of 5— Gather your supplier data before starting

What you'll accomplish

By the end of this guide, you'll have a repeatable Claude-based system for generating supplier performance narratives, QBR meeting agendas, and action item summaries from your performance data — saving 2+ hours per supplier review cycle.

What you'll need

A Claude account at claude.ai (free tier works for single reviews; Claude Pro recommended for a project-based system)
Your supplier performance data (on-time delivery %, reject rates, spend, savings vs. target)
Time needed: 20 minutes to set up; 10-15 minutes per supplier review after that
Cost: Free (Claude free tier) or $20/mo (Claude Pro for project continuity)

How-To Guide: Build a Supplier Performance Review System with Claude

Step 1: Gather your supplier data before starting

Before opening Claude, collect these data points for the supplier you're reviewing:

On-time delivery rate for the review period (e.g., 87% in Q4)
Quality rejection/return rate (e.g., 1.2%)
Total spend in the period vs. prior period
Savings vs. target (cost savings goal vs. actual)
Any notable incidents (delivery failures, quality issues, communication gaps)
Contract renewal status (months until expiration)