Purpose
1. Ensure ongoing evaluation of supplier performance tied to contractual KPIs, compliance, quality, delivery schedules, and cost control.
2. Automate scheduled reminders and evaluation prompts for procurement teams and management.
3. Centralize review records for audit, negotiation, and improvement initiatives.
4. Reduce manual oversight and ensure every supplier is systematically assessed on schedule.
Trigger Conditions
1. Recurring calendar events (e.g., every quarter, month).
2. On contract anniversary dates fetched from ERP/contract management software.
3. On delivery milestone completion or missed SLAs.
4. If supplier updates their compliance certificates/documents.
Platform Variants (with main function/settings for automation)
1. Microsoft Outlook Calendar
• Feature/Setting: Auto-generated recurring meetings; use Microsoft Graph API to schedule and send invitations.
2. Google Calendar
• Feature/Setting: Event creation via Google Calendar API to send automated review invites.
3. Slack
• Feature/Setting: Scheduled messages via Slack Scheduler or chat.postMessage API for reminders.
4. Microsoft Teams
• Feature/Setting: Scheduled meeting through Teams API; notifications in relevant channels.
5. SAP Ariba
• Feature/Setting: Scheduled workflow tasks via Ariba APIs to prompt review actions.
6. NetSuite
• Feature/Setting: Custom workflows and reminders using SuiteScript on contract dates.
7. Oracle Procurement Cloud
• Feature/Setting: BPA workflow to automate review task issuance.
8. Salesforce
• Feature/Setting: Workflow rules and scheduled flows for supplier object; trigger review tasks.
9. Asana
• Feature/Setting: Recurring task creation via Asana API for supplier review cycles.
10. Monday.com
• Feature/Setting: Automations for scheduled item creation/reminders through Monday Apps API.
11. Trello
• Feature/Setting: Scheduled card creation with Butler automation.
12. Smartsheet
• Feature/Setting: Automated reminders via Smartsheet API or workflows based on supplier sheet columns.
13. Zendesk
• Feature/Setting: Scheduled ticket creation using Zendesk API for review items.
14. Jira
• Feature/Setting: Scheduled issue creation (e.g., type: Supplier Review) through Jira REST API.
15. ServiceNow
• Feature/Setting: Scheduled notifications with Flow Designer or Notification API.
16. Zoho Creator
• Feature/Setting: Scheduled workflows (“Deluge” scripts) to trigger review requests.
17. HubSpot
• Feature/Setting: Workflow automation to send internal review emails/tasks on scheduled basis.
18. SendGrid
• Feature/Setting: Automated scheduled emails via SendGrid marketing campaigns API.
19. Twilio SMS
• Feature/Setting: Scheduled SMS reminders using Twilio Studio or programmable SMS API.
20. Adobe Sign
• Feature/Setting: Automated workflow reminders to sign off on supplier review results.
21. Docusign
• Feature/Setting: Automated envelope creation and reminders for completed review documentation via Docusign API.
22. Microsoft Power Automate
• Feature/Setting: Automated flows for recurring supplier performance evaluation reminders.
23. Zapier
• Feature/Setting: Scheduled Zap with action to notify, assign or email stakeholders per calendar.
24. Workato
• Feature/Setting: Scheduler trigger to dispatch review tasks across supported business tools.
Benefits
1. Ensures no supplier review is missed regardless of staff changes or manual oversight.
2. Improves supplier relationship transparency and proactive risk mitigation.
3. Standardizes review cadence and oversight, ensuring compliance.
4. Enhances audit trail and historical reference for procurement performance.
5. Optimizes procurement team workload through reduced administrative burden.
Procurement & Supply Chain Management