Purpose
1. Automate supplier onboarding, document collection, and validation to expedite partnership formation, mitigate risk, and ensure compliance for agricultural equipment procurement.
2. Digitize entry, verification, due diligence, and storage of all supplier records (certifications, tax docs, NDAs, insurance) for unified visibility across corporate procurement.
3. Enable seamless communication, approval routing, and instant status updates to streamline the supply chain onboarding experience.
Trigger Conditions
1. Manual initiation when a new supplier application is received by procurement team.
2. Automated email or portal form submission by potential supplier.
3. Scheduled batch onboarding (e.g., quarterly intake).
4. External stakeholder or partner referral submission via API.
Platform variants
1. Microsoft Power Automate
- Feature/Setting: Use "When a new item is created" trigger on SharePoint supplier intake list; configure automated Teams approval.
2. Salesforce
- Feature/Setting: Use Process Builder or Flow to trigger on Supplier record creation, configure “Files” API for document requests.
3. SAP Ariba
- Feature/Setting: Enable Supplier Registration workflow, configure Supplier Risk API for background validation.
4. DocuSign
- Feature/Setting: Automated “Envelope Sent” trigger for contract signatures; Connect API to routing engine for status sync.
5. Docparser
- Feature/Setting: Use "Document Uploaded" webhook to parse received PDFs and extract supplier metadata.
6. Twilio SMS
- Feature/Setting: Configure two-way messaging API to remind suppliers of missing docs.
7. Google Forms
- Feature/Setting: Use Form submission trigger, map entries to Google Sheets for inventory, export via API for validation.
8. Adobe Acrobat Sign
- Feature/Setting: API-triggered signature requests for compliance and certifications.
9. AWS Textract
- Feature/Setting: OCR API to validate and extract data fields from submitted documents.
10. Azure Logic Apps
- Feature/Setting: Trigger workflow when new supplier record is entered in SQL Database; integrate with external APIs.
11. Box
- Feature/Setting: Webhook on folder update to launch verification process; restrict document access by permissions.
12. OneSpan Sign
- Feature/Setting: API to trigger signing workflow and return status to central onboarding dashboard.
13. Slack
- Feature/Setting: Incoming webhook to post onboard status updates to #procurement channel.
14. Workato
- Feature/Setting: Recipe triggers on NetSuite supplier creation, automate requests to compliance tools.
15. NetSuite
- Feature/Setting: SuiteScript/API call to pull supplier data, trigger due diligence checks.
16. Zoho Creator
- Feature/Setting: Form/Workflow automation for supplier intake, document request, and follow-ups via Zoho Flow API.
17. PandaDoc
- Feature/Setting: Auto-generate agreements using API when onboarding step is passed; auto-email to supplier.
18. IBM Watson Discovery
- Feature/Setting: Analyze language in submitted documents for risk or policy violations via API call.
19. HubSpot
- Feature/Setting: Workflow triggered on new Company, request KYC via connected form tools.
20. Jotform
- Feature/Setting: Submission triggers Zapier webhook, sends supplier info through review automation.
Benefits
1. Minimizes manual errors and compliance lapses in supplier vetting.
2. Ensures fast, standardized onboarding regardless of supplier geography.
3. Establishes complete audit trail for procurement governance.
4. Increases procurement transparency and speeds up time-to-partnership.
5. Improves supplier experience and fosters strategic relationships.
Procurement & Supply Chain Management