Defining a Vendor Management Process that Works for Your Organization - PowerPoint PPT Presentation

1 / 25
About This Presentation
Title:

Defining a Vendor Management Process that Works for Your Organization

Description:

Beneficial to Safeway to lock down all charges. Training Example - Complete Work Order ... Safeway RFSC has serviced 1,175,201 service requests since November 2004. ... – PowerPoint PPT presentation

Number of Views:2501
Avg rating:3.0/5.0
Slides: 26
Provided by: corr5
Category:

less

Transcript and Presenter's Notes

Title: Defining a Vendor Management Process that Works for Your Organization


1
Defining 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

4
Safeway 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

5
Safeway Expectations
  • Vendor packet for Corrigo set up

6
Work flow
7
Training 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

8
Training 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

9
Training 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

10
Training 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

11
Training 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

12
Training 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

13
Training 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

14
Training 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

15
Training Example Vendor Warehouse
  • Useful for Vendors to reference Labor rates and
    Part pricing
  • Beneficial to Safeway to lock down all charges

16
Training 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

17
Training 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

18
Training 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

19
Training 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

22
NEST Overview
  • Services
  • Founded
  • 1994
  • Employees
  • 90
  • Vendor Network
  • 6500 (Active)
  • Client Base
  • 125
  • Industries
  • Retail
  • Banking
  • Property Mgmt Restaurant

23
Subcontractor View
  • Email received by primary and secondary vendor
    contacts

Team Brick-Cincy
24
Economies 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
25
Results 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
Write a Comment
User Comments (0)
About PowerShow.com