Before You Begin

Make sure you have the following ready.

A modern web browser (Chrome, Edge, Firefox, or Safari)
Your IQ Suite login credentials (email & password)
Your renewal data in Excel format (optional — you can also enter data manually)
Your organisation's invite code if joining an existing team

Your First 15 Minutes

Follow these steps in order to get the most out of IQ Suite from day one.

1

Sign In & Set Up Your Profile

Navigate to IQ Suite and sign in with your credentials. Click your name in the top-right corner to open your profile. Enter your name, position, and organisation. If joining an existing team, enter the invite code your administrator shared.

All Apps
2

Import Your Renewal Data

Go to Renewal IQ and click "Import Excel" on the Dashboard. Upload your spreadsheet — IQ Suite auto-maps columns to fields like vendor, contract number, value, and dates. Review the preview, then confirm. Your renewals appear instantly.

Renewal IQ
3

Explore the Dashboard

Your Dashboard shows KPI cards (total renewals, expiring soon, total value), a renewal pipeline by status, and a timeline of upcoming deadlines. Click any renewal to view its full details, edit fields, or update its status.

Renewal IQ
4

Configure Your Alerts

Navigate to Alerts & Notifications in the sidebar. IQ Suite automatically flags renewals expiring within 90, 60, and 30 days. The bell icon in the top bar shows urgent alerts at a glance. Snooze any alert you've already actioned.

Renewal IQ
5

Start Evaluating Deals

Switch to Deal IQ using the app switcher (click the logo). Create your first deal by clicking "New Deal". Fill in the supplier, department, value, and description. Your deal enters the pipeline at the Discovery stage and progresses through structured gates.

Deal IQ
6

Submit a Procurement Request

Switch to Request IQ and click "New Request" in the sidebar. Select the category, set the priority level, describe what you need, and submit. Your request is assigned an SLA target automatically based on priority (Critical: 5 days, High: 10, Medium: 20, Low: 30).

Request IQ
7

Invite Your Team

Click your profile and find your organisation's invite code. Share it with colleagues — when they sign up and enter the code, they join your organisation and see the same data. Assign team members to requests in the Triage Queue.

All Apps
8

Review Analytics & Export

Each app has an Analytics page with interactive charts. Use filters to drill into specific categories, time ranges, or statuses. Export your data to Excel at any time for reporting, audits, or sharing with stakeholders outside the platform.

All Apps
< 15 min
Average time from sign-in to first actionable insight

What's Next?

Dive deeper into each product with our detailed User Guides, or reach out to our team for a personalised walkthrough.

View User Guides Contact Support