Professional Services Configuration Information
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. This scope is also used to educate the Client on application configuration options.
Functionally, many of these configurations are unlimited and the Client can create as many configurations as the application allows.
For all workflow steps mentioned below, JAGGAER to configure up to five business rules, per step.
Supplier Management+ | Supplier Management
Savings Management + | Savings Management
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
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Shopping |
Configure the solution to enable shopping for goods and services including configuration of the 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 twenty (20) custom fields, split across document headings and lines as well as accounting segments. |
| Forms | Configure up to five (5) custom forms and educate Client on process, options, and permissions needed to create additional forms. |
| User Roles | Configure up to five (5) new roles related to eProcurement |
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 up to fifteen (15) workflow steps associated with requisition approvals and educate customer how to manage approval updates. |
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 |
| Workflow | Configure up to seven (7) PO workflow steps. |
| 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. |
Multi-Business Units
| Business Units | Configure the solution to enable multiple business unit functionality. |
| General Settings | JAGGAER to work with Client to configure business unit settings. |
| Primary Data Load of Business Units | JAGGAER will perform a one-time load up to 1,500 business units in Client’s Production site and a subset in Client’s Test site. |
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 suppliers in Client’s Production site and a subset in Client’s Test site. |
| Users | JAGGAER will perform a one-time load of users 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 | JAGGAER will perform a one-time load up to 1,500 commodity codes in Client’s Production site and a subset in Client’s Test site. |
| Contracts | JAGGAER 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 | JAGGAER will support Client as they load budget data into the Client’s Production site, if implementing Budget Manager functionality. |
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 | Configure up to three (3) new roles related to invoice creation functionality |
| Custom Fields | Configure up to five (5) 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 | Up to three (3) forms to accommodate new invoice related business processes, including a 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 five (5) matching rules and educate Client on managing and updating ADM settings/rules. |
| Workflow | Configure up to ten (10) workflow/review steps associated with invoice workflow. Educate customer on workflow configuration is used to manage approval updates. |
Digital Mailroom
| Configuration | Configure the Solution to accommodate the standard Optical Character Recognition (OCR) invoice Import via Digital Mailroom. | |||||||||||||||||||||||||||||||||||||||
| Invoice delivery | Establish a dedicated USPS PO Box, fax line, and email address for the Client. | |||||||||||||||||||||||||||||||||||||||
| Invoice import | Establish connectivity with the Digital Mailroom and Accounts Payable Director for the importing of invoices. | |||||||||||||||||||||||||||||||||||||||
| Workflow | Configure and/or adjust up to five (5) workflow steps to accommodate Digital Mailroom related activities and processes, if applicable. | |||||||||||||||||||||||||||||||||||||||
| Standard Supported Fields |
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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. |
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[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 single 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 one (1) registration profile. |
| Registration Questions | Configure up to ten (10) custom registration questions |
| Business Rules / Approvers | Configure up to 5 rules with up to 25 approvers per rule |
| Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers |
| User Roles | Configure up to three (3) roles associated with supplier management. |
Supplier Segmentation Assessment
| Workflow | Configure up to five (5) workflow steps |
| Assessment | Configure one (1) custom segmentation scorecard, with up to five (5) assessment statuses and twenty (20) assessment questions. |
Supplier Qualification Assessment
| Workflow | Configuration of a 3 step universal supplier qualification process. |
| Assessments | Configure up to 3 category specific assessments with up to thirty (30) assessment questions. Includes up to fifteen (15) assessment questions. |
Supplier Category Assessment
| Workflow | Configuration of a 3 step universal supplier category process. |
| Assessments | Configure up to 3 category specific assessments with up to thirty (30) assessment questions). Includes up to fifteen (15) assessment questions, per category. |
Supplier Risk Assessment
| Workflow | Configuration of a 3 step universal supplier qualification process. |
| Assessments | Configure up to 3 category specific assessments with up to thirty (30) assessment questions. Includes up to fifteen (15) assessment questions. |
Supplier Performance
| Scorecard | Configure up to two (2) scorecard templates consisting of up to twenty (20) KPIs per scorecard.
Configure one (1) survey for each scorecard template. |
Supplier Development Plan
| Supplier Development Plan | Configure one (1) supplier development plan template, with ten (10) actions, and ten (10) action collaboration questions |
| Action Groups | Configure up to five (5) action groups with up to five (5) actions each |
Primary Data Load
| Suppliers | Perform a one-time load of suppliers 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. |
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 three (3) registration profiles, Basic, Full, and Individual |
| Registration Questions | Configure up to ten (10) 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 | Configure up to three (3) workflow steps to manage supplier requests |
| Supplier Registration | Configure up to ten (10) workflow steps to manage registration approvals |
| Supplier Review | Configure up to six (6) workflow steps to manage supplier reviews, post approval |
Tier 2 Reporting
| General Setup | Work with client to determine what supplier information should be gathered related to Tier2 reporting. |
Dynamic Qualification
| Questionnaires and workflow | Configure up to two (2) custom questionnaires and associated supplier review workflow. |
Risk Compliance
| Scorecard Templates | Configure up to two (2) scorecard templates. |
Visual Compliance
| Connection to Visual Compliance | Configure connection to Visual Compliance service offering. Client must obtain license from Visual Compliance separately. |
| Workflow | Configure up to two (2) workflow steps to support process associated with Visual Compliance |
Primary Data Load
| Supplier Load | Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site. |
| User Load | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Contracts+
For the application and applicable Functional Component (s) referenced in the 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 ten (10) 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 fifteen (15) custom fields and ten (10) values per custom field |
| Contract Template | Configure one (1) contract template, with up to fifteen (15) custom fields and ten (10) values per custom field |
| Work Groups | Configure up to fifteen (15) single-level work groups |
| User Roles | Configure up to five (5) contract user roles, including: contract manager, stakeholder, approver, and contract manager |
| Obligations | Configure up to four (4) obligations within the library |
Workflow
| Contract Request | Configure up to four (4) workflow steps to manage contract requests |
| Contract Approval | Configure up to ten (4) workflow steps to manage contract approvals |
| Internal Review | Configure up to two (2) workflow steps to manage the internal contract review process |
Authoring
| Main Document Templates (Static) | Configure up to five (5) 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.
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| Main Document Templates (Dynamic) | Guide Client in adding clauses and alternative language to one (1) advanced (dynamic) template up to fifteen (15) pages in length |
| Clause Library | Configure one (1) clause library and add up to (1) clause. JAGGAER will educate Client on creating additional clauses, if necessary. |
| Alternative Language Clauses | Configure up to two (2) alternative language clauses |
| External Review | Enable and review the process for performing External Reviews.
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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 suppliers 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. |
| Contracts | Perform an iterative load of up to 15,000 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. |
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 (e.g. – RFP, RFI) |
| Business Rules / Approvers | Configure up to three (3) approval types.
Configure up to 5 rules with up to 25 approvers per rule. |
| Custom Fields | Configure up to ten (10) custom fields. |
| Sourcing Event Template | Configure up to two (2) event templates. |
| Supplier Email Communications | Educate Client on how to update and manage email communications |
| General Settings | Configure settings, including options to activate a Public site and activate a Sealed Bid |
| Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers |
| User Roles | Configure up to four (4) new roles related to Sourcing activities. |
Program Manager
| Workflow | JAGGAER to configure up to one (1) project template with up to ten (10) workflow steps |
| Project Types | Configure up to two (2) project types (e.g. products, services) |
| Custom Fields | Configure up to 10 project event attributes for each event type |
| General Settings | Configure settings for project workflow such as approvals, dependencies, optional tasks, etc. |
Auction
| Template | Configure one (1) reverse auction template |
| Auction Types | Configure up to two (2) auction types (e.g. products, services) |
| Custom Fields | Configure up to 10 auction event attributes for each event type |
Primary Data Load
| Suppliers | Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site |
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 three (3) event types (i.e. RFP or RFI) |
| Custom Fields | Configure up to ten (10) custom fields and ten (10) values per custom field |
| Libraries | Configure up to three (3) event libraries with up to twenty (20) elements each (prerequisites, attachments, and questions). |
| Work Groups | Configure up to fifteen (15) 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 (10) custom fields |
| Sourcing Event Template | Configure up to two (2) templates using the libraries |
| Sourcing Quick Quote | Configure and review process sourcing quick quote process. Includes additional 1 approval workflow step and 3 evaluation workflow steps |
| Multi-Stage Event | Configure and review process for running a multi-stage event |
| Evaluation Tools | Review of standard and expanded 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) email communication templates |
Workflow
| Sourcing Request | Configure up to five (5) notification / approval steps to manage sourcing requests |
| Sourcing Approval | Configure up to five (5) workflow steps to manage sourcing approvals |
| Sourcing Evaluation | Configure up to five (5) workflow steps to manage sourcing evaluation process |
Auction
| Reverse Auctions | Enable the system to create and run reverse auctions. |
Primary Data Load
| Suppliers | Perform a one-time load of suppliers 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. |
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 | Configure up to five (5) new 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 |
| Workflow | Configure up to three (3) Purchase Requisition or Purchase Order workflow steps to accommodate sales order for supplies items. |
| Sales Order Workflow | Configure workflow for sales orders with a single workflow queue for review and approval. |
Kiosk Shopping
| Kiosk Setup | Configure one (1) kiosk if desired by the Client |
| Internal Stockroom | Configure 1 Kiosk Fulfillment Center |
| Barcode Scanner | Configure one (1) standard windows Barcode scanner. |
Primary Data Load
| Items | Perform a one-time load of 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. |
Savings Management+
For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
| User Roles | Configure up to five (5) new roles related to Savings Management activities |
| Custom Fields | Configure up to ten (10) custom fields |
| Savings Types | Configure up to five (5) savings types |
| Categories | Configure up to five (5) savings categories |
| Business Rules / Approvers | Configure up to three (3) approval types.
Configure up to 5 rules with up to 25 approvers per rule. |
Savings Management
For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
| User Roles | Configure up to five (5) new roles related to Savings Management activities |
| Custom Fields | Configure up to ten (10) custom fields |
| Initiative Types | Configure up to five (5) initiative types |
| Savings Types | Configure up to five (5) savings types |
| Categories | Configure up to five (5) savings categories |
| Approval Workflow | Configure (1) approval workflow with three (3) approval steps |
| Workgroups | Configure up to five (5) workgroups |
| Initiatives | Configure up to two (2) Initiatives and supporting configurations for the Client. |
| Sourcing Methods | Configure up to five (5) sourcing methods |
| Number Wheel | Configure up to one (1) number wheel |
| Deliveries & Task Libraries | Configure up to two (2) deliveries and task libraries, including up to ten (10) tasks each. |
Category Management
For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
| User Roles | Configure up to five (5) new roles related to Category Management activities |
| Custom Fields | Configure up to ten (10) custom fields |
| Strategy Types | Configure up to five (5) strategy types |
| Methods | Configure up to ten (10) additional methods |
| Business Rules / Approvers | Configure up to 5 rules with up to 25 approvers per rule |
Project Based Procurement
For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below
| User Roles | Configure up to three (3) new roles related to Project Based Procurement activities |
| Custom Fields | Configure up to two (2) custom fields |
| Project Types | Configure up to five (5) project types |
| Methods | Configure up to ten (10) additional methods |
| Work Groups | Configure up to five (5) Work Groups |
| Libraries | Configure up to five (5) Project Based Procurement Libraries with up to five (5) tasks each |
