SRM Expert Bid Evaluation_Overview.pdf

SRM : Bid Evaluation by Experts

Sumithra M

SRM Localization Expert, SAP Globalization Services

© 2011 SAP AG. All rights reserved. 2

Agenda

Localization Feature Overview

Master Data (Screenshots and Demo)

• Expert

• Question Library

• Questionnaire

Expert Bid Evaluation(Screenshots and Demo)

• Build Evaluation Committee

• Bid Evaluation

• Team Scoring

Configuration


Expert Bid Evaluation (EBE)

Overview

RFx with Evaluator and Evaluation

Start and End times

Strategic Sourcing Bid Evaluation

Question and

Questionnaire

Library

Evaluation

Committee

Evaluation

Management Scores

SRM Expert Pool

Search Experts

Propose Experts

Select Experts

Add Internal Experts

Send Notifications to Experts

Confirm Expert Participation

Assign Permissions or Roles to

Experts

Assign Experts to

Questionnaires

Send Questionnaires to

Experts

Monitor scored Responses

from Experts

Calculation methodologies

Summarize the results

Purchaser awards the RFx

Response

Processes in Red - Before Evaluation Start Processes in Blue - After Evaluation Response


Expert Master Data Creation Expert business partner

Expert is modeled as a business partner in SRM, you could create an expert

similar as maintaining other normal business partner like supplier, bidders

etc.


Create Expert Master Data

Basic information

Expert category

Expertise area

Create expert as SRM business partner, status to control the valid expert in the pool


Question Library

1. Create Question Group to classify your question

2. Create questions in the question library

1

2


Create Questionnaire

Questionnaire: used as the evaluation questions in the bidding process.

Questionnaire contains question group and questions from the question library

Min/Max score for each question Weightage of questions

Customizable validation rule of the scores


Create RFX and Select Experts from Expert Pool

Expert Committee: Establish expert committee. Random selection from expert pool.

Adding SRM internal user is also possible.

Select from expert pool

External export or internal users Expert participation status


Random Proposal of Experts from the Pool

Random Proposal of Experts from the pool based on the search criteria


Maintain Bid Evaluation Stage and Assign Evaluators

Maintain bidding stages, Assign questionnaire and the weightages , evaluation

start/end date

Stage of bidding Questionnaire Start/End date

Assigned evaluators for each bidding stage

Weightage of the bidding stage


Expert complete on-line evaluation


Evaluation Request

Click on Link of RFx number

to view the responses from

all the bidders

Evaluator can enter the

scores for every bidder

against every question

A justification reason can be

entered against every score

if required

Validation rules applicable for

Questions will be displayed

on lead selecting the

respective question

Click on ‘Generate Bidder Ranking’ to calculate Group Level scores and the Questionnaire

level scores along with Ranking

Click on ‘Save’ button to save the scoring and resume later

Click on ‘Submit’ button to send the scores to the Purchasing organization


Evaluation Response

Number of responses sent by the evaluators

can be monitored here

Evaluator response sent by evaluator can

be accessed through the link ‘Questionnaire

Responded’

Above response link

would display the

response with the score

and ranking details


Team Scoring report and award

View Stage wise Report

Summarized Report


Configurations


Enhancement Badis


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SRM Expert Bid Evaluation_Overview.pdf

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