POET is not designed to serve as the system of record for regulated processes, therefore not subject to GxP requirements. It is designed to enable cross-organizational collaboration and process orchestration while the system of record remains within enterprise systems.

Type = Technical Guides,; Topic = OPUS Solution Environment, Process Orchestration for Empowered Teams (POET), OPUS,;Persona = Solution Designer, Solution Partner, Technology Partner,; Orchestration = Logistics,; Function = Regulatory Affairs, Quality,

Supplier Performance Assessments

Supplier Performance Assessment enables organizations to initiate, evaluate, review, and close structured supplier performance assessments across their supply network.

What is a supplier performance assessment

A supplier performance assessment is a structured evaluation process used to assess and document supplier performance across predefined performance categories. It standardizes performance grading with categorical ratings and enables collaboration between owner and supplier organizations to review results, provide feedback, and document final outcomes.

  1. Assessment Initiation - Create a new Supplier Performance Assessment and define the title, description, assessment period, due date, and business priority.
  2. Participant Assignment - Identify the initiating company, assignee company, assignee user, assessment coordinator, and supplier coordinator.
  3. Internal Review - Evaluate supplier performance across predefined quality, delivery, cost, and responsiveness and collaboration metrics.
  4. Supplier Review - Allow the supplier to review owner grading and provide consolidated feedback for each performance metric group.
  5. Final Review and Closure - Review supplier feedback, summarize final findings, document agreed performance gaps and improvement actions, and close the assessment.
  6. Monitoring - Search Supplier Performance Assessment records to track status, priority, due dates, performance ratings, and ownership.

Types of supplier performance assessments

  • Quality Performance Assessments - Evaluate quality conformance, regulatory or contractual compliance, defect rates, CAPA effectiveness, audit performance, documentation accuracy, risk management, and continuous improvement.
  • Delivery Performance Assessments - Evaluate on-time performance, lead time consistency, fulfillment accuracy, responsiveness to urgent requirements, continuity reliability, change management, risk communication, and supply or service visibility.
  • Cost Performance Assessments - Evaluate pricing stability, budget adherence, invoice accuracy, cost transparency, contractual compliance, competitiveness, improvement initiatives, and value contribution.
  • Responsiveness and Collaboration Assessments - Evaluate communication timeliness, escalation handling, stakeholder collaboration, transparency, planning alignment, change support, innovation contribution, and relationship management.

How to configure the supplier performance assessment marketplace solution

Before using the supplier performance assessment marketplace solution, configure it in the OPUS Solution Environment (OSE).

Solution Designers must first save the latest version of the marketplace solution from the marketplace catalog as a company solution.

  1. Select the Main Menu icon.
  2. Select OPUS Solution Environment.
  3. Select Catalog from the left menu.
  4. Select Marketplace Solutions.
  5. On the Search Solutions page, filter the list of solutions to find the required solution.
  6. Find the latest version of the solution and select the Solution Name to open the solution.
  7. On the Solution Details page, select Save As.
  8. On the Save As panel, fill in the following fields:
    1. Solution Name field – The name of the solution that will be saved as a company solution.
    2. Description field – (Optional) The description of the solution.
  9. Select Apply.
    The marketplace will be saved as a company solution in the Available tab on the left menu.

After saving the solution as a Company Solution, Solution designers must create a network for the solution from OPUS Administration.

  1. Select the Main Menu icon.
  2. Select Administration.
  3. Select Network and Apps from the left menu.
  4. Select New.
  5. In the Network Information section, fill in the following fields:
    1. Application drop-down – Select the application for which you want to configure the marketplace solution. For e.g. Process Orchestration for Empowered Teams.
    2. Network Name field – The name of the network being created.
    3. Network Description field – (Optional) The description of the network being created.
  6. In the Solution section, fill in the following fields:
    1. Standard Solution toggle – This value must be no as the solution for which the network is being created is a marketplace solution.
    2. Company Solution field – Select the solution that you saved as a company solution in the previous procedure.
  7. Select Save.
    The new network is created and the solution is ready for use.

After creating a network for the solution, Solution Designers must define roles for accessing the network.

  1. Select the Main Menu icon.
  2. Select Administration.
  3. Select Users from the left menu.
  4. Select Network Members from the left menu.
  5. On the Search Network Members page, filter the list of network members by the network created in the previous procedure.
  6. Select the user email of the user who created the network.
  7. Select Edit.
  8. In the Roles section, select the role required to access the network.
  9. Select Save.
    The role to access the new network is configured.

Add a supplier performance assessment

Add a supplier performance assessment by entering the required details.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Supplier Performance Assessment from the left menu.
  7. Select New.

  8. In the General section fill in the following fields:

    1. Title field - The title of the Supplier Performance Assessment.
    2. Description field - Additional context for the assessment, such as supplier scope, evaluation period, triggering events, or specific performance concerns.
  9. Select Save.

Modify a supplier performance assessment

Modify an existing supplier performance assessment by updating the required details.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Supplier Performance Assessment from the left menu.
  7. Select the Display Identifier of the supplier performance assessment to edit.
  8. Select Edit.

  9. In the General section update the following fields:

    1. Display Identifier field - The identifier for the Supplier Performance Assessment record.
    2. Title field - The title of the Supplier Performance Assessment.
    3. Assessment Period field - The period for which the assessment is being performed.
    4. Assessment Period Start Date field - The start date of the performance evaluation cycle.
    5. Assessment Period End Date field - The end date of the performance evaluation cycle.
    6. Due Date field - The target completion date for the assessment.
    7. Business Priority field - The urgency level for the Supplier Performance Assessment.
    8. Description field - Detailed background and purpose for the performance evaluation.

  10. In the Participants section update the following fields:

    1. Initiator Company Business Name field - Business name of the company initiating the Supplier Performance Assessment.
    2. Initiator Company Identifier Type field - Identifier type used to represent the initiating company.
    3. Initiator Company Identifier Value field - Identifier value corresponding to the initiating company identifier type.
    4. Assignee Company Business Name field - Business name of the company assigned to the Supplier Performance Assessment.
    5. Assignee Company Identifier Type field - Identifier type used to represent the assignee company.
    6. Assignee Company Identifier Value field - Identifier value corresponding to the assignee company identifier type.
    7. Assignee User Email field - The email address of the person to whom the Supplier Performance Assessment is currently assigned.
    8. Assignee User Name field - The name of the person to whom the Supplier Performance Assessment is currently assigned.
    9. Assessment Coordinator Email field - The email address of the owner representative accountable for assessment completion.
    10. Assessment Coordinator Name field - The name of the owner representative accountable for assessment completion.
    11. Supplier Coordinator Email field - The email address of the supplier representative responsible for feedback.
    12. Supplier Coordinator Name field - The name of the supplier representative responsible for feedback.

  11. In the Performance Metrics - Quality Performance Rating section update the following fields:

    1. Conformance to Specifications field - The consistency with which deliverables met agreed technical or quality specifications without defects or nonconformities.
    2. Compliance with Regulatory / Contractual Requirements field - The supplier's adherence to regulatory standards, certifications, and contractual obligations.
    3. Defect / Error Rate field - The frequency and severity of defects, errors, or rework incidents during the evaluation period.
    4. Corrective & Preventive Action (CAPA) Effectiveness field - The effectiveness of the supplier's root cause identification and sustainable corrective actions.
    5. Audit & Inspection Performance field - The outcomes of audits, inspections, or formal assessments conducted during the period.
    6. Documentation & Record Accuracy field - The completeness, accuracy, and timeliness of required documentation and records.
    7. Risk Management & Issue Prevention field - The supplier's ability to proactively identify and mitigate risks before escalation.
    8. Continuous Improvement field - The supplier's demonstrated commitment to improving quality processes, systems, or performance metrics.
    9. Overall Quality Performance Rating field - The system-calculated overall outcome for quality performance.
    10. Supplier Feedback - Quality Performance field - Consolidated supplier feedback regarding the quality performance evaluation.

  12. In the Performance Metrics - Delivery Performance Rating section update the following fields:

    1. On-Time Performance field - Adherence to agreed delivery or milestone timelines.
    2. Lead Time Consistency field - Predictability and stability of agreed lead times.
    3. Fulfillment Accuracy field - Accuracy of quantities, scope, or service commitments delivered.
    4. Responsiveness to Urgent Requirements field - The supplier's ability to support expedited or unplanned requests.
    5. Capacity & Continuity Reliability field - The supplier's ability to maintain supply or service continuity without disruption.
    6. Change Management Execution field - Effectiveness when managing changes in volume, scope, or timelines.
    7. Communication of Delays or Risks field - The supplier's proactive communication of potential delays or risks.
    8. Supply / Service Visibility field - Transparency in status tracking, reporting, and performance updates.
    9. Overall Delivery Performance Rating field - The system-calculated overall outcome for delivery performance.
    10. Supplier Feedback - Delivery Performance field - Consolidated supplier feedback regarding the delivery performance evaluation.

  13. In the Performance Metrics - Cost Performance Rating section update the following fields:

    1. Pricing Stability field - Consistency of agreed pricing during the evaluation period.
    2. Budget Adherence field - Performance against agreed budgets or commercial targets.
    3. Invoice Accuracy field - Correctness and clarity of billing and financial documentation.
    4. Cost Transparency field - Openness in cost structure, drivers, and justification of changes.
    5. Contractual Compliance field - Adherence to agreed commercial terms and conditions.
    6. Cost Competitiveness field - Competitiveness relative to market benchmarks or alternatives.
    7. Cost Improvement Initiatives field - Proactive efforts to reduce cost or improve efficiency.
    8. Overall Value Contribution field - Overall value delivered relative to total cost, including quality and service levels.
    9. Overall Cost Performance Rating field - The system-calculated overall outcome for cost performance.
    10. Supplier Feedback - Cost Performance field - Consolidated supplier feedback regarding the cost performance evaluation.

  14. In the Performance Metrics - Responsiveness & Collaboration Rating section update the following fields:

    1. Timeliness of Communication field - The speed and clarity of responses to inquiries or issues.
    2. Escalation Handling field - Effectiveness and professionalism in resolving escalated matters.
    3. Stakeholder Collaboration field - Cooperation across cross-functional teams.
    4. Transparency & Openness field - Honesty and openness in communication and issue reporting.
    5. Forecast / Planning Alignment field - Collaboration in planning, forecasting, or demand alignment.
    6. Change Support field - Adaptability and support during operational or strategic changes.
    7. Innovation & Improvement Contribution field - Contribution of ideas that enhance performance or efficiency.
    8. Relationship Management field - Overall professionalism, trust, and partnership quality.
    9. Overall Collaboration Performance Rating field - The system-calculated overall outcome for collaboration performance.
    10. Supplier Feedback - Responsiveness & Collaboration Performance field - Consolidated supplier feedback regarding the responsiveness and collaboration evaluation.

  15. In the Performance Assessment Closure & Outcome section update the following fields:

    1. Final Assessment Summary field - Key findings and agreed actions for the assessment.
    2. Agreed Performance Gaps field - Confirmed performance gaps requiring improvement.
    3. Improvement Action Summary field - Agreed corrective or improvement actions.
    4. Target Completion Date field - The target date for completion of agreed improvements.
    5. Overall Performance Rating field - The system-calculated overall outcome for the Supplier Performance Assessment.
    6. Attachment field - Supporting documents for the Supplier Performance Assessment.
    7. Next Review Date field - The next formal review date.
    8. Closed By field - The user closing the assessment.
    9. Closed Date field - The date the assessment was formally closed.

  16. In the Comments and Attachments section review the following fields:

    1. Comment Author field - The user who entered the comment.
    2. Last Modified field - The date and time the comment was last updated.
    3. Comment Text field - The text of the comment.
    4. Attachments field - The attached file name.

  17. In the Followers section review the following fields:

    1. Follower field - The list of followers for the Supplier Performance Assessment.
  18. Select Save.

Workflow

The workflow defines the lifecycle of a supplier performance assessment record from creation to closure. Each state represents a stage in the collaboration process between the Owner and Partner organizations.

Base State Workflow State Description
Draft Draft Initial creation state. Assessment details are being defined. Editable by owner.
To Do Under Internal Review Owner evaluates supplier performance and assigns categorical grades for each predefined metric attribute.
In Progress Under Supplier Review Supplier reviews owner grading and provides consolidated feedback per performance metric group.
In Progress Final Review & Closure Owner reviews supplier feedback and prepares final summary before completion.
Done Completed Supplier Performance Assessment lifecycle completed. Record locked except for comments.
Done Cancelled Assessment is discontinued or no longer required.

Monitor supplier performance assessments

Monitor performance assessment records using dashboards and search to track progress, monitor key activities, and analyze performance.

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Supplier Performance Assessments.
  7. Select Dashboards.
Metric Description
Current Trends
Supplier Performance Assessments by Status – Open Total number of Supplier Performance Assessment records categorized by currentState (Draft, To Do, In Progress).
Supplier Performance Assessments by Overall Performance Rating Number of Supplier Performance Assessments categorized by Overall Performance Rating (Excellent, Good, Neutral, Poor).
Supplier Performance Assessments by Business Priority Total Number of Supplier Performance Assessments of status(Draft, To Do, In Progress) categorized by Business Priority (Critical, High, Medium, Low).
Due Date Monitoring
Overdue Supplier Performance Assessments Total number of assessments with Due Date less than current date, categorized by Status (Draft, To Do, In Progress).
Due in Next 24 Hours Total number of assessments due within next 24 hours, categorized by Status.
Due in Next 7 Days Total number of assessments due within next 7 days, categorized by Status.
Due in Future Total number of assessments due beyond 7 days by categorized by Status.
Network Performance
Supplier Performance Assessments by Supplier and Overall Rating Supplier Performance Assessments of suppliers categorized by Overall Performance Rating(Excellent, Good, Neutral, Poor).
Suppliers Rated Poor Supplier Performance Assessments of suppliers with the rating Poor.
Supplier Performance Assessments Due in Next 30 Days Total Number of Supplier Performance Assessments Due within Next 30 days.
Organizational Performance
Supplier Performance Assessments by Assessment Coordinator Total number of Supplier Performance Assessments of Status (Draft, To Do, In Progress) categorized by Assessment Coordinator.
Average Time to Close Supplier Performance Assessments by Risk Rating Average duration from Draft to Done state by Overall Performance Rating (Excellent, Good, Neutral, Poor).

  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Supplier Performance Assessments.
  7. Select Dashboards.
Metric Description
Current Trends
Supplier Performance Assessments by Status – Open Total number of Supplier Performance Assessments categorized by Status (Draft, To Do, In Progress).
Due Date Monitoring
Overdue Supplier Performance Assessments Total number of assessments with Due Date less than current date, categorized by Status (Draft, To Do, In Progress).
Due in Next 24 Hours Total number of assessments due within next 24 hours, categorized by Status.
Due in Next 7 Days Total number of assessments due within next 7 days, categorized by Status.
Due in Future Total number of assessments due beyond 7 days by categorized by Status.
Network Performance
Pending Next Review (Next 30 Days) Total Number of Supplier Performance Assessments Due within Next 30 days.
Organizational Performance
Average Time to Complete Supplier Performance Assessments Average duration from Draft to Done state by Overall Performance Rating (Excellent, Good, Neutral, Poor).
  1. Select the Main Menu icon.
  2. Select My Networks.
  3. Select a [POET Network] from the Select your Network drop-down in the header.
  4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
  5. Select Go.
  6. Select Supplier Performance Assessment from the left menu.
  7. Select Filter.

  8. In the Filters panel fill one or more of the following fields:

    1. Display Identifier field - Search by display identifier.
    2. Title field - Search by partial or full assessment title.
    3. State field - Filter by Draft, In Progress, or Done state, including derived states.
    4. Initiator Company field - Search by owner company.
    5. Assignee Company field - Search by assignee company.
    6. Due Date field - Filter by due date.
    7. Business Priority field - Filter by Critical, High, Medium, or Low business priority.
    8. Assessment Period Start Date field - Filter by evaluation start date.
    9. Assessment Period End Date field - Filter by evaluation end date.
    10. Overall Performance Rating field - Filter by Excellent, Good, Neutral, or Poor overall performance rating.
    11. Assessment Coordinator field - Search by assessment coordinator.
    12. Creation Time field - Search by SPA creation timestamp.
    13. Last Modified field - Search by last updated timestamp.
  9. Select Apply.
  10. Matching supplier performance assessments are displayed.

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