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Course overview

The 20 Lessons

1 of 20 unlocked

01Normalize Messy SaaS Vendor Quotes — Unit Conversion, Hidden Fees, Cross-Platform Verification02Review a SaaS Master Service Agreement for Traps — Auto-Renewal, Price Escalation, Data Portability03Compress a Messy Savings Ledger Into the One Page Your CFO Will Sign04The Price-Increase Counter: Make AI Show You What It Can't Know05SaaS License Audit — Checking Contracts Before Cutting Seats06Build the AI-Adoption ROI Case That Survives the CFO07Compare Three Consulting Bids With AI — The $15K Spread That's Really $75008Commodity-Price Drift Monitor — Make the AI Design the Checklist, Then Bring the Index09Auditing a Services SOW Bundle: Feed, Chain, Report10PO Price-Variance Audit — From Raw Extract to Three Director Actions11Freight Landed Cost — Normalizing Quotes That Cover Different Spans of the Same Trip12Make AI Cross-Reference Three Documents Before You Renew a Supplier13SaaS Consolidation: From Three Overlapping Tools to One Committee-Ready Memo14Build a Supplier Risk Register When Three of Your Data Fields Are Lying15Compare Two Freight Contracts by Making AI Build the Crosswalk16Turn Three Fleet Bids Into One Recommendation Your VP Can Sign17Build a Weighted Vendor Ranking from Three Data Sources18From Three Incompatible Equipment Proposals to One Number Your Capital Committee Can Approve19Merge Three Catalogs Without Deleting the One Part Someone's Safety Depends On20Turn Three Maintenance Bids Into One Five-Year Cost of Ownership
All lessons
Course overview

The 20 Lessons

1 of 20 unlocked

01Normalize Messy SaaS Vendor Quotes — Unit Conversion, Hidden Fees, Cross-Platform Verification02Review a SaaS Master Service Agreement for Traps — Auto-Renewal, Price Escalation, Data Portability03Compress a Messy Savings Ledger Into the One Page Your CFO Will Sign04The Price-Increase Counter: Make AI Show You What It Can't Know05SaaS License Audit — Checking Contracts Before Cutting Seats06Build the AI-Adoption ROI Case That Survives the CFO07Compare Three Consulting Bids With AI — The $15K Spread That's Really $75008Commodity-Price Drift Monitor — Make the AI Design the Checklist, Then Bring the Index09Auditing a Services SOW Bundle: Feed, Chain, Report10PO Price-Variance Audit — From Raw Extract to Three Director Actions11Freight Landed Cost — Normalizing Quotes That Cover Different Spans of the Same Trip12Make AI Cross-Reference Three Documents Before You Renew a Supplier13SaaS Consolidation: From Three Overlapping Tools to One Committee-Ready Memo14Build a Supplier Risk Register When Three of Your Data Fields Are Lying15Compare Two Freight Contracts by Making AI Build the Crosswalk16Turn Three Fleet Bids Into One Recommendation Your VP Can Sign17Build a Weighted Vendor Ranking from Three Data Sources18From Three Incompatible Equipment Proposals to One Number Your Capital Committee Can Approve19Merge Three Catalogs Without Deleting the One Part Someone's Safety Depends On20Turn Three Maintenance Bids Into One Five-Year Cost of Ownership

Lesson 01 of 20

Normalize Messy SaaS Vendor Quotes — Unit Conversion, Hidden Fees, Cross-Platform Verification

Supplier Screening & Evaluation · IT / SaaS

Synthetic case data — evidence from real ChatGPT, Claude, Gemini and Copilot runs.

  • vendor-a-quote.txt — ProjectVault, an OCR'd PDF dump
  • vendor-b-quote.csv — TaskForge, a spreadsheet with inconsistent units
  • vendor-c-email-thread.txt — WorkStream, a five-message email chain
  • distractor-old-quote.txt — an old ProjectVault quote that does not belong in the comparison

There is no clean summary in the folder. That is what real quote bundles look like.

It's Wednesday. Your IT director's message is one line: "Steering committee Friday — which one do we go with?" Underneath it, four attachments.

The first is a PDF someone scanned and ran through OCR — ProjectVault, with a stray O where a zero should be and the pricing table above three paragraphs of legal boilerplate. The second is a CSV export from TaskForge, where the first row is a merged title cell and one column header has a trailing space. The third is not a quote — it is a forwarded email thread from WorkStream, five messages deep, newest first, with the price changing somewhere in the middle. The fourth is another ProjectVault quote, and it takes you a second to notice it is from last year.

Eighty-five users. Three real vendors, one expired quote, three different formats. And one number buried in the TaskForge CSV that will either make your recommendation hold up or force you to explain to the CFO why the first invoice does not match your slide.

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