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Procurement Maturity Self-Assessment

Benchmark your home healthcare procurement operations

⏱️ 12 Questions • 2 Minutes
📊 Spend Visibility
1 How do you track spend across service territories?
No consolidated view—each territory manages independently
Quarterly spreadsheet collection from territories
Monthly reports from ERP with some gaps
Real-time dashboards with complete visibility
2 What percentage of your spend can you see and categorize?
Less than 30%
30-50%
50-75%
Over 75%
📄 Contract Management
3 Where do your supplier contracts live?
Filing cabinets, email, unknown locations
Shared drive with no tracking
Central folder but manual renewal tracking
Contract management system with alerts
4 How do you track contract renewals and expirations?
We don't—surprises happen
Calendar reminders for some contracts
Spreadsheet with key dates
Automated alerts 90+ days ahead
🏢 Supplier Management
5 How do you verify supplier compliance?
Ad hoc—when audited or when issues arise
Spreadsheet tracking, often outdated
Annual verification process
Supplier portal with automated tracking
6 How many suppliers provide similar products across territories?
Unknown—no visibility
Significant duplication suspected
Some consolidation done
Optimized supplier base with category strategy
🧾 Invoice Processing
7 How are invoices processed?
All manual—mail, email, fax, data entry
Some scanning but manual matching
OCR with manual exception handling
AI-powered with 70%+ touchless rate
8 What is your invoice-to-payment cycle time?
20+ days average
15-20 days
10-15 days
Under 10 days
🛒 Procurement Process
9 How do employees request purchases?
Email, phone, or just buy and expense
Forms but approvals via email
Request forms with basic routing
Intake portal with budget validation
10 Is budget validated before purchases?
No—discovered after the fact
Sometimes, depends on amount
For large purchases only
Always—real-time budget check
Compliance & Audit
11 How prepared are you for a procurement audit?
Weeks of scrambling to find documents
Stressful but manageable
Most records accessible, some gaps
Audit-ready—complete trail exportable
12 Can you trace a purchase from request to payment?
No—documentation scattered
With significant effort
For most transactions
Yes—complete audit trail always

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