This guide was designed to provide the essential steps for management of a successful e-sourcing program from the perspective of a program manager.

1. 9 Steps to Success
in e-Sourcing

2. 1.
Setting Goals & Staying on Track
Sharing best practices
2.
Educating Category Managers
Performing an on-site category review
Creating an event calendar
3.
Collecting Information for Bids
Building event based on planner
Suggesting strategy & supplementations
Performing supplier research
4.
Approving Bids
Requesting approval from stakeholders
Sending invitations to suppliers
Training & preparing suppliers to bid
5.
Running Events
Monitoring live events
Solving supplier bid question
Sending reports & analysis after event
6.
This guide was designed to
provide the essential steps for
management of a successful
e-sourcing program from the
perspective of a program
manager.
Collecting Samples
Requesting samples for stakeholders
7.
Awarding Business
Sending award & non-award letters
8.
Scorecarding Results
9.
Categories to Focus on
Analyzing & providing recommendations
The responsibilities to the left are just some of the
tasks the Intesource full-services e-sourcing team are
carrying out in support of the program.

3. Setting Goals & Staying on Track
Set annual
program goals
i.e. Minimum 10%
increase in volume
each year by
department
Create a plan for
Meet with
each department stakeholders
complete with
Annual: Review the past
calendar of events year’s goals and create
new goals for the
and goals
upcoming year
Monthly: Review progress
and adjust plan as
necessary

4. Educating
Category Managers
What to expect, the process, category
selection criteria, sample savings,
checklists, guides, and more

5. Collecting Information for Bids
1) Collect event information and fill out event planner
2) Ensure all information is included and accurate
3) Use completed information to build the online sourcing event

6. Review online
bid details with
stakeholders to
ensure
accuracy.
After event is
verified, invite
suppliers.
Approving Bids

7. Running Events
Program Manager:
View all live events to
answer questions and resolve
issues in real time.
Stakeholders:
Watch live event.
Celebrate wins!

8. Collecting Samples
Samples are a critical step in the process
Request samples before an event to pre-qualify
unfamiliar suppliers.
Request samples after an event to evaluate product
from selected suppliers based on event pricing.

9. Awarding Business
Stakeholders should
finalize award decisions
based on price, samples,
and quality within 30-60
days from live event.

10. Scorecarding
Results
Scorecard event results
by department and
enterprise-wide based on
actual pricing from
awarded supplier, not
lowest bidder.

11. Categories to focus on
1) High spend categories with a minimum of $100K
2) Lower spend categories if savings potential is significant
3) Non-branded goods typically provide the greatest savings
4) Focus on categories with at least three suppliers
5) Validate price increases and take full advantage of price decreases

12. You might also be interested in
how to breakdown the five barriers
to e-sourcing success
Download the
Market Brief >>
This content was based on information presented by an Intesource partner at the
Intesource annual conference - Innovation. Interested in learning more? Click here.

13. For more information on the steps outlined or
to learn more about e-sourcing contact us.
Thank you
This content based on information presented at the
Intesource conference - Innovation. Click here to
learn more.
(800) 475-2149
info@Intesource.com
www.Intesource.com