ProcurementSynergyTM for Procurement is a documented, cloud-based framework for MRO purchasing management. It contains all of the building blocks for a successful procurement operation:

  • Process models
  • Procedures
  • Data conventions
  • Coding libraries
  • Roles and responsibilities
  • Key performance indicators
  • And more!

Implement proven best practices for MRO procurement, with all the simplicity of the cloud. SynergyTM for Procurement gives your purchasing operation a solid foundation. It provides the groundwork you need to reduce MRO costs, drive EAM software success, and improve vendor performance.


SynergyTM for Procurement provides a complete, documented operating model (i.e., regime) for a business’s MRO procurement function. It contains the industry’s most comprehensive framework of processes and procedures for MRO purchasing management.

Standardize MRO procurement across the enterprise

If two of your business locations have to buy the same item, they should be buying from the same supplier under the same contract. Right? Standardization makes sense, but it’s impossible to achieve without documented practices, processes, and procedures. SynergyTM for Procurement gives you the written standards that you need to standardize procurement across multiple sites.

Integrate with any EAM/CMMS software system

SynergyTM for Procurement integrates with any EAM or CMMS software system, giving the software the foundation of process and data it needs to be successful. Our clients include users of IBM Maximo, Infor EAM, Oracle eAM, SAP Enterprise Asset Management, and many of the industry’s other leading software systems.

Business process with the simplicity of the cloud

Our cloud-based delivery model brings the flexibility and simplicity of Business Process as a Service (BPaaS) to MRO procurement. Optimize the way you manage vendors and purchases with our process-in-the-cloud model.


Policies and Guidelines

  • Procurement Policy
  • Procurement Objectives
  • Procurement Authority & Delegation
  • Procurement Business Conduct

Processes and Procedures (over 60 templates)

  • Catalog Setup
  • Purchase Requisitions
  • Quotations
  • Contracting
  • Purchase Orders
  • Shipping and Receiving
  • Accounting and Invoicing
  • Warranty Administration
  • Supplier Evaluation

Roles and Responsibilities

  • Procurement Organization
  • MRO Procurement Team
  • Procurement Manager Role
  • Buyer Role
  • Procurement Responsibilities Matrix

Coding Structures and Data Conventions

  • Item Data
  • Supplier Data
  • Purchase Order Data
  • Purchase Order Codes

Reporting Requirements

  • Operational Reporting
  • Cost & Budget Reporting
  • Data Filters

Performance Management

  • Key Performance Indicators
  • Audit Scoresheet


Proven Best Practices

  • Know what the best practice is—don’t guess. Every element of our model, from processes to codes to KPIs, is based on industry-proven and accepted practices.
  • Our templates comply with the highest industry standards for asset management process and data management, including ISO 55000, PAS 55, and ISO 14224.
  • SynergyTM is built on SwainSmith’s 20 years of maintenance and asset management consulting experience. We know what works.

Easy Customization

  • Easily customize any element to create your own documentation model that fits your organization’s specific circumstances.
  • All documents are provided in Microsoft Word, Excel, or Visio file formats for easy editing.
  • Templates are designed to work efficiently for organizations in various industries, with single or multiple locations, so only simple customization is required.

Easy to Use

  • Designed for beginners: Processes are written in simple language with easy-to-follow, step-by-step instructions for tasks and activities.
  • Intuitive structure: Processes and procedures are organized in a logical sequence that follows the process flow of a typical maintenance operation.
  • Templates have a consistent format that describes the who, what, when, where, why, and how of each process, procedure, and KPI.
  • Simple, common-sense document numbering makes it easy to find the procedure you need.
  • Built-in glossary defines key terms and abbreviations.
  • Every SynergyTM subscription comes with unlimited complimentary training and support to help your team get the most out of the model.

Samples from SynergyTM for Procurement

Purchase Requisition Process

Synergy Purchase Requisitions

Catalog Setup

Synergy Catalog Setup

Download sample Synergy documents and see how Synergy can springboard your asset management excellence initiative.

Optimize your MRO procurement operation with SynergyTM.

Contact SwainSmith for purchase and pricing options.