Analysis Checklist
22-Day Vendor Spend Analysis
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📊
Data Collection
Days 1-5
Required Fields
Transaction ID/Invoice Number
Critical
Supplier Name & ID
Critical
Spend Amount (Currency)
Critical
Transaction Date
Critical
Description (Product/Service)
Critical
Data Sources
ERP data extracted
P-Card transactions collected
Contract database reviewed
✅
Quality Assessment
Days 6-8
Data Validation
Completeness check (>95%)
Important
Duplicate detection run
Currency standardization
Outlier analysis completed
🧹
Data Cleansing
Days 9-11
Standardization
Supplier names normalized
Parent-child relationships mapped
Missing data handled
Tax excluded from spend
🏷️
Categorization
Days 12-14
Taxonomy Levels
Level 1: Direct/Indirect
Critical
Level 2: Category Groups
Critical
Level 3: Categories
Level 4: Sub-categories
Level 5: Commodities
📈
Analysis
Days 15-17
Key Analyses
Spend concentration analysis
Pareto analysis (80/20)
Maverick spend identified
Savings opportunities calculated
📊
Dashboard
Days 18-19
Power BI Components
Executive summary page
Category deep-dive views
Supplier analysis page
Savings tracker integrated
🔍
Review & QA
Day 20
Final Checks
Stakeholder review completed
Data accuracy validated
Dashboard tested
🚀
Delivery
Days 21-22
Deliverables
Executive presentation ready
Dashboard deployed
Documentation provided
Training completed
