Procurement
Collaborative Procurement Model (CPM)
The Collaborative Procurement Model (CPM) is a powerful tool for clients to help create institutional knowledge about the standard procurement processes and past sourcing activities for future reference and optimization efforts. Strategic sourcing brings greater oversight to each sourcing activity, with mandated signoffs from the relevant authority. By utilizing the CPM, clients can build an immense library of data that can be used to improve future procurement decisions.
Features:
- Project 360 view
- Provision of quick guides & educational document links
- Exporting key project details in PowerPoint
- Using Pega capability of NLP, Emails are converted directly into cases and intelligently routed to the right resources
The tool is a game-changer for businesses, allowing effortless coordination among multiple stakeholders. It lays a strong foundation for institutional knowledge and fosters accountability, ownership, and traceability of projects. Its guided process flow and single source of truth provide a comprehensive view of all projects, ensuring savings potential is understood by tracking target and actual spend.
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Material Resilience Planning:
The Material Resilience Planning solution helps organizations make strategic decisions that benefit all major stakeholders. It offers a comprehensive, user-friendly approach to managing high-risk materials and negotiating mutually beneficial outcomes. It streamlines the process by guiding the user step-by-step, balancing business guidelines with ease of use to ensure a successful negotiation process. With the Material Resilience Planning solution, organizations can make informed and effective decisions that prioritize both their business objectives and the user experience.
Features:
- Customised portals & access according to user persona
- Interactive birds-eye dashboard view
- Robust reporting capabilities for overall performance monitoring
- Real-time notifications via email & application
- Auto generation of summary documents
- Integrated MS teams meeting invite
CASE STUDY
Procurement
The Client is one of the world’s largest consumer goods manufacturing company, having footprint in over 190 countries and with over 400 household name brands.
The Pega Procurement Application serves as a console for the Procurement team to effectively manage their Contracts and High-Risk Materials. The application consists of the Contract Board Governance, Commercial Playbook and Resilience Action Tracker modules.
Project Challenges
- The process to identify the applicable legal clauses for a contract is manual and time consuming.
- The process to create and execute mitigating action plans for the high-risk materials is manual and inefficient .
- Less visibility into the status of action plans.
- Contract Governance process is manual and inefficient.
Project Solution
- This program involved transitioning from inefficient ways of working using MS Planner, Excel, Outlook etc. onto the Pega Platform which would serve as the strategic platform for workflow management.
- Joint Discovery Workshop was conducted with Business Stakeholders to define the scope, brainstorm and model the To-Be state process flow diagrams.
- Areteans team recommended a single application stack for easy maintainability, reusability and seamless communication between the different modules.
- Streamlined Case Lifecycle of Contract Board Governance, Commercial Playbook and Resilience Action Tracker.
- Presentation of Metrics on Dashboard, with drill-down reporting option.
- Automated Email Correspondence during task assignment and reminders on SLA Adherence.
Tools & Technologies
- The application was built using Pega Case Management module
Benefits
- Delegated key and frequently changing business rules to the Business Admin persona, bringing in saving ~3 man-days of effort per request.
- System recommends the relevant legal clauses for a contract based on the answers selected to a Questionnaire (Pega Survey) thereby reducing scope for errors.
- Improved process visibility throughout the Resilience Action Tracker lifecycle.
- Timely email notifications to Users regarding the case status after completing important milestones & email reminders to complete pending tasks.
- Ability to send contract governance meeting invites in real time with no manual intervention required.
- Ability to generate PDF document with final contract details to support users to create contracts in Contract Management System.