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What’s new in Supplier
Lifecycle Management ?
Amit Malhotra
AST Corporation
August 17, 2012
2
Agenda
 Introduction
 Supplier Hub and Supplier Lifecycle Management
 New Features – Supplier Lifecycle Management
 Case Study
 Summary
 Discussion
3
Introduction
 Suppliers provides goods and services
 Strategic partnership can provide a competitive advantage over competitors
 Critical to bring on board new vendors, continuously evaluate, audit and
manage vendors in an efficient way
 Supplier Management is to ensure that all contracts with suppliers
support the needs of the business, and that all suppliers meet their
contractual commitments
 Oracle Supplier management to onboard, evaluate, and manage
suppliers across your trading lifecycle
 Supplier Management offers two products
Supplier Hub
Supplier Lifecycle Management
4
Supplier Hub
 Supplier Hub can extract supplier data,
consolidating supplier information into
one repository resulting in “single point of
truth”
 Data can also be merged with data from
third party sources such as D & B,
Trillium
 Leverages on TCA architecture
 Supplier Merge, Purge, Enrich Etc.
5
Supplier Lifecycle
Management
 Supplier Lifecycle Management (SLM) provides
an extensive set of features to support the
qualification , profile management and
performance assessment of suppliers
 Provides tool for evaluation, compliance,
and monitor
 Supplier Lifecycle Management governs the
processes around the data
6
360 Degree Supplier View
 Repository for storing information from disparate
sources
 Review qualifications
 Check status of deliverables
 Extensible user profiles to store additional information
7
360 Degree View
8
Supplier Profile Page
 Qualification and Evaluation – Enables you to search,
view, and act on existing qualification and evaluation
RFI, RFQ
 Relationship Contracts: RFI Contract Clauses and
deliverables feature is part of Supplier Lifecycle
Management license
 Qualification Deliverables: Deliverables are contractual
commitments associated with contract templates
 Profile Access Control : Enables you to view and
update the roles to access the User Defined Attributes
9
Supplier Profile
 Notes – enables you to view and create notes of
several types
 Publish Event History – enables you to track the
publication history of supplier
information
10
Extended Supplier Profile
 User defined attribute
 Unlimited range of attributes grouped into logical profile
sections
 Consolidating the information gathered across
departments
 Access control tools (Internal Users and Supplier
Users)
 Can be defined at supplier party level, site level,
classification type etc.
11
Extended Supplier Profile
12
Extended Supplier Profile
13
Profile Access Control
A1 A2 A3 A4 A5 A6 A7 A8 A9 A10 A17 A18 A19 A27 A28 A29 A30 A35 A36 A37Supplier Attributes:
Values:
Strategic BuyerStandard Buyer AdministratorSupplier User
Widgets, Inc. (Supplier)
14
Supplier Search
 Advance Search to find and retrieve supplier records
 Allows any of standard and extended profile attributes
to be used as search criteria
 Supplier profile can be exported into excel spreadsheet
 Search Criteria display can be personalized at User
level
15
User Defined Attribute (UDA)
16
Advance Search
17
Export to Excel
18
Supplier Profile Management
 Self Service by vendors
 Establish RFI process to capture the
information using questionnaire format
 Internal Administrators can review the
changes
 AME can be used to route for approval
 Suppliers can also access and update
the extended profile attributes
19
Registration and On Boarding
 SLM provides registration feature that
can be configured for business unit
 Prospective Supplier can also upload
attachments
 Buyers can also send out pre-register to
vendors
 Administrators can also establish RFI
documents that to capture information
 Buyer can restrict certain Supplier info.
20
Registration and On Boarding
 Prospect to be captured using
questionnaire format
 Suppliers can save their draft registration
and complete it later
 Prospective Supplier can be routed for
approval using AME
 Approved Supplier data is stored and RFI
information gets synchronized to supplier
record
21
Qualification Management
 SLM Leverages AME approvals to
generate customized workflow
 Details for Supplier Information can be
passed to multiple stakeholders
 Approvers are notified for review
 Deliverables like insurance certificate and
code of conduct
 Supplier is notified by email on approval
22
Compliance and Profile Audits
 Regulatory requirements to keep key
supplier information
 Can be also be used for corporate Social
responsibility
 SLM uses RFI tools to gather and
manage supplier information
 Can define Key Compliance information
using extended profile and store into the
supplier master record
23
Compliance
24
Mapping Questionnaire
25
Performance Evaluations
 Employees can provide insightful feedback
 SLM uses RFI tools to generate internal RFI
documents
 Seeded Sourcing RFI templates are available
 Enables stakeholders in diverse range of
departments, such as Procurement, Risk
Management, Legal, Finance etc
 Feedback can be stored to track trends
26
Performance Evaluations
27
Performance Evaluation
28
Supplier Notification
 Buyer can send out notification to all
suppliers
 Admin can filter suppliers using search
criteria
 Administrators can also send notification
to select list of suppliers
29
Notification
30
Case Study (Public Sector)
Business Requirement :
All firms and individuals that do business with the Public Sector entity will
be required to provide a Business License number or an exemption
number as proof of compliance with business tax requirements in order
to receive payment for goods or services
Solution :
Capture Business information in User Extended Profile
User can generate a report for vendors with inactive status
Custom program can be developed to put the payment on hold for
suppliers with inactive Business License number
31
Solution
32
Summary
 Streamline registration and review of prospective
suppliers
 Enable cross-functional performance
 Extended supplier profile
 Synchronized RFI information into supplier record
 Assure effective governance and risk mitigation
 Consolidated data
33
Questions and Answers
Amit Malhotra
AST Corporation
amalhotra@astcorporation.com
www.astcorporation.com

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Oracle SLM : What's New in Supplier Onboarding through Oracle.

  • 1. What’s new in Supplier Lifecycle Management ? Amit Malhotra AST Corporation August 17, 2012
  • 2. 2 Agenda  Introduction  Supplier Hub and Supplier Lifecycle Management  New Features – Supplier Lifecycle Management  Case Study  Summary  Discussion
  • 3. 3 Introduction  Suppliers provides goods and services  Strategic partnership can provide a competitive advantage over competitors  Critical to bring on board new vendors, continuously evaluate, audit and manage vendors in an efficient way  Supplier Management is to ensure that all contracts with suppliers support the needs of the business, and that all suppliers meet their contractual commitments  Oracle Supplier management to onboard, evaluate, and manage suppliers across your trading lifecycle  Supplier Management offers two products Supplier Hub Supplier Lifecycle Management
  • 4. 4 Supplier Hub  Supplier Hub can extract supplier data, consolidating supplier information into one repository resulting in “single point of truth”  Data can also be merged with data from third party sources such as D & B, Trillium  Leverages on TCA architecture  Supplier Merge, Purge, Enrich Etc.
  • 5. 5 Supplier Lifecycle Management  Supplier Lifecycle Management (SLM) provides an extensive set of features to support the qualification , profile management and performance assessment of suppliers  Provides tool for evaluation, compliance, and monitor  Supplier Lifecycle Management governs the processes around the data
  • 6. 6 360 Degree Supplier View  Repository for storing information from disparate sources  Review qualifications  Check status of deliverables  Extensible user profiles to store additional information
  • 8. 8 Supplier Profile Page  Qualification and Evaluation – Enables you to search, view, and act on existing qualification and evaluation RFI, RFQ  Relationship Contracts: RFI Contract Clauses and deliverables feature is part of Supplier Lifecycle Management license  Qualification Deliverables: Deliverables are contractual commitments associated with contract templates  Profile Access Control : Enables you to view and update the roles to access the User Defined Attributes
  • 9. 9 Supplier Profile  Notes – enables you to view and create notes of several types  Publish Event History – enables you to track the publication history of supplier information
  • 10. 10 Extended Supplier Profile  User defined attribute  Unlimited range of attributes grouped into logical profile sections  Consolidating the information gathered across departments  Access control tools (Internal Users and Supplier Users)  Can be defined at supplier party level, site level, classification type etc.
  • 13. 13 Profile Access Control A1 A2 A3 A4 A5 A6 A7 A8 A9 A10 A17 A18 A19 A27 A28 A29 A30 A35 A36 A37Supplier Attributes: Values: Strategic BuyerStandard Buyer AdministratorSupplier User Widgets, Inc. (Supplier)
  • 14. 14 Supplier Search  Advance Search to find and retrieve supplier records  Allows any of standard and extended profile attributes to be used as search criteria  Supplier profile can be exported into excel spreadsheet  Search Criteria display can be personalized at User level
  • 18. 18 Supplier Profile Management  Self Service by vendors  Establish RFI process to capture the information using questionnaire format  Internal Administrators can review the changes  AME can be used to route for approval  Suppliers can also access and update the extended profile attributes
  • 19. 19 Registration and On Boarding  SLM provides registration feature that can be configured for business unit  Prospective Supplier can also upload attachments  Buyers can also send out pre-register to vendors  Administrators can also establish RFI documents that to capture information  Buyer can restrict certain Supplier info.
  • 20. 20 Registration and On Boarding  Prospect to be captured using questionnaire format  Suppliers can save their draft registration and complete it later  Prospective Supplier can be routed for approval using AME  Approved Supplier data is stored and RFI information gets synchronized to supplier record
  • 21. 21 Qualification Management  SLM Leverages AME approvals to generate customized workflow  Details for Supplier Information can be passed to multiple stakeholders  Approvers are notified for review  Deliverables like insurance certificate and code of conduct  Supplier is notified by email on approval
  • 22. 22 Compliance and Profile Audits  Regulatory requirements to keep key supplier information  Can be also be used for corporate Social responsibility  SLM uses RFI tools to gather and manage supplier information  Can define Key Compliance information using extended profile and store into the supplier master record
  • 25. 25 Performance Evaluations  Employees can provide insightful feedback  SLM uses RFI tools to generate internal RFI documents  Seeded Sourcing RFI templates are available  Enables stakeholders in diverse range of departments, such as Procurement, Risk Management, Legal, Finance etc  Feedback can be stored to track trends
  • 28. 28 Supplier Notification  Buyer can send out notification to all suppliers  Admin can filter suppliers using search criteria  Administrators can also send notification to select list of suppliers
  • 30. 30 Case Study (Public Sector) Business Requirement : All firms and individuals that do business with the Public Sector entity will be required to provide a Business License number or an exemption number as proof of compliance with business tax requirements in order to receive payment for goods or services Solution : Capture Business information in User Extended Profile User can generate a report for vendors with inactive status Custom program can be developed to put the payment on hold for suppliers with inactive Business License number
  • 32. 32 Summary  Streamline registration and review of prospective suppliers  Enable cross-functional performance  Extended supplier profile  Synchronized RFI information into supplier record  Assure effective governance and risk mitigation  Consolidated data
  • 33. 33 Questions and Answers Amit Malhotra AST Corporation amalhotra@astcorporation.com www.astcorporation.com