Contractor Sourcing Application CSA Training Release 1 2

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Contractor Sourcing Application (CSA) Training Release 1. 2. 9 New Supplier Presentation

Contractor Sourcing Application (CSA) Training Release 1. 2. 9 New Supplier Presentation

Agenda n n n n CSA Overview CSA major features CSA status CSA e-mails

Agenda n n n n CSA Overview CSA major features CSA status CSA e-mails File attachments and Browsers specifications CSA login / URL references CSA demonstration CSA screen shots n n 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

CSA Overview n Contractor Sourcing Application (CSA) n n Used to buy technical, education,

CSA Overview n Contractor Sourcing Application (CSA) n n Used to buy technical, education, and consulting services resources from IBM contracted suppliers based on country configuration Intranet and Internet based applications n n IBM requesters create request on intranet site and submit to suppliers IBM configured suppliers are notified via email of requests and log into supplier’s interface to review and submit their responses IBM requesters are notified of supplier’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

CSA Major Features n Each supplier will have a Guest Company Coordinator n n

CSA Major Features n Each supplier will have a Guest Company Coordinator n n n n Controls user access within the company Welcome page displays recent requests sent to supplier 3 request types: new request, renewal, referral 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 Email profile setting for supplier users Letter of Assurance acceptance (applicable for US, UK and India only) Custom expenses ( applicable for Hong Kong only)

CSA Authorizer Roles n Based on each countries business process, certain authorizer may be

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

Common CSA status n Request level: n n Skill line item level: n n

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level: n Draft, Ready for submission, Submitted/non-finalist, Fulfilled, Awaiting authorization, Ready to fulfill, Withdrawn by supplier, Rejected, Review and resubmit,

CSA e-mails n n n n n Request is submitted to supplier, including modified

CSA e-mails n n n n n 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

CSA browsers and file attachment specifications n Supported Browsers on supplier interface 1. MS

CSA browsers and file attachment specifications n Supported Browsers on supplier interface 1. MS Internet Explorer version 6. 0 2. Home Page Reader 3. 04 3. Mozilla 1. 5. 0. 5 4. Netscape Navigator 7. 2 5. Opera 7. 54 n File attachment specifications n Max size limit is 800 kb and acceptable file types are: n n n n n 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)

CSA Login n CSA splash page url: n Supply Portal ID/Password URL http: //www.

CSA Login n CSA splash page url: n Supply Portal ID/Password URL http: //www. ibm. com/procurement/csa http: //www. ibm. com/procurement/esi n n n 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

CSA Help n User n n Guide http: //www 03. ibm. com/procurement/proweb. nsf/Content. Docs.

CSA Help n User n n Guide http: //www 03. ibm. com/procurement/proweb. nsf/Content. Docs. By Title/United+States~Application+help? Open. Documen t&Parent=Application+help Help Desk n http: //www 03. ibm. com/procurement/proweb. nsf/Content. Docs. By Title/United+States~IBM+Global+Procurement+appli cation+support+center+strategy

CSA Demonstration

CSA Demonstration

CSA screen shots

CSA screen shots

CSA splash page login screen URL: www. ibm. com/procurement/csa

CSA splash page login screen URL: www. ibm. com/procurement/csa

CSA Welcome screen

CSA Welcome screen

Page help

Page help

View individual skills

View individual skills

Inactive skills

Inactive skills

View responses

View responses

Finalist responses

Finalist responses

Inactive responses

Inactive responses

Feedback

Feedback

CSA search

CSA search

View the request

View the request

Field level help

Field level help

Confirm skill rejection

Confirm skill rejection

Add a response (1)

Add a response (1)

Add response (2)

Add response (2)

Add response (3)

Add response (3)

Add response (4)

Add response (4)

Response pricing review screen

Response pricing review screen

Summary of response (1) Top section Next section

Summary of response (1) Top section Next section

Summary of response (2) Bottom section

Summary of response (2) Bottom section

Request Summary

Request Summary

Submitted response

Submitted response

Withdraw response

Withdraw response

Running comments history

Running comments history

Running comments history

Running comments history

Renewal request

Renewal request

Renewal request

Renewal request

Referral request

Referral request

Referral request

Referral request

Resubmit function n n Allows initiator, requester, or project coordinators to edit a submitted

Resubmit function n n 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: n n n 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 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: n n n 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.

Resubmit function n The following skill line item fields can not be modified: n

Resubmit function n The following skill line item fields can not be modified: n 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 email to resubmit their responses. Email 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

Process for GCC to request access for additional users n n n Each supplier

Process for GCC to request access for additional users n n n 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 n n n 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.

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Submit new user request

Supplier user’s e-mail profile preference setting n n n Suppliers will have 3 options

Supplier user’s e-mail profile preference setting n n n Suppliers will have 3 options to set the email indicator for handling CSA emails. The email indicator can be set to either Yes or No. All supplier users have been defaulted to Yes automatically with R 1. 2. 9 All updates for email setting must be done via IBM Supply portal and not within CSA Option Who can use this option 1. New user app enrollment 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. n 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). n

Supplier user’s e-mail profile preference setting Option Who can use this option Comments 2.

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

Supplier user’s e-mail profile preference setting Option Who can use this option Comments 3.

Supplier user’s e-mail profile preference setting Option Who can use this option Comments 3. Request app access Any user that already has access to an IBM application, (including GCC) n. GCC should use this option to request CSA access for a user that already has access to other IBM applications n. 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.

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Modify app access screen shots

Letter of Assurance (LOA) n Acceptance of Letter of Assurance (LOA) n n n

Letter of Assurance (LOA) n Acceptance of Letter of Assurance (LOA) n n n 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.

Letter of Assurance (LOA) acceptance screen

Letter of Assurance (LOA) acceptance screen

Letter of Assurance (LOA) acceptance confirmation

Letter of Assurance (LOA) acceptance confirmation

Letter of Assurance (LOA) pop up screen

Letter of Assurance (LOA) pop up screen