Microsoft Dynamics 365 FO

Governance, Risk & Compliance

Tender Management

Agenda• The Funnel

What is Tender management

How it works

• The Flow Typical process

• The Functions Using GRC 365

With Dynamics 365

• The Finality Contracts…

Tender management

Tender management• The Funnel

Procurement is the process of buying goods or services.

Procurement is often carried out by the process of tendering,

rather than buying products directly from a seller.

It includes invitations to possible suppliers, then through a

process of qualification, assessment and evaluation, getting to a

preferred supplier.

The objective is a formal, cost effective process, removing

subjectivity and increasing governance & transparency.

Ending with a contract.

Tender management• The Funnel

“Waste”

Received bids

Qualification of suppliers

Technical Assessment

Final Evaluation

Recommended shortlist

Agenda• The Funnel

What is Tender management

How it works

• The Flow Typical process

• The Functions Using GRC 365

With Dynamics 365

• The Finality Contracts…

Tender management

Tender management• The Flow• Starting with these building blocks

Tender approval authority

Solicitation types

Meetings

Specifications using “GRC documents engine”

• Defaults per “Type” of RFQ/bid• Job plan for Checklists, Document pack, min # of bids

• Scoring

• PPPFA

Solicitation types

• Use for tender briefings etc.• Attendance register

• Agenda

• Resolutions

• Minutes

• Etc.…

Meetings

• GRC documents engine

Specifications

Tender management• The Flow 2. 1.

3.

4.

Agenda• The Funnel

What is Tender management

How it works

• The Flow Typical process

• The Functions Using GRC 365

With Dynamics 365

• The Finality Contracts…

Tender management

The Functions; D365

1.

• The Purchase request

• Consolidated view Projects & programs (Potential new & current ones)

Embedded communication

Create RFQ’s / bids...

Business justification

Budgets

• Common sourcing thread From rules to results

The Functions; GRC 365

Annual

Procurement

Plan

• The Procurement plan

• The Procurement plan

The Functions; GRC 365

Annual

Procurement

Plan

2.

• The RFQ• Meetings

• Bid “Links”

• Specifications

• Documents

• “Actions”

• Bid teams

• Etc.

The Functions; GRC 365

Request for

quotation

• The RFQ

The Functions; GRC 365

Meetings

Request

for

quotation

• The RFQ

The Functions; GRC 365

3.

• Actions – Qualify bid suppliers

The Functions; GRC 365

Request

for

quotation

3.

The Functions; GRC 365 • Actions – Qualify bid suppliers• Checklist driven

Request

for

quotation

3.

The Functions; GRC 365 • Actions – Qualify bid suppliers• Checklist driven

• ALSO via mobile

Request

for

quotation

3.

The Functions; GRC 365 • Actions – Qualify technical response• Also Checklist driven

Request

for

quotation

3.

The Functions; GRC 365• Actions - Evaluation/Scoring

The Functions; GRC 365

• PPPFA calculations 80/20

90/10

Etc.

• Actions - Evaluation/Scoring

Request

for

quotation

3.

• The RFQ• Meetings

• Bid “Links”

• Specifications

• Documents

• “Actions”

• Etc.

• Bid teams

The Functions; GRC 365

• The RFQ• Meetings

• Bid “Links”

• Specifications

• Documents

• “Actions”

• Etc.

• Bid teams

The Functions; GRC 365

Segregation of duties

Built in

Linked to actions

Request

for

quotation

3.

• The RFQ; Lines• now includes SOW (Statement of work)

• transfers to projects as WBS (Work breakdown structure)

The Functions; GRC 365

Agenda• The Funnel

What is Tender management

How it works

• The Flow Typical process

• The Functions Using GRC 365

With Dynamics 365

• The Finality Contracts…

Tender management

• Finally

Tender management

“Waste”

Received bids

Qualification of suppliers

Technical Assessment

Final Evaluation

Recommended shortlist

RFQ awarding

• Finally

Tender management

Bid evaluation

result

report

• Finally, RFQ awarding

Tender management

• Auto create Contracts

SOW

Lines

4.

• Finally, Contract creation• Linked to

• RFQ

• PA

Tender management

4.

• One more thing…LCS task guides

Tender management