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Microsoft Dynamics 365 FO Governance, Risk & Compliance Tender Management
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
