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7 Productivity Tools for Procurement Professionals

July 21, 2015 by Hillary Ohlmann

This list of office productivity tools was designed to help make your everyday tasks run more smoothly.

work smarter advice - handwriting on  a napkin with cup of coffee
Sales and Marketing seem to always be on the cutting edge when it comes to using trendy productivity tools to keep their workdays well organized. Procurement may have e-sourcing software, but web apps and other tech tools don't always find their way into the average procurement office.

We would like to share a list of productivity tools that we ourselves use. They can increase the efficiency of procurement teams large and small and help keep those inboxes empty.

1. Team Communication

Slack
Hate searching emails? Hate unnecessary meetings? This chat app was built for business. You can create channels dedicated to specific topics, send direct messages to other team members, and easily search the archives for the information you need. Plus, you can access Slack on your smartphone, making it easy to stay connected when you’re out of the office.

2. Digital Signatures

DocuSign
Electronic signatures should definitely be a priority for any procurement department. Imagine having contracts and agreements signed by suppliers within minutes rather than waiting for papers to arrive by mail or courier. They even have a page dedicated to showing how their service can work for procurement professionals.

3. Workflow and Project Management

Trello
This free tool helps you manage both your own personal workflow and team projects. You can create a board for each individual project, and then within each board, you create a series of lists (for example - to do, doing, and done). Each lists contains a series of cards. Cards can contain comments, checklists, due dates, and attachments. Plus, you can invite other team members to collaborate on the tasks listed on each card. Trello is easy to customize according to your individual or team needs.

4. Task Management

iDoneThis
With iDoneThis, you’ll get an email at the end of the day asking, “What did you do today?” Respond to the email with a list of the tasks you completed that day, and the next you’ll get an email digest with all the tasks completed by your team the previous day. Use it to celebrate your team’s productivity or to keep upper management informed. It’s easy to keep track of what everyone’s doing, which is especially useful for teams in multiple locations.

5. App Integration

Zapier
Zapier combines the functionalities of your most-frequently used tools. For example, you can use Zapier to integrate iDoneThis and Trello: create a “Done” list in Trello and any time a new card appears on that list, it will be automatically logged to iDoneThis. You can also use Zapier get more out of Office 365 or Google Apps for Business. For example, you can set it up to receive new emails in Slack or have Trello cards create a new Google Calendar event.

6. Video Conferencing

Appear.in
Skype is great, and we use it frequently to keep in touch with team members when they’re out of town or overseas. But we think appear.in might give it a run for its money: it requires no download or installation, and you don’t have to log in. Simply create a room, and then send out the link. You can video conference with up to eight people, and all they have to do to join the chat is clink on the link. The only downside is that it only works on Chrome, Firefox, or Opera.

7. E-procurement

DeltaBid
Of course, it would be remiss of us not to mention DeltaBid as a productivity tool. We designed this platform to make the lives of procurement professionals easier and their workdays more productive by getting RFPs and tenders out of your inbox. DeltaBid is easy to use; even those with little to no background in sourcing can open it up and start sending requests right away. And if it’s that easy for you, imagine how easy it will be for your suppliers to submit their bids.

What tech tools do you use in your office?


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Hillary Ohlmann

Written by Hillary Ohlmann

Hillary is DeltaBid's resident writer, copy editor, researcher, and all-around procurement enthusiast. She holds a degree in Journalism and Spanish from UW-Madison.

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