SCC Supplier Performance Management (SPM) Training April 2017

How to Create an SPM Project Module 3

An SPM Project Gives Visibility into supplier metrics Surveys Quick Surveys and Responses Survey Responses Supplier Performance Management Project Grades and Supplier Scores Scorecards You can think of an SPM Project as a folder than contains everything that relates to supplier measurement and collaboration. Recurring Surveys and Scorecards Reports Key Performance Indicators (KPIs) Related Documents Team Members

Two ways to create an SPM Project Option 1 Linked to a Contract Workspace or Procurement Workspace Create an SPM Project from a Contract Workspace or Procurement Workspace Create an SPM Project from the Create Menu SPM Project Option 2 Not Linked to a Contract Workspace or Procurement Workspace

Create an SPM Project Option 1 – From a CW OR PW Access the Contract Workspace from the Ariba Search screen, or from your “My Documents” Portlet Make sure that you are on the Overview Tab of the Contract Workspace In the Overview section click Actions, and then click Create > Follow-on Project

Create an SPM Project Option 1 – From a CW OR PW Choose the follow-on project type. In this case, our follow-on project will be a Supplier Performance Management Project You are now on the “Create Supplier Performance Management Project” screen.

Create an SPM Project Required fields are marked with an asterisk (*) When entering the name of your SPM Project, please follow the approved SCC naming convention Supplier name, Commodity or Agreement Title, mm-dd-yyyy The “Add more” link to the right of the field allows you to select multiple values. E.g., if you need to add more than one department, clicking on the Add more link will let you select additional departments associated with the supplier Information Icon. Click on the “i” for additional information

One SPM Project = One Supplier Create an SPM Project Key Concept – One SPM Project = One Supplier Each SPM project is intended to measure one supplier

Create an SPM Project Currently there are two templates: SCC SPM Process Template Supplier Enablement Electronic Procurement Initiative Survey RESTRICTED USE: Supplier Enablement Electronic Procurement Initiative Survey is reserved for use by the Supplier Enablement & Catalog Team ONLY. The templates are controlled by the Scorecard Type Field Choose how often the performance reviews will occur. When all of the fields have been filled out, click Create

Create an SPM Project Your SPM Project has been created.

System Demonstration In this demonstration, you will see how to Create an SPM Project from a Contract Workspace Create a Supplier Performance Management (SPM) Project from the Create Menu Complete all of the fields Choose the appropriate SPM template

Lab Activity Objectives: Create an SPM Project from the Create menu Length: 10 minutes Refer to the Student Activity Guide for instructions [Read the slide to introduce the exercise. Show the participants which page to go to in the Student Activity Guide. Help students if they have questions during the activity.]