Process | Description | Included |
---|---|---|
Request Form(s) | Link on SharePoint/Intranet to start all request processes (New Vendor, New Contract, …) | |
Initial Review & Approval | Short approval process to approve/reject | |
Internal Security Questionnaire(s) | Completed by requestor, weighted values for the Risk Tier | |
External Security Questionnaire(s) | Completed by the vendor, weighted values for the Risk Tier | |
Risk Tier Review & Approval | Compliance/Security team assess Risk Tier and approve/change | |
Contract Generation | NDA, MSA, BAA, … | |
Internal Collaboration | Invite internal team members to collaborate on documents | |
Send for Negotiation | Redline / Version Tracking | |
Send for eSignature | Electronic signature process | |
Vendor Onboarding Email Templates | Language based on Risk Tier | |
Vendor Onboarding Intake Forms | Data/Document requirements based on Risk Tier | |
Vendor Categorization | Category and Subcategory tracking | |
Compliance Review & Approval | Validate all data/documents are collected, reviewed, and approved | |
Renewal Notification Processes | Set notification date(s) and reminder processes | |
Contract Administration | Completed contract renewals are reviewed for completeness/accuracy – cloned for tracking | |
Due Diligence Program | Scheduled Data/Document review process based on Risk Tier | |
Addendum Tracking | Determine which addendums have controlling values | |
Task Assignments | Task assignments for activities within contract term | |
Process Documentation | Step-by-step work instructions for each process step | |
Training | By role and/or by process steps – unlimited |
Submit intake or contract request forms
Receive automated contract notifications
Be part of review & approval processes
Be part of contract collaboration
Assigned access rights to contract records
Read-only access on assigned contracts
Task assignments
Read-write access for assigned contracts
Customize dashboards, reports, views, etc
Contract generation
Real-time collaboration
Redline and version control
Document true-up
eSignature integration
Clause library
Submit intake or contract request forms
Receive automated contract notifications
Be part of review & approval processes
Be part of contract collaboration
Assigned access rights to contract records
Read-only access on assigned contracts
Task assignments
Read-write access for assigned contracts
Customize dashboards, reports, views, etc
Contract generation
Real-time collaboration
Redline and version control
Document true-up
eSignature integration
Clause library
Submit intake or contract request forms
Receive automated contract notifications
Be part of review & approval processes
Be part of contract collaboration
Assigned access rights to contract records
Read-only access on assigned contracts
Task assignments
Read-write access for assigned contracts
Customize dashboards, reports, views, etc
Contract generation
Real-time collaboration
Redline and version control
Document true-up
eSignature integration
Clause library
Submit intake or contract request forms
Receive automated contract notifications
Be part of review & approval processes
Be part of contract collaboration
Assigned access rights to contract records
Read-only access on assigned contracts
Task assignments
Read-write access for assigned contracts
Customize dashboards, reports, views, etc
Contract generation
Real-time collaboration
Redline and version control
Document true-up
eSignature integration
Clause library