System and method for assessing a procurement and accounts payable system

A method for assessing a general procurement and accounts payable system for a client, said method comprising:

• maintaining a playbook database, said playbook database comprising a plurality of templates of information relating to said assessing a general procurement and accounts payable system, said plurality of templates being particularized for said client;
• displaying a playbook summary view, said playbook summary view comprising a folders and views section, a task title display and selection area, a summary task creation button, and a detailed task creation button, said folders and views section including category buttons relating to categories that, when selected, cause execution of tasks associated with said assessing said general procurement and accounts payable system for said client, said tasks including
• qualifying said client,
• accumulating data describing existing processes, tools, and organizational structure of said client,
• defining an integrated client solution incorporating technical, educational, and human resources, and
• delivering a workshop presentation to said client of a service offering;
• said task title display and selection area adapted to include buttons for selecting tasks pertinent to said categories of tasks,
• said buttons for selecting tasks identifying said tasks which may be so selected,
• said buttons for selecting tasks adapted to be displayed in said task title display and selection area in response to a selection of a button of the category buttons;
• displaying a summary task template of said plurality of templates for a selected first task of tasks identified in said task title display and selection area, said summary task template being displayed in response to a selection of said summary task creation button, said summary task template including summary parameters of said selected first task;
• and
• displaying a detailed task template of said plurality of templates for a selected second task of tasks identified in said task title display and selection area, said detailed task template being displayed in response to a selection of said detailed task creation button, said detailed task template including detailed parameters of said selected second task.