Procurement & Supplier ManagementPurpose
1.2. Automation ensures consistent, timely supplier performance evaluations, aiding in compliance, contract effectiveness, and risk mitigation.
1.3. Automated process reduces manual follow-ups, supports procurement efficiency, centralizes reminder records, and integrates feedback cycles.
1.4. Automates escalation and reporting actions for non-responsive or underperforming suppliers.
Trigger Conditions
2.2. Automatedly set upon supplier onboarding or contract renewal.
2.3. Trigger automates after 90/180/365-day intervals since last review.
2.4. Automatically launches if key performance indicators flag supplier as “at risk.”
2.5. Automating reminders after inventory or sales anomaly detection.
Platform Variants
• Feature: Messaging; Configure auto-SMS via programmable messaging API to supplier contacts.
3.2. SendGrid
• Feature: Automated Emails; Configure Automation Templates and sendEmail function for recurring reminders.
3.3. Microsoft Outlook
• Feature: Calendar & Mail API; Automate scheduled email reminders using Graph API event triggers.
3.4. Google Calendar
• Feature: CalendarEvents.insert; Set automated events with notification popups/emails for reviews.
3.5. Slack
• Feature: Bot Messaging; Configure Slackbot API to automatedly DM supplier managers at intervals.
3.6. Salesforce
• Feature: Workflow Rules/Process Builder; Automate tasks/emails when supplier review milestones are due.
3.7. Zoho CRM
• Feature: Workflow Automation; Set custom rules to automate reminders to supplier records.
3.8. HubSpot
• Feature: Workflows; Automate marketing or internal email reminders for supplier review periods.
3.9. Monday.com
• Feature: Automations; Set automatable date-based reminder “when date arrives, notify.”
3.10. Smartsheet
• Feature: Automated Alerts; Configure automated notifications to supplier contacts listed in sheets.
3.11. Asana
• Feature: Rules Engine; Automate task & message assignments for reviews due.
3.12. Trello
• Feature: Card Due Dates/Butler Automation; Trigger reminders as card actions or email-to-board.
3.13. Jira
• Feature: Automation for Jira; Set automatable review issue schedules with email reminders.
3.14. Microsoft Teams
• Feature: Scheduled Flows; Automate chat or channel notifications for supplier review tasks.
3.15. SAP Ariba
• Feature: Supplier Performance Management; Automate survey and reminder cycles via SPM module.
3.16. Oracle Procurement Cloud
• Feature: BPM Worklist; Configure automated notification tasks and deadlines for supplier reviews.
3.17. Basecamp
• Feature: Automatic Check-ins; Automate performance review reminders at scheduled intervals.
3.18. Airtable
• Feature: Automations; Schedule email automation or Slack message when “Review Date” column triggers.
3.19. Mailgun
• Feature: Automated Email Sending; Use messages/send API for templated reminders.
3.20. Intercom
• Feature: Series/Email; Automate email or in-app message to supplier contacts for reviews.
3.21. ClickUp
• Feature: Automate Reminders; Set recurring tasks that automatedly ping procurement leads.
3.22. SAP SuccessFactors
• Feature: Scheduled Reports/Alerts; Configures automated reporting and review notifications.
Benefits
4.2. Reduces missed or late supplier assessments by automating reminders at the right frequency.
4.3. Improves efficiency, lowers manual workload, and automates follow-ups and escalations.
4.4. Automates central tracking of reminder delivery and supplier response rate analytics.
4.5. Automates transparency, accountability, and documentation within procurement operations.
4.6. Supports continuous improvement by automating integration with performance dashboards and reporting tools.