Role-Based Programme
RB0199

Perplexity for Procurement & Vendor Management

Practical AI for Supplier Research, Sourcing Intelligence & Vendor Evaluation

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity across practical Procurement and Vendor Management research activities.
  • Apply structured querying techniques for supplier discovery, category intelligence, sourcing research, vendor comparison, and risk investigation.
  • Use Perplexity to investigate suppliers, markets, technologies, industry developments, and sourcing conditions using current source-backed information.
  • Analyse approved RFPs, RFQs, supplier proposals, quotations, vendor reports, and procurement documents alongside external research.
  • Build reusable procurement-research workflows using Projects while maintaining source validation, confidentiality, commercial judgement, and human approval.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Procurement Executives
  • Procurement Managers
  • Strategic Sourcing Professionals
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Professionals
  • Procurement Analysts
  • Commercial & Sourcing 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, or vendor reviews
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved procurement and supplier information during practical exercises
  • Supplier selection, commercial commitments, contractual interpretation, and procurement decisions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for Procurement
  • Understanding the role of source-backed intelligence in sourcing and supplier management
  • Identifying applications across supplier discovery, category research, evaluation, risk, and vendor management
  • Understanding citations, source credibility, recency, commercial confidentiality, and verification
Practical activities
  • Exploring Perplexity through common procurement research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample supplier-intelligence answer
  • Identifying procurement activities where external research can improve decision preparation

Scenarios

Sourcing Requirement to Supplier Shortlist

Business Requirement → Perplexity Search / Research → Supply-Market Intelligence → Supplier Discovery → Capability Comparison → Risk Signals → Due-Diligence Questions → Procurement Shortlist

Participants research a defined sourcing requirement using current external evidence and convert validated supplier intelligence into a structured shortlist for Procurement-team evaluation.

Vendor Performance to Supplier Review

Vendor Performance Report → File Analysis → Performance Issues → Perplexity Research → External Supplier Intelligence → Risk & Market Context → Review Questions → Improvement Priorities

Participants combine approved vendor-performance information with current external research to identify supplier issues, external risk signals, and focused discussion points for a structured vendor-performance review.

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