Supplier Onboarding Management Platform
A purpose-built web application that replaced spreadsheet-and-email supplier onboarding with a tracked workflow — document collection, compliance checks, approvals, and status visibility in one place.
The Challenge
Onboarding a new supplier meant chasing documents by email, tracking compliance sign-off in spreadsheets, and routing approvals informally — a process with no shared visibility into where any given supplier stood, and no consistent record of what had been checked.
Our Approach
- 01
Design the workflow
Designed a workflow application covering document collection, compliance verification, and multi-step approval routing.
- 02
Build a status dashboard
Built a status dashboard so both the client's team and suppliers could see exactly where an onboarding request stood.
- 03
Launch a self-service portal
Added a self-service portal so suppliers could submit and update their own documentation instead of relying on email back-and-forth.
- 04
Standardize compliance checks
Structured the compliance checklist in the platform so requirements were applied consistently across every supplier.
The Results
One tracked workflow
Replaced an email-and-spreadsheet process with a single tracked workflow.
Real-time status visibility
Gave the operations team real-time visibility into onboarding status across all suppliers.
Less manual back-and-forth
Reduced the back-and-forth needed to collect and verify supplier documentation.
A consistent compliance record
Created a consistent, auditable compliance record for every supplier onboarded through the platform.