Methodology

Source-grounded sourcing work, reviewed by people.

The methodology turns business input, market evidence, supplier facts, assumptions, and constraints into reviewable sourcing artifacts.

Version 1.1. Last reviewed July 11, 2026.
01 Intake

Clarify the need, scope, owners, timing, constraints, and source material.

02 Category Profile

Turn demand, current state, requirements, and assumptions into sourcing context.

03 Market Scan

Map supplier segments, source evidence, market pressure, and open questions.

04 Supplier Discovery

Build a supplier universe with fit signals, evidence gaps, and constraints.

05 Cost Drivers

Separate cost-driver facts, assumptions, TCO inputs, and sensitivity questions.

06 Shortlist Strategy

Document shortlist logic before formal scoring or vendor selection.

07 Event Readiness

Confirm the sourcing packet is ready for the next phase.

Evidence, assumptions, and approvals

Sourcing teams often need to make progress before every fact is confirmed. These playbooks make that reality visible by separating evidence, assumptions, confidence, unresolved questions, and owner review.

AI can support research synthesis, source comparison, draft planning, and checklist generation. People retain sourcing judgment, supplier decisions, legal review, compliance determinations, and business approvals.

Buyer-side sourcing team reviewing AI-assisted sourcing analysis

Next step

Use the starter kit, then request the full sourcing playbook overview.

The free kit shows the workflow. The full package discussion can cover team use, advisory use, category-specific adaptations, and implementation support.