Improve sourcing experience when working with new suppliers
Summarize
Summary of Improve sourcing experience when working with new suppliers
This capability integrates Sourcing and Procurement Operations (SPO) with Supplier Lifecycle Operations (SLO) to deliver full visibility and a streamlined onboarding experience for new suppliers. It enables employees, procurement specialists, supplier managers, and suppliers to collaborate efficiently through a coordinated workflow supported by multiple ServiceNow applications and portals.
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Workflow of the sourcing experience
- An employee initiates a sourcing request with a new supplier via the Shopping Hub (or Employee Center).
- Work assignment rules route the request to a procurement specialist's workspace for review.
- The procurement specialist triggers automated supplier qualification, creating cases including a supplier onboarding case.
- The supplier manager uses a supplier onboarding playbook in their workspace to manage onboarding tasks.
- The supplier contact accesses the Supplier Collaboration Portal to view and complete assigned onboarding tasks and questionnaires, such as risk assessments.
- The supplier manager reviews submissions and completes the onboarding process using the playbook.
- All key stakeholders have real-time visibility into the sourcing and onboarding status through their respective portals.
Requirements
To enable this experience, several plugins must be installed and activated, including but not limited to:
- Shopping Hub
- Sourcing and Purchasing Automation
- Procurement Case Management
- Source-to-Pay Workspace
- Playbooks for Sourcing and Procurement Operations
- Supplier Common Architecture and Supplier Lifecycle Operations
- Supplier Collaboration Portal
- Advanced Work Assignment for both SPO and SLO
- Source-to-Pay and Finance Common Architectures
- Risk Assessments Integration for Sourcing and Procurement Operations
Following the recommended installation sequence ensures proper integration.
Getting Started
- Employee: Request products or services not listed in Shopping Hub and specify a new supplier (Role: snshop.shopper).
- Procurement Specialist: Review sourcing requests and purchase lines in Source-to-Pay Workspace; initiate supplier qualification (Role: snshop.procurementspecialist).
- Supplier Manager: Manage supplier onboarding cases and execute onboarding playbooks to assign tasks like risk assessment and supplier data collection (Role: snslm.manager).
- Supplier Contact: Complete assigned tasks and questionnaires via Supplier Collaboration Portal (Role: snslm.contact).
- Supplier Manager: Review collected data to decide on continuation or cancellation of onboarding, and complete all playbook activities to finalize onboarding.
This integrated process improves supplier onboarding efficiency, enhances transparency among stakeholders, and supports risk and compliance management during sourcing with new suppliers.
With Sourcing and Procurement Operations and Supplier Lifecycle Operations together, provide complete visibility to all the stakeholders involved in the sourcing process, along with improved supplier onboarding experience.
Workflow of the sourcing experience
The following figure shows how an employee, procurement specialist, supplier manager, and supplier use the SPO and SLO applications together to get complete visibility into the sourcing process and simultaneously enjoy improved supplier onboarding experience.
- An employee visits Shopping Hub (or Employee Center) and creates a sourcing request with a new supplier to be onboarded.
- Work assignment rules route the request to a procurement specialist's workspace.
- The procurement specialist initiates automated supplier qualification, which creates required cases, including a new supplier onboarding case that is assigned to a supplier manager.
- The supplier manager reviews the supplier onboarding case and uses the onboarding playbook in the supplier workspace to onboard suppliers.
- The playbook generates tasks and assigns them to the supplier being onboarded.
- The supplier contact views the assigned tasks in the Supplier Collaboration Portal.
- The supplier contact completes the assigned tasks and submits the required questionnaire in the Supplier Collaboration Portal.
- The supplier manager reviews the collected supplier data and completes the onboarding playbook in the supplier workspace.
- The employee, procurement specialist, and supplier manager have complete visibility into the status of work, including supplier onboarding, through process completion, from their respective portals.
Requirements for sourcing with a new supplier
- Shopping Hub [com.snc.sn_spend_uib]
- Sourcing and Purchasing Automation [com.snc.sn_pr]
- Procurement Case Management [com.sn_spend_psd]
- Source-to-Pay Workspace [com.sn_spend_workspace]
- Playbooks for Sourcing and Procurement Operations [com.sn_spend_cp]
- Advanced Work Assignment for Sourcing and Procurement Operations [com.snc.sn_spend_awa]
- Supplier Common Architecture [com.snc.sn_slm]
- Supplier Lifecycle Operations [com.snc.sn_supplier_mgmt]
- Supplier Collaboration Portal [com.snc.sn_supplier_sp]
- Advanced Work Assignment for Supplier Lifecycle Operations [com.snc.sn_slm_awa]
- Source-to-Pay Common Architecture [com.snc.sn_shop]
- Finance Common Architecture [com.sn_fin]
- Common Service Delivery [com.sn_spend_sdc]
- Risk Assessments Integration for Sourcing and Procurement Operations [com.sn_spend_vrm]
For information on the installation sequence, see Application plugin installation sequence.
Get started with sourcing with a new supplier
- Request for a product or service that you don't see on Shopping Hub, and add a new supplier that you prefer to source it from. For more information, see Requesting for products or services that you don't see on ShoppingHub.
Role: sn_shop.shopper.
- Review the sourcing request and its associated purchase lines on the Source-to-Pay Workspace. For more information, see SPO list page.
Role: sn_shop.procurement_specialist.
- Begin the qualification process to onboard the new supplier. For more information, see Supplier qualification.
Role: sn_shop.procurement_specialist.
- Review the supplier onboarding case and start the supplier onboarding using playbooks. For more information, see Using the supplier onboarding playbook to onboard suppliers.
Role: sn_slm.manager.
- The playbook automatically creates supplier tasks to conduct risk assessment and to collect supplier information, such as banking information and location details.
- Log in to the Supplier Collaboration Portal and complete the following:
- Assigned tasks. For more information, see Viewing supplier contact tasks from the Supplier Collaboration Portal.
- Risk assessment questionnaire. For more information, see Complete a risk assessment from the Supplier Collaboration Portal.
Role: sn_slm.contact.
- Review the collected supplier information and determine whether to continue or cancel the onboarding process.
Role: sn_slm.manager.
- Complete the different activities in each stage of the playbook to successfully onboard the new supplier.
Role: sn_slm.manager.