Professional Services Configuration information
JAGGAER will perform the core configurations of the solution during the project. The scope of services described below for each configuration are based on JAGGAER best 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. The scope below represents the configurations JAGGAER will make as part this Project for implementation and training purposes as referenced in the Client’s Statement of Work.
eProcurement
For the application and applicable add-on(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 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. |
Forms | Configure up to three (3) 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
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. |
Purchasing Documents | Configure the Purchase Requisition document based on best practices and Client input. |
Forms | Configure up to five (5) custom forms and educate Client on process and permissions needed to create additional forms. |
User Roles | Configure up to five (5) user roles. |
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. |
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. |
Master Data Load – Data to be provided in an electronic format provided by JAGGAER
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 1,500 contracts in Client’s Production site and a subset in Client’s Test site. |
Multiple 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. |
Master Data Load – Data to be provided in an electronic format provided by JAGGAER
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. |
Invoicing [1]
For the application and applicable add-on(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 (as of Release 19.3) | 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 |
User Roles | Configure up to two (2) new roles related to invoice functionality |
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 functionality |
Workflow | Configure up to three (3) workflow steps associated with invoice creation and transmission to the Client’s ERP system. |
Custom Fields | Configure up to five (5) custom fields on Invoice document. |
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. |
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. |
User Roles | Configure up to five (5) new roles related to invoice approvals and matching processes. |
Workflow | Configure up to ten (10) workflow/review steps associated with invoice workflow. Educate customer on workflow configuration is used to manage approval updates. |
Non-PO Invoice Process and Approvals | |
Custom Fields | Up to five (5) custom fields on Purchase Requisition and/or Purchase Order |
Purchase Requisition and Purchase Order Workflow | Up to ten (10) net new Purchase Requisition and/or Purchase order workflow steps |
Forms | Up to three (3) forms to accommodate new business processes, including a check request form |
Updates to Purchase Order document layout | Update Purchase Order document layout modifications to accommodate non-po invoice requirements, if required. |
Updates to Purchase Requisition document layout | Update Requisition document layout modifications to accommodate non-po invoice requirements, if required. |
Updates to Invoice document layout | Configure invoice document to support Client non-po invoice requirements. |
Updates to Credit Memo document layout | Configure credit memo document to support Client non-po credit memo requirements. |
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 | The following fields are supported via the Digital Mailroom invoice import process into the JAGGAER Application. Additional fields require custom mapping for an additional fee.
Header fields:
Line-Level Fields:
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[1] formerly “AP Director” or “Accounts Payable Director” or “Accounts Payable”
Supplier Catalog Enablement and Purchase Order / Invoice Connections
For the application and applicable add-on(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.
Overall eProcurement & Invoicing Project Duration[2] | Enablement Count[3] | |
< 3 months | Up to six (6) supplier catalog enablements with associated PO and invoice connections, using industry standard cXML.
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3 – 5 months | Up to fifteen (15) supplier catalog enablements, with associated PO and invoice connections, using industry standard cXML.
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> 5 months |
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[2] As defined in the SOW regarding project or phase duration that contains the eProcurement and Invoicing applications
[3] 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.
Supplier Management
For the application and applicable add-on(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
Supplier Management[4] | Supplier Management+[5] | ||
Configurable Registration Profiles | Configure up to one (1) registration profile. |
X |
X |
Registration Questions | Configure up to ten (10) custom registration questions. |
X |
X |
Supplier Email Communications | Configure up to one (1) email communication. |
X |
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Supplier Email Communications | Educate Client on how to create and send email communications. |
X |
|
Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers. |
X |
X |
User Roles | Configure up to three (3) roles associated with supplier management. |
X |
X |
Registration Workflow
Workflow | Configure up to ten (10) workflow steps to manage the registration approval process. |
X |
Supplier Management
Tier 2 Reporting | Work with client to determine what supplier information should be gathered related to Tier2 reporting. |
X |
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Dynamic Qualification | Configure up to two (2) custom questionnaires and associated supplier review workflow. |
X |
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Risk Compliance | Configure up to two (2) scorecard templates. |
X |
X |
Supplier Segmentation
Configure up to one (1) custom segmentation assessment or scorecard and associated supplier review workflow. |
X |
Supplier Qualification
Configure up to one (1) custom assessment or scorecard and associated supplier review workflow. |
X |
Supplier Category Qualification
Configure up to one (1) custom assessment or scorecard and associated supplier review workflow. |
X |
Supplier Risk
Configure one (1) risk scorecard or one (1) supplier risk assessment questionnaire and associated workflow |
X |
Supplier Performance
Configure up to two (2) scorecard templates consisting of up to twenty (20) KPIs each and associated surveys |
X |
Supplier Development Plan
Configure one (1) supplier development plan template and associated actions and action collaboration questions |
X |
Visual Compliance
Configure connection to Visual Compliance service offering. Client must obtain license from Visual Compliance separately. |
X |
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Provide overview of Visual Compliance functionality in relation to Client requirements |
X |
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Configure up to two (2) workflow steps to support process associated with Visual Compliance |
X |
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Master Data Load – Data to be provided in an electronic format provided by JAGGAER
Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site. |
X |
X |
Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
X |
X |
[4] formerly “Total Supplier Manager” or “TSM” or “Supplier Management”
[5] formerly “Advantage Supplier Management” or “JA Supplier Management”
Contracts
For the application and applicable add-on(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
Contracts+[6] | ||
User Roles | Configure up to five (5) new roles |
X |
Custom Fields | Configure up to fifteen (15) custom fields |
X |
Contract Types | Configure up to ten (10) contracts types |
X |
Contract Work Groups | Configure up to fifteen (15) work groups |
X |
Authoring
Clause Libraries | Configure one (1) clause library and add up to (1) clause. JAGGAER shall educate Client on creating additional clauses, if necessary. |
X |
Alternative Language | Configure up to two (2) alternative languages |
X |
Templates | 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 |
X |
Templates | Guide Client in adding clauses and alternative language to one (1) advanced (dynamic) template up to fifteen (15) pages in length |
X |
Workflow | Configure up to ten (10) notification/approval steps, using Advanced Dynamic Workflow if applicable |
X |
Contract Request | Configure one (1) contract request template and up to five (5) contract request workflow notification/approval steps, using Advanced Dynamic Workflow, if applicable |
X |
eSignature
DocuSign | Configure standard JAGGAER DocuSign connection |
X |
Adobe Sign | Configure standard JAGGAER Adobe Sign connection |
X |
Master Data Load – Data to be provided in an electronic format provided by JAGGAER
Suppliers | Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site |
X |
Users | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site |
X |
Contracts | Perform an iterative load of up to 15,000 contracts and 15,000 attachments in Clients’ Production site and a subset in Client’s Test site. Client will collaborate with JAGGAER to resolve load errors. |
X |
[6] formerly “Indirect Contract Lifecycle Management” or “TCM” or “Total Contract Manager”
Sourcing
For the application and applicable add-on(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
Sourcing[7] | Sourcing+[8] | ||
Event Types | Configure up to two (2) event types (e.g. – RFP, RFI) |
X |
X |
Event Templates | Configure up to two (2) template |
X |
|
Workflow | JAGGAER to configure up to ten (10) workflow steps to manage both the event creation and event evaluation process |
X |
X |
Sourcing Request | Configure up to one (1) sourcing request template with up to ten (10) custom fields and up to five (5) workflow steps |
X |
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Custom Fields | Configure up to ten (10) custom fields. |
X |
X |
Libraries | Create up to three (3) libraries, each with up to 20 elements (prerequisites, attachments, or questions). |
X |
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Event Setup | Configure content used to build sourcing events and educate client on how to create and manage additional solution entities |
X |
X |
Supplier Email Communications | Configure up to two (2) supplier emails |
X |
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Supplier Email Communications | Educate Client on how to update and manage email communications |
X |
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General Settings | Configure settings, including options to activate a Public site and activate a Sealed Bid |
X |
X |
Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers |
X |
X |
User Roles | Configure up to four (4) new roles related to Sourcing activities |
X |
X |
Work Groups | Configure up to fifteen (15) work groups |
X |
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Sourcing Request | Configure one (1) sourcing request template and up to five (5) sourcing request workflow notification/approval steps, using Advanced Dynamic Workflow, if applicable |
X |
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Program Manager/Workflow
Workflow | JAGGAER to configure up to ten (10) workflow steps to manage both the event creation and event evaluation process |
X |
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Project Types | Configure up to two (2) project types (e.g. products, services) |
X |
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Custom Fields | Configure up to 10 project event attributes for each event type |
X |
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General Settings | Configure settings for project workflow such as approvals, dependencies, optional tasks, etc. |
X |
Master Data Load – Data will be provided in an electronic format provided by JAGGAER
Suppliers | Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site |
X |
X |
Auction
Template | Configure one (1) reverse auction template |
X |
X |
Auction Types | Configure up to two (2) auction types (e.g. products, services) |
|
X |
Custom Fields | Configure up to 10 auction event attributes for each event type |
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X |
[7] formerly “Indirect Sourcing” or “Sourcing Director”
[8] formerly “Advantage Sourcing”
Inventory
For the application and applicable add-on(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[9]
General Settings | JAGGAER to work with customer to configure Inventory settings. |
User Roles | Configure up to two (2) new roles related to inventory management administration and stockroom management. |
Internal Stockroom | Configure one (1) internal stockroom with preferred positioning, if desired by Client. |
Kiosk | Configure one (1) kiosk if desired by the Client |
Locations | Configure parent location for internal store. |
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. |
[9] formerly “Supplies Manager”
Savings Management
For the application and applicable add-on(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.
Savings Management |
Savings Management+ |
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User Roles | Configure up to five (5) new roles related to Savings Management activities |
X |
X |
Custom Fields | Configure up to ten (10) custom fields |
X |
X |
Initiative Types | Configure up to five (5) initiative types |
X |
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Savings Types | Configure up to five (5) savings types |
X |
X |
Categories | Configure up to five (5) savings categories |
X |
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Approval Workflow | Configure (1) approval workflow with three (3) approval steps (SM) / approval types (SM+) |
X |
X |
Workgroups | Configure up to five (5) workgroups |
X |
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Initiatives | Configure up to two (2) Initiatives and supporting configurations for the Client. |
X |
N/A, function supported through additional tasks in project workflow. |
Sourcing Methods | Configure up to five (5) sourcing methods |
X |
N/A, function supported through Savings Category configuration |
Number Wheel | Configure up to one (1) number wheel |
X |
X Auto-number |
Deliveries & Task Libraries | Configure up to two (2) deliveries and task libraries, including up to ten (10) tasks each. |
X |
N/A – function supported through additional tasks in project workflow. |
Category Management
For the application and applicable add-on(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.
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 |
Approval Workflow | Configure (1) approval workflow |