Title: Procurement Assistant Author: Marc Description: This is a Procurement Assistant that will answer general Procurement questions Before: Welcome to the Procurement Assistant After: Contact BENEMO for more information about this Procurement Assistant Q(1): Hello. I am your Procurement Assistant. What would you like to do? A:Get Information (Processes, Tools, Templates) Q(1.1):About which topic? A: Procurement Tools Q(1.1.1):Which tool? A:Procurement Shop Q(1.1.1.1):Click on the image
GOTO:2 A:Contract Database Q(1.1.1.2):Click on the image
GOTO:2 A: Procurement Processes Q(1.1.2):Click on the Picture
GOTO:2 A: Procurement Templates Q(1.1.3):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Other Q(1.1.4):Do you want to send an email to BENEMO? A:Yes Q(1.1.4.1):GOTO:3 A:No Q(1.1.4.2):GOTO:2 A:Buy Goods or Services Q(1.2): Have you searched the catalogs in our Procurement Shop? A: No. How can I access the Procurement Shop? Q(1.2.1):CLICK ON THIS LINK GOTO:2 A: Yes, but I couldn't find what I am looking for. Q(1.2.2):What kind of product or services do you need? A:IT Hardware or Software Q(1.2.2.1):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Marketing Q(1.2.2.2):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Facility Services (Cleaning, Maintenance, Catering) Q(1.2.2.3):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Professional Services (Consultants, Contractors, Lawyers, etc.) Q(1.2.2.4):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Print Q(1.2.2.5):Please contact BENEMO for more information about the Procurement Assistant.GOTO:2 A:Other Q(Product): Please describe the Product/Services, you would like to buy: X: Q(1.2.2.6.1):You want to buy ProductGOTO:2 A:Engage with a Supplier Q(1.3): What would you like to engage with a Supplier for? A:Discuss potential solution without entering into a commitment Q(1.3.1): Is an NDA already in place? A: Yes. Q(1.3.1.1):Then you are good to go, but you should not make any commitments.GOTO:2 A: No. Q(1.3.1.2): You need to put in place an NDA as a first step.GOTO:2 A:Request a proposal or quote from Supplier Q(1.3.2): What is the estimate total amount of the engagement? A: above threshold? Q(1.3.2.1): You need to engage the Procurement Team.GOTO:2 A: below threshold? Q(1.3.2.2):Follow the procurement process.GOTO:2 A:Other Q(1.3.3):Do you want to send an email to BENEMO? A:Yes Q(1.3.3.1):GOTO:3 A:No Q(1.3.3.2):GOTO:2 A:Amend, extend or terminate a contract Q(contract): What is the ID or name of the contract? X: Q(1.4.1):You want to amend, extend or terminate contract? A: Yes, I want to amend or extend it. Q(1.4.1.1): Use an "Contract Amendment" template.GOTO:2 A: Yes, I want to terminate it. Q(1.4.1.2): What type of contract is contract? A: Framework Agreement or MSA Q(1.4.1.2.1): Are you the contract owner or contract manager of the Framework Agreement? A: Yes, I am. Q(1.4.1.2.1.1): Have you checked, if there are any active Task Orders/Schedules under the Framework Agreement/MSA? A: Yes, and all contract managers and stakeholders are fine with terminating the Framework Agreement/MSA Q(1.4.1.2.1.1.1):Check the termination clause in the agreement and use the "Contract Termination" template.GOTO:2 A: No. How can get an overview on all active Task Orders/Schedules? Q(1.4.1.2.1.1.2): You might want to check the Contract Database. A: No, I am not. Q(1.4.1.2.1.2): You should contact the contract owner/manager first. A: Okay. Will do! Q(1.4.1.2.1.2.1):GOTO:2 A: Standalone Agreement or Task Order/SOW under a Framework Agreement/MSA Q(1.4.1.2.2):Are you the contract owner or contract manager of the Agreement? A:Yes, I am. Q(1.4.1.2.2.1):Check the termination clause in the agreement and use the "Contract Termination" template.GOTO:2 A:No, I am not. Q(1.4.1.2.2.2): You should contact the contract owner/manager first. A: Okay. Will do! Q(1.4.1.2.2.2.1):GOTO:2 A:Spend and Supplier Data Q(1.5):Ask your supplier. They will know it best :-) GOTO:2 A:Get an Invoice processed Q(1.6): What do you need to know? A: I received an Invoice, where to I need to send it to for processing? Q(1.6.1): Send it to Accounts Payable and advice the Supplier of the correct invoice address. A: Okay. Will do. Q(1.6.1.1):GOTO:2 A: Okay, but what is the correct invoice address? Q(1.6.1.2):CLICK ON THIS LINKGOTO:2 A: What is our invoice address? Q(1.6.2):CLICK ON THIS LINKGOTO:2 A:Contact BENEMO about this Procurement Assistant Q(1.7):GOTO:3 Q(2): Have a nice day! Q(3):Let's send an email to BENEMO ... A[javascript:mail2('info@benemo.ch','Procurement Assistant','Hi, I really like your Procurement Assistant');]: to let BENEMO know, that I like this Procurement Assistant. A[javascript:mail2('info@benemo.ch','Procurement Assistant','Hi, I would like to talk to you about this Procurement Assistant');]:, because I want to talk to BENEMO about this Procurement Assistant.