Role-Based Programme
RB0198

Perplexity for Procurement & Vendor Management

AI-Powered Supplier Research & Sourcing Intelligence

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Perplexity can support Procurement and Vendor Management through supplier research, sourcing intelligence, benchmarking, and market analysis.
  • Explore effective query techniques for supplier discovery, category research, vendor due diligence, price intelligence, and sourcing preparation.
  • Apply Perplexity to discover, compare, synthesise, and verify supplier and market information from multiple sources.
  • Experience how RFQs, vendor proposals, specifications, procurement documents, and external research can be combined into structured sourcing insights.
  • Recognise source quality, commercial confidentiality, supplier-data accuracy, compliance, and human-approval requirements when using AI-assisted procurement research.

Tools covered

Perplexity SearchPro SearchSources & CitationsFile UploadsResearch Mode OverviewSupplier & Market Web Research

Who should attend

  • Procurement Executives
  • Procurement Managers
  • Strategic Sourcing Professionals
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Executives
  • Procurement Analysts
  • Vendor Development Professionals
  • Commercial Procurement Professionals
  • Procurement Operations Professionals
  • Contract Management Professionals
  • Supplier Evaluation Professionals
  • Procure-to-Pay Professionals

Prerequisites & Participant Readiness

  • Basic understanding of procurement, purchasing, sourcing, or vendor-management activities
  • Familiarity with suppliers, RFQs, quotations, specifications, or vendor evaluation is helpful
  • Basic internet research skills
  • No AI or programming knowledge required
  • No previous Perplexity experience required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the Procurement Question → Search → Sources → Synthesis → Verification workflow
  • Identifying applications across supplier discovery, sourcing, benchmarking, due diligence, and vendor research
  • Understanding the difference between AI-generated synthesis and verified supplier information
Practical activities
  • Exploring Perplexity through common Procurement and Vendor Management research questions
  • Comparing traditional supplier research with a Perplexity-assisted approach

Scenarios

Purchase Requirement to Supplier Shortlist

Purchase Requirement → Supplier Criteria → Perplexity Research → Potential Suppliers → Source Verification → Capability Comparison → Shortlist for Procurement Review

Participants use Perplexity to research potential suppliers for a defined business requirement and organise verified supplier information into a structured preliminary shortlist for formal procurement evaluation.

Supplier Proposal to Sourcing Intelligence Brief

RFQ / Vendor Proposal → Key Information → External Supplier Research → Market Context → Comparison → Clarification Questions → Procurement Brief

Participants use Perplexity to combine supplier-provided information with external research, identify relevant differences and information gaps, and prepare a source-backed brief for sourcing and negotiation preparation.

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