1. Webinar: ProArc Supplier Room Trond Bjørseth ProArc Product Marketing Manager 11.11.2014

2. Software Innovation is committed to helping organizations manage, share and use information, turning it into their most valuable asset

3. Why Supplier Room ? To whom is it for ? The how (step by step) A bit about the future How to get started Wrap up Agenda

4. If I stand like this, it seems I know what I’m talking about If I sit like this, it seems I understand what he’s talking about Take your positions…

5. Let’s illustrate what it’s all about Supplier(s) Documentation deliveries Client/Contractor Internal review Return of status codes Incl publishing to selected Interface Contractors, Partners, other, etc. Supplier Document Requirement List Supplier Master Document Register (rev. 1)

6. Supplier Room – Information flow, simplified

7. Well, the main issue is the document traffic between the Contractor and the Supplier(s) Get control of what to deliver and when To be able to deliver correct documents, on time Keep track on document delivery dates and actual deliveries On large projects, it is essential to predict, control and monitor the incoming and outgoing of documentation. Usually driven by workflow/transmittals, and revisions/status. Offer reporting on status (delay, look ahead etc.) Publish selected documentation to selected Suppliers, Interface contractors, Partners etc. Why Supplier Documentation ?

8. Ok, but how do I do this with ProArc (Supplier room) ?

25. Automatic return from Contactors ProArc to Supplier Room

42. Say again ?

43. A tailor made ProArc SharePoint Portal for Client/Contractor and their Suppliers Documents can be uploaded/published from ProArc Supports review and approval activities When documents/files are ready for review they are sent to (the Client/Contractors) ProArc, one or several files can be transferred When the document is reviewed by the project, a status is returned to the Supplier Room telling the Supplier if the document is accepted or not, if not, a non-acceptance code is given and a new due date is set for the document to be re-issued Repeat until acceptance is reached Suppliers perform and maintain their document deliveries through the Supplier Room and can create new ones any time Normally a workflow is used in ProArc for the review process, but this can also be done without using the workflow module/feature Documentation for info can be sent to any Supplier/Interface party etc. ProArc Supplier Room short recap:

44. Standard reports or predefined searches (queries on dates) Overdue from supplier (per PO) / contractor Look ahead from supplier / contractor Recently received documentation (last 5 days) Recently sent documentation (last 3 days) Etc. Reporting

45. ProArc ver. 6.7.5 or higher SharePoint Foundation 2010 (installed by SI on a separate server, in DMZ) External SharePoint Connector Some ports needs to be open Technical pre requisites

46. In summary:

47. Purpose: To get better control of Supplier deliverables and the delivery schedule (with less manual labour) To easily communicate document delivery requirements To speed up the exchange of documentation and review results between Contractor and Supplier(s) To easily publish information to selected project participants How ? Set up a Supplier Room to each PO/Supplier Decide on direct delivery or engage in workflow processes Configure some selected reports/searches Introduce method/procedure to chosen Suppliers Wrapping up: Go ProArc Supplier Room !.

48. Thank you for your attention ! Kind Regards, Trond Bjørseth TROND BJORSETH ProArc Product Marketing Manager Email to: trond.bjorseth@software- innovation.com