Practical guides, templates and tools for procurement teams managing 1,000+ active suppliers.
Every resource solves a real problem faced by CPOs, CFOs and CIOs at LATAM enterprises: supplier evaluation, spend control, SAP/Oracle integration, local compliance (SAGRILAFT, SAT, SUNAT) and AI-assisted operations. Free content, no empty promises.
NewActionable Excel checklist to onboard suppliers in Mexico: REPSE/STPS, SAT compliance opinion (32-D), 69-B blacklists (EFOS/EDOS), CFDI 4.0 and payment complements. 17 checks with a compliance dropdown.
View resourceNewActionable Excel checklist to onboard suppliers in Colombia: SAGRILAFT/SARLAFT and restricted lists (OFAC/UN), PTEE (Law 2195), RUT and RADIAN events at the DIAN, social security (PILA) and beneficial owner (RUB). Checks with a compliance dropdown.
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NewEstimate in 2 minutes the annual operational savings of automating purchase orders, invoices and supplier onboarding, using your own operating data. Includes an optional negotiation savings module: 2-4% price improvement on spend taken to tender. Transparent methodology, conservative ranges and optional payback.
View resourceNewExcel template with automatic classification: score impact and supply risk (1-10) and the formula assigns the quadrant (leverage, strategic, non-critical, bottleneck) with its strategy. 8 examples + 20 ready rows and a visual 2×2 summary.
View resourceNewAnnual procurement plan Excel template: category register with contracting strategy (tender, renew, consolidate), monthly budget distribution with formulas and an automatic budget summary by category and month.
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NewExcel template to compare up to 6 supplier quotes side by side and keep the offer that saves the most: normalized prices, knockout minimum requirements, weighted criteria with automatic ranking, sensitivity analysis and a printable purchase recommendation summary.
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NewComplete comparison: AI agents, implementation timelines, LATAM compliance (SAGRILAFT, SAT, DIAN), modularity and total cost. Includes detailed feature table and executive summary.
View resourceNewSupplier compliance and risk guide for Colombia (SAGRILAFT and PTEE), Mexico (REPSE and the 32-D opinion), Peru (SUNAT) and Chile (Law 20,393 and F30-1): what to require in each country, how to segment by criticality and what to do when an alert fires. Penalties are cited as their legal multiple — UMA, SMLMV — and linked to the official source.
View resourceNewExcel template built for supplier quote comparison and RFQ evaluation: 7 interlinked sheets —setup, process data, technical requirements, supplier proposals, scoring matrix, comparison and instructions— and 306 formulas. You record each offer once and the comparison returns weighted score, ranking and recommendation for up to 20 suppliers. Includes 4 dropdown lists and a printable PDF of the request form. File in Spanish.
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NewComplete evaluation framework with 5 dimensions, 6 critical KPIs (OTD, IFD, TCO), Kraljic Matrix and LATAM compliance. Includes ready-to-use weighted Excel Scorecard template.
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NewDiscover how autonomous AI agents are transforming corporate procurement. Includes native AI architecture, impact data and a 90-day implementation roadmap.
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15-page PDF guide with country-by-country analysis (Mexico, Colombia, Chile and Peru), a due diligence checklist for evaluating nearshore suppliers and the transition risks. Includes the Nearshoring Impact Simulator in Excel: 7 sheets comparing your current supply scenario against a regional one across freight, inventory holding, tariffs, non-recoverable costs, lead time and risk exposure.
View resourceNewExcel with 7 interconnected sheets: dashboard with automatic KPIs, purchase order tracker, supplier scorecard, negotiation pipeline, expiration calendar and savings log.
View resourceNewExcel template with the 10 critical procurement KPIs: savings, % contract spend, maverick spend, OTD, lead time, defect rate, evaluation coverage and more. Automatic dashboard with traffic lights and benchmarks.
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NewFull online guide for negotiating with B2B suppliers: analytical preparation, supplier power profile, TCO, BATNA, conditional concessions, record of commitments and measurement of value created. Includes a phase table, an operating checklist and a 90-day adoption path.
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NewSelf-assessment workbook: a questionnaire across the five maturity dimensions (strategy, process, data, technology and talent), automatic level scoring, and a 90-day plan with the priorities that match your result. File in Spanish.
View resourceNewOnline guide with the five-dimension, five-level framework: observable signals at each level, a self-assessment checklist, progress KPIs and a 90-day plan. It is the framework the Excel assessment applies.
View resourceNewExcel workbook with 605 formulas to prioritise third parties by criticality: supplier register, multi-criteria risk scoring, mitigation plans with owner and due date, and a dashboard with automatic status flags. Supports your own due diligence programmes. File in Spanish.
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NewExcel workbook with 8 sheets and 12 formulas to build the documentary verification file before you approve a third party: a master checklist with room for 100 requirements and eight preloaded, an evidence inventory with expiry dates, findings with severity and owner, and a sign-off sheet. The status — approvable, conditional or not approvable — is computed by the file. File in Spanish.
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NewExcel workbook with 8 sheets and 69 formulas to compare up to three alternatives by total cost of ownership: acquisition cost, annual operating cost and expected risk cost (probability times impact), with annual TCO, three-year TCO, automatic ranking and four sensitivity scenarios. File in Spanish.
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NewA decision framework for investment committees: the five cost dimensions that drive the outcome, an honest side-by-side of build, buy and buy-and-extend, and the specific scenarios where custom development is the right call. Full guide on this page, with an Excel business case template (10 sheets, 18 formulas, in Spanish) sent by email.
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NewOnline guide to embedding environmental, social and governance criteria into the procurement cycle proportionally and auditably: a four-phase framework, a criteria matrix by pillar with the evidence to require, a sourcing checklist, KPIs, a 90-day plan and the Food & Beverage angle.
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NewArchitecture guide for CIOs and CPOs: how to run analytics and AI agents on top of SAP, Oracle, Dynamics or NetSuite while the ERP remains the system of record. Layered architecture, the exact split of responsibilities, governance, upgrades, audit and rollback.
View resourceBeyond these templates, Egixia AI publishes ready-to-use prompts and skills for Claude, ChatGPT and Gemini on procurement work: evaluating suppliers, drafting an RFP, comparing quotes or reviewing contracts.
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