In addition, here is a short list of recommendations to consider while evaluating the onboarding of suppliers:
- Those who have the technology in place to connect to existing organizational tools
- Those that already exist in the environment, which means lesser effort spent in managing their onboarding
- Most inter-connected suppliers first and then focus on the simpler suppliers
3.2. STANDARDIZED ONBOARDING PLAN
An onboarding plan aims at making new suppliers familiar with the overall strategy formulated to onboard suppliers and get them acquainted with processes and tools. It also acts as a reference document to track the progress of the supplier’s onboarding.
The owner of this plan is the service integrator.
The details below should be captured in the plan:
- Process of articulating a formal agreement between the service integrator and the supplier(s) on alignment with the SIAM model
- Processes and tools onboarding
- Onboarding of SIAM / contractual service levels and reporting mechanisms
- Process operationalization
- Governance model
- Alignment with service-desk operations
- Process to evaluate supplier performance
3.3. SUPPLIER CONTRACTUAL PROCESSES AND TOOL ALIGNMENT
As a prerequisite, the service integrator should work with suppliers to understand their contractual processes and tools agreement with the customer.
The objective is to design an integrated process supported by tools that will ensure all suppliers are engaged properly in the service-delivery model and are able to provide value.
Before the planned supplier onboarding workshop, a draft version of the process documents and tool integration plan should be ready.
3.4. SUPPLIER ONBOARDING WORKSHOP
The objective of the workshop is to introduce new approaches and working models and resolve operational details of the implementation.
These workshops require extensive preparation. The retained customer organization, service integrator, and suppliers should all have a clear, mutual understanding of the contractual commitments. The service integrator is responsible for driving the workshop.
The below-mentioned actions should be carried out during the workshop:
- Service Integrator – Should provide an overview of the SIAM model and onboarding plan
- Retained IT – Provide approval of the onboarding plan
- Contract Manager - Should drive activities related to the contract
- SIAM Process Owners – Should provide an overview of the agreed processes
- SIAM Tools Team – Should provide an overview of the tool design and integration including SLA configuration
- Suppliers – Should provide an overview of the contractual commitments. Should also provide concurrence on the processes, tool design and integration plan as well as the onboarding plan. Existing suppliers should provide an overview on in-scope services and callout dependencies with other supplier services.
- Service Desk – Should provide an overview of service-desk operations and elaborate on the requirements to manage ticket flow for the respective suppliers.
3.5. FORMAL AGREEMENT BETWEEN SERVICE INTEGRATOR AND SUPPLIERS
Post conclusion of the workshop and after agreement of the onboarding plan, a formal agreement between the service integrator and the suppliers should be facilitated by the retained IT. There are various names for such agreements, including Joint Way of Working (J-WOW), Memorandum of Understanding (MOU), Information Sharing Document (ISD), etc.
The agreement should cover details on agreed processes, tools, governance, service levels, and reporting.
3.6. ONBOARDING SIGN-OFF
The service integrator should be responsible to get a sign-off from the customer and the suppliers on completion of the onboarding exercise.
The below verification should be performed at the final stage:
- All the acceptance gates have been passed per the onboarding plan.
- Both the parties have signed off on a formal agreement between the service integrator and the suppliers.
- A final approval of the completion of the Supplier onboarding activity from the Customer.