reSource Users Conference

Workshop Session 1
SmartContracts Review and Best Practices

Topics covered:

• Contracts
• Creating fields, types and triggers
• Reporting and searching
• Best Practices

Course Description:

In this workshop, we will review the how to and best practices associated with SmartContracts, including creation of Contract Types, running searches and reports from your Contract Inbox, and adding & importing new contracts.

Target audience:

The target audience for this course would be any sourcing professional who uses or would like to use the SmartSource tool for managing contracts.

Post-Training Expectations:

After this training, you should be able to:

• Create a contract and manage contracts
• Understand basic best practices for appropriate fields and triggers

Workshop Session 2
Introduction and Review: Surveys

Topics covered:

• Create a project and a survey
• Manage the survey
  • Evaluator and Question Weighting
  • Evaluating a Survey
  • Responses and Reporting
• Tips and Best Practices in Survey Creation

Course Description:

In this workshop, we will focus on how to create a project in SmartSource, add a survey to the project, add suppliers and internal stakeholders, and manage the survey throughout the process including evaluation and reporting.

Target audience:

The target audience for this course would be any sourcing professional who will be using the SmartSource tool and needs a basic understanding of creating and managing projects with surveys in SmartSource.

Post-Training Expectations:

After this training, you should be able to:

• Create a project in SmartSource
• Add companies and users to the database
• Create a survey
• Manage a survey

Workshop Session 3
Introduction and Review: SmartSource Live Event Creation

Topics covered:

• Setup of a live bidding event
• Bidder view options in live event
• Setup of the length of an auction
• Setting bid decrements and time extensions
• Creating Standard and ItemBid lots in an auction
• Creating items in lots
• Review of bidders view of auction
• Review bidding reports
• Best practices on creating lots

Course Description:

In this workshop, we will focus on creating a project in SmartSource, including a review of setting up various bidding and lotting structures.

Target audience:

The target audience for this course would be any sourcing professional who needs a basic understanding of setting up an auction in SmartSource.

Post-Training Expectations:

After this training, you should be able to:

• Create a project with a reverse auction structure
• Setup the bidder options for an auction
• Understand the bidders view of an auction

Workshop Session 4
Introduction and Review: SmartSupplier / Supplier Performance

Topics covered:

• Supplier Performance
• Creating Metrics & Statements
• Building a Scorecard
• Managing a Scorecard
• Evaluating a Scorecard
• Supplier Profiles
• Importing Companies & Users
• Custom Searches
• Profile Creation
• Profile Management
• Triggers
• Best Practices

Course Description:

In this workshop, we will review the how to and best practices associated with Smart Supplier and SmartSupplier Enterprise (Supplier Performance Management). Finally, attendees will be able to participate in a SmartSupplier activity.

Target audience:

The target audience for this course would be any sourcing professional who uses or would like to use the SmartSource tool for managing supplier information and supplier performance.

Post-Training Expectations:

After this training, you should be able to:

• Create supplier profiles and manage profiles
• Create triggers
• Understand basic best practices for appropriate fields and triggers in both platforms
• Create supplier scorecards and evaluate them

Workshop Session 5
Introduction and Review: Negotiation Tasks

Topics covered:

• Types of negotiations
• Win - Lose
• Win - Win
• Effective negotiation skills
• Phases of negotiations
  • Preparation
  • Negotiation
• Post Negotiation

Course Description:

In this workshop, we will discuss the different types of negotiation strategies, negotiation skills, and understand the different phases of the negotiation process.

Target audience:

The target audience for this course would be any sourcing professional who would like to better understand the practice of negotiations in the business environment.

Post-Training Expectations:

After this training, you should be able to:

• Understand the types of negotiation strategies that can be used
• Understand what skills are needed to be effective at negotiations
• Understand the phases of negotiations and how to prepare for a negotiation

Workshop Session 6
Introduction and Review: Advanced Bidder Formats

Topics covered:

• Best Practices for Standard and ItemBid lots
• Best Practices for Excel Bidding
• Tips on when to use different pricing parameters
• Creating MetaBid Factors and Formulas
• Best Practices and tips for bidder view options and advance settings
• How to setup a Dutch Auction and when to use this format

Course Description:

In this workshop, we will review best practices and strategies for setting up a bidding project, including using MetaBid Formulas, Excel Bidding and Dutch Auctions.

Target audience:

The target audience for this course would be any sourcing professional who uses the SmartSource tool for bidding projects and has a basic understanding of how to set up an auction or sealed bid.

Post-Training Expectations:

After this training, you should be able to:

• Create an Excel Bidding Project
• Create and use MetaBid formulas
• Create a Dutch Auction
• Have a better understanding of when to use different bidding formats