Interactive Procurement AssessmentProcurement Maturity
Model Assessment
The four levels of procurement maturity
Reactive Spend
At this stage, spend happens wherever it’s easiest, be it an email, a quick chat, a spreadsheet, or even a hallway conversation. Without a dedicated process to capture requests, approvals scattered and records are incomplete.
Decisions are made in the moment, which feels fast but leaves finance and leadership with only part of the picture. Over time, this lack of visibility means small, everyday spend adds up, pushes budgets over, and makes audits harder than they need to be.
Planned Spend
At this level, the basics are in place. Purchase orders cover larger buys, and a clear approval process guides most purchases. Requests are documented, and spend is recorded in your ERP or accounting system, giving finance more than just end-of-month totals.
But the process is still fragmented. PO use varies across departments, approvals and budgets are tracked in separate tools, and key checks like invoice matching aren’t always consistent. Reporting takes extra effort, making it harder to spot issues in time. Control is better than before, but procurement still runs as a series of manual steps rather than one connected process.
Managed Spend
By this point, procurement runs smoothly. Approvals are automated, POs are standard, and core systems are connected. You’ve moved from reacting to spend after the fact to catching issues before they escalate, with procurement playing a role in shaping budgets, vendor strategies, and operational plans.
But insights aren’t reaching every team that could benefit. Supplier, contract, and spend data still live in separate systems. Reporting is useful but not predictive, and visibility outside finance is limited. The foundation is strong, but procurement’s influence hasn’t yet reached its full potential.
Optimized Spend
Here, procurement is fully integrated into the business. Spend data is live, reliable, and accessible to the people who need it. AI and advanced analytics don’t just report on activity — they anticipate needs, flag risks, and forecast trends based on real purchasing patterns. Compliance is high, manual work is minimal, and every purchase is tied back to its purpose, budget, project, or location.
The challenge is avoiding a plateau. The next leap comes from using AI and automation to make procurement self-improving — anticipating needs, refining forecasts, and uncovering opportunities before they surface in the numbers.
“Budgets set the framework, but spend culture brings clarity. It shows how transparently value, risk, and accountability are shared across the organization. Maturity isn’t about speed—it’s about managing spend with visibility and control, and aligning those goals across the organization.”

Amy Wang
CFO, Procurify
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