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A typical engagement runs through five phases, from the first site audit to the point where your procurement team works from a single vendor index. Each stage has a clear deliverable and a practical checkpoint.
We map how supplier records currently live across your plants, spreadsheets, and legacy systems. The deliverable is a data inventory that shows duplicates, missing fields, and the exact volume of profiles to migrate.
We define the profile structure, required fields, and role-based permissions for each plant. You approve the schema before any code is written, so the directory matches how your teams actually approve vendors.
Supplier records are moved into the new index in batches, with automated checks for duplicates and incomplete entries. Your team reviews a sample set before the full migration is locked in.
We connect the directory to your existing procurement tools and run parallel tests alongside your current workflow. This is where we catch edge cases, like vendors shared across two plants or records with conflicting tax IDs.
After a final sign-off, the directory goes live and your team takes over day-to-day management. We stay for a two-week support window and hand over documentation for adding new suppliers and running audits.
A practical sequence from the first call to a working vendor index. Each stage has a clear output, so you always know what happens next and what we need from your side.
We start by mapping the supplier base you already have: spreadsheets, legacy records, paper files, or a mix. Together we define which fields matter for your plant, who will maintain the data, and what the directory must do on day one.
Before any profile is moved, we agree on the structure: categories, statuses, approval steps, and who can view or edit each section. This is where role-based access is set, so procurement, quality, and finance see only what they need.
Existing supplier records are imported, deduplicated, and checked against your compliance list. Missing certificates, outdated contacts, and inactive vendors are flagged for review rather than silently dropped.
We assemble the directory on your staging environment: profile layouts, search filters, approval workflows, and export templates. You get a working version to test with real data before anything goes live.
Your administrators learn how to add vendors, run reports, and manage permissions. Documentation is written around your actual workflow, not a generic manual, so the system stays usable after we step back.
Once the directory is live, we stay available for a defined period to catch edge cases and adjust filters or fields that did not match reality. After that, you keep a direct line to us for changes and extensions. Contact the team when you are ready to start.