The Advanced Evaluations tool is a highly flexible, central digital system designed to facilitate comprehensive, Multi-Party Evaluations for procurement responses. It allows for flexible definition and management of evaluation criteria, mandatory requirements, scoring, and conflicts of interest.
Key Ideas
Core Features
Advanced Evaluations is used to conduct multi-party evaluations with the following capabilities:
Criteria Management: Provides comprehensive and flexible definitions for both evaluation criteria and mandatory requirements, which are managed within a central library.
Digital Scoring: Captures, centralises, and manages scoring and conflicts of interest.
Process Versatility: Offers a simple and versatile evaluation process applicable to both small and large evaluations.
Integration: Integrates with existing products, specifically Procurement Planning and Go to Market, enabling a full end-to-end digitised procurement process.
Benefits of Use
Using Advanced Evaluations provides several key advantages:
Transparency and Auditing: The process is easy to view and understand, and all changes are captured in an extensive log, ensuring full auditing and traceability.
Clear Process: The tool is staged out in a wizard-type interface, making the path through evaluations clear and understandable.
Digitisation: It reduces paper and in-person processes, providing a strong online solution for managing evaluations, which is essential for remote working.
Integrated Workflow: Details are loaded directly from Go-To-Market and Procurement Planning, reducing manual data entry.
Evaluation Flow
The evaluation process is structured as a staged flow:
Details: Capture the high-level process details, such as the title, budget, procurement officer, and due dates.
Teams: Define the teams and panel members who will be participating in scoring.
Criteria: Define the evaluation criteria, mandatory requirements, and the method for scoring the price component.
Responses: Screen the procurement responses against the mandatory requirements and allocate response documents to the evaluation teams.
Scoring: Evaluation teams score the responses individually, and then log consensus scores collaboratively.
Shortlist: Log the intended decisions based on the outcomes of the scoring process.
Final Decision: Log the final outcomes following any necessary negotiations since the shortlist decision.
What's Next / Related
End-to-End Integrated Procurement Flow
Advanced Evaluations plays a key role in the end-to-end procurement process by integrating with other products:
Procurement Planning: Used to determine the approach to market, plan out the evaluation requirements, and gain initial approval.
Go to Market: Used to advertise the request and receive responses from vendors.
Advanced Evaluations: Where market responses are evaluated according to the planning requirements, and successful/unsuccessful candidates are decided upon.
Go to Market - Finalisation: Used to complete any post-evaluation approvals and finalise the award. The award details are then pushed into the relevant contracts system.
Contracts Module: Used to set up and manage the final contract.
Limits & Notes
Integration Requirement: The tool's full value is realised through its integration with Go-To-Market and Procurement Planning.