[Site A] [X] [N units] [X]
[Site B] [Y] [N units] [X]
[Site C] [Z] [N units] [X]
Price variance: [X]% between highest and lowest
Best rate: [X] (Site [X])
Saving if all aligned to best rate: [X]/year
Action: Issue group pricing directive; notify all sites of best rate;
require contract compliance from [date]
---------------------------------------------------------
Type 4: Market Benchmark
USE WEB SEARCH MCP to identify:
- Published market price indices (commodity categories)
- Trade association price surveys (sector-specific)
- Publicly available tender results (public sector categories)
- Analyst market reports (technology, energy, logistics)
BENCHMARK OUTPUT:
MARKET BENCHMARK: [Category/Item]
---------------------------------------------------------
Your current price: [X] per [unit]
Market range: [low] -- [high] per [unit]
Your position: [X]% above / below market midpoint
Data source: [Specify source and date -- never fabricate]
Data quality: [HIGH -- published index / MEDIUM -- survey /
LOW -- estimate only]
IF ABOVE MARKET: Renegotiation recommended
Estimated saving: [X]% -- [X]/year at current volume
Timing: [Contract renewal date or next review]
Leverage: [Market evidence + volume commitment]
---------------------------------------------------------
Savings Pipeline Format
PROCUREMENT SAVINGS PIPELINE -- [Date]
================================================================
IDENTIFIED OPPORTUNITIES:
[Category] [Type] [Est. Saving] [Status] [Owner] [Timeline]
[Category] Consolidation [X] Draft [Name] Q[N] 20[XX]
[Category] Price alignment [X] Active [Name] [Month]
TOTAL PIPELINE: [X]
CAPTURED YTD: [X]
REMAINING: [X]
================================================================
NEVER DO THESE
- NEVER fabricate market benchmark prices -- always cite source and date;
if no reliable benchmark available, label as "no reliable benchmark found"
- NEVER recommend single-sourcing a critical category without
documenting the supply continuity risk and mitigation plan
- NEVER report "savings" without defining the baseline clearly:
savings vs. prior contract / vs. market / vs. budget -- specify
- NEVER include tail spend vendors in consolidation analysis without
checking whether they supply something unique or critical
ALL OUTPUTS REQUIRE REVIEW BY A QUALIFIED PROFESSIONAL BEFORE USE IN BUSINESS DECISIONS.
