Title: Defining a Vendor Management Process that Works for Your Organization
1Defining a Vendor Management Process that Works
for Your Organization
- Cindy Lange, Safeway
- Marc Balzamo, Nest
- Rick Gulley, Sprint
2- Vendor Management
- Cindy Lange
- Safeway Communications Coordinator
3- Vendor Management
- Safeway expectations
- Safeway Operating Stores
- We expect
- Memos
- Work flow
- Training
- Corrigo Maintenance System
4Safeway Expectations
- Safeway operates over 1,700 stores and has over
4,000 Vendors built in the Corrigo system - We expect our largest vendors to be online
- Vendor participation payment cycle
- Tier 1 Vendors
- Use Corrigo work flow to process work orders and
enter financials - P Card users
- Tier 2 Vendors
- Use Corrigo work flow to process work orders
- Mail in invoices
- Net 30 days
- Tier 3 Vendors
- Vendors are not online
- Mail in invoices
- Net 45 days
5Safeway Expectations
- Vendor packet for Corrigo set up
6Work flow
7Training Vendor Examples
- What is Corrigo?
- It is a Corrigo Maintenance Management System to
report and track needed repairs - How do I log in?
- Learn to utilize Corrigo maintenance system
effectively - View List of work orders
- Process work order
- View, Pick up, Add Financials, Complete
8Training Vendor Example
Safeway Approved Vendor
- Summary page will list a count of work orders
assigned to your company - Tabs at upper left side supply the following
- User Change Password capability
- Vendor
- Summary, Work Order List, Organization Summary,
Organization List, - Search and Invoices
- Property Filter allows you to view all
properties or select specific location
9Training Vendor Example cont.
- Work Order Status
- Needs Attn This status is when a Vendor needs
to flag the work order for some reason - New These are the newly assigned work orders
for a Vendor - Open These are the work orders the Vendor has
accepted - On Hold Any work order that is waiting to be
accepted before it can be completed - Completed This status designates that the work
has been completed by the Vendor
10Training Vendor Example cont.
- Work Order List
- Displays current work orders
- Work Order Display Filter will need to be set if
you wish to see work orders older than 14 days - It will default back to 14 days once you open a
work order
11Training Vendor Example cont.
- Click on work order number to open and view
details - Once opened you can Decline or Pick Up to
accept work order
12Training Example - Process Work Order
- Once work order is in Open status you can place
on Needs Attention by clicking the Attention
button - Select Reason
- Need Approval
- Over Safeway Limits and requires estimate
approval - Need Parts
- Allows you to note in work order parts are on
order for another day - Need Reassignment
- Work order is either not your assigned territory
or your line of work/ trade
13Training Example - Entering Financials
- The Vendor Invoice section in work order allows
you to enter in costs - Click Add New button and select
- Labor, Materials, Misc., Adjustment or Tax
- Labor enter the Date the work was done,
Technicians name, amount of hours and enter rate
if not auto-populated
14Training Vendor Example cont.
- Click Add New again to select Materials you
wish to enter - Enter Part description and quantity and populate
part cost - Repeat steps to enter more than one part
- Select Tax for tax on parts charged and enter
percentage charged
15Training Example Vendor Warehouse
- Useful for Vendors to reference Labor rates and
Part pricing - Beneficial to Safeway to lock down all charges
16Training Example - Complete Work Order
- Once costs are entered select Repair Category
and enter in Completion Notes - Next select Complete button at upper right side
of work order so this will ungrey the Submit
Payment button for you to select next to finish
your work order completion process
17Training Example - Add/ View Notes
- You can add notes when you are in a work order by
clicking on - Add Note
- Enter in information that relates to the work
order that you wish to reference and have visible
for Safeway to see
18Training Example - Search Work Order
- Click on Vendor tab and select Search
- Next Search for Work orders where Number
starts with and enter work order number you wish
to view
19Training Example - Search by Invoice Status
- From Vendor tab select Invoices
- Set Status Filter to the status you wish to see
- This allows you to verify the current payment
status of your work orders
20 - Safeway RFSC has serviced 1,175,201 service
requests since November 2004. - Thank you for taking the time to better
understand Safeways Corrigo maintenance software
system! - Visit Safeway.com site to learn more about us!
21- Vendor Management
- Marc Balzamo
- Nest
22NEST Overview
- Founded
- 1994
- Employees
- 90
- Vendor Network
- 6500 (Active)
- Client Base
- 125
- Industries
- Retail
- Banking
- Property Mgmt Restaurant
23Subcontractor View
- Email received by primary and secondary vendor
contacts
Team Brick-Cincy
24Economies of Scale Vendor Management
In Corrigo, data entry, tracking, reporting and
customer and vendor communications tasks will be
executed by customers and vendors through the
vendor portal, IVR, Client Portal and Alerts.
Today data entry, tracking, reporting and
customer and vendor communications tasks are
executed by CSR at NEST. As business grows
rapidly so does the number of CSRs and
scalability becomes the number one impedance to
growth and successful delivery.
NEST Vendors
NEST customers
25Results Expected
- Efficiency gains and cost savings
- Auto Routing, Vendor Portal, Alerts and
Subscription Reporting will create a 40
re-allocation in human resources by year 2 - Reduction of in-house programming staff pays for
system. - Human/Workorder scalability ratio increases by
400 - Faster Information collection will result in
faster receivable collection and improved cash
flow - Vendor/Customer Invoice reconciliation process
will increase in speed by 300 - Company will be able to hire remote resources at
more competitive rates that Northeast. - Service consistency and standardization
- Resolution Code requirement will improve accuracy
of actual service performed - Punchlists will significantly improve vendor
compliance with must do tasks