Regular supplier performance reporting

Purpose

1.1. Automate the compilation, analysis, and distribution of supplier performance reports specific to crane dealer procurement.
1.2. Automate regular monitoring of delivery times, order accuracy, compliance, and quality data from procurement and vendor systems.
1.3. Automate alerts and escalations in cases where supplier KPIs (cost, timeliness, service level) deviate from predefined standards.
1.4. Automate aggregation of multi-supplier data for executive dashboards to streamline vendor management reviews and sourcing strategies.
1.5. Automatedly schedule, generate, and deliver performance summaries to purchasing heads and C-level stakeholders for continual process optimization.

Trigger Conditions

2.1. Scheduled (e.g., daily, weekly, monthly) automation based on fixed calendar events.
2.2. Automatedly triggered by completion of purchase order cycles or incoming supplier data updates in ERP/CRM.
2.3. Threshold breaches, such as late delivery or quality incidents, automatically start ad hoc reporting workflows.
2.4. Manual trigger by procurement managers via form or dashboard when custom analysis is required.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: Scheduled flow; configure with “Recurrence” trigger and Microsoft Excel/SharePoint connector to automate aggregation and Outlook “Send an email” action.
3.2. Zapier
• Feature/Setting: Google Sheets “new or updated row” trigger and Gmail/Slack “Send” action for automated report delivery.
3.3. Make (Integromat)
• Feature/Setting: Google Drive file monitor, Email module, Data Store aggregation; automate workflows for generating and sending reports.
3.4. HubSpot
• Feature/Setting: Workflow automation; trigger on supplier data changes, use CRM records to compile automated reports, send with HubSpot email API.
3.5. Salesforce Flow
• Feature/Setting: Scheduled or event-based automation using Flows to generate and distribute supplier performance dashboards.
3.6. Oracle Integration Cloud
• Feature/Setting: Scheduled integrations using “Scheduler” and “Send Email” actions to automate cross-system supplier metric collection.
3.7. SAP Business Technology Platform
• Feature/Setting: Workflow service; automate extraction, transformation, and delivery of supplier KPIs via automated mail or dashboard notification.
3.8. Smartsheet Automation
• Feature/Setting: Automated alerts/notifications; workflow triggered by updates in supplier rows, send summary via email or Teams.
3.9. Google Apps Script
• Feature/Setting: Time-driven triggers and custom scripts to generate automated email/push reports from Google Sheets.
3.10. Asana
• Feature/Setting: Rules/Automations; when supplier-related field is updated, use Asana integration for automated reporting in project updates or to stakeholders.
3.11. Monday.com
• Feature/Setting: Automation recipes; create scheduled workflow to send automated supplier performance notifications via Mail or Slack.
3.12. Slack Workflow Builder
• Feature/Setting: Scheduled reminders and automated message posting with supplier performance PDFs or summaries.
3.13. Trello Automation (Butler)
• Feature/Setting: Scheduled card actions, trigger automated custom reports sent to emails of purchasing or ops teams.
3.14. Airtable Automations
• Feature/Setting: Scheduled “Run a script” automation to process supplier records and automatedly email summaries.
3.15. ServiceNow Flow Designer
• Feature/Setting: Scheduled or event-based flows to automate report generation/distribution to vendor management team.
3.16. Pabbly Connect
• Feature/Setting: Automated Google Sheets/Excel or API triggers, connect to Gmail or other reporting endpoints for delivery automation.
3.17. Jira Automation
• Feature/Setting: Scheduled triggers to extract, aggregate, and auto-post supplier performance issues to project dashboards.
3.18. ClickUp Automations
• Feature/Setting: Scheduled task automation to summarize purchase orders by supplier and distribute to stakeholders by email.
3.19. Intergromat (Make)
• Feature/Setting: Multiple app modules to automate supplier data fetch, process KPIs, and automatedly send periodic reports.
3.20. Notion Automations (Zapier or Make)
• Feature/Setting: Monitor changes in supplier tables, trigger automation to generate and distribute summary reports.
3.21. Workato
• Feature/Setting: Automated workflow recipes; trigger on data change in ERP, process, and send detailed performance reports via email, Slack, or CRM note.

Benefits

4.1. Automates repetitive report workflows, saving procurement staff hours weekly.
4.2. Automatedly enforces supplier accountability with real-time, consistent KPI monitoring.
4.3. Automation ensures timelier, error-free distribution of actionable insights to decision-makers.
4.4. Automates holistic vendor performance tracking, enhancing negotiation and compliance.
4.5. Fast, automated response to supplier issues minimizes disruption and supports continual improvement.