Configure your portfolio to meet the needs of your BMS, help your users access information and request the information you need from suppliers
Consider your portfolio settings
1. Provide Homepage links accessible to all client users
We recommend a maximum of 5 links for your client users to access. By default, all portfolios have a link to information on Permission levels. Additional links you may want to include:
- contact details for Supply Chain lead
- training materials
- BMS processes
- FAQs (client specific)
These homepage links can be updated at any time by contacting support@iand.com.
2. Review Services/Sectors
IAND has 19 sectors and 23 services by default that suppliers can select while onboarding to IAND. You can review these on the Companies Index within the Services and Sectors filters. These services and sectors can be updated by contacting support@iand.com.
TIP! Work with your category managers and/or review categories in your other systems and provide an updated list that work for your organisation. Make sure these are updated before onboarding suppliers.
3. Review Company Categories
Company Categories allow you to categorise each of your suppliers, to give you increased insight, visibility and controls into your supplier relationships. Read more about Company Categories.
Company Categories can be updated by contacting support@iand.com.
TIP! Consider how you want to treat different categories of spend, such as overhead spend, if this hasn't been excluded during import. Or consider how you want to categorise your supplier relationships in more detail.
4. Review privacy requirements
IAND privacy settings enable you to set both/either Opportunities and Projects as private by default to control who can see and take action.
Portfolio settings can be updated by contacting support@iand.com.
Configure your Portfolio
1. Configure compliance levels and documents
Read about Compliance Levels and Compliance presets and work with BMS team to configure these to meet your organisation’s needs.
IAND offers an automation to request compliance documents, to find out more contact your Account Manager or email support@iand.com.
TIP! Request the mandatory set of 4-5 documents required to approve suppliers within your organisation. Requesting more documents adds effort to suppliers and may extend the onboarding timelines. You can always request more documents via a preset from suppliers who need a higher approval level.
2. Configure supply chain engagement channel
An Opportunity can be used to communicate with your entire supply chain or a category within your supply chain.
- Set up a draft “Opportunity” including title, description and upload files
- Review with your Account Manager (as descriptions and files cannot be changed once “live”)
- Add your team members – they will be notified of any changes and any messages from suppliers
- Make your Opportunity “Live”
- Invite suppliers to the opportunity
IAND offers an automation to add all Live suppliers to the Opportunity when they sign up, to find out more contact your Account Manager or email support@iand.com.
3. Configure performance feedback questions
Read about Performance Feedback question customisation and update default questions to meet your needs, focus areas and priorities.
IAND offers an automation to request feedback according to a set of rules, to find out more contact your Account Manager or email support@iand.com.
TIP! A smaller number of precise targeted questions will increase your response rates and provide true insight into how your relationships could improve to drive more value.
