Contractor Sourcing Application (CSA) Training. Release New Supplier Presentation

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Bridget Ward
5 years ago
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1 Contractor Sourcing Application (CSA) Training Release New Supplier Presentation

2 Agenda CSA Overview CSA major features CSA status CSA s File attachments and Browsers specifications CSA login / URL references CSA demonstration CSA screen shots navigation end to end processing (how to view and respond to a request other key functions how Guest company coordinator (GCC) can request access for additional users

3 CSA Overview Contractor Sourcing Application (CSA) Used to buy technical, education, and consulting services resources from IBM contracted suppliers based on country configuration Intranet and Internet based applications IBM requesters create request on intranet site and submit to suppliers IBM configured suppliers are notified via of requests and log into supplier s s interface to review and submit their responses IBM requesters are notified of supplier s s responses and log into intranet site to review and select responses to bridge to Bond for approvals and PO issuance. CSA deployed to 12 countries US, Canada, Germany, France, India, China,, UK, Singapore, Hong Kong, Malaysia, Thailand, Indonesia

4 CSA Major Features Each supplier will have a Guest Company Coordinator Controls user access within the company Welcome page displays recent requests sent to supplier 3 request types: new request, renewal, referral (applicable for some countries) Supports request for information and request for quote Use of Expertise Taxonomy to define skill requirements Ability to save responses as drafts Rate matrix pricing for skill requested will be displayed Ability to see status of responses Comments history log Requests can be modified by requester and re-sent out to suppliers ( ie start/end date, quantity, work location, etc ) Requests can be canceled, put on hold, remove from hold Various search and sort functions Navigation views at request level, line item level, supplier response level profile setting for supplier users Letter of Assurance acceptance (applicable for US, UK and India only) Custom expenses ( applicable for Hong Kong only)

5 CSA AuthorizerA Roles Based on each countries business process, certain authorizer may be involved in the authorization process for the selected supplier s response: Buyer AuthorizerA / Reviewer HR Reviewer Export Office AuthorizerA

6 Request level: Common CSA status Active,, Canceled, On hold, Closed Skill line item level: Active, Canceled, On hold, Fulfilled, Response level: Draft, Ready for submission, Submitted/non-finalist, Finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by supplier, Rejected,, Review and resubmit,

7 CSA se Request is submitted to supplier, including modified active requests. Response is selected as a finalist Finalist is selected Request line item is closed Response is rejected by requester or approver Response is changed from finalist to non-finalist Request is canceled Request is put on hold Request is taken off hold

8 CSA browsers and file attachment specifications Supported Browsers on supplier interface 1. MS Internet Explorer version Home Page Reader Mozilla Netscape Navigator Opera 7.54 File attachment specifications Max size limit is 800kb and acceptable file types are: Microsoft Word (.doc) Acrobat file (.pdf) Lotus Wordpro file (.lwp) Lotus 123 file (.123) Excel spreadsheet (.xls) Powerpoint presentation (.ppt) Zip archive (.zip) Plain text (.txt and.text) HTML (.htm and.html) RAR (.rar )

9 CSA Login CSA splash page url: Supply Portal ID/Password URL GCC will use this same url for submitting requests for additional users for CSA, click on New user app enrollment under User functions section of My Portal My Function. Call the help desk for assistance if needed CSA will be an option in your list of applications once access is granted

10 User Guide CSA Help Help Desk 03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+State s~application+help?opendocument&parent=application+help 03.ibm.com/procurement/proweb.nsf/ContentDocsByTitle/United+State s~ibm+global+procurement+application+support+center+strategy CSA education class can be scheduled via the Help desk

11 CSA Demonstration

12 CSA screen shots

13 CSA splash page login screen URL:

14 CSA Welcome screen

15 Page help

16 View individual skills

17 Inactive skills

18 View responses

19 Finalist responses

20 Inactive responses

21 Feedback

22 CSA search

23 View the request

25 Field level help

28 Confirm skill rejection

29 Add a response (1)

30 Add response (2)

31 Add response (3)

32 Add response (4)

33 Response pricing review screen

34 Letter of Assurance (LOA) Acceptance of Letter of Assurance (LOA) CSA will require you to accept the LOA prior to submitting the response if the citizenship of the candidate is different than the country of the request. Assist to streamline the cycle time for export approval if candidate is selected by IBM requester This change only applies to India, UK, US generated CSA requests.

35 Letter of Assurance (LOA) acceptance screen

36 Letter of Assurance (LOA) acceptance confirmation

37 Letter of Assurance (LOA) pop up screen

38 Custom Expenses Custom expenses Custom expenses can be configured by country. This is in addition to the current Other expenses field. Custom expenses can either be viewable by supplier only or editable by supplier based on configuration. Currently only CSA requests from Hong Kong and Canada will use this new function. Hong Kong to use it to capture various types of expenses ( ie.. gratuities, standby, travel and mobile allowances ) Canada will use it for reimbursement of Criminal reference check for referral expenses

39 Custom expenses

40 Custom expenses

41 Summary of response (1) Top section Next section

42 Summary of response (2) Bottom section

43 Request Summary

44 Submitted response

45 Withdraw response

46 Running comments history

47 Running comments history

48 Renewal request

49 Renewal request

50 Referral request

51 Referral request

52 Resubmit function Allows initiator, requester, or project coordinators to edit a submitted request and resend it to configured suppliers The following request detail fields can be modified: Project Coordinator, response reviewer, request type, Accounting information to be used in Bond, accounting information (but( not accounting type) and Attachments. Changes to the attachment or the request type from RFI to RFQ will result in supplier s s responses received to date to be reset back to the supplier and changed to review and resubmit status. The following line item fields can be modified: Quantity of skill needed, years of experience, education requirements All fields in Position details section can be edited. All fields in the Estimate of time to be worked section can be edited. Secondary skills section are editable Supplier list can be modified.

53 Resubmit function The following skill line item fields can not be modified: Primary job category, Secondary job category, Job role, Skill set or Skill level and work location Depending on the changes, responses previously submitted by suppliers will be removed from requester s view and reset back to supplier in review and resubmit status. Suppliers will be notified via to resubmit their responses. will contain the changes made on the request. Some changes will not require suppliers to resend responses and requesters will be able to action those responses business as usual

54 Process for GCC to request access for additional users Each supplier has identified a focal point to be the CSA guest company coordinator (GCC) to control user access for their company Only the GCC can submit a request to grant access to another user in their company There are 2 user roles, GCC or regular user Regular user can access all CSA request and respond to all requests just like a GCC but they do not have authority to request access for another user There can be more than 1 GCC for each supplier IBM will maintain records for one GCC for each supplier. If this GCC contact is replaced, please contact the help desk to advise of the replacement GCC so that we can initiate the update.

55 Submit new user request

56 Submit new user request

57 Submit new user request

58 Submit new user request

59 Submit new user request

60 Submit new user request

61 Submit new user request

62 Submit new user request

63 Submit new user request

64 Supplier user s e profile preference setting Suppliers will have 3 options to set the indicator for handling CSA s. The indicator can be set to either Yes or No. All supplier users have been defaulted to Yes automatically with R1.2.9 All updates for setting must be done via IBM Supply portal and not within CSA Option 1. New user app enrollment Who can use this option Guest Company coordinator (GCC) only Comments GCC will use this option to grant CSA access to a new user who has not been set up for any IBM application and CSA is the first application they are being setup for. Note: If the new CSA user already has access for another IBM application ( WOI / ESI, etc), then the GCC needs to use Request app access option to get the user setup for CSA ( see option 3 below).

65 Supplier user s e profile preference setting Option 2. Modify app access Who can use this option Any user that has been granted CSA access already (including GCC) Comments GCC can use this option to change preference for any user in their company besides themselves Non-GCC users can also update their own preference

66 Supplier user s e profile preference setting Option 3. Request app access Who can use this option Any user that already has access to an IBM application, (including GCC) Comments GCC should use this option to request CSA access for a user that already has access to other IBM applications Individual users can use this option to request access for themselves for other applications that is available in the drop down list. (If they don t see a particular application in the drop down list, it means they either have access to the application or they are not authorized to get access and will have to check with their GCC.

67 Modify app access screen shots

68 Modify app access screen shots

69 Modify app access screen shots

70 Modify app access screen shots

71 Modify app access screen shots

72 Modify app access screen shots

73 Modify app access screen shots

Agenda CSA Overview CSA major features CSA status CSA s File attachments and Browsers specifications CSA login / URL references CSA demonstratio

Contractor Sourcing Application (CSA) Training New Supplier Presentation 2011 1 Agenda CSA Overview CSA major features CSA status CSA e-mails File attachments and Browsers specifications CSA login / URL