Automated supplier evaluation and feedback requests

Purpose

1.1. Automate the process of supplier evaluation and the distribution of feedback requests after procurement engagements in petrochemical engineering services.
1.2. Automates standardized scoring, feedback collection, and data consolidation to ensure compliance, performance tracking, and improved supplier relationships.
1.3. Reduces manual intervention, automates reminders, and streamlines evaluation workflow to support procurement & supply chain resilience.
1.4. Ensures automatable collection of qualitative and quantitative performance data for contractual reviews, audits, and risk mitigation.

Trigger Conditions

2.1. Automated trigger on purchase order closure or delivery confirmation in the ERP system.
2.2. Automator activation by completion of project milestone or invoice receipt.
2.3. Automatedly scheduled periodic (e.g., quarterly) supplier review cycles.
2.4. Triggered via manual button press by procurement managers for ad-hoc evaluations.

Platform Variants

3.1. Microsoft Power Automate
• Feature/Setting: "When a record is updated" in Dynamics 365; route to auto-email feedback form.
3.2. SAP Integration Suite
• Feature/Setting: "Process Integration" uses IDoc trigger to automate survey delivery via email/SMS.
3.3. Salesforce Flow
• Feature/Setting: Automator flow on Opportunity or Supplier object; send survey using 'Send Survey Invitation' action.
3.4. ServiceNow Flow Designer
• Feature/Setting: Automated “Record Change” trigger tied to Supplier module to dispatch feedback requests.
3.5. Twilio SMS
• Feature/Setting: Use “Messages API” to automate SMS survey links to supplier contacts.
3.6. SendGrid
• Feature/Setting: "Mail Send API", configured to automatedly email feedback links after delivery.
3.7. SurveyMonkey API
• Feature/Setting: "Create Collector" endpoint to automate survey distribution and reminder follow-ups.
3.8. Google Forms & Apps Script
• Feature/Setting: Scripted time-based trigger to automate sending of Google Form upon process event.
3.9. Zoho Creator
• Feature/Setting: Deluge script with automated action to initiate supplier evaluation workflow post-procurement.
3.10. Slack API
• Feature/Setting: "chat.postMessage" function to automate direct supplier feedback request in dedicated channels.
3.11. HubSpot Workflows
• Feature/Setting: Workflow trigger on deal/procurement status; send automated survey emails.
3.12. DocuSign
• Feature/Setting: "Envelope Sent" trigger to automate feedback invitation after contract signature.
3.13. Oracle Integration Cloud
• Feature/Setting: “Integration Flow Triggered” by procurement module closes, then automates feedback task.
3.14. Monday.com Automations
• Feature/Setting: Automated “When status changes” rule to send supplier evaluation forms.
3.15. Slackbot
• Feature/Setting: Custom reminders to automate periodic supplier review pings.
3.16. Microsoft Teams Power Automate Connector
• Feature/Setting: Automated Teams notification trigger when evaluation is due.
3.17. Airtable Automations
• Feature/Setting: "When record matches conditions" lesson to automate embedded feedback request forms.
3.18. Jira Automation
• Feature/Setting: Automated ticket creation for supplier evaluation task assignment.
3.19. Workato
• Feature/Setting: "Recipe" using procurement event trigger and automated feedback sequence.
3.20. Qualtrics API
• Feature/Setting: "Distributions API" automatedly sends out supplier performance surveys and aggregates data.

Benefits

4.1. Automates repetitive supplier feedback cycles; boosts procurement efficiency.
4.2. Automated reminders and escalations increase supplier response rates.
4.3. Automates evaluation data collation for real-time dashboards, improving decision speed.
4.4. Reduces manual error, enforces auditable, automatable workflows for compliance.
4.5. Automating supplier reviews enhances transparency and supplier performance management in petrochemical engineering services.