Vendor KB - Solution Roadmap
The Vendor KB Solution comes with a pre-configured template. Our Consultants and Configuration Specialists use this template as the baseline for your implementation. The focus of the implementation is on design, configuration, content, and training.
These are the major implementation initiatives for the Vendor KB Solution:
- Site architecture: Review the Solution architecture.
- Homepage: Surface the most important content and areas within the Solution on the homepage to provide an at-a-glance view and easy access to relevant content.
- Site map: Update the site map based on mutually agreed to modifications (e.g. moving, deleting, adding pages and/or applications).
- Configuration: Update the Solution configuration settings.
- Users & Groups: Add groups and users to the Solution.
- Content: Add Vendor content and apply permissions.
- Design: Apply the visual design to the Solution (e.g. global CSS changes, header, footer, banners, icons).
- Testing: Do a quality assurance sweep of the Solution (e.g. broken links, navigation, permissions).
- Training: Train key stakeholders on the solution (e.g. Procurement department and Vendor selection professionals).
- Integration: Centralize documents, activities, or conversations within the solution (e.g. Salesforce or Microsoft).
Drive engagement and adoption
Once your Vendor KB is ready to launch, it's time to think about how you'll draw attention to this new Solution, engage users to leverage the Vendor KB, and evolve the Solution as your digital workplace grows to meet the changing needs of your organization. Use the tactics below to plan for a successful launch, continuously engage users, and expand your Vendor KB in the future.
- Define a Vendor request channel template: Tailor the solution to meet the standard needs for your Procurement team, to minimize the configuration time required for the authoring of each new request.
- Simplify the experience: Provide clear and simple instructions and calls-to-action to drive desired experience without the need for formal training.
- Manage purchase order requests: Identify and publicize streamlined request channels within your Vendor KB, along with the procedure for submitting a purchase order.
- Keep it clean: Use a clear and concise architecture to keep it simple and easy-to-use.
- Link to it: Use a homepage link or CTA within your Procurement Team Room to link to your Vendor KB so employees have it readily available.
- Drive change: As you're introducing your Vendor KB, ensure Procurement is directing employees to the new solution to increase adoption and population of content.
- Integrate: Include approved tools to increase adoption (Slack, Microsoft, etc.) and build on familiarity across the team.
- Communicate: Encourage your Procurement and other teams to use the Vendor KB exclusively for storing key files, information, and Vendor communications.
- Incorporate it into the onboarding experience: Include the Vendor KB in your team’s departmental onboarding, to ensure new hires are properly educated.
This Solution should be managed by the Procurement team and led by the Executive Team at a strategic level.
- Align with your brand: Align the Solution with your corporate branding guidelines.
- Communicate updates: Make sure you communicate updates to your approved Vendor list or process requirements to employees whenever changes happen (e.g. use the Newsroom to push out your communication).
- Provide quarterly assessments: Provide quarterly summaries about changes and updates to the Solution or templates requested by the company (e.g. feedback gathered during departmental meetings or in the Request Center).
- Poll widget: Create a mechanism for employee feedback and to take action on suggestions.
- Reassess metrics: Review objectives and KPIs to refine them and continue to mature and maximize the business value of the Solution.