Training course · Claude Code · Procurement

Claude Code for Procurement Teams

Agentic coding with Claude Code in the terminal and IDE: CLAUDE.md, subagents, hooks, MCP, CI pipelines and secure permissions.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects Claude Code with the everyday processes of Procurement. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Claude Code is not only for professional developers. Business users with no programming background can use it to analyse data, clean up Excel and CSV files, generate reports or build small internal tools, all in plain language. You describe what should happen, and Claude Code writes and runs the necessary scripts itself. This course variant shows you how to put these capabilities to work in your daily job without needing to understand code, and how to check the results reliably before anyone relies on them.

You will work through realistic office scenarios: merging exports from several systems, producing analyses with charts, generating documents and mail merges automatically, or turning repetitive file chores into a single command. Working safely is a central theme: which data may be processed, how you stay in control of approvals, and when to involve your IT department. The result is a set of useful helpers that take load off your team while remaining transparent and easy to hand over.

Procurement has evolved from order processing into a strategic value driver: cutting costs, securing supply, managing supply chain risk and meeting sustainability requirements. Generative AI supports buyers in every phase of the source-to-pay process. AI assistants draft specifications and tender documents, compare bids, summarise supplier contracts and prepare negotiations with arguments and scenarios. AI agents and automation research potential suppliers, analyse spend data, monitor risk signals such as insolvency or delivery delays and process order confirmations. This gives procurement more time for supplier development and strategic category management. Reliable master data, clear approval rules and careful handling of confidential terms and supplier information remain essential.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Strategic buyers and category managers
  • Operational buyers and material planners
  • Heads of procurement and CPOs
  • Supplier managers and supplier quality engineers
  • Public sector procurement staff

Typical challenges we address

  • Comparing bids with different structures quickly and fairly
  • Keeping track of supplier risks and supply chain due diligence obligations
  • Drafting precise tender documents and specifications
  • Making spend data from different systems usable for analysis

What you will be able to do

  • You commission data analyses and file tasks from Claude Code in plain language.
  • You clean and combine Excel and CSV data and check the results for plausibility.
  • You automate recurring document and reporting tasks with reusable instructions.
  • You have small internal helper tools built and refine them step by step.
  • Use AI for tenders, bid comparisons and negotiation preparation.
  • Analyse spend and supplier risks with AI support in a data-driven way.
  • Take confidentiality, public procurement law and supply chain due diligence into account when using AI.

Course outline

Day 1

Module 1 Getting started without coding skills
  • What a coding agent is and what it is allowed to do on your computer
  • Launching Claude Code and setting up a protected working folder
  • Describing tasks in everyday language: goal, input files, expected result
  • Understanding approval prompts and consciously accepting or declining them
Module 2 Analysing data in Excel and CSV files
  • Cleaning exports: duplicates, date formats, missing values
  • Combining several tables and calculating key figures
  • Producing charts and summaries as Excel files or images
  • Sanity-checking results with spot checks and cross-calculations
Module 3 Automating documents and routine tasks
  • Generating reports, minutes and mail merges from templates and data
  • Renaming, sorting and converting files automatically
  • Saving recurring procedures as reusable instructions
  • Writing a simple team guide in CLAUDE.md
Module 4 Building small scripts and internal tools
  • From idea to working helper: stating requirements clearly
  • Having simple input forms or local web interfaces created
  • Improving step by step: describing problems instead of debugging yourself
  • Documenting results so colleagues can use them

Day 2

Module 5 Working safely and responsibly
  • Handling personal and confidential data correctly
  • Limiting permissions and working only in approved folders
  • Recognising limits: when a tool should be handed over to IT
  • Coordinating with IT, data protection and business owners
Module 6 Hands-on project: your own solution for Procurement
  • Bid comparison app – An app that accepts bids as PDFs, extracts key terms and generates a weighted evaluation matrix that can be exported.
  • Supplier risk radar – An internal dashboard showing key suppliers with risk categories, recent alerts and the status of mitigation actions at a glance.
  • Purchase request assistant – A form-based tool that guides business units through structured questions and produces a complete purchase requisition for procurement.
Module 7 Data protection, quality & transfer to daily work
  • Bids, terms and supplier contracts are trade secrets and may only be processed in approved AI environments; contact details are subject to the GDPR. Public contracting authorities must also comply with procurement law and equal treatment, and companies may be subject to supply chain due diligence legislation.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Drafting specifications

An AI assistant turns requests from business units into structured requirement specifications and statements of work, closes gaps by asking follow-up questions and keeps wording product-neutral.

Bid comparison

AI extracts prices, lead times, payment terms and deviations from the request from differently structured bids and builds a comparison matrix as the basis for the award decision.

Negotiation preparation

Market information, price trends and supplier history are turned into negotiation strategies with targets, concessions and arguments, plus role plays to prepare for difficult conversations.

Supplier research

AI supports the search for alternative sources, summarises publicly available information on potential suppliers and creates questionnaires for supplier qualification.

Spend analysis

Spend data from ERP exports is classified with AI support, mapped to categories, consolidation opportunities identified and results presented clearly for management.

Supplier risk monitoring

Automations monitor news and public sources on key suppliers; AI assesses signals of insolvency, sanctions or human rights risks and alerts the responsible people early.

Possible hands-on projects

Bid comparison app

An app that accepts bids as PDFs, extracts key terms and generates a weighted evaluation matrix that can be exported.

Supplier risk radar

An internal dashboard showing key suppliers with risk categories, recent alerts and the status of mitigation actions at a glance.

Purchase request assistant

A form-based tool that guides business units through structured questions and produces a complete purchase requisition for procurement.

Prerequisites

No programming knowledge is needed; confident use of Excel, files and folders on your own computer is sufficient. You work in procurement or purchasing and know your organisation's sourcing processes.

Technical requirements

Your own laptop with admin rights, Git, a Node.js runtime and an up-to-date editor; a Claude subscription or Anthropic API access is required for the exercises.

Data protection & compliance

Bids, terms and supplier contracts are trade secrets and may only be processed in approved AI environments; contact details are subject to the GDPR. Public contracting authorities must also comply with procurement law and equal treatment, and companies may be subject to supply chain due diligence legislation.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 – Tue, 24 November 2026 Online Request
  • Thu, 3 December 2026 – Fri, 4 December 2026 Augsburg Request
  • Mon, 14 December 2026 – Tue, 15 December 2026 Online Request
  • Tue, 12 January 2027 – Wed, 13 January 2027 Kaiserslautern Request
  • Tue, 19 January 2027 – Wed, 20 January 2027 Online Request
  • Thu, 4 February 2027 – Fri, 5 February 2027 Bremen Request

Frequently asked questions

How is Claude Code different from traditional code completion?

Code completion suggests the next few lines, whereas Claude Code acts as an agent that handles whole tasks: it searches the repository, plans changes across several files, runs tests and commands, and corrects itself based on the results. You define the goal and review the outcome instead of steering every single line yourself.

Is Claude Code secure enough for enterprise use?

By default, Claude Code asks for approval before editing files or running commands. Permission rules, sandboxing, managed settings and hooks let you define precisely what the agent may do. During the course you learn to configure these mechanisms to match your security and data protection requirements and to assess risks such as prompt injection.

Does Claude Code work with my language and tech stack?

Yes. Claude Code is language-agnostic because it works with files, terminal commands and your existing build and test tooling. Whether you use Python, Java, TypeScript, Go, SAP-related code or infrastructure as code, what matters most is a well-written CLAUDE.md describing your commands and conventions. Each course variant adds the relevant domain focus.

May AI decide on contract awards?

AI can structure and compare bids and highlight anomalies. The award decision is made by procurement according to defined criteria. In the public sector, the decision must also be documented and traceable under procurement law. We show how to integrate AI support transparently into your award process.

How do we protect confidential supplier terms?

Use only approved enterprise environments where inputs are not used for training and data processing is contractually governed. Terms offered by other bidders must never find their way into communication with suppliers. In the course we discuss practical rules for handling sensitive procurement data.

How much does “Claude Code for Procurement Teams” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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