How to view the provider's profile?

How to view the provider's profile?

Click "Panel Management":




Click "Provider Panel"



Here you can manage the providers that have a relationship with the company:



To see the provider's profile, click on its name or click on the "View" icon on the right side of the screen.




1) Company Profile

The company profile tab has several subtabs. The first one is "General Info".  Here you have:

  1. An overview of the company
  2. A pie chart with their capabilities
  3. A pie chart with their industries served
  4. The company's creation data in our system
  5. The last time the information was updated.
  6. Who created the company in our system
  7. Our Conpas rating for the company
  8. Website
  9. Number of employees
  10. The region and countries they operate
  11. The year of foundation
  12. The structure
  13. The industry they are part



Next subtab is "About". Here you have the following section:
  1. About us
  2. Who we are
  3. What we do
  4. Our purpose
  5. Our values
  6. Why working with us
  7. Community & Impact
  8. Inclusion & Diversity
  9. Awards & Accreditations



The third tab is "Offices"



The fourth one is "Publications":



Them we have Offerings with:

  1. Consulting Solutions by Industry 
  2. Consulting Solutions by Capability
  3. Products
  4. Digital Solution by Capability
  5. Digital Solution by Industry



And last we have "Case Studies":



2) Legal Entities

Here you find the list of the provider's Legal Entities:



To learn about the Legal Entities onboarding process see the article "How to Onboard a Legal Entity?"


3) Partners

Here you can manage the partners of the provider:



Go to this article to learn "How to add a Partner to a Provider?"

4) Projects

Here you have a list of all project you have with that provider:



 You can click on the "View " icon on the right side of the screen to see each project details:





The contents of a specific project is explained here. 

      6) Analytics

It has a series of analytics perspectives about the projects your company had with the provider. 
The top part is a summary of selected period. On this example we have the information for the last 12 months. You have the total spend in Millions dollars, the total number of project, the average score for these project as the NPS. You can see different periods and the information will change accordingly. You can see the last 3, 6 or 12 months. You can see all, by the last fiscal and also a custom period of time. On the top right, you can see the range dates for the selected period. 



We have 4 subtabs:
I) Overview

The first section of the overview shows two charts:
  1. Spend Evolution 
  2. Spend Evolution by Month



Then you have:

  1. Spend by Region (you can see by percentage or value
  2. Provider Spend by Capability





The last section shows:

  1. Spend Profile
  2. Spend by business unit



II) Performance
Here we have:
  1. The radar chart for the Average Score by dimension
  2. The bar chart with the view by dimension with a dropdown list to select each dimension:
    1. Commercial
    2. Delivery
    3. Talent & Expertise
    4. Behavior
    5. Impact
    6. Global
  3. The Top and Bottom 3 Capabilities. These are the capabilities that scored best and worst.  
  4. Provider Score vs Promoter Score
  5. Flags





III) Detractors & Promoters

On this sub-tab you have:

  1. A pie chart with Detractors and Promoters
  2. A list with the Key Promoters
  3. A list with the Key Detractors
  4. Key Promotion Drivers
  5. Key Detraction Drivers




IV) Strengths & Weaknesses

Here we can see:
  1. The Strengths of the Provider
  2. The Areas of Improvement
  3. The Best Results
  4. The Worst Results





7) Contracts

The list of contracts you have with the provider. NDA, MSA and SoWs



8) Meetings

Here you can register all meetings you had with the Provider.



9) Tasks

This tab have all the tasks related to the projects with that provider



10) Settings

Here you have the option to change:
  1. The Relationship Manager
  2. The Procurement Leader
  3. The Tier
  4. The Provider Lists
If you change something don't forget to save:



Related Links:

  1. How to manage the Providers?

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