Procure
Procure turns a need into a purchase: make or buy, upstream review, an Agreement, then spend within Limits and on to payables.
Outcome
| Part | This Process |
|---|---|
| Outcome | Each purchase has a make-or-buy Decision, a reviewed upstream, a signed Agreement and a spending Mandate before the first charge. |
| Reads | Decision |
| Leaves | Agreement, Mandate, Card, Task |
| Runs in | Each Startup |
Accountable
Operations Lead, Operations Team.
Responsible: Operations Lead.
Consulted: Finance Lead, Security Engineer, Privacy Officer, Contracts Manager.
Informed: Treasurer.
Workflows
| Workflow | Runs | Team |
|---|---|---|
| Buy from a vendor | on Decision.created where choice = 'buy' | Operations Team |
Who does each step
| Workflow | Step | Role | Calls | Approval |
|---|---|---|---|---|
| Buy from a vendor | 1. Review the vendor before any data or money reaches it. | Risk Analyst | Risk.assess | None |
| Buy from a vendor | 2. Sign the vendor’s Agreement within the fallback positions. | Contracts Manager | Agreement.create | None |
| Buy from a vendor | 3. Grant a Mandate with a monthly Limit for the vendor’s charges. | Treasurer | Mandate.authorize | Asks first; waits 1 business hour |
| Buy from a vendor | 4. Issue a Card locked to the vendor under that Mandate. | Treasurer | Card.issue | None |
| Buy from a vendor | 5. Record the vendor’s renewal date as a Task for the Operations Lead. | Operations Lead | Task.create | None |
Events
| Direction | When | What happens |
|---|---|---|
| In | On Decision.created where choice = 'buy' | Starts Buy from a vendor |
| Out | Risk.assessed | Raised by step 1 of Buy from a vendor |
| Out | Agreement.created | Raised by step 2 of Buy from a vendor |
| Out | Mandate.authorized | Raised by step 3 of Buy from a vendor |
| Out | Card.issued | Raised by step 4 of Buy from a vendor |
| Out | Task.created | Raised by step 5 of Buy from a vendor |
Plays
No Play names this Process.
Controls
No Control names this Process or a Workflow of it.
Settings
None.
Failure
A failed step retries; when retries run out, the Action goes to the Operations Lead.
Loop
| Step | Value |
|---|---|
| Hypothesis | Buying a Capability costs less than building it when its fully loaded Cost falls. |
| Measure | Fully loaded Cost over 1q, at least 3 observations |
| Learn | The learn step reads the Readout, records Evidence and a Decision, and drafts the next Variant. |
Code
Turn on procureEnable
On by default for every Product Template. Process.pause stops new Actions; Actions in progress finish.
Example
Marketing needs a social scheduling tool. Procure weighs building it on the platform against buying it, buys it after upstream review, signs the Agreement, and sends the bill to payables.