Operations Guide
AI Vendor Credit and Rebate Recovery Playbook for Procurement Ops
Procurement teams lose signed value when claims, rebates, and renewal notices are not coordinated in one board. This playbook defines a stage-based recovery loop with owner accountability and weekly checkpoints.
Implementation Steps
- Baseline open SLA claims, rebate eligibility, and commitment burn risk in one tracker.
- Sequence claim submission and escalation by aging and legal notice windows.
- Run renewal-risk reviews to prevent auto-renew lock-in on unresolved commercial lines.
- Track closed recovery value and unresolved blockers in one executive summary each week.
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- Provider and model split recommendations
- Budget guardrail design by traffic stage
- KPI plan for spend, quality, and conversion