1. SCC Supplier Performance Management (SPM) Training
April 2017

2. How to Create an SPM Project
Module 3

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

4. 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

5. 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

6. 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.

7. 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

8. 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

9. 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

10. Create an SPM Project
Your SPM Project has been created.

11. 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

12. 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.]