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Beginner
Business
Operations
Procurement

Run a Vendor and Tool Stack Audit Like an Enterprise Procurement Team

Complete a full tool stack review and consolidation plan in about three hours a quarter.

Time Required

3 hours per quarter

Expected Result

A scored comparison of every tool you pay for, with a clear list of what to keep, cut, or renegotiate.

1

Inventory All Current Tools and Spend

List every software subscription and its monthly cost in a Notion AI database so nothing hides in a forgotten credit card statement.

Notion AI
2

Evaluate Alternatives With AI Research

Use Perplexity to research cheaper or more capable alternatives for your highest-cost or lowest-value tools.

Perplexity
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3

Score Vendors Against Weighted Criteria

Set up a scoring model in Airtable AI that weighs cost, features, and reliability so decisions aren't just gut feel.

Airtable AI
4

Negotiate or Consolidate

Ask Claude to help draft negotiation talking points or a consolidation plan for tools you're cutting or renewing.

Claude
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