19.1productreleasenotes · 19.1productreleasenotes forjaggaeradvantagesuppliervalue management...

19.1 PRODUCT RELEASE NOTESFOR JAGGAER ADVANTAGE SUPPLIER VALUEMANAGEMENT

MARCH 1, 2019 - FINAL VERSION

Last updated 03.01.2019. JAGGAER Confidential. © 2019, JAGGAER

JAGGAER i www.JAGGAER.com

Table of ContentsWELCOME 1

JAGGAER ADVANTAGE SUPPLIER VALUE MANAGEMENT 2

Supplier Onboarding - Skip Format Validation Checks for Defined Company Legal Structures 2

Deactivate Suppliers Enhancements 3

Ability to Archive Suppliers (Hidden in Searches) 5

Anonymize User Personal Data for Archived Suppliers 7

Attachments to Supplier Profile 9

Ability to Reset Assessment Workflow Secondary Status and Internal Process Status 11

Category Assessment Charts - Now Available in Supplier 360 View 12

Data Element Validation Rules Applied During Form Entry 12

Category Assessment - Ability to Change Assessment Status from Classification Page 13

Enhanced User Support for Registration Fields with Validation Rules 14

New External Call Actions Available in Assessment Workflow 15

New and Updated Assessment Workflow Permission 16

Assessment Workflows - New Workflow Status Filter Option: Not Initialized 17

Supplier 360 - New Charts Component 18

JAGGAER ADVANTAGE SUPPLIER PERFORMANCE / SCOREBOARD 20

Enhancements to Monitoring Scorecard Evaluation Activities for Evaluators and ScorecardOwners 20

Ability to Set KPI Default Score as N/A (Not Applicable) 23

Ability to Skip Scorecard Review Phase 24

Ability to Set Scorecard Owner as Only Evaluator 25

Ability to Edit Scorecard Structure for KPIs and Performance Categories: Add/Remove andEdit Weights 28

Ability to Select Multiple Business Units/Regions for Scorecard 30

High Charts Component for Scorecard Related Charts 31

Scoreboard List: Combines Global andMy Organisation Scoreboards 32

Scorecard Evaluations: My Evaluation and Edit Score Updates with Ability to Auto-InviteOwner 33

JAGGAER 1 www.JAGGAER.com

WelcomeThe purpose of the Product Release Notes is to prepare administrators for the upcoming19.1 release. The main goal of this document is to provide an overview of key features thatare planned and committed for delivery.

Note: The release will be available in the Prep environment prior to the release inProduction. We recommend that customers use the prep period to test the features.


JAGGAER Advantage Supplier Value Man-agementThis section focuses on updates to the JAGGAER Advantage Supplier Value Management.

19.1 Highlights:

l Existing functional gapsl Introduce new Supplier Primary Statusl Review and consolidate system behavior (notifications, activities, visibility)

Supplier Onboarding - Skip Format Validation Checksfor Defined Company Legal StructuresMany customers have put controls in place to ensure a supplier's uniqueness in theirdatabase. A Fiscal ID, such as Fiscal Code, EU VAT Number or Dun & Bradstreet number, isroutinely used for this purpose. The control is relevant for commercial organizations whorepresent the biggest part of the supplier database. Other suppliers include non-profit orother type organizations that are not VAT registered and do not have any type of Fiscal IDcode. Customers have requested that in the case of suppliers without a Fiscal ID control,the field should be optional. The Fiscal ID control should remain mandatory for commercialorganizations.

With this release, customers can request a new configuration that will allow the FiscalID control value to be skipped by suppliers with specified Legal Structures that identifythem as the type of organization without a Fiscal ID.

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is OFF by default and you must contact JAGGAER toenable

l New Permissions related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l Users completing supplier information will not be required to enter a Fiscal ID if theLegal Structure is configured to allow for all Fiscal ID fields to be skipped. This, in prin-ciple, applies only to non-commercial organizations that do not have a Fiscal ID. FiscalID Code fields are:


l Fiscal Code (France, Spain, Italy suppliers)l VAT (France suppliers)l Dun & Bradstreet D&B (suppliers in all countries)

l The configuration will apply to the following areas:l Supplier Registration (by buyer or by supplier)l Webservices / Integrationsl Registration form editing

ADMINISTRATOR IMPACT

l Administrators must contact JAGGAER to enable the new configuration parameters forthis feature. The Administrator must specify which Legal Structures will allow the Fis-cal ID fields to be skipped.

INTEGRATION IMPACT

l Integrations will respect the configured toolkit parameter. In the case of Legal Struc-tures that allow the Fiscal ID to be skipped, the integrations will not require a Fiscal IDvalue for suppliers with the specified Legal Structures.

ADDITIONAL KEY POINTS ABOUT THE FEATURE

l When the parameter is applied, ALL Fiscal ID fields are allowed to be skipped. It is notpossible to require any one of the fields with the parameter in place.

l The current format validation checks will remain unchanged for suppliers with LegalStructures not included in the toolkit parameter. The Fiscal Code that is checkeddepends on the specific country selected during registration:

l Fiscal Code (when Country selected is = France or Spain or Italy)l VAT (when Country selected is = France)l EUVAT (currently no format validation checks are applied)l D&B (valid for all Countries)

Supplier Impact

l During registration or when editing profile information, Suppliers who select a LegalStructure that is configured in the customer's toolkit parameter will not be required toenter a Fiscal ID in the required format for that value.

Deactivate Suppliers EnhancementsCustomers routinely deactivate suppliers because the supplier is no longer active with theorganization, does not exist any longer, and many other reasons. Previously, the only wayto "deactivate" a supplier in JAGGAER Advantage was to associate a secondary supplierstatus with an active blocking option. However, the blocking option did not inform a user


about a supplier's ongoing involvement such as with RFx or purchase. Customers want totemporarily (or even definitely) block suppliers' procurement activities. At the same time,they would like to continue to see and track activities performed in the past by deactivatedsuppliers without losing important information (RFQ responses, bids, Supplier Assessmentsand Scorecards evaluations, Contracts, Messages, etc.).

With the 19.1 release, clients now have the ability to more efficiently and effectivelydeactivate suppliers in order to retain visibility and important historical information. Also,deactivation could previously only be done by a JAGGAER user. With this release, any userwith appropriate permission can deactivate a supplier. A Deactivated supplier will behavein the buyer organization much like an Active supplier having a secondary status blocking.

The main goal for Deactivated suppliers is to:

1. Block the supplier access in JA platform (both Superuser + Subusers);2. Block all the automatic notifications/alerts sent to suppliers (of any type,

like, for example, expired attachment DEs or similar);3. Keep the full history of supplier's activities performed in the platform before

the deactivation (eg. supplier's bids);

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is ON by defaultl New Permissions related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l A user must have Manage Supplier Status permission in order to deactivate a sup-plier. This is existing functionality.

l From the Supplier Console, select and supplier and navigate to the Status page.Select the Edit Status button to select the Deactivate option.

l A deactivated supplier can be potentially reactivated (if needed) in the same manner.


l This feature does not impact administrators.

INTEGRATION IMPACT

l This feature does not impact integration.



l Following are impacts to a deactivated supplier:l Login: Any supplier user (both Superusers and Subusers) will be no longer able tolog in the platform.

l Supplier uniqueness check: A new supplier registration will not be possible if adeactivated supplier exists with the same unique codes. Uniqueness checksalready available in the platform (VAT, D&B, External Unique Code, Username)will be always performed among "Registered/Activated/Deactivated" suppliers.

l Automatic emails/notifications: Supplier users will no longer receive anyautomatic email alerts from the platform. Therefore, the last alert sent to supplier(sent only to supplier Superuser) will be the email related to supplier deactivation(if activated).

l Supplier selectable to send Messages: Nol Supplier found in Supplier Selection: Yes - only to be invited to Advantageobjects not requiring supplier login.

l Supplier visible in Supplier Directory: Yesl Supplier visible/exportable in Supplier Console: Yesl Supplier visible in existing associated objects: Yes, any information asso-ciated to a deactivated supplier must be kept visible in the platform (for instance,invitations, Responses and bids, DE values, History of Changes, Contracts, Score-cards, etc.)

l Manage in Massive Supplier Update and webservice: Yesl The deactivation enhancements apply only to manual deactivation performed and NOTfor automatic suppliers deactivation.

Supplier Impact

Deactivated suppliers will no longer be able to log into the platform. Once a supplier isdeactivated from the buyer organization in the supplier console, an email notification, ifactive, is sent to the supplier Superuser regarding the action.

Please note that the process flow from "Deactivated" to "Registered" will not be released inthis version and will be developed in future releases.

Ability to Archive Suppliers (Hidden in Searches)It is possible for supplier users in several countries to register their organization withdifferent user accounts. Even with uniqueness checks in place, it is possible for severalsuppliers to register multiple times (or be registered by granted buyers) because theysimply enter in different values for the fields. Buyers then see multiple instances of whatlooks like the same supplier in the system and do not know which one to invite. Customers


as well as suppliers who realize they have duplicate registrations must contact JAGGAER todelete the invalid suppliers. With this release, customers will have the ability to archivesuppliers, which will remove the supplier from visibility in the platform to most of theusers.

A supplier must first be set to Deactivated before being Archived. Archiving does not deletethe supplier from the database. An archived supplier is hidden in searches, while thesupplier objects/activities, if any, will remain visible to the user. An archived suppliercannot login. A new permission is required to manage archived suppliers.

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is ON by default for Superusers; OFF by default forall other users

l New Permissions related to this feature: Yes, Manage Archived Supplier (underSupplier Management section)

l New Notifications related to this feature: None

USER IMPACT

l Users with the new permission and having access to the Supplier Console will havethe ability to see and move Deactivated suppliers to Archived and undo the sameaction.

l Navigate to Supplier Management > Supplier Console. Select a supplier to nav-igate to Status page. Select Edit Status. If the supplier is not deactivated, theuser must first select Deactivate. Once the supplier is deactivated, the userselects Edit Status again to choose Archive.

l This user permission will be off by default except for superusers. Users with this rightwill have the ability to:

l See the new "Archived Suppliers" tab in the Supplier Console areal Archive suppliers in the Supplier Console (Status page)l De-archive suppliers (return to Deactivated status) from the new Archived Sup-pliers page.

l Supplier archiving is managed via the Supplier Console (buyers) and theNSC Console (internal to JAGGAER users). Archiving is done one-by-one, and not inbulk.

l The new Archived Suppliers tab, visible only to granted users, lists all the supplierscurrently archived in the customer site. (Supplier Management > Supplier Console >Archived Suppliers). List displays the following:

l Supplier Company Name (default sort A-Z)l Contactl Email Addressl Country


l Cityl Supplier Account IDl External Unique Codel External Codel Usernamel Select the supplier on this page to navigate to the Status page and select EditStatus to return to Deactivate status (and from there can Reactivate if neces-sary).

l Archived suppliers cannot be found in Supplier Directory. They are only visible via theSupplier Console in this new area.


l The new User Right for managing archived suppliers is on by default for Superusers.

INTEGRATION IMPACT



l Supplier must be in Deactivated status in order to be Archived. If a supplier has astatus of Activated or Registered, they must first be deactivated before archiving.

l There is no validation for a supplier existing in an RFQ, Auction, or other areas of theAdvantage solution when archiving/de-archiving. Therefore a supplier may still appearas invited to an RFQ, but would not be able to log in to respond.

l A supplier cannot be archived if they are embedded in a supplier hierarchy (parent orchild)

l When archiving, any supplier's data will be kept saved in the platform and will not belost (i.e. DE values, classifications, etc.)

l Archived suppliers (similar to deactivated suppliers) will no longer receive email noti-fications (eg. Data element expiration alerts).

Supplier Impact

Archived suppliers will not receive email notifications and will not have the ability to login.

Anonymize User Personal Data for Archived SuppliersAs additional support for the ability to archive suppliers, JAGGAER internal users now havethe ability to anonymize all supplier user personal data for archived suppliers. The action isperformed at the supplier company level, therefore impacting all users linked to thatSupplier Organization. With this feature, the supplier user’s personal information can be


anonymized in the platform master file of suppliers after deactivation and archive of asupplier. Once done, the supplier can no longer be unarchived.

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is OFF by default and can only be performed byJAGGAER Internal users


USER IMPACT

l When viewing supplier user details for an anonymized supplier, a buyer user will seegeneric "********" values instead of the actual personal data. This applies to userdetails from:

l Supplier Dossier (including PDF/Excel exports)l Supplier details in Supplier Console

l If a buyer user begins an action (i.e. RFQ) for an anonymized supplier or com-municates with the supplier via the system, the necessary supplier user information islocally displayed, such as the name and email address of the supplier. However, theuser details page will not show actual values.

l Anonymized fields include:l Usernamel User Title (Mr/Mrs), Name and Surnamel Email Addressl Phone Number, Mobile Number and Faxl Security Question and Answerl Preferred Path (to upload attachment)



INTEGRATION IMPACT



l User profile personal data are also anonymized in Datamart (in tables related tousers, not objects).


Supplier Impact

l This feature does not impact the supplier view. Personal data fields will not be anonym-ized in supplier pages, since Archived suppliers cannot log into the platform.

Attachments to Supplier ProfilePreviously, documents could only be associated with a supplier through Attachment DataElements (questions) in Forms, or through Assessment objects such as Forms or evenMessages. Such information may include commercial, technical and legal documents thatmay have an expiration date. Many customers have requested a more efficient way tointernally store documents as well as collect these types of documents from suppliers.With this release, customers can request the ability to store and share documents relatedto the supplier profile. If enabled, the users will see a new area to manage files in thesupplier profile. The files can be visible to suppliers or to buyers only.

Allowing Attachments can be configured in three possible ways:

l Managed by buyer and visible to the buyer only.l Managed by buyer and visible to buyer and supplier. Only the buyer can make edits tothese attachments even though they are visible to the supplier.

l Managed by supplier and visible to buyer and supplier. Only the supplier can makeedits even though they are visible to the buyer.

Customer Impact


l New Permissions related to this feature: Yes, Manage Attachment in Supplier Con-sole (Supplier Management section)

l New Notifications related to this feature: Yes, new notifications for buyers and sup-pliers will alert designated users when a file is uploaded or removed.

USER IMPACT

l Users with the new Manage Attachment in Supplier Console user right will see anew Attachment tab in the Supplier Console. The buyer user will see attachmentsmanaged by the buyer as well as the supplier.

l Users included on a configured User List can receive an email notification when theAttachment area is modified or an Attachment is added.

l In the Attachments page, a user can:l Create and organize folders and sub-foldersl Copy and paste folders and filesl Upload new files


l Download files (multiple)l Delete files (multiple)l Enter comments when uploading files

l The attachments information will be included in the PDF and Excel exports, as well aswhen the Print Profile is selected.

l The Excel Export will contain a separate Attachments sheet with each attach-ment listed along with the last modification date.


l Administrators must assign the new permission to the appropriate users.l The permission will only display if the parameter is configured to allow attach-ments that are managed by the buyer. If the configuration is not enabled or if it isenabled for management by suppliers, the permission will not display.

l Administrators with appropriate permissions can create one Users List for users thatshould receive a notification when a change is made to a Supplier Attachment page.

l Access the User List area (User Management > Manage Users > Users List) andcreate a new user list to receive notifications.

l To associate the User List with the notification, go to Administration > OtherData > Process Alerts (not all Administrators have access to this menu; con-tact JAGGAER with questions).

l Go to the new area for Other Alerts and see the new Supplier AttachmentArea Changes notification.

l Select the ... to associate a User List to the Notification and Save.

INTEGRATION IMPACT



l If the configuration is disabled after being enabled, the page will not display bydefault. The customer can request a special configuration to allow for previous attach-ments to display in read-only mode, but no new attachments or edits can be made.

l When enabled, the configuration applies to all suppliers in the instance (Registered,Activated, Deactivated). The page is not visible for archived suppliers.

l Attachments will be included in the Global Export.

Supplier Impact

Depending on the buyer configuration, a supplier will see one or two new Attachment areasin the Supplier Profile area. Buyer Attachments and/or Supplier Attachment pages will bedisplayed for users to view and/or manage files according to the buyer configuration. Nonew permissions are required for a supplier user to see the Attachments page. ExistingAccess to Supplier Management permission is required.


If activated by the buyer, the Supplier Superuser will receive the supplier-side notificationthat an attachment has been removed or deleted by default. No additional configuration isnecessary.

Ability to Reset Assessment Workflow SecondaryStatus and Internal Process StatusIn theWorkflow Template, Transitions are configured to move between steps in theworkflow process. Transitions result in a configured Outcome, such as from Status A toStatus B. Previously, an actual value had to be configured for each transition. With thisrelease, a new Status Reset option is available for Secondary Status and InternalProcess Status steps that will allow the Outcome to be set to blank (null).

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is ON by default but is optional for usel New Permissions related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l This feature does not impact users.


l Workflow Template Administrators (not only System Administrators) can now con-figure aWorkflow Template with a Status Reset option for Supplier SecondaryStatus and Internal Process Status options.

l Supplier Secondary Status applies to Category Assessment and UniversalAssessment Workflow Templates.

l Internal Process Status applies to Category Assessment Workflow Tem-plates only.

l Selecting the Status Reset option for a Transition Outcome results in the statusbeing set to blank.

INTEGRATION IMPACT


Supplier Impact

l This feature does not impact suppliers.


Category Assessment Charts - Now Available in Sup-plier 360 ViewThe Supplier Console, Supplier Dossier and export contained two pie-charts related toCategory Assessment for suppliers. With this release, the pie charts are removed in theseareas, as the information is available as part of the Supplier 360 enhancements.

Customer Impact


USER IMPACT

l Users can now access Category Assessment pie charts for suppliers via the Supplier360 icon, instead of in the Supplier Console, Supplier Dossier or export.



INTEGRATION IMPACT


Supplier Impact


Data Element Validation Rules Applied During FormEntryData Element validation rules were introduced in the 18.1 release. However, the ruleswere checked at the point only after the user saved the form, meaning potential errorswere not displayed to the user until that time. With this release, the validation rules arechecked upon entering information into the field (i.e. on the "Client Side"), upon changingthe focus to another field. Errors will be displayed immediately upon changing the focusfrom the validated field. This client side validation is applied in all areas where validationrules are used today:


l Supplier Profilel Assessmentsl Supplier Development Plan actionsl SAS Formsl Additional Information areas

Customer Impact


USER IMPACT

l As users are completing data elements where validation rules are applied, if the valuefails the validation check then the user will be immediately alerted to errors upon chan-ging the focus from the validated field. The field will be indicated with a red error icon.



INTEGRATION IMPACT

l This feature does not impact integrations.

Supplier Impact

l As supplier users are completing data elements where validation rules are applied, ifthe value fails the validation check then the user will be immediately alerted to errorsupon changing the focus from the validated field. The field will be indicated with a rederror icon.

Category Assessment - Ability to Change AssessmentStatus from Classification PagePreviously when a user viewed the Supplier Classifications page, many clicks wererequired to navigate away from the area to make changes to the Category AssessmentStatus after reviewing the classification information or category specific form. With thisrelease, a granted user can now navigate to Change Status directly from the SupplierClassifications page. When viewing the Supplier Management > Category Assessments >Supplier Classifications page, a new Change Status column and button is displayed.


Selecting this button opens the list of Assessment Statuses for selection. Also, whenselecting a Designation value on the Supplier Classifications page and navigating to thecategory specific form, a Change Status action is available.

Customer Impact


USER IMPACT

l Users viewing the Supplier Classifications page and with permission to changeassessment status will see a Change Status button under the My Category Assess-ments section. Selecting the button navigates the user to the Assessments Statusesfor selection.

l Users who select to view a Category Specific form from the Supplier Clas-sifications page will see a Change Status link that navigates the user to the Assess-ment Statuses for selection.



INTEGRATION IMPACT


Supplier Impact


Enhanced User Support for Registration Fields with Val-idation RulesRegistration field labels display in the language determined by the supplier registrationcountry. Sometimes supplier users use UI languages that are different from theirregistration company, so the user may not fully understand what information to provide inthose fields. With this release, a new "hint" icon and text will display beside registrationfields with validation rules with additional explanation of the expected values.

An example for Company Registration Number is:

The value of this field depends on the Country.- Italy: Codice Fiscale Azienda


- France: SIRET- US: Federal Government Tax- Others: Code used by Government for TAX settlement

Customer Impact


USER IMPACT

l Users editing supplier registration fields will see the Hint icon and text for fields wherevalidation rules apply.



INTEGRATION IMPACT


Supplier Impact

l Supplier users will see a Hint icon and text when completing registration fields with val-idation rules. The Hint should more clearly explain the expected value for the field.

l The Hint icon will be displayed only in edit mode during registration, post registrationdata editing.

New External Call Actions Available in AssessmentWorkflowWith this release, two new External Call actions are available. The External Callfunction can be used by customers to build additional customization in workflow. Whenconfigured for the buyer, a new External Call button is present on the Run Transitionconfirmation page at the Step Level for Universal and Category Assessments.Organizations must contact JAGGAER to enable this feature.

Customer Impact




USER IMPACT

l This feature does not impact users.



INTEGRATION IMPACT


Supplier Impact


New and Updated Assessment Workflow PermissionManage Assessment Workflow is an existing permission granted to users. With thisrelease, the activities allowed under this permission have been separated into twoseparate permissions. This is to allow better granularity with workflow permissions,recognizing that different users are responsible for different activities within the workflowprocess.

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is ON by defaultl New Permissions related to this feature: Yes, Manage Step Settings. Also, the Man-age Assessment Workflow permission has been revised.

l New Notifications related to this feature: None

USER IMPACT

l Users with the Manage Assessment Workflow permission will have the ability to:l Download Workflow Reportl Use Question Comparison featurel Activate Workflow (start)l Change Workflow Status (eg. Suspend/Resume)l Select/Deselect Workflow templates


l Users with the Manage Step Settings permission have the ability to:l Download Workflow Reportl Use Question Comparison featurel Change PSO (Process Step Owner)l Change Step Duration

l Users with the existingManage Assessment Workflow permission enabled willalso have the new Manage Step Settings permission enabled upon go-live so thatcurrent users retain existing abilities. Users without the existingManage Assess-ment Workflow permission will have neither permission enabled upon go-live.


l Administrators will need to assign the new permission to users as appropriate. The per-missions can be configured for User roles as well.

INTEGRATION IMPACT


Supplier Impact


Assessment Workflows - New Workflow Status FilterOption: Not InitializedWhen a new Assessment Workflow (Segmentation, Qualification, Risk, Category) iscreated, it does not have a Workflow Status. An Assessment Workflow is considered "NotStarted" only once it has been technically "initialized" and the Status is no longer empty.Workflow is considered "initialized" when at least one user enters in the Assessmentdetails page and the workflow is copied from the template. The previous Workflow Statusfilters only returned those workflows that had been initialized and therefore had a value forthe Workflow Status. This made it difficult for users to easily filter on workflows that hadnot yet been initialized and therefore needed to be completed in order to begin. With thisrelease, users can now filter on a Workflow Status of Not Initialized. This will returnworkflows with no Workflow Status.

Customer Impact

l Related Solutions: JAGGAER Advantage Supplier Value Managementl Feature Activation: This feature is ON by default



USER IMPACT

l A user can now select to filterWorkflow Status on the My Workflows pages (forall types of Assessments: Segmentation, Qualification, Risk, Category) by Not Ini-tialized.

l Selecting the Not Initialized option in the Workflow Status filter will return assess-ments where the workflow has been created but not yet started.



INTEGRATION IMPACT


Supplier Impact


Supplier 360 - New Charts ComponentWhen selecting the Supplier 360 icon in the Supplier Directory, charts have been updatedfor better usability. Charts are displayed as high-charts to improve look and feel as well asusability.

Customer Impact


USER IMPACT

l When users select the 360 icon, charts are displayed in high-chart format for ease ofuse.




INTEGRATION IMPACT


Supplier Impact



JAGGAER Advantage Supplier Performance /ScoreboardThis section focuses on updates to the JAGGAER Advantage SupplierPerformance/Scoreboard.

19.1 Scorecard improvement drivers:

l Introduce additional flexibility.l Streamline evaluation processl Improve user experience

Enhancements to Monitoring Scorecard EvaluationActivities for Evaluators and Scorecard OwnersPreviously users have not had the ability to easily monitor the status or progress on activescorecards as an owner or for each evaluator. The In Progress Scorecards pagedisplays a list of all scorecards that have not been closed by the entire evaluation team,but previously did not allow the user to monitor what evaluators had completed theirevaluations, including their own scorecard progress. For example, if the evaluator had 20scorecard active, ongoing evaluations, he was unable to see which ones had been fullyevaluated and which ones had not been completely evaluated. With this release, theScorecard Evaluation progress is displayed to more efficiently illustrate the status ofevaluation tasks. Also, the Scorecard Owner and SMT members will monitor the status ofeach evaluator's activities and KPI status on the Evaluator Activities page. The InProgress Scorecard list, My Evaluation page (for evaluators), Filters, and relateddashboard widgets have been updated to reflect this enhanced information.

Customer Impact

l Related Solutions: JAGGAER Advantage VRM Scorecard/Scoreboardl Feature Activation: This feature is ON by defaultl New Permissions related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l A user's My Evaluation page now displays summary statistics of how many KPIs(mandatory and optional) have been completed by the evaluator.

l Optional KPIs figures are displayed in black regardless of completion.l Mandatory KPIs figures are displayed in black when 100% completed or 0/0, andred if partially completed.


l The summary line is not displayed in the case of a Single Evaluator (whereowner is the only evaluator).

l The Evaluator Activities page will now display scorecards in any status (except Tobe Published).

l All invited evaluators for a specific evaluation round are listed.l Scorecards configured with Single User evaluator will not have the EvaluatorActivities page because only the owner is responsible to evaluate.

l Columns report each evaluator's completion status:l Number of mandatory KPIs fulfilled (on Total KPIs mandatory) by theevaluator.

l Number of optional KPIs fulfilled (on Total KPIs optional) by the eval-uator.

l Icons display to visually indicate the level of completion:l Green check: all KPIs (mandatory and optional) have been evaluated by theevaluator.

l Yellow check: all mandatory KPIs have been completed (or there are no man-datory), but there are still some optional KPIs to be evaluated.

l Red x: the evaluator has not yet started their evaluation (have saved at leastone comment or suggested score) or they are still missing mandatory KPIs.The Last Response Date is displayed as empty if the evaluator has not yetstarted the evaluation.

l The In Progress scorecard lists (for any Scorecards type: Enterprise, Assessments,Contract) are updated as follows:

l The Progress column will display evaluators fully completed / total evaluatorsinvited. For example 0/4 would mean no evaluators have fully completed theirevaluations out of 4 evaluators invited.

l Completed means all KPIs (mandatory and optional) have been fully com-pleted.

l Icons visually indicate if the evaluation has multiple evaluators or a singleuser model (where owner is the only evaluator).

l Completion is now reported for all Scorecard statuses (except To Be Pub-lished).

l Now the Progress information is displayed even when a Scorecard changes toReviewing status. Figures will be related to evaluators invited in the Runningphase.

l Evaluated KPIs column has been removed, as users wanted to instead seeoverall completion/progress

l Filters in the In Progress Scorecard list (Enterprise, Assessment, Contract) areupdated as follows to facilitate usability:


l Standard Filters (In the Filter By dropdown)l A new Scorecard I Own filter will return all Scorecards where the useris currently the Scorecard Owner (not a SMT user).

l A new Recently Viewed Scorecards filter has been added.l Pending Evaluator/Contributor Activities filter will reflect theupdated completion rules described in this feature and will be useful forthe end-users to find scorecard where they still need to complete theirown activities:

l Scorecards in Internal Survey status will be listed if Contributorhas not yet answered to all questions where he is invited as Con-tributor, based on the Last Answered Date.

l Scorecards in Running status with multiple evaluators will dis-play if the Evaluator has not already fulfilled 100% of all assignedKPIs.

l Scorecards in Running status with a single evaluator will displayif Evaluator has not already saved 100% of all KPIs.

l A Scorecard in To be Published, Supplier Survey or Reviewstatus will always be excluded from this filter.

l Pickable Filters (in the Enter Filter dropdown)l A new Progress filter has been added to the pickable filters that willreturn scorecards with Activities Completed or with IncompleteActivities. The filter returns based on status:

l Supplier Survey - Supplierl Internal Survey - Contributorsl Running - Evaluators

l Scorecard related Dashboard widgets have been updated to reflect the updated com-pletion status information.



INTEGRATION IMPACT


Supplier Impact

This feature does not impact suppliers.


Ability to Set KPI Default Score as N/A (Not Applicable)Some KPIs within scorecards are linked to external sources that may take longer toassess. Previously, the System Administrator (JAGGAER user) was required to define aDefault Actual Score for a KPI within a range of 0-100. If the KPI was not evaluated orauto-scored, the default value would be recorded and could result in an incorrectassessment. With this release, the Default Actual Score for a KPI can be set to N/A (NotApplicable). Organizations must contact JAGGAER to configure this option.

Customer Impact

l Related Solutions: JAGGAER Advantage VRM Scorecard/Scoreboardl Feature Activation: This feature is OFF by default and you must contact JAGGAER toenable


USER IMPACT

l If all KPI values for a Scorecard are N/A, the evaluation process cannot be closedunless the Owner or SMT inserts at least one valid score or restarts the evaluation pro-cess.


l Administrators can now request that KPIs associated with their organization be con-figured with a Default Actual Score of N/A, or between 0 and 100.

l When viewing or creating a Scorecard Template (Scorecard Template > Forms >Scorecard Form), administrators may see a Default Actual Score for a KPI as N/A,if configured as such for the organization.

INTEGRATION IMPACT



l Changes applied to an existing KPI Default Score (e.g. changing it from 55 to N/A orvice versa) will be applied to the Scorecard when a new evaluation is created. If aScorecard is in To be Published status when the change is made, the KPI defaultscore will NOT be refreshed for that Scorecard.

Supplier Impact



Ability to Skip Scorecard Review PhaseThe scorecard evaluation process was originally designed to have at least two evaluationphases: Running and Review. Supplier and Internal Surveys are designed as optionalphases. In this model, evaluators suggested scores in Running phase and the Owner (orSMT) finalizes the score in the Review phase just before closing and confirming theevaluation. However, many customers would like the option for a "one-step evaluation",where evaluators are not required and the Scorecard Owner (or SMT) is the only personresponsible for scorecard evaluation and closing. With this release, a scorecard can beconfigured to skip the Review phase. This feature is valid for any scorecard type(Enterprise, Assessment, Contract) and for any scorecard evaluation frequency (manual orperiodic).

To complement this feature, a separate enhancement is available to set the ScorecardOwner as the unique evaluator (see Ability to Set Scorecard Owner as Only Evaluator , on thenext page for more information.

As part of this update, the Scorecard Template configuration page has been updated toinclude a new Evaluation Information Frequency and Phases section, and a Surveysand Evaluations section.

Customer Impact

l Related Solutions: JAGGAER Advantage VRM Scorecard/Scoreboardl Feature Activation: This feature is OFF by default but can be configured by the Score-card Template Manager)


USER IMPACT

l When a scorecard has been configured with the Review phase disabled, a user withappropriate permissions will see that during the Running phase, a Close button isavailable instead of a Complete Evaluation button.


l When configuring the Scorecard Template, a redesigned Surveys and Evalu-ations section contains options for Supplier Survey, Internal Survey, Evaluationoptions and Review settings. This section is enabled by default.

l The Supplier Survey is off by default. Enable if appropriate.l The Internal Survey is off by default. Enable if appropriate.l The Evaluation option is enabled by default (and cannot be disabled).l The Review option is enabled by default. Select to disable the Review stage. Theoption for Review Period Max Duration is removed.

l When a scorecard has been configured with the Review phase disabled:


l During the Running phase, a Close button will be available instead of a Com-plete Evaluation button.

l The scorecard will move directly to Closed after the Running phase. Currentscores at the time of closing will be stored for that evaluation and confirmed inthe Scorecard trend.

l The existing checks for KPIs not closed will be performed by the system whenmoving directly from Running to Closed.

l If the Reschedule Deadlines feature is used, the option will remain available topostpone the Running phase only, since there is no Review phase.

l Copy Suggested Score as Score feature will remain as today and will beapplied when passing from Running to Closed.

l Because the Review phase is skipped, the Owner (or SMT) will not receive the noti-fication that the Review phase has started.

INTEGRATION IMPACT



l The Review option can be changed by a Scorecard Template manager, but only if thereare no Evaluations opened associated to that Scorecard Template in that moment. TheReview flag can be changed whenever all Scorecards associated are in "To Be Pub-lished" or "Closed" or "Terminated" in order to not impact the Running process. Whenchanged, the configuration will be applied to the scorecard starting with the next asso-ciated evaluation.

l Changes to the setting are captured in the Scorecard Template History of Change.l Whenever a Template is duplicated (Save as New Template), this setting is copied.l Skip Review flag cannot be changed at scorecard level by the Scorecard Owner orSMT.

Supplier Impact


Ability to Set Scorecard Owner as Only EvaluatorMany organizations have requested the option for a simplified scorecard process when justone user (the Scorecard Owner) is responsible for providing scores, comments andattachments for all KPIs embedded in the Form. In such an instance, no Evaluation Team isrequired. With this release, users can configure a Scorecard Template to Set ScorecardOwner as only Evaluator. When this is set to Yes, the Review phase of the scorecardis automatically skipped and cannot be enabled (see Ability to Skip Scorecard Review Phase ,on the previous page for more information). The Scorecard can still include Supplier andBuyer Surveys after publishing. After the Scorecard Owner provides scores, comments and


attachments during the Running phase, the Evaluation will be closed. This feature appliesto any Scorecard type (Enterprise, Assessment, Contract) and for any frequency (manualor periodic).

Customer Impact

l Related Solutions: JAGGAER Advantage VRM Scorecard/Scoreboardl Feature Activation: This feature is OFF by default but can be configured by the score-card template manager


USER IMPACT

l When configuring the Scorecard Template, a new Surveys and Evaluations sec-tion contains options for Supplier Survey, Internal Survey, Evaluation options andReview settings. This section is enabled by default.

l New setting for to Set Scorecard Owner as only Evaluator. The default valueis No, meaning multiple evaluators are allowed as in the existing process.

l When set to Yes, all concepts, flags, fields and columns related to evaluators andsuggested scores will be removed and they will become no longer visible in thescorecard template and scorecard pages (eg. Default Evaluation Team, AllowEvaluation Team To Be Changed in Scorecards, Use Average Suggested Scores,Define Team, Add PC evaluators, Evaluation Team column, etc.)

l Scorecard Owner will now provide actual "Scores" and not "Suggested Score". Thepage will reflect options similar to My Evaluation page:

l Scores (optional/mandatory according to KPI configuration).l Comments (optional/mandatory according to configuration)l Attachments

l In the case for KPIs that have scores from a previous evaluation, the Owner can inserta score value different from what is in that moment stored in the dropdown.

l The Import / Export My Evaluation is updated to support the Scorecard Owner asthe only evaluator:

l The Suggested Score column is removedl KPI comments are optional during import processl Current Score is the unique column where scores are entered.

l When this flag is set to Yes, neither a Superuser nor SMT can edit scores. Only theScorecard Owner can edit scores.


l When this feature is enabled, a Superuser cannot edit scores.


INTEGRATION IMPACT



l Existing Scorecard Templates were migrated with this new setting as No, in order tobe consistent with current behavior.

l Import/Export Evaluators Impacts: The action to Import/Export evaluators willrespect the setting for Set Scorecard Owner as only Evaluator.

l Impacts to Change Owner - During an evaluation process, if Scorecard Owner ischanged:

l KPI Scores will remain the existing ones saved in that moment in the database(the ones provided by Owner A, if provided), nevertheless the new ScorecardOwner B can override existing Scores.

l Comments and Attachments will be saved at user (Owner) level and cannot beseen by other users. Therefore Scorecard Owner B will not see comments orattachments added by previous users, but can add their own.

l The new setting is included in Scorecard Report and Print Summary.l The email notifications are unchanged.l Internal and Supplier Surveys (if any) will not be impacted and will continue to behaveas previous.

l The option can be changed by a Scorecard Template manager, but only if there are noevaluations opened associated to that Scorecard Template in that moment. The flagcan be changed whenever the status for all scorecards associated is To BePublished, Closed or Terminated, in order to not impact running process. Whenchanged, the configuration will be applied starting with the next associated evaluation.

l If the option is changed from No to Yes, a warning will display to confirm theaction. If confirmed, all E\evaluators in all associated scorecards (in DefaultTeam or at KPI level) will be automatically removed. Any suggested scores andcomments provided by evaluators in previous evaluation will not be retained.

l The option cannot be changed at scorecard level by the Scorecard Owner or SMT.l Changes to the setting are captured in the Scorecard Template History of Change.l Whenever a template is duplicated (Save as New Template), this setting is copied.

Supplier Impact



Ability to Edit Scorecard Structure for KPIs and Per-formance Categories: Add/Remove and Edit WeightsPreviously, Scorecards followed the associated Scorecard Template structure and could notbe modified. Organizations were therefore required to create a large number of scorecardtemplates to cover all possible evaluation cases and combinations to accommodatebusiness needs. With this release, organizations have the option to configure theScorecard Template to allow Scorecard Owners/SMT to change the scorecard configurationbefore publishing an evaluation round. The option is available for all Scorecard types(Enterprise, Assessment, Contract). This may be especially helpful in the case of supplierswho provide services, which might require different KPIs at the Scorecard level based on aspecific Service Level Agreement.

A new Allow Form Structure Editing setting is available to users with the appropriatepermission when configuring Scorecard Templates. Three options are available:

l Full-Blocked Structure: This is the existing functionality. The Scorecard structure can-not be changed by Scorecard Owner or SMT. This is the default option and will be theoption for all Scorecard templates upon go-live.

l Partially-Blocked Structure: KPIs can be added or removed from existing Per-formance Categories. KPI weights within the Performance Categories can be edited.For example, if the template contains four performance categories, this option allowsfor editing of KPIs in those four categories.

l Full-Flexible Structure: KPIs can be added or removed from any Performance Cat-egory. KPI weights can be edited.

Note: This feature does NOT allow for the creation of new KPIs or PerformanceCategories. KPIs and PCs can be edited from the existing values already created by thesystem administrator.

Customer Impact

l Related Solutions: JAGGAER Advantage VRM Scorecard/Scoreboardl Feature Activation: This feature is ON by default but is optional for usel New Permissions related to this feature: Nonel New Notifications related to this feature: None

USER IMPACT

l A new Allow Form Structure Editing setting is available in the Scorecard Templateform ( Supplier Performance > Scorecard Templates > SC Templates : Select Tem-plate Reference Code >Forms > Scorecard Form). The new option can be configuredby users with the Manage Scorecard Templates user right, as well as Superusers.


l No (Structure locked) - This is the fully blocked structure selection and is theprevious model. The Scorecard structure cannot be changed by Scorecard Owneror SMT. This is the default selection.

l Yes (add KPIs) - This is the partially blocked structure selection. KPIs can beadded or removed from existing Performance Categories. KPI weights within thePerformance Categories can be edited.

l Yes (add KPIs and PCs) - This is the full-flexible structure selection. Any KPIfrom the KPI dictionary can be added or removed. There is no restriction to KPIsin the current Performance Categories. KPI weights can be edited.

l When a KPI is added, the Default Evaluation Team is added by default.l When KPIs are added or removed and the form is saved, a refresh of the DE valueswill be performed automatically for all KPIs embedded in the Scorecard.

l The History of Change for the Scorecard Template will indicate changes to the score-card structure when the Allow Form Structure Editing setting is edited.

l When a Scorecard Template is duplicated, the Allow Form Structure Editing settingvalue will be copied from the originating template.

l Updates to the User Experience when adding/removing KPIs and changing weightsl A new KPI added (not in existing PC) will be added with KPI weight = 100% andPC = 0% (to be finalized by end user)

l A new KPI added from an existing PC will be added in the last position with KPIweight = 0%

l A temporarily removed KPI (before the final Save) will be displayed in grey, andthe weight will be redistributed among remaining KPIs in the same PC. The usercan reinstate a KPI by selecting Cancel.

l Sort PC/KPI will be available with Drag & Drop, with no impacts on weights.l The Scorecard Setting page will display this configuration to help end-users under-stand why the Edit Structure button is available or not in the To be Published stage.


l Changes can be made only if the Scorecard Status is To Be Published.

INTEGRATION IMPACT



l This feature applies to all scorecard types (Enterprise, Assessment, Contract) witheither manual or periodical frequency.

l The scorecard must but in To Be Published status. KPIs cannot be added or removedand weights cannot be changed after publishing.

l Existing customers will be migrated to the No (Structure locked) option. The settingcan be changed in the template after 19.1 is released.


l Note: Previously, users could disable a KPI before publishing an evaluation for alocked scorecard. With this update, KPIs cannot be disabled for locked score-cards. In order to have the ability to disable a KPI, the partially blocked or fullflexible structure must be enabled.

l If the setting is changed in a Scorecard Template, the new value is immediately effect-ive to all associated Scorecards.

l Note that enabling this feature could cause difficulties for scorecard evaluation com-parison. For example, an organization may see Evaluation #1 with 10 KPIs and Evalu-ation #2 (for the same supplier) with 15 different KPIs, related to differenceperformance categories, and different weights. Consideration for how often the organ-ization uses scorecard comparisons should factor into the decision to enable this fea-ture.

Supplier Impact


Ability to Select Multiple Business Units/Regions forScorecardPreviously, a user could select only one Business Unit (or Region) when creating aScorecard. This feature allows for multiple Business Units (or Regions) to be selected fornamed Scorecards and Contract Scorecards to allow for more accurate reporting after theevaluation closure.

Customer Impact


USER IMPACT

l Creating a new Named (Enterprise) or Contract Scorecard, the Select BusinessUnits overlay allows for selecting multiple values.

l The Business Unit and Region columns are no longer available as columns in scorecardlists. However, a filter can be applied to search by one or more Business Units orRegions.




INTEGRATION IMPACT


Supplier Impact


High Charts Component for Scorecard Related ChartsWith this release, all charts in the Scorecard/Scoreboard area have been replaced by HighChart graphics. Specifically, the following areas will show updated charts:

l Show Trend (all charts)l Supplier Dossier - Scorecard Comparisonl Scoreboard

Customer Impact


USER IMPACT

l Users will see Scorecard related graphic charts displayed as High Charts for betterusability.



INTEGRATION IMPACT


Supplier Impact



Scoreboard List: Combines Global and My Organ-isation ScoreboardsPreviously, Scoreboards were accessed via two separate pages - My OrganisationScoreboards and Global Scoreboards. Only users with permission to view allorganisation scoreboards could access the Global list. With this release, My OrganisationScoreboards has been renamed to Scoreboards. The page contains the scoreboard list forthe user's organisation. If the user has permission to view scoreboards across allorganisations, they will also see Scoreboards previously listed on the Global Scoreboardspage.

Customer Impact


USER IMPACT

l Users accessing scoreboard lists will now see one single Scoreboards page instead ofMy Organisation Scoreboards. (Supplier Performance > Scoreboards > Scoreboards)

l If the user has permission to see scoreboards across all organisations, the page willalso contain Global Scoreboards.

l The Buyer Organisation column has been added to the Scoreboards page.l A new Go to filter allows the user to begin entering characters for the ScoreboardCode, Title, or Main Supplier.

l A filter is available to search by Buyer Organisation.



INTEGRATION IMPACT


Supplier Impact



Scorecard Evaluations: My Evaluation and Edit ScoreUpdates with Ability to Auto-Invite OwnerWhen viewing a Scorecard, users who are evaluators see a My Evaluation button thatallows them to provide suggested scores during the Running phase. Scorecard Owners seean Edit Score button that allows them to make revisions and provide the final score.Previously, a Scorecard Manager could see both buttons if they were acting as both anevaluator and owner, and could be confused by which action to take at what time. With thisrelease, a user will see only the buttons applicable to their role during the specific phase ofthe scorecard.

The My Evaluation button will now display only to invited evaluators during the Runningphase of the Scorecard. The Edit Score button will only display during the Review phase toScorecard Owner, SMT and Superuser. To allow for Scorecard Owners also beingdesignated as evaluators, a new "Auto-invite" action is available to add Scorecard Ownersas invited evaluators for the Scorecard.

Customer Impact


USER IMPACT

l When viewing a Scorecard, only users who are invited Evaluators will see a MyEvaluation button to enter suggested scores and comments.

l Invited evaluators are those who are listed on the scorecard form as the "DefaultTeam" or invited at KPI level through User Lists.

l The Scorecard Owner, SMT or Superuser will not see the My Evaluation button orhave the ability to provide suggested scores unless they are formally invited asevaluators on the Default Team or at KPI level.

l The Edit Score button will not display to any users during the Running phase of theScorecard.

l Scorecard Owners, SMT and Superusers responsible for revising and enteringfinal scores will see an Edit Score button only during the Review phase of theScorecard. These users will NOT see the Edit Score button during the Running phase ofthe Scorecard

l In the Scorecard form, a new Auto-invite action is available when selecting "...":l The action is available to the Scorecard Owner only (not SMT).l The action exists if at least KPI where an Owner is not yet allocated as an eval-uator.


l The Owner can be auto-invited regardless of the Allow Change Evaluators set-ting for the Scorecard.

l When selected and confirmed, the Owner will be invited to ALL KPI currentlyavailable in the KPI form and the Owner name will be listed in the Default Teamfield and at KPI level.


l Superusers will not see the My Evaluation button at any phase for a Scorecardunless they are invited as Evaluators.

l Superusers will see the Edit Score button only during the Review phase for a Score-card.

INTEGRATION IMPACT



l The functionality when selecting My Evaluation or Edit Score buttons has not changedfor the respective users.

l Scorecard History of Change (HoC) will capture if Owner selects Auto-invite.l If Change Scorecard Owner is done during the Running phase, the new ScorecardOwner (if not yet invited to all KPIs) can select the Auto-invite action. Any SuggestedScores (or comments/attachments, if any) provided by the previous Owner will bekept saved in the system and will be considered in the average calculation (as is otherevaluators) and their name will remain visible in the form, since they are not formallyremoved as evaluators.

Supplier Impact


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