D&B Supplier Risk Manager Dashboard D&B Supplier Risk Manager 2.0 was developed to anticipate and mitigate supply chain risk. It is a powerful way for procurement and supply chain professionals to monitor, assess, and mitigate supplier risk using up-to-date D&B supplier information and collaborative analysis. It's the only Software-as-a-Service solution that features critical event indicators, built on D&B's proprietary global data and analytics.
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D&B Supplier Risk Manager DashboardD&B Supplier Risk Manager 2.0 was developed to anticipate and mitigate supply chain risk. It is a powerful way for procurement and supply chain professionals to monitor, assess, and mitigate supplier risk using up-to-date D&B supplier information and collaborative analysis. It's the only Software-as-a-Service solution that features critical event indicators, built on D&B's proprietary global data and analytics.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
User Guide: This is your first place to go as a new user of Supplier Risk Manager. It contains instructions for using the tool, tips to make your job easier, and FAQ's to provide additional information.
My Profile: Click here to view your account information such as login name, password hint question and answer; and modify your name, address, and phone,
Training Schedule: Find access to the live global training schedule, training videos, and job aides or handouts used during customer trainings. Click to register for the training session of your choice.
Sign Out: Log out of your session.
Dashboard: Main landing page when logging in. Visualize D&B insight and more easily determine what actions to take next.
Suppliers: View your supplier population, segmented by Administrative, Public, and Private folders.
Locator: Locate new suppliers using D&B's extensive data base or find existing ones that meet your needs within your own Supply Base using specific criteria that you select.
Alerts: Here you can configure Alerts based on the needs of your organization and view Alerts on your monitored suppliers.
Scorecard: An add-on module which provides wholistic risk analysis of your supplier portfolio powered by D&B data.
Analysis: This is an add-on module which incorporates spend with D&B insights to analyze your supply base across multiple dimensions.
Country Risk: An add-on module that provides a comparative, cross-border assessment of the the risk of doing business in a country.
Admin: Describes the Admin tab features where administrators can manage the user community. View all folders, and access administrative reports. Users can modify their profile information, manage passwords, access release notes, and create custom reports.
Message Banner: This optional banner will highlight important messages from the D&B Supplier Risk Team.
This area of the Dashboard page includes the top banner with links to important information as well as the tab headers that will help you navigate around Supplier Risk Manager.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
Search Scope: D&B D-U-N-S Universe: Search for suppliers within D&B's total universe.
Saved Searches: Save up to five searches based on specific criteria.
Advanced Search: Refine your desired search using additional criteria.
Search Scope: Supply Base: Search for suppliers within the master vendor file of the suppliers your company does business with.
Search Scope: Personal Folders: Search for suppliers within your personal folders.
Predictive Score Changes: Indicates number of positive or negative alerts related to the SSI, SER, Paydex, FSS Ranking, and Supplier Performance Rating.
Government Indicators: Indicates number of government related alerts for EPLS, EPA, OFAC, and OSHA.
Change the database scope of your search, then be able to do a simple search with company name, D-U-N-S, or Supplier ID, or an advanced search with additional criteria. Save your top 5 searches for additional efficiency.
Alert Tiles provide you a quick view of the number of suppliers whose conditions have changed in a positive (green flag) or negative (red flag) way since the last time you logged in. Click on them to view the list of companies.
Search: Drop down allows user to search by Company Name, D-U-N-S or Supplier ID.
Search Scope: Certified Suppliers: Search for suppliers who have registered through the optional supplier portal module. This universe is only populated and searchable when a portal is enabled and suppliers have registered.
Operations Indicators: Indicates number of operational related alerts for suits, liens, judgments, Out of Business entities, and other company related changes.
Country Risk Score Indicators: Optional module that features the most current country risk score changes.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
SSI/SER: Toggle between a view of Riskiest Companies by SSI or SER score.
Export: Export a report of the Top 10 Riskiest Companies by either CSV or PDF. This button will not be available if no watchlist folders have been set up.
Recently Viewed Suppliers: List of your last 10 recently viewed supplier profile pages.
Severe Risk Conditions: View severe risk conditions such as debarment, bankruptcy, criminal proceedings, and business deterioration. Hover over the section on the pie chart to see the number of suppliers included. Click on the section to go to a list of the companies. Refer to items 26 and 28 for additional functions.
Portfolio Risk: Benchmarks your porfolio against the average of (US) SRM suppliers based on either the SER or SSI. Refer to items 26, 27, and 28 for additional functions.
Portfolio Risk View Selection: Toggle between benchmark graph view and two dimension score comparison view. Refer to items 26 and 28 for additional functions.
Watchlist Folders: Use this to toggle to view a specific folder. The default view is all personal watchlist folders combined.
Top 10 Riskiest Companies by Score: View up to 5 of your top ten riskiest suppliers graphically based on the SSI or SER within your personal watchlist(s).
Ability to view score performance through graphs, bar charts, and venn diagrams. Have quick access to your riskiest suppliers and visualize severe risk conditions through a pie chart. Switch between different watchlist folders, then export the results and print.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
Customer Support: If you need help, click here to fill out a form or access the Customer Support Team phone number. Note that this support link is specific to Supplier Risk Manager and questions around the application. The form will go directly to your local customer support team.
The entire bottom banner highlights links to more information about D&B and provides links to social media sites. The most important thing you will find there, though, is the link to Customer Support.
The bottom banner displays information on the left and right of the page.The left side of the banner includes D&B links to additional information along with copyright and application version. The right side of the banner also includes links to external sites.
Bottom Banner Content
PrivacyThis online privacy notice describes the Data Privacy practices that are applicable to how we collect, use, manage, and share information.
About D&BTakes you to a location where you can learn about the history of D&B, as well as, access current press releases, read about our Corporate Responsibility initiatives and events, and even scroll through our current job openings.
Terms of UseThese Terms of Use govern your access and use of D&B's family of sites.
FacebookLinks to D&B's Facebook page.
LinkedInTakes you to S&B's Supplier Risk LinkedIn page.
YouTubeListen to videos relevant for supply managers through this link.
TwitterLinks to D&B Supplier Risk's Twitter page.
Recovering User ID and PasswordIf you do not recall either the User ID or Password, contact your internal administrator or the D&B Customer Support team for your global location. Make sure to provide your name, company name, email address, and phone number.
Change the database scope of your search, then be able to do a simple search with company name, D-U-N-S, or Supplier ID, or an advanced search with additional criteria. Save your top 5 searches for additional efficiency.
Select the tab which identifies the scope of the search you would like to conduct. The functionality is similar in each tab; however, the scope of the search and the search identifiers change based on which view is selected. The D&B D-U-N-S Universe is the default tab view. To change the scope of the search simply click on the desired tab.The views include:
Private Folders tab: Search for suppliers within your personal folders.
D&B D-U-N-S Universe tab: Search for suppliers within D&B's total universe. This is the default search.
Supply Base tab: Search for suppliers within the master vendor file of the suppliers your company does business with.
Certified Suppliers tab: Search for suppliers who have registered through the optional supplier portal module. This universe is only populated and searchable when a portal is enabled and suppliers have registered.
Visual: Search Scope Tabs
The Search Drop Down allows you to search by Company Name and D-U-N-S Number on the D&B D-U-N-S Universe tab.
The Search Drop Down allows you to search by Company Name, D-U-N-S Number, and Supplier ID on the Private Folder, Supply Base, and Certified Suppliers tabs.
SELECT AN IDENTIFIER FROM THE DROP DOWN
Searching with the D-U-N-S or the Supplier ID will return one result as it is very specific to the company you are looking for. If you search by Company Name, the result may return several candidates.
Part 1: SRMgr - Dashboard Features - Search
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Search
Visual: Smart Search Candidate List
After reviewing the companies in the SEARCH RESULTS list click on the Expand
additional information about the company without leaving the search results page.
icon to view
EXPORT THE SEARCH RESULTS
To export the search results, click on the Export button
and select either PDF or CSV.
CLICK THE EXPAND ICON FOR A SUMMARY VIEW OF THE COMPANY
Visual: Export Options
From the Advanced Search drop-down you can select additional search criteria: D-U-N-S, address elements, and location type, such as, Headquarters or Branch. You can search by as many criteria as you like. This will help you reduce the number of search results returned.
Visual: Advanced Search
USE THE ADVANCED SEARCH TO CONDUCT A MORE SPECIFIC SEARCH
Once your search is returned you will see a SAVE THIS SEARCH button appear above Saved Searches. Click this if you would like to save the search criteria for a future search.You can save up to five searches.
SAVE THE SEARCH
Visual: Save the Search
D&B Supplier Risk Manager
Alert Tiles provide you a quick view of the number of suppliers whose conditions have changed in a positive (green flag) or negative (red flag) way since the last time you logged in. These alerts are based on the Alert Profiles you have set up for your Watchlist Folders. Click on them to view the alerts.
Part 1: SRMgr - Dashboard Features - Alert Tiles
Alerts that appear in the Alert Tiles are the ones you have chosen for monitoring from the Alerts Configuration tab.
They refresh each time you login.
FOR MORE DETAILED INFORMATION ABOUT SETTING THE ALERTS THAT IMPACT THE RESULTS IN THESE TILES GO HERE: (alerts config)
The Alert Tiles consist of the four critical event categories that matter most:
The flags are based on the alert criteria you select for each supplier folder. If the company improves, you will see a green flag (facing left), if it declines, a red flag will be triggered (facing right).
The Predictive Score Changes Alert Tile reports on positive or negative changes to these Scores and Predictive Analytics: SSI, SER, Paydex, Supplier Rating and the FSS Ranking (1-100).
The Government Indicators Alert Tile reports on positive or negative changes to: EPLS, EPA, GCL, OFAC, and OSHA. These are reported per individual locaation and on the corporate family.
The Operations Indicators Alert Tile reports on positive or negative changes to: Liens, Suits, Operations, Out of Business, Disaster, Financial/Legal, Criminal Proceedings, and Other.
Visual: Dashboard Alert Tiles
Country Risk Score Indicators reports on positive or negative impacts to the Country Risk Rating. This information is only available if you have contracted for the Country Risk module.
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
Ability to view score performance through graphs, bar charts, and venn diagrams. Have quick access to your riskiest suppliers and visualize severe risk conditions through a pie chart. Switch between different watchlist folders, then export the results and print.
Top 10 Riskiest Companies by Score: You can view up to 5 of your top ten riskiest suppliers graphically based on either the SSI or SER within your personal watchlist(s). A clickable box next to each supplier listed on the left allows you to select which companies you would like to see graphed. The graph spans an18 month timeline to account for seasonal variations.
Visual: Top 10 Riskiest Companies by Score
Watchlist Folders: Use this to toggle to transfer the view to a specific folder. The default view is all private watchlist folders you have set up. If you selecte a different folder from the drop down, the Top Ten Riskiest Companies and the view of the graph will change based on which folder is selected.
Visual: Click on the Watchlist Folders Drop Down to select which of your folders you would like the graph to represent.
TIP: If you do not have 10 risky suppliers only the number you have will be listed.
Top Ten Riskiest Companies by Score
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
Recently Viewed Suppliers: Provides quick access for up to 10 recently viewed suppliers directly from your Dashboard page. By clicking on their name you will be taken directly to the profile page of the company. A company may be listed more than once if you accessed their profile page more than once in your last 10 supplier views.
Export: Export a report of the Top 10 Riskiest Companies by either CSV or PDF. This button will not be available if no watchlist folders have been set up.
SSI/SER: Select whether you would like to view the SSI or SER with the drop down.
Visual: SSI/SER Drop Down for Top Ten Riskiest Suppliers
Visual: Export the Results by CSV or PDF
Visual: Recently Viewed Suppliers
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
Severe Risk Conditions: View severe risk conditions such as debarment, bankruptcy, criminal proceedings, and business deterioration. Provides quick access to suppliers with severe risk conditions graphically.
Visual: Severe Risk Condtion
Visual: Hover Over Graph
Hover over the section on the pie chart to see the number of suppliers included. Click on the section to go to a list of the companies.
Watchlist Folders: Use this to toggle to
transfer the view to a specific folder. The
default view is all private watchlist
folders you have set up. If you select a
different folder from the drop down, the
companies contained in the Severe Risk Condition pie chart
will change.
Visual: Export the Results by CSV or PDF
Export: Export a report of the companies who are included in the Severe Risk Condition pie chart.
If no Watchlist folders have been set up the drop down will not appear and no export option will be available.
The graph will remain blank if no suppliers meet the risk criteria.
Severe Risk Condition
Visual: Watchlist Folder Section
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
Portfolio Risk Bar Chart: This graph benchmarks your supplier porfolio risk distribution compared to the D&B US Portfolio by SSI or SER. The x axis represents the score number and the y axis represents the % of the population in the selected group that has that score.
Portfolio Risk Bar Chart
Visual: Portfolio Risk
The bar graph will remain blank if no watchlist folders have been created. The line graph of suppliers will still appear since it represents the D&B US Portfolio.
Visual: Watchlist Folder Section
Visual: Severe Risk Condtion Graph Without Watchlist Folder Set Up
Watchlist Folders: Use this to toggle to transfer the view to a specific folder. The default view is all private watchlist folders you have set up. If you select a different folder from the drop down, the companies contained in the Risk Portfolio bar graph will change.
Visual: SSI/SER Drop Down for Portfolio Risk
SSI/SER: Select whether you would
like to view the SSI or SER with the drop
down.
Export: Export a report of the companies who are included in the Portfolio Risk chart in either CSV or PDF.
Graphical View: Select the white square with the blue bars to enable the bar graph view of suppliers for either the SSI or SER.
D&B Supplier Risk Manager Part 1: SRM -gr Dashboard Features - Scores
D&B Portfolio Supplier Detail: Hover over the line graph to view the details of the D&B US Portfolio Suppliers Benchmark by x and y axis.This graph displays supplier risk within your portfolio as compared to the benchmark of all D&B US SRM monitored suppliers.
The Suppliers (line graph) is the average count of suppliers with that score across D&B’s US monitored suppliers which is the “benchmark”. The Portfolio Suppliers (bar graph) are those companies within your folder(s).
Review the distributions results to see if you are in line with the norm in regard to risk or are there some suppliers that are shifting your risk higher than the average?
Portfolio Supplier Detail: Hover over the bar graph to view the details of your selected portfolio of suppliers which will give you the percentage of the portfolio that represents each risk level.
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
To change the view of the Portfolio Risk chart click on the blue square with with the white bubbles. The selection is actionable; when you click it you will be launchedf to the suppliers represented in a Venn diagram instead of a bar chart.
Portfolio Risk Venn Diagram
Portfolio Risk Venn Diagram: This diagram portrays your supplier risk in three levels: low, medium and high. The size of the circles change based on the number of suppliers that fit into each level. Solid circles represent the SSI score, while the open circles represent the SER score.
The color of the bubbles visually represent the risk with green for low risk, yellow for moderate risk, and red for high risk.
The intersection of the two circles represents suppliers that are high risk in both SSI and SER scores. These are typically the highest of the high risk suppliers.
Visual: Portfolio Risk Venn Diagram
Visual: Hover Over to See Additional Details
Hover over the 'High Risk" blue glossary circle with a '?' you will be abe to see the SSI and SER score limits for the suppliers contained in the High "Risk category. You can repeat with the medium and low risk so you will know the scope each risk level represents.
ADD ! icon
Export the results to CSV format by selecting the EXPORT button located at the top right corner of both the Venn Diagram view and the Supplier List view.
Hover over the open circle and the solid circle and you will see a number appear. This number represents the number of suppliers included in that distribution. If you hover over the intersection of the two circles you will see the number of suppliers that fall into the category with both their SSI and SER scores.
D&B Supplier Risk Manager Part 1: SRMgr - Dashboard Features - Scores
Visual: Portfolio Risk Venn Diagram Hover Over Customer Counts
Visual: List of Suppliers that are Contained in the Portfolio Risk Distribution
Click on the circles to see the list of suppliers represented. This will help you quickly hone in on suppliers who have a risky SSI or SER rating. The title at the top of the list identifies the characteristics about this group. In the example above, this is part of the list of 64 suppliers who are high risk with their SSI score that are contained in your Watchlist Folders. The number appeared when you hovered over the solid circle and the list appeared when you clicked on the circle.
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D&B Supplier Risk Manager is a trademark(s) or registered trademark(s) of Dun and Bradstreet,Incorporated.
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