Role-Based Programme
RB0152

Claude for Procurement & Vendor Management

Practical AI for Sourcing, Evaluation & Supplier Management

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Claude across practical Procurement and Vendor Management activities.
  • Apply structured prompting techniques for supplier research, sourcing documents, bid comparison, negotiation preparation, and vendor communication.
  • Use Claude to analyse RFPs, RFQs, supplier proposals, quotations, contracts, performance reports, and procurement spreadsheets.
  • Apply Web Search and Research to support current supplier, category, market, technology, and vendor intelligence.
  • Build reusable AI-assisted procurement workflows using Projects and Artifacts while maintaining confidentiality, traceability, commercial judgement, and human approval.

Tools covered

ClaudeGenerative AIPrompt EngineeringFile & Spreadsheet AnalysisWeb SearchResearchProjectsArtifacts

Who should attend

  • Procurement Executives
  • Procurement Managers
  • Strategic Sourcing Professionals
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Professionals
  • Commercial & Procurement Analysts
  • Supply Management Professionals
  • Contract Management Professionals
  • Procurement Operations Teams
  • Indirect Procurement Professionals
  • Vendor Governance Professionals
  • Procurement Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of procurement, sourcing, or vendor-management activities
  • Familiarity with RFQs, RFPs, quotations, supplier proposals, purchase requirements, or vendor reviews
  • Basic spreadsheet and document-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Claude experience required
  • Participants should use anonymised or organisation-approved procurement and supplier information during practical exercises
  • Commercial, contractual, legal, and supplier-selection decisions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Claude and Generative AI from a procurement perspective
  • Identifying suitable applications across sourcing, supplier research, document analysis, evaluation, and vendor management
  • Understanding AI assistance versus Procurement professional judgement and commercial accountability
  • Recognising hallucinations, outdated supplier information, confidentiality risks, and verification requirements
Practical activities
  • Exploring Claude through common procurement and vendor-management activities
  • Comparing simple and structured prompts for the same sourcing requirement
  • Identifying repetitive procurement activities suitable for Claude assistance

Scenarios

Sourcing Requirement to Supplier Evaluation

Business Requirement → Claude Web Search / Research → Supplier Intelligence → RFQ / RFP → Supplier Responses → Bid Comparison → Clarification → Evaluation Summary

Participants use Claude to support the sourcing lifecycle from initial research through structured supplier evaluation while retaining Procurement ownership of supplier selection and commercial decisions.

Vendor Performance to Improvement Action

Vendor Performance Data + Service Information → Claude Analysis → SLA / Quality Trends → Recurring Issues → Risk Areas → Review Questions → Improvement Plan

Participants analyse sample vendor-performance information to identify recurring issues, prepare supplier-review discussions, and convert validated findings into structured improvement actions.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.