JAGGAER Standard Services

Professional Services Configuration Information

JAGGAER Standard Professional Services are ideal for customers looking for a balanced speed-to-value implementation. JAGGAER will focus efforts on key functional areas while allowing customers some flexibility to fine-tune our Industry-Leading JAGGAER Common Commercial Practices. JAGGAER will provide application education, consulting, and testing support at key points in the project to ensure customers realize value out of the solution in an accelerated timeline.

The scope below represents the configurations JAGGAER will make as part of this project for implementation and training purposes as referenced in the Client’s Statement of Work.  The scope of services described below for each configuration are based on industry-leading JAGGAER common commercial practices to meet Client requirements.  The configurations included in this scope are also used to educate the Client on application configuration options.

Functionally, many of these configurations are unlimited and the Client may make further adjustments to as many configurations as the application allows.

For all workflow steps mentioned below, JAGGAER to configure up to five business rules, per step.

Please note that certain functional components will not be reviewed during a JAGGAER Standard Services implementation effort.  Should Client choose to implement one of these after the project concludes, Client may use additional resources available through JAGGAER University or on-line help.  If Client requires additional consulting services to assist with the configuration, please contact your JAGGAER Account Manager.  Click here to see the full list of items not covered during a JAGGAER Standard Services Implementation effort.

4 Must-have-skills for the Procurement Manager of Tomorrow

 

eProcurement

Invoicing

Supplier Catalog Enablement

Supplier Management

Contracts+

Sourcing

Inventory

eProcurement

For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

Shopping

Shopping Configure the solution to enable shopping for goods and services including configuration of the standard Purchasing Showcase dashboard.
Branding Configure initial site branding including color theme, client logo, site name, Login URL, and organization message.
General Settings Configure general application and shopping settings.
Custom Fields Configure up to six (6) custom fields, split across document headings and lines as well as accounting segments.
Forms Activate up to four (4) standard forms and review process to create additional forms.  Forms include:  Vendor Request, Non-Catalog, Quick Quote, and Check Request.
User Roles Configure up to five (5) standard roles related to eProcurement:  Shopper, Requestor, Approver, Buyer, and System Administrator

Requisition Approvals

Purchasing Documents Configure the Purchase Requisition document based on best practices and Client input.
Approvals Configure the solution to enable purchase requisition and purchase order approval and notification processing through workflow.
Workflow Configure the seven-step eProcurement workflow associated with requisition approvals and educate customer how to manage approval updates.  Workflow steps include: field value validations, financial hierarchy approvals, budget validation, commodity and item category approval, check request approval, purchasing review and approval, and an automated step to create PO.

Order Delivery

Order Distribution Configure the solution to enable order distribution through the appropriate channels for the Client (fax, email, manual, cXML, supplier portal delivery).
General Settings Configure organization-wide settings for order distribution and educate client how to manage supplier-specific settings and manage order failures
Purchasing Documents Configure the Purchase Order document.
Supplier Portal Configure the Supplier Portal to enable supplier registration, communication regarding purchase orders, and catalog price list submission. Configure initial branding, including color theme, logo and name, and messaging to suppliers.

Contract Compliance Tracker

Contract Compliance Configure the solution to enable contract compliance functionality.
General Settings JAGGAER to work with Client to configure contract shopping settings.

Budget Manager

Budgets Setup one (1) account code combination for budgetary configurations
Workflow Configure up to two (2) workflow steps associated with the budget approval process.

 

Configure up to two (2) workflow steps associated with the budget transfer process.

 

Enable up to four (4) budget check workflow steps across the PR or Invoice workflows.

Notification Preferences Configure the solution to enable notification processing through workflow.
Roles Configure up to four (4) user roles.

Primary Data Load

Suppliers JAGGAER will perform a one-time load of up to 500 suppliers, with key fields only, in Client’s Production site and a subset in Client’s Test site.
Account Codes JAGGAER will perform a one-time load of account codes in Client’s Production site and a subset in Client’s Test site.
Commodity Codes Standard UNSPSC taxonomy will be used.
 

 

With a JAGGAER Standard Services Implementation engagement, the Client is responsible for the following data loads:

Users Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.
Contracts Client will perform a one-time load up to 100 eProcurement / Shopping contracts in Client’s Production site and a subset in Client’s Test site, if implementing Contract Compliance Tracker functionality.
Budgets Client will perform a one-time load of budget data into the Client’s Production site, if implementing Budget Manager functionality.

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Invoicing

For the application and applicable Functional Component(s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

Receiving

Receipt creation Configure the Solution to enable receiving (desktop and/or central)
General Settings Configure general receiving settings to support Client requirements
Workflow Configure up to two (2) workflow steps associated with receipt creation and transmission to the Client’s ERP system, if applicable.
Receipt document Configure receipt entry and available options

Invoice Creation

Invoicing Configure the Solution to enable purchase order related invoices and non-PO invoice creation (if applicable), both manually and electronically (if applicable).
General Settings Configure general invoicing settings to support Client requirements
Supplier Portal Configure the Supplier Portal to enable supplier registration and communication regarding invoices. Configure initial branding, including color theme, logo and name, and messaging to suppliers.
Email configuration Configure up to two (2) emails sent to suppliers regarding registration and/or invoice communications.
User Roles Activate the four (4) standard roles related to invoice creation functionality:  AP Professional, AP Manager, AP Admin, and Central Receiving
Custom Fields Configure up to six (6) custom fields on Invoice document, inclusive of Account Segments.
Updates to Purchase Order document layout Update Purchase Order document layout modifications to accommodate invoice requirements, if required.
Updates to Purchase Requisition document layout Update Requisition document layout modifications to accommodate invoice requirements, if required.
Invoice document layout Configure invoice document to support Client invoice requirements.
Credit Memo document layout Configure credit memo document to support Client credit memo requirements.
Forms Configure one (1) standard check request form

Invoice Matching and Approvals

General Settings Configure general invoice approvals and general matching settings to support Client requirements.
Matching and Tolerances Configure Advanced Dynamic Matching (ADM) for up to two (2) matching rules and educate Client on managing and updating ADM settings/rules.
Workflow Activate the (2) standard workflow/review steps associated with invoice workflow. Educate customer on how workflow configuration is used to manage approval updates.

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Supplier Catalog Enablement and Purchase Order / Invoice Connections

For the application and applicable Functional Component(s) referenced in the Statement of Work, JAGGAER to setup catalog enablement configurations, supplier purchase order and/or invoice connections, and provide guidance to Client on best practice configurations per the scope detailed below.

If EDI connections are requested, a planning meeting is needed with customer and JAGGAER to review formats and agree on an enablement plan.

Overall eProcurement & Invoicing Project Duration [1] Enablement Count [2]
< 3 months Up to six (6) supplier catalog enablements with associated PO and invoice connections, using industry standard cXML.
3 – 5 months Up to fifteen (15) supplier catalog enablements, with associated PO and invoice connections, using industry standard cXML.
> 5 months Up to twenty-five (25) supplier catalog enablements, with associated PO and invoice connections, using industry standard cXML.  Due to Supplier requirements, work to start no sooner than six (6) months from planned project go-live.
[1] As defined in the SOW regarding project or phase duration that contains the eProcurement and Invoicing applications.

 

[2] A supplier catalog enablement and its associated PO and invoice connections represent a singe enablement to a supplier.  Based on region, products, or pricing, it is possible that one supplier entity may require multiple enablements.

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Supplier Management

For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

Supplier Onboarding

Configurable Registration Profiles Configure up to two (2) registration profiles: Basic and Full
Registration Questions Configure up to five (5) registration questions, with up to ten (10) values each
Supplier Portal Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers.
User Roles Enable the three (3) standard user roles and customize where needed:  Supplier Manager (Viewer), Supplier Manager (Administrator), and Approver
Supplier Email Communications Configure up to one (1) email communication template
Supplier Request Form Provide initial configuration of the Supplier Request Form, with up to five (5) fields and ten (10) values for each field
OFAC Check Enable OFAC Checking

Workflow

Supplier Request Enable standard single-step approval workflow to manage supplier requests
Supplier Registration Enable standard four-step approval workflow to manage registration approvals
Supplier Review Enable standard single-step approval workflow to manage supplier reviews, post approval

Primary Data Load

Supplier Load Perform a one-time load of up to 5,000 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site.
With the Standard Implementation offering, the Client is responsible for the following data loads:
User load Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.

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Contracts+

For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Repository

Contract Types Configure up to six (6) contract types
Custom Fields Configure up to fifteen (15) custom fields and ten (10) values per custom field
Contract Request Template Configure one (1) contract request template, with up to ten (10) custom fields and ten (10) values per custom field
Contract Template Configure one (1) contract template, with up to ten (10) custom fields and ten (10) values per custom field
Work Groups Configure up to six (6) single-level work groups
User Roles Configure up to four (4) standard contract user roles, including:  contract manager, stakeholder, approver, and contract manager
Obligations Configure up to one (1) obligation within the library
Dashboards Review standard dashboard configuration

Workflow

Contract Request Enable standard single-step approval workflow to manage contract requests
Contract Approval Configure up to three (3) workflow steps to manage contract approvals

Authoring

Main Document Templates (Static) Configure up to two (2) simple (static) templates up to fifteen (15) pages in length each. Configuration to include: creating the template header record, uploading the MS Word document and inserting document placeholders.
External Review Enable and review the process for performing External Reviews.

eSignature

DocuSign Configure standard JAGGAER DocuSign connection and three (3) required workflow steps
Adobe Sign Configure standard JAGGAER Adobe Sign connection and three (3) required workflow steps

Primary Data Load

Suppliers Perform a one-time load of up to 5,000 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site.
Contracts Perform an iterative load of up to 5,000 contracts and 25,000 attachments in Clients’ Production site and a subset in Client’s Test site. Client will collaborate with JAGGAER to resolve load errors.
With the Standard Implementation offering, the Client is responsible for the following data loads:
Users Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.

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Sourcing

For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Events

Event Types Configure up to two (2) event types (i.e. RFP or RFI)
Custom Fields Configure up to three (3) custom fields and ten (10) values per custom field
Libraries Configure one (1) event library with up to ten (10) elements (prerequisites, attachments, and questions).
Work Groups Configure up to six (6) single-level work groups
User Roles Enable the four (4) standard user roles and customize where needed:  event manager, stakeholder, approver, and sourcing administrator
Sourcing Request Template Configure up to one (1) sourcing request template with up to ten (3) custom fields
Evaluation Tools Review of standard evaluation tools
Supplier Portal Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers
Supplier Email Communications Configure up to two (2) standard email communication templates
Dashboard Review standard dashboard configuration

Workflow

Sourcing Request Enable standard single-step approval workflow to manage sourcing requests
Sourcing Approval Enable standard single-step approval workflow to manage sourcing approvals
Sourcing Evaluation Configure up to three (3) workflow steps to manage sourcing evaluation process

Primary Data Load

Suppliers Perform a one-time load of up to 5,000 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site.
With the Standard Implementation offering, the Client is responsible for the following data loads:
Users Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.

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Inventory

For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

Inventory

General Settings JAGGAER to work with customer to configure Inventory settings.
User Roles Enable the two (2) standard user roles related to inventory management administration and stockroom management.
Internal Stockroom Configure one (1) internal stockroom / Fulfillment Center with preferred positioning, if desired by Client.
Locations Configure one (1) parent location for internal Fulfillment Center
Inventory Documents Configure up to one (1) Sales Order Document, one (1) Pick List, or one (1) Packing Slip
Sales Order Workflow Configure workflow for sales orders with a single workflow queue for review and approval.
Dashboards Review standard dashboard configuration

Primary Data Load

Items Perform a one-time load of up to 200 items in Client’s Production site and a subset in Client’s Test site.
Users Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.

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The following functional areas are not part of the configuration or review during the project as a part of a JAGGAER Standard Services engagement.

eProcurement Multi-Business Unit
Invoicing Single Use Authorization (SUA) cards

Digital Mailroom

Digital Capture

Supplier Management Supplier Performance Management (Tier 2 Reporting, Dynamic Qualification, and Risk Compliance)

Visual Compliance support

Contracts+

 

Dynamic Main Document Templates

Clause Library

Alternative Language

Internal Review Round workflow

Sell Side Contract support

Looker Business Analytics

Sourcing Auction support

Commodity Code

Sourcing Quick Quote

Multi-Stage Events

Advanced Evaluation Tools

Inventory Kiosk support

PR / PO Workflow

Invoice Sales Orders