Company Profiles

Find a full historical account of your relationship with any supplier in your supply chain, in one place. 

An overview

Each company that you see in your Companies Index has its own dedicated Company Profile, where you can find:

• Key company information provided by the supplier, including their addresses, website, and a showcase of their products and services.

• Account team members who can utilise Direct messages and Internal notes for account management. You can add yourself to the account team to receive Direct messages and updates.

• ESG Impact metrics either populated by the IAND IMPACT API or provided by the supplier on a yearly basis across categories such as Carbon and Diversity.

• Opportunities that the supplier has been/is involved in and the status of the Opportunity.

• Spend and performance on Projects imported from your ERP system.

• Compliance status including individual Compliance documents and Compliance Level management.

Note: Company Profiles are automatically created when new suppliers are added to IAND via financial data imports made by Super users. They can also be manually added via the Companies Index. Once suppliers are onboarded, they can brand their profile and outline their products and services as well as their ESG performance. For more information on how to invite a supplier, see this IAND Academy guide.

With Company Profiles you can:

• Make informed decisions. Enable project managers to quickly assess a potential supplier. Have they worked with your organisation in the past? Are they a high / medium / low performer on projects or ESG? 

• Reduce time and risk. Easily see which compliance information is already in place, approved and up to date, saving both you and your supplier time and resources when working on multiple projects. Super users can create a set of tailored Compliance Levels and Compliance document requests for issue across your supply chain.

• Keep in touch, all in one place. Contact members of the Supplier team directly through the platform using the Direct messages module. For example, send information about an upcoming account meeting, or let the supplier know if their profile is missing key information you need to continue to work with them.

Company Profile features in detail

See the name of the company, a summary description about who they are and their registered address. On the right, see the platform status of the supplier. If the supplier is not live, you will see a button here to invite them or if they have already been invited, to send them a reminder.

Status, Account team and Supplier team

Under Status, see the supplier's Performance, total Spend and approved Compliance Levels.

Add colleagues to the client account team by clicking 'View/add', and remove members using the cross next to their name. If there are several account team members, use the down arrow to expand the list. 

See which supplier users have access to the account in the Supplier team section, including who the supplier has designated as their Key point of contact. 

Core sections and their modules

The left side of the Company Profile is divided into five sections, each containing a number of modules. Each module can be expanded to see the information and functionality inside. Below is a list of each of the five sections, and the modules they contain:

• Profile: Information from the supplier on their size, founded year and full company description.
• Services & sectors: A showcase of the supplier's areas of expertise.
• Locations: Head office, Registered address and Other office locations where provided, as well as regions covered for work.
• Experience: This appears if the supplier has provided showcase projects.

• Company category: Select from the dropdown to change the category. Find out more about using Company categories in this dedicated guide. Company categories are not visible to your supplier. 
• Direct messages: send messages to the supplier team about upcoming meetings or questions about their profile. Start a new conversation by clicking '+Start new thread' and close threads when they are resolved. 

• ESG IMPACT: Information from the supplier on their Organisation, Carbon, Innovation and Diversity metrics. Some of these metrics may automatically be pulled in via the IAND IMPACT API before the supplier is onboarded. Click 'See details' to view the full history.
  Note: you can search for suppliers based on these criteria using the ESG IMPACT filters on the Companies Index.

• Opportunities: see the list of Opportunities this supplier has been invited to, and click through to view the Opportunity details, including status ("Selected", "Not selected" or pending). 
• Projects: find the Projects this supplier is working on, the amount you are spending with them and their performance scores if feedback has been activated. Discover if this supplier is a high-spend partner, or one which you may contract frequently but on low-spend Projects. Use performance data to help you with sourcing decisions or identify discussion points for your next QBR. Click through to any Project to view the details. 

Note: Level C & D users can view Opportunities and Projects if they have been added to the specific teams.

Governance

• Companies house: From here you can find a link to the Companies House record for this supplier if available, enabling you to see any trading risks.
• Systems: From here you can find the internal name and reference for this supplier from your own supplier address book/finance systems.
• Compliance status: View, add and manage Compliance Levels for this supplier.

• Onboarding status: View the full platform status history for this supplier. Level A users can Offboard suppliers and re-invite them to the platform from here.

• Compliance documents: View the full audit of individual Compliance documents submitted by this supplier, with risk flags to highlight expired, pending and rejected documents. Click on 'Manage compliance' in the Compliance status module to see Compliance documents. Find out more on how to request compliance documents in this dedicated guide.
• Internal notes: Add or view notes left by your colleagues about this supplier, which can include documents and links. Notes are not visible to the supplier and can be deleted at any time.