

Annual Procurement Plan
AI-driven Intelligent Automation
🟦 Risk-Free Access — Try First, Pay Based on Value
The Annual Procurement Plan solution offers a deferred payment model.
You install and use the solution for up to 30 days before paying.
If it proves useful and saves you meaningful time, you complete a one-time license payment afterwards — based on the real value it delivered.
No upfront charge. No refunds. Value first. 100% trust.
🟦 Annual Procurement Plan solution automates the crucial procurement planning activity with supply availability logic in mind and employs AI to enrich and operationalise legacy processes.
Typical situation
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APP inputs exist in disjointed XLS files shared between multiple process actors
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Collection of inputs happens over email
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Data consolidation is manual; inputs come in various formats
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APP updates initiate over emails
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Procurement process timelines either not calculated or “gut feeling”- based
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Due to the complexity of managing the APP, its updates and sourcing status analysis happen only few times a year, if at all.
Instead, this solution:
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Imports procurement planning data from the Excel master (100-line test sample) into SharePoint.
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Stores the APP in a SharePoint master list.
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Defines procurement planning indicators (required start of the procurement cycle for each item), using requestor-defined need-by dates and mean cycle times for each type of sourcing event (buying channels).
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Calculates Days Remaining to Procurement Start.
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Determines Mandatory Procurement Status (Planning, Action Required, Action Overdue) depending on Days Remaining to Procurement Start.
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Generates Excel versions of each edition of the APP.
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Updates the APP in the SharePoint master either directly or via an online form. Recalculate all critical indicators and statuses, as required.
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Generates AI-driven APP review reports.
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Generates HTML operational planning reports for each edition of the APP.
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Saves key artefacts for audit trail purposes.
The entire process is auditable and SharePoint-native. Processing runs entirely inside your tenant — nothing leaves Microsoft 365.
🟦 How the Value is Created
💡 This solution is not just about optimising repetitive transactions - it's making the annual procurement planning process dynamic, flexible and operational.
Its key differentiators are:
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Supply availability mindset: it's not just about completing sourcing activities sequentially; it's about meeting the need-by dates identified by end-users.
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AI-enrichment creates practical inputs for the operational procurement activities.
🟦 Refund & Cancellation Policy
The Annual Procurement Plan solution is delivered using a “test-before-you-pay” model. Customers receive full access to the solution and may evaluate the product before making a payment.
Payment is made only VOLUNTARILY after the customer confirms that the solution works as described and agrees to proceed.
We believe the fair price for this solution is 500 USD. A customer can offer any other price they consider fair.
Because payment is made after successful testing and acceptance, refunds are generally not applicable.
🟦 Self-installing solution
During 15-20 minutes, this solution will migrate to your Power App tenant, create all necessary SharePoint lists and libraries and continue maintaining:
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trackers,
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rosters,
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audit trail folders with critical artefacts.
Future releases can accommodate:
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Historical procurement planning trend analysis.
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Power BI dashboard integration.
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Supplier market intelligence integration.
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AI-driven sourcing staff workload forecasting.
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Category-level procurement planning analytics.
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Automated procurement planning reminders and escalations.
🟦 Access & Licensing Model
1️⃣ You request the Annual Procurement Plan solution (links to Microsoft Form are above and below)
2️⃣ We provide the installation package (managed solution ZIP archive) and onboarding guidance
3️⃣ You export the solution to your Power App environment
4️⃣ If it delivers value and you decide to continue using it within the 30 days, you complete an annual license payment ($500 or whatever's been agreed).
The annual license covers continued right to use, maintenance updates, and product improvements.
🟦 Privacy & Security
The Annual Procurement Plan runs fully inside your Microsoft tenant:
✔ No external APIs
✔ No external data storage
✔ No telemetry or tracking
✔ Deployable as a managed solution
See details in our Privacy Policy.
🟦 Who This Is For
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Procurement Leadership
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Procurement Planning Teams
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Category Managers
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Sourcing Managers.
🟦 Resources
📄 Product Manual
📄 Sample AI Report
🎥 Video Guide

