Role-Based Programme
RB0200

Perplexity for Procurement & Vendor Management

Research, Evaluate & Build Evidence-Based Sourcing Workflows

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

Programme Objectives

  • Develop functional proficiency in applying Perplexity across supplier discovery, category research, sourcing intelligence, vendor due diligence, evaluation, and performance review.
  • Apply advanced query-engineering techniques to generate current, source-backed, and commercially relevant procurement insights.
  • Use Research Mode, web sources, supplier documents, proposals, spreadsheets, and approved organisational files to support evidence-based sourcing decisions.
  • Build reusable Perplexity Projects for supplier intelligence, category research, vendor evaluation, risk review, and procurement reporting.
  • Apply source validation, commercial confidentiality, evidence quality, compliance, and human judgement across AI-assisted procurement activities.

Tools covered

PerplexityAI-Powered SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject Files & File 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, purchasing, sourcing, or vendor-management activities
  • Understanding of RFQs, RFPs, supplier proposals, quotations, or vendor-performance information
  • Basic web-research and business-information interpretation skills
  • Familiarity with spreadsheets and procurement documents is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying sourcing and vendor-management activities where current external information adds value
  • Differentiating source-backed findings from AI-generated assumptions or recommendations
  • Understanding outdated information, incomplete evidence, hallucinations, and research limitations
Practical activities
  • Mapping recurring procurement activities to suitable Perplexity-assisted research workflows

Scenarios

Strategic Sourcing & Supplier Evaluation

Business Requirement → Perplexity Research → Category Intelligence → Supplier Discovery → Due Diligence → Proposal Analysis → Vendor Comparison → Risk Review → Procurement Recommendation

Participants use Perplexity to investigate a sourcing requirement, identify and research potential suppliers, validate supplier evidence, compare proposals, and create an evidence-backed recommendation for authorised procurement review.

Vendor Risk & Performance Review

Vendor Performance Data → Project Files → External Supplier Research → Risk Signals → Performance Issues → Evidence Validation → Corrective Questions → Vendor Review → Management Brief

Participants combine internal supplier-performance information with current external intelligence to identify potential vendor risks, prepare targeted review questions, and create a management-ready supplier assessment without treating external signals as confirmed findings.

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