Step-by-Step Onboarding Process
1. Finalize and Load Supplier List • Template available on My Suppliers page in your account • Minimum information required for each supplier: company name and email for point of contact
2. Finalize Scorecard(s) • Choose from 3000+ indicators in Scorecard Library, or • Work with SupplyShift staff to tailor a questionnaire
3. Determine Engagement Approach/Letter • Use your own letter or request a SupplyShift template • Determine the email address from which requests will originate, and enter this email address into the Company Profile under Account • Discuss with procurement leads on appropriate method to notify suppliers that SupplyShift email request will arrive in their inbox
4. Send Scorecard Request • Enter due date in Send dialogue area • Paste in onboarding letter • Send scorecard to selected supplier groups
5. Track Responses • Use Response Tracker in Sent Scorecards to see which suppliers have opened, initiated, or submitted the response • Selectively send reminders to any subset of suppliers, or to any individual supplier • Depending on level of service, phone calls to select suppliers may be appropriate to encourage responses
Support Hotline: Phone: 415.935.1697 Email:
[email protected]