Role-Based Programme
RB0153

Claude for Procurement & Vendor Management

Research, Evaluate & Build Smarter Sourcing Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Claude across supplier discovery, sourcing, RFQ/RFP preparation, proposal analysis, negotiation preparation, and vendor management.
  • Apply advanced prompting and context-engineering techniques to create structured, commercially relevant, and evidence-based procurement outputs.
  • Use Claude Research, Web Search, supplier documents, spreadsheets, and proposals to support supplier intelligence, due diligence, bid evaluation, and procurement analysis.
  • Build reusable Claude Projects and workflows for sourcing, supplier evaluation, negotiation, and vendor-performance management.
  • Apply confidentiality, commercial sensitivity, source validation, compliance, governance, and human approval across AI-assisted procurement activities.

Tools covered

ClaudeGenerative AIAdvanced Prompt EngineeringExtended ThinkingClaude ResearchWeb SearchFile AnalysisProjectsArtifacts & Google Workspace Connectors

Who should attend

  • Procurement Managers
  • Strategic Sourcing Professionals
  • Purchase Managers & Buyers
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Procurement Analysts
  • Commercial Managers
  • Contract Management Professionals
  • Procurement Operations Professionals
  • Supply Chain Procurement Professionals
  • Third-Party Risk Professionals
  • Procurement Excellence Professionals
  • Procurement Team Leads & Managers

Prerequisites & Participant Readiness

  • Basic familiarity with procurement, sourcing, purchasing, or vendor-management activities
  • Understanding of RFQs, RFPs, quotations, supplier proposals, or vendor-performance information
  • Basic document and spreadsheet handling skills
  • Familiarity with workplace productivity applications is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • No programming knowledge required
  • Completion of a shorter Claude programme is not required

TOC Modules

Concepts
  • Understanding Claude capabilities across sourcing, supplier research, evaluation, documentation, and vendor management
  • Identifying procurement activities suitable for AI assistance
  • Understanding hallucinations, incomplete supplier information, outdated facts, and AI limitations
  • Understanding confidentiality and commercial sensitivity when handling supplier information
Practical activities
  • Mapping recurring procurement activities to suitable Claude-assisted workflows

Scenarios

Strategic Sourcing & Supplier Evaluation

Business Requirement → Claude Research → Supplier Discovery → RFQ / RFP → Supplier Proposals → Bid Comparison → Due Diligence → Negotiation Preparation → Selection Recommendation

Participants use Claude to support a strategic sourcing exercise from supplier research through proposal evaluation and negotiation preparation, producing an evidence-based recommendation for authorised procurement review.

Vendor Performance & Risk Review

Vendor Performance Data → Claude File Analysis → KPI / SLA Review → Performance Issues → Contract / Requirement Review → Corrective Actions → Supplier Meeting → Management Summary

Participants combine supplier-performance data and approved commercial documentation to identify recurring issues, structure corrective actions, and prepare a management-ready vendor review while retaining procurement ownership of final decisions.

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