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The Purchasing Chessboard (Christian Schuh)

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The Purchasing Chessboard (Christian Schuh)

Practice 1: Connect every spending activity in one process

Problem
Disconnected spending activities reduce financial control.

Action
Connect planning, purchasing, payment, and review into one managed process.

Outcome
Spending control improves.

Chapter: Sourcing Strategy Generator - Manage spend - Demand management - Closed-loop spend management

Practice 2: Enforce approved purchasing processes

Problem
Purchases made outside approved processes increase costs and risk.

Action
Require every purchase to follow approved procurement policies.

Outcome
Purchasing compliance improves.

Chapter: Sourcing Strategy Generator - Manage spend - Demand management - Compliance management

Practice 3: Manage contracts throughout their full life

Problem
Contract value is lost when agreements are not actively managed.

Action
Monitor contract terms and obligations until the agreement ends.

Outcome
Contract performance improves.

Chapter: Sourcing Strategy Generator - Manage spend - Demand management - Contract management

Practice 4: Challenge demand before buying

Problem
Unnecessary purchases increase total spending.

Action
Confirm that every purchase supports a real business need.

Outcome
Overall spending decreases.

Chapter: Sourcing Strategy Generator - Manage spend - Demand management - Demand reduction

Practice 5: Increase buying power through purchasing consortia

Problem
Limited purchasing volume weakens negotiating power.

Action
Pool purchasing demand with other organizations.

Outcome
Commercial terms improve.

Chapter: Sourcing Strategy Generator - Manage spend - Co-sourcing - Buying consortia

Practice 6: Concentrate business with strategic suppliers

Problem
Purchasing volume spread across many suppliers reduces leverage.

Action
Increase business with selected strategic suppliers.

Outcome
Supplier relationships become stronger.

Chapter: Sourcing Strategy Generator - Manage spend - Co-sourcing - Mega supplier strategy

Practice 7: Outsource suitable procurement activities

Problem
Internal procurement resources are limited.

Action
Transfer appropriate procurement work to specialized providers.

Outcome
Procurement efficiency improves.

Chapter: Sourcing Strategy Generator - Manage spend - Co-sourcing - Procurement outsourcing

Practice 8: Share sourcing knowledge through a community

Problem
Procurement knowledge remains isolated.

Action
Exchange sourcing experience with trusted procurement partners.

Outcome
Sourcing capability improves.

Chapter: Sourcing Strategy Generator - Manage spend - Co-sourcing - Sourcing community

Practice 9: Bundle demand across product generations

Problem
Purchasing demand is fragmented over time.

Action
Combine current and future demand into larger purchasing volumes.

Outcome
Volume discounts increase.

Chapter: Sourcing Strategy Generator - Manage spend - Volume bundling - Bundling across generations

Practice 10: Bundle demand across product lines

Problem
Common purchases are negotiated separately.

Action
Aggregate demand across multiple product lines.

Outcome
Negotiating leverage increases.

Chapter: Sourcing Strategy Generator - Manage spend - Volume bundling - Bundling across product lines

Practice 11: Bundle purchases across sites

Problem
Independent site purchasing reduces economies of scale.

Action
Coordinate purchasing across all business locations.

Outcome
Purchasing costs decrease.

Chapter: Sourcing Strategy Generator - Manage spend - Volume bundling - Bundling across sites

Practice 12: Consolidate the supplier base

Problem
Too many suppliers increase purchasing complexity.

Action
Reduce the supplier base to the best-performing suppliers.

Outcome
Supplier management becomes simpler.

Chapter: Sourcing Strategy Generator - Manage spend - Volume bundling - Supplier consolidation

Practice 13: Analyze supplier cost structures

Problem
Supplier prices cannot be challenged without cost insight.

Action
Analyze detailed supplier cost data before negotiating.

Outcome
Negotiations become more effective.

Chapter: Sourcing Strategy Generator - Manage spend - Commercial data mining - Cost-data mining

Practice 14: Maintain accurate procurement master data

Problem
Poor data leads to poor purchasing decisions.

Action
Keep supplier and purchasing master data complete and accurate.

Outcome
Decision quality improves.

Chapter: Sourcing Strategy Generator - Manage spend - Commercial data mining - Master data management

Practice 15: Build complete spend transparency

Problem
Hidden spending prevents effective management.

Action
Collect and classify all purchasing transactions.

Outcome
Spending patterns become visible.

Chapter: Sourcing Strategy Generator - Manage spend - Commercial data mining - Spend transparency

Practice 16: Standardize products and specifications

Problem
Unnecessary variation increases costs.

Action
Use common products, specifications, and purchasing standards.

Outcome
Operational complexity decreases.

Chapter: Sourcing Strategy Generator - Manage spend - Commercial data mining - Standardization

Practice 17: Protect supply for bottleneck items

Problem
Critical supply shortages disrupt operations.

Action
Develop plans to secure supply for bottleneck materials.

Outcome
Supply risk decreases.

Chapter: Sourcing Strategy Generator - Change nature of demand - Risk management - Bottleneck management

Practice 18: Structure contracts to balance risk

Problem
Poor contract structures create unnecessary business risk.

Action
Design agreements that allocate risk appropriately between both parties.

Outcome
Commercial stability improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Risk management - Intelligent deal structure

Practice 19: Include political risk in sourcing decisions

Problem
Political events can disrupt supply.

Action
Monitor political conditions in sourcing regions.

Outcome
Supply resilience improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Risk management - Political framework management

Practice 20: Evaluate vertical integration for critical activities

Problem
Dependence on suppliers reduces strategic control.

Action
Assess whether critical activities should move inside the organization.

Outcome
Strategic control increases.

Chapter: Sourcing Strategy Generator - Change nature of demand - Risk management - Vertical integration

Practice 21: Identify the main cost drivers

Problem
Cost reduction efforts lack focus.

Action
Break products into their major cost elements.

Outcome
Savings opportunities become clearer.

Chapter: Sourcing Strategy Generator - Change nature of demand - Innovation breakthrough - Core-cost analysis

Practice 22: Design products for competitive sourcing

Problem
Product designs restrict supplier choice.

Action
Include sourcing requirements during product development.

Outcome
Sourcing flexibility improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Innovation breakthrough - Design for sourcing

Practice 23: Ask suppliers to solve defined problems

Problem
Innovation efforts lack direction.

Action
Present specific business challenges to suppliers.

Outcome
Useful innovation increases.

Chapter: Sourcing Strategy Generator - Change nature of demand - Innovation breakthrough - Invention on-demand

Practice 24: Build a broad innovation network

Problem
Innovation depends on too few contributors.

Action
Collaborate with multiple external innovation partners.

Outcome
Better solutions are developed.

Chapter: Sourcing Strategy Generator - Change nature of demand - Innovation breakthrough - Leverage innovation network

Practice 25: Remove unnecessary technical complexity

Problem
Complex products create avoidable costs.

Action
Eliminate unnecessary technical variation.

Outcome
Efficiency improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Technical data mining - Complexity reduction

Practice 26: Benchmark complete technical solutions

Problem
Technical alternatives are difficult to compare.

Action
Compare complete technical solutions against leading alternatives.

Outcome
Technical decisions improve.

Chapter: Sourcing Strategy Generator - Change nature of demand - Technical data mining - Composite benchmark

Practice 27: Benchmark business processes

Problem
Weak process performance remains hidden.

Action
Compare key processes with leading organizations.

Outcome
Process performance improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Technical data mining - Process benchmark

Practice 28: Benchmark competing products

Problem
Competitive product differences are not well understood.

Action
Compare products with competing alternatives.

Outcome
Product improvements are identified.

Chapter: Sourcing Strategy Generator - Change nature of demand - Technical data mining - Product benchmark

Practice 29: Design products for efficient manufacturing

Problem
Manufacturing complexity increases production costs.

Action
Simplify product designs for efficient manufacturing.

Outcome
Manufacturing costs decrease.

Chapter: Sourcing Strategy Generator - Change nature of demand - Re-specification - Design for manufacture

Practice 30: Keep only functions that create value

Problem
Unnecessary features increase product costs.

Action
Remove functions that do not support customer needs.

Outcome
Product value improves.

Chapter: Sourcing Strategy Generator - Change nature of demand - Re-specification - Functionality assessment

Practice 31: Learn from product teardown

Problem
Competitor design advantages are not fully understood.

Action
Disassemble competing products to study their design.

Outcome
Improvement opportunities increase.

Chapter: Sourcing Strategy Generator - Change nature of demand - Re-specification - Product teardown

Practice 32: Review every specification

Problem
Product specifications may create unnecessary costs.

Action
Challenge every specification before approval.

Outcome
Requirements become more efficient.

Chapter: Sourcing Strategy Generator - Change nature of demand - Re-specification - Specification assessment

Practice 33: Choose sourcing locations for total business value

Problem
Production locations are selected without considering overall value.

Action
Evaluate sourcing locations using total business benefits.

Outcome
Competitive advantage improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Globalization - Bestshoring

Practice 34: Expand supplier searches globally

Problem
Local supplier markets limit competition.

Action
Search worldwide for qualified suppliers.

Outcome
Supplier options increase.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Globalization - Global sourcing

Practice 35: Evaluate suppliers in low-cost countries

Problem
Purchasing costs remain higher than necessary.

Action
Assess qualified suppliers in lower-cost regions.

Outcome
Cost competitiveness improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Globalization - Low-cost country sourcing

Practice 36: Compare making with buying

Problem
Production decisions rely on assumptions.

Action
Compare internal production with external sourcing before deciding.

Outcome
Resources are used more effectively.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Globalization - Make or buy

Practice 37: Encourage flexible supplier proposals

Problem
Traditional bidding limits negotiation options.

Action
Allow suppliers to submit alternative bid structures.

Outcome
Better commercial solutions emerge.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Tendering - Expressive bidding

Practice 38: Use reverse auctions for competitive purchases

Problem
Market competition is not fully used during purchasing.

Action
Run reverse auctions when qualified suppliers are available to compete.

Outcome
Purchase prices improve.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Tendering - Reverse auction

Practice 39: Use structured RFI and RFP processes

Problem
Supplier evaluations lack consistent information.

Action
Collect comparable supplier information through formal requests.

Outcome
Supplier selection improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Tendering - RFI/RFP process

Practice 40: Build supplier market intelligence

Problem
Limited market knowledge weakens negotiations.

Action
Continuously gather information about supplier markets.

Outcome
Commercial decisions improve.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Tendering - Supplier market intelligence

Practice 41: Build target prices from supplier costs

Problem
Target prices are difficult to justify.

Action
Estimate fair prices using supplier cost structures.

Outcome
Negotiations become more objective.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Target pricing - Cost-based price modeling

Practice 42: Use regression analysis to estimate costs

Problem
Future costs are difficult to predict accurately.

Action
Analyze historical cost data with regression techniques.

Outcome
Cost estimates improve.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Target pricing - Cost-regression analysis

Practice 43: Break prices into cost factors

Problem
Major price drivers remain unclear.

Action
Analyze prices by individual cost components.

Outcome
Pricing transparency improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Target pricing - Factor cost analysis

Problem
Prices do not reflect delivered value.

Action
Define pricing based on agreed performance measures.

Outcome
Value for money improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Target pricing - Linear performance pricing

Practice 45: Negotiate when market conditions are favorable

Problem
Market changes create missed negotiating opportunities.

Action
Adjust negotiation timing to supply-and-demand conditions.

Outcome
Commercial results improve.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Supplier pricing review - Leverage market imbalances

Practice 46: Benchmark supplier prices

Problem
Current supplier prices may exceed market levels.

Action
Compare supplier prices with reliable market benchmarks.

Outcome
Price competitiveness improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Supplier pricing review - Price benchmark

Practice 47: Compare suppliers by total cost of ownership

Problem
Purchase price alone hides total costs.

Action
Evaluate suppliers using all ownership costs over time.

Outcome
Sourcing decisions improve.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Supplier pricing review - Total cost of ownership

Practice 48: Separate bundled supplier prices

Problem
Bundled pricing hides individual cost elements.

Action
Request detailed prices for each component of the offer.

Outcome
Cost transparency improves.

Chapter: Sourcing Strategy Generator - Leverage competition among suppliers - Supplier pricing review - Unbundling prices

Practice 49: Plan production capacity with suppliers

Problem
Independent capacity planning causes supply problems.

Action
Coordinate future production capacity with suppliers.

Outcome
Delivery reliability improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Integrated operations planning - Collaborative capacity management

Practice 50: Let suppliers manage agreed inventory

Problem
Inventory planning consumes unnecessary effort.

Action
Allow suppliers to replenish agreed inventory levels.

Outcome
Inventory efficiency improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Integrated operations planning - Vendor-managed inventory

Practice 51: Share inventory information across partners

Problem
Poor inventory visibility reduces planning quality.

Action
Maintain shared visibility of inventory across the supply chain.

Outcome
Planning accuracy improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Integrated operations planning - Virtual inventory management

Practice 52: Make shared processes visible

Problem
Limited process visibility reduces coordination.

Action
Share operational process information across organizations.

Outcome
Collaboration improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Integrated operations planning - Visible process organization

Practice 53: Align incentives through revenue sharing

Problem
Partners pursue different financial goals.

Action
Create agreements that share additional revenue.

Outcome
Joint commitment increases.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value chain management - Revenue sharing

Practice 54: Manage suppliers by strategic importance

Problem
All suppliers receive the same level of attention.

Action
Classify suppliers according to their business value.

Outcome
Supplier management becomes more effective.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value chain management - Supplier tiering

Practice 55: Improve sustainability with suppliers

Problem
Supply chains create environmental and social risks.

Action
Set shared sustainability expectations with suppliers.

Outcome
Responsible sourcing improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value chain management - Sustainability management

Practice 56: Redesign the value chain

Problem
Current value chain activities waste resources.

Action
Reorganize activities across supply chain partners.

Outcome
Overall value creation improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value chain management - Value chain reconfiguration

Practice 57: Reduce costs together with suppliers

Problem
Independent cost reduction misses shared opportunities.

Action
Work jointly with suppliers to eliminate waste.

Outcome
Shared costs decrease.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Cost partnership - Collaborative cost reduction

Practice 58: Develop supplier capabilities

Problem
Supplier weaknesses limit business performance.

Action
Help suppliers strengthen their capabilities.

Outcome
Supplier performance improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Cost partnership - Supplier development

Practice 59: Improve supplier performance continuously

Problem
Supplier performance declines without regular improvement.

Action
Measure supplier performance and address weak areas.

Outcome
Supplier reliability increases.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Cost partnership - Supplier fitness program

Practice 60: Optimize decisions across the full product life cycle

Problem
Short-term decisions increase long-term costs.

Action
Evaluate costs across the complete product life cycle.

Outcome
Long-term value improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Cost partnership - Total life-cycle concept

Practice 61: Share profits to encourage joint success

Problem
Partners lack incentives to create additional value together.

Action
Distribute additional profits in accordance with the agreed-upon sharing rules.

Outcome
Partnership commitment increases.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value partnership - Profit sharing

Practice 62: Build partnerships around strategic projects

Problem
Important projects need stronger supplier commitment.

Action
Create dedicated partnerships for key projects.

Outcome
Project performance improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value partnership - Project-based partnership

Practice 63: Build long-term strategic alliances

Problem
Transactional supplier relationships limit long-term value.

Action
Develop long-term alliances with selected suppliers.

Outcome
Strategic collaboration improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value partnership - Strategic alliance

Practice 64: Select suppliers by total business value

Problem
Choosing suppliers solely on price leads to poorer decisions.

Action
Evaluate suppliers using total business value instead of price alone.

Outcome
Business performance improves.

Chapter: Sourcing Strategy Generator - Seek joint advantage with supplier - Value partnership - Value-based sourcing