Agentic Sourcing Readiness Checklist

How ready is your
workflow today?

Work through the 20 checks below. Each one maps to a capability your team needs before agentic sourcing can run reliably.

0/ 20 checked🔴 Needs work

Check every item that currently applies to your organisation's sourcing process.

Requirements & Scope Definition0/4

Business requirements are documented in a structured, reusable format

Technical and functional requirements are separated and version-controlled

Scope boundaries and exclusions are explicitly defined before sourcing begins

Stakeholder sign-off on requirements is tracked and logged

Supplier & Market Data0/4

Supplier profiles include structured capability and compliance data

Market intelligence is reviewed and updated before each sourcing event

Shortlisting criteria are defined and consistently applied across events

Past supplier performance data is accessible and linked to new evaluations

Evaluation Framework0/4

Scoring criteria and weightings are set before proposals are received

Evaluation scoring is documented and traceable to specific responses

Multiple evaluators follow a consistent, structured review process

Clarification questions and supplier responses are tracked centrally

Decision & Approval Logic0/4

Award decisions are supported by a documented rationale

Approval thresholds and delegation authority are defined and enforced

Negotiation outcomes and final terms are captured in a structured format

Decisions are linked back to original requirements and evaluation results

Integration & Execution Readiness0/4

Sourcing outputs connect directly to contract or PO creation workflows

Key milestones and deadlines are tracked across all active sourcing events

Compliance and audit requirements are embedded into the sourcing process

Your team can run a full sourcing cycle without relying on email or spreadsheets

🔴

0–7 checks

Workflows rely heavily on manual coordination

Structure needs to be defined before scaling further. Start with requirements and evaluation frameworks first.

Explore how this works in practice

How ready is yourworkflow today?