Client Portal for Procurement processes

Create a smarter, more flexible and effective tool for purchase processes, employees and suppliers. Share documents with suppliers, updates with сonfidential information, review information quickly.
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For companies which regularly interact with customers and partners, we offer Client Portal as a safer and more convenient solution for files and document sharing, as opposed to sending e-mails or sharing files via public "drives". Powered by SharePoint Online, this solution allows you to increase your ROI on your Microsoft 365 (ex-Office365) investment while meeting your company's IT standards and policies.

A SECURE CLIENT PORTAL WITH ALL FEATURES YOU ARE LOOKING FOR
Quickly manage contracts, skip manual steps, and shorten the contract approval lifecycle
Quickly manage contracts, skip manual steps, and shorten the contract approval lifecycle
Create centralized storage of electronic documents​
Create centralized storage of electronic documents
Track suppliers, manage supplier relationships and collaborate with them
Track suppliers, manage supplier relationships and collaborate with them
Sharing documents and files, data, custom information, and order status are synchronized daily between the web portal and company's internal systems
Sharing documents and files, data, custom information, and order status are synchronized daily between the web portal and company's internal systems
Reduce the amount of money, time, and effort needed to manage and scale content workflows
Reduce the amount of money, time, and effort needed to manage and scale content workflows
View, correct, and comment high-quality previews of more than 30 different file types, both directly in Client Portal and via our mobile app
Simplify and streamline your payment process through automated financial workflows and approval processes
HOW DOES IT WORK FOR EVERYONE?
Why using Client Portal is secure?
Sharing "sensitive" information via e-mails, you run the risk to make a mistake and send it to the wrong recipients.
You grant access only to those employees who need it, as well as access to counterparty representatives.
You can set different access rights, for example, "read-only" option.
The service is protected by the strictest security standards https://www.microsoft.com/en-us/security/business/. In addition, you can use multi-factor authentication.
Why is Client Portal so convenient?
All documents and files to cooperate with counterparties are stored in one space. No need to search any information in e-mails.
You always know who and when transferred files to the counterparty, or vice versa, when the counterparty shares the files with you.
Versioned documents allow you to track changes and return to a previous version if necessary. Duplicates of documents are not created; you don't have to figure out which version is the latest because it is always stored on the Client Portal.
Sharing large files is no longer a problem.
Benefits of Client Portal
You can set your business processes preferences regarding the employees and counterparty's representatives, for example, to coordinate the documents.
Employees can be automatically assigned tasks according to the key date calendar and SLA.
Time and date of sharing a file is indicated on the Client Portal.
You can chat with your conterparty on a Client Portal or in Microsoft Teams, and save correspondence history with the conterparty, including documents and files.
Co-authoring an co-working with Microsoft 365 (ex-Office 365) documents and files saves a lot of time.
HOW DOES IT WORK?
It is a template, each individual case is addressed in accordance with the tasks
PURCHASER

•Receive, register and rank beneficial offers, orders and control the implementation of supply

•Delineate access to sections and requests

•Quickly inform suppliers about purchasing requests

•Monitor fulfillment of requests

•Set up a business process, collect information for tenders and documents for an agreement

•Have structured information – primary documentation & data of suppliers, goods, services, delivery terms, etc.

.

•Find information and files fast and easily to get the job done

•Be able to reply to any question about contract terms, delivery terms, packaging, labeling, etc.

•Be able to ask outsourcer a question upon request

•Get reminders to get the job done on time

•Create a new request for purchase




SUPPLIER
•Track all transactions and supplies

•Stay updated about the customers' activities to increase outcome

•Control the employees' discipline to make customer satisfied











•Find information and files fast and easily

•Requests about the issues forwarded directly to the purchasing or logistic department

•Reply to a new request

•Check all information about supply

•Easy to find information and track the status

•Get reminders to get the job done on time






IT ON BOTH SIDES
•Trade secret data protection

•Commercial secrets data protection

•Corporate information data protection









Technologies
Developed on Microsoft SharePoint Online and Microsoft 365 platforms
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