On-boarding
Establish the foundation before a vendor goes live.
Allow employees to submit new vendor requests through a structured task form — creating a documented record from the very first touchpoint.
Use the Vendor Selection module to manage RFPs, collect vendor responses, and document your selection rationale.
Once a vendor is selected, send a due diligence questionnaire through the Guest Portal and conduct a formal risk assessment before the relationship begins.
Collect and verify all required documentation — insurance certificates, SOC reports, IT security documents — prior to onboarding.
Enter all contract terms into the system and use a multi-step task workflow to ensure your contract approval process is followed and documented.
