Full visibility on your suppliers, no onboarding required, in one place. Invite the supplier team to make their profile live and collaborate on their account.
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 and invited 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.
On a Company profile you can:
- Monitor risks from company compliance to individual project performance and performance across KPIs.
- Track supplier capacity and utilisation across live projects and active tenders.
- Manage the full account team - both you & your supplier.
- Quickly prepare for Account meetings - with shared access to performance reports, project & tender history and documentation.
Overview of Company profile
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 send Direct messages and Internal notes for account management. You can add yourself to the account team to receive messages and updates. See guide.
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. Enabling you to see and manage capacity.
Compliance status including individual Compliance documents and Compliance Level management.
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.
If Folios are enabled, see which Folios the supplier is linked to.
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. Services the supplier provides can also be validated by your team to enable improved category management.
- 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.
- Account management: View status across KPIs, both internal and those shared with your supplier. Set up a new KPI by clicking '+Add KPI'.
- 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.
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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 & Projects (Level A & B users only)
- 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").
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Projects: find the Projects this supplier is working on and the amount you are spending with them. If purchase orders are enabled, gain forward visibility of view how their spend is performing against committed spend. Discover if this supplier is a high-spend partner, or one which you may contract frequently but on low-spend Projects.
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Performance: see supplier performance scores if feedback has been activated. Use performance data to help you with sourcing decisions or identify discussion points for your next QBR. Click "Performance report" to review the supplier's performance feedback across their Projects.
TIP! For more information on tracking supplier performance, see the "Tracking performance" section of this IAND Academy guide.
Note: Level C & D users can view Opportunities and Projects if they have been added to the specific teams.
Governance
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Companies house: From here you can find a link to the Companies House record for this supplier if available. Adding a Companies House number enables IAND to enhance your supplier insight with information such as: company size, location, SIC code, trading status and publicly available data on innovation capacity and diversity.
Click 'Add/edit' to add or edit a supplier's Companies House number.
TIP! After adding a number, refresh the page to see the updated Company Profile. - 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 onboarding 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.
