A ready-to-use workbook that places your procurement function at a maturity level and turns the gaps into a 90-day plan. 25 statements across 5 dimensions, with score and level calculated automatically.
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Almost every procurement function knows it has to digitalize, but cannot show where it stands today or justify to the board which initiative comes first. Without an objective baseline, the discussion becomes a technology wish list and every team defends its own priority.
This procurement digital maturity assessment turns that conversation into a measurable diagnosis: 25 statements across 5 dimensions —Strategy, Process, Data, Technology and Talent—, scored from 1 to 5, which the workbook consolidates automatically into a score per dimension, a maturity level and the gap against the target.
It does not stop at the diagnosis: the 90-Day Plan sheet turns each gap into an action with an owner, a deadline and a success indicator, ready to take to the executive committee. Built for CPOs, procurement managers, CFOs and IT leaders at large companies in Latin America.
Each dimension is evaluated with 5 maturity statements, scored from 1 to 5 in the Questionnaire sheet.
Alignment of procurement with corporate objectives, a funded digital and AI transformation plan, active executive sponsorship, KPIs beyond cost savings, and supplier management as a strategic role.
Standardization and digitalization of the source-to-pay cycle, approval flows with clear delegation rules, structured tendering (RFx) methodology, supplier onboarding and evaluation, and contract renewal alerts.
A single source of truth for spend and contracts, granular spend categorization (spend cube), real-time dashboards, use of historical data to anticipate demand and prices, and supplier data validation.
Integrated ERP or e-procurement suite, automation of transactional tasks, AI agents for contract and invoice extraction and analysis, collaborative supplier portals, and secure, scalable cloud infrastructure.
Skills in strategic negotiation and data analytics, continuous training on digital tools and AI, time devoted to high-value activities, clear roles and career paths, and a culture of technology adoption.
Reactive, decentralized processes, extreme reliance on spreadsheets and email, almost no spend visibility. Isolated spreadsheets and a basic, unintegrated ERP.
First standardization attempts, data fragmented by business unit or plant, tactical buying focused on basic compliance. Transactional systems with manual reporting.
Formalized and documented source-to-pay processes, established governance, operational dashboards and systematic savings measurement. E-procurement suite and ERP with standard integration.
Efficient, automated operations, predictive price analytics and proactive supplier risk management. Integrated platform with workflow automation and advanced BI.
An autonomous ecosystem driven by AI agents, algorithmic continuous improvement and assisted negotiations. End-to-end cognitive automation.
Purpose of the tool, the 4 steps to work through the file, and the 1-to-5 rating scale explained level by level, so the whole committee scores with the same criteria.
25 maturity statements (5 per dimension) with a validated score column —whole numbers from 1 to 5 only— and an evidence and notes column. It ships pre-filled with an editable example so the dashboard works from the first minute.
A panel with 23 formulas that recalculate on their own: overall average score, global maturity level, gap against the target and, per dimension, score, level, target, gap and action priority (High, Medium or Low).
An editable roadmap with one row per dimension: improvement area, recommended priority action, suggested owner, deadline within the 90 days, success indicator and progress status.
The 5 maturity levels with their operational description and technology implication: the conceptual framework used to read the scores.
23 formulas in the Results sheet: change one score and the total, the level and the priority update themselves.
The score column only accepts whole numbers from 1 to 5 and warns when a value falls outside the range.
Each dimension is compared against an editable target (4.5 by default) and the action priority is derived from that gap.
An .xlsx file with no macros, no external connections and no password: it opens and edits in either one.
The LATAM procurement digital maturity benchmark develops the 5-dimension, 5-level model, the observable signals of each level and the priorities to move up. This workbook is its operational version: the same logic, already calculated. Read them together — the framework first, then the diagnosis.
Read the maturity benchmark guideIt is a structured diagnosis that places the procurement function at a maturity level —from initial to optimized— by evaluating dimensions such as strategy, processes, data, technology and talent. Its value is not the level label, but the gap it reveals dimension by dimension: that is what lets you prioritize initiatives and justify them to the board with an objective baseline.
It evaluates 5 dimensions —Strategy, Process, Data, Technology and Talent— with 5 statements each, 25 in total. Each statement is scored from 1 to 5, and that scale maps to the 5 maturity levels: Initial/Ad-hoc, Developing, Defined, Advanced and Optimized, described in the References sheet.
The workbook averages the 5 scores of each dimension to obtain its score, and averages the 5 dimension scores for the overall score. The level is assigned by bands: below 2 is Initial; up to 3, Developing; up to 4, Defined; up to 5, Advanced; and 5 is Optimized. Each dimension's action priority is derived from its gap against the target: high above 1.5 points, medium above 0.8, and low otherwise.
The guide is the conceptual framework: it explains the dimensions, the 5 levels, the observable signals of each one and the priorities to move up. This Excel is the tool that applies that framework to your organization and returns a score, a gap and a 90-day plan. They are complementary: the guide is read once, the assessment is repeated every six or twelve months to measure progress.
Yes. Egixia's entire resource library is 100% free. We only ask for your name, company and corporate email so we can send you the download link by email — no spam chains. The file is an editable .xlsx with no macros and no passwords, and you can adapt the questions and targets to your organization.
Leave your corporate email and we will send you the link instantly — 100% free, no spam. Compatible with Excel and Google Sheets. Includes all 5 sheets: Instructions, Questionnaire, Results, 90-Day Plan and References.
Note: the workbook is in Spanish. Its structure — 5 dimensions, 25 questions, automatic scoring and the 90-day plan — is exactly the one described on this page, and every cell is editable, so you can relabel it in your team's language.
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