assad assad Services for professional procurement. Be better informed, make better decisions www.achilles.com 1 Solution Overview Functional Overview Achilles defines, collects, validates and shares supplier qualification information with our customers via an advanced and secure online platform. Our Supplier Management Services are used by around 800 of the world’s largest buying organisations to source and select suppliers that offer the products, services and standards they need. The heart of our solution is a systematic supplier qualification programme with data capture through online questionnaires supported by rigorous validation through our assessment teams and qualified auditors. Our secure cloud-based platform then allows buyers to search for products and services and view validated compliance and risk assessment information on the associated suppliers. Supplier qualification and risk management We develop industry-specific communities around the qualification needs of our buyers providing a range of services and benefits: Best-practice qualification standards agreed by the industry Fully managed supplier data capture and validation Systematic risk management and compliance Supplier data consolidation on a single platform Advanced online search and filter functionality Access to new pre-qualified suppliers Risk management information for stakeholders With our Supplier Management Service you know that all existing and prospective suppliers you access in the community have gone through the same rigorous process of validated qualification. We reflect your policies and standards in the supplier qualification process – driving consistency and compliance across your purchasing activities. Comprehensive sector-specific qualification Our qualification questionnaires (and audit programmes) are configured around the risk management requirements of industry-specific sectors. Typically they cover the following supplier criteria: 2 General company data Products & Services Finance Insurance & Legal CSR & Health & Environment Quality standards Sustainability Safety Additional modules are available to provide more detailed supplier qualification across areas of specific interest to your industry sector community: Financial analysis CSR / Carbon Sustainability reduction Multi-tier supplier visibility Many community sectors include audits as part of their supplier qualification process. The audit programmes align with the qualification questionnaire criteria, giving enhanced validation through on-site assessments. Supplier sourcing and procurement tools Our secure cloud-based platform allows you to search for products and services and view validated compliance and risk assessment information on the associated suppliers. A range of standard and optional online tools are available to help you work with our data in your supplier management and sourcing activities. Unlimited user licences means buyers in multiple locations can access the platform to drive process consistency across an organisation’s procurement function. Search, filter, compare and report You can search for suppliers by name or by the type of product and service you require. A range of filter criteria can be used to target your search or to refine results to those who meet your specific needs: Products / Services Region of supply Quality Health & Safety Registration Internal Environment Audit & assessment level Qualification 3 You can save search criteria to re-use on regular sourcing events and use your search results to run additional qualification and RFI activities from the Achilles platform. A comparison tool lets you assess selected suppliers against key criteria to prioritise, short-list and export to other formats. Our system saves and records results to provide and auditable trail for evidence of policy and process compliance. Track specific products, services and suppliers Our Buyer Alerts capability lets you track data updates and status changes for any suppliers or product codes you select. This can support specific sourcing events or scenarios where you have responsibility for managing a roster of vendors or group of products. Scoring supplier profiles and attributes Our model allows you to apply a score to any supplier data held on our platform. The scoring model is configurable and weighting can be applied to reflect criteria of the greatest importance to your business. The scores for each supplier can appear in your search results and be used to prioritise, qualify, compare and benchmark suppliers. Add your own qualification criteria and policies To supplement our core Achilles qualification data the Internal Qualification (IQ) module allows you to record, assess and score individual suppliers against your own criteria and share this across your organisation. You can add documents, data and comments from multiple sources (including Achilles) and apply a qualification score or status to suppliers. Your IQ scores / rules can be displayed in search results and if required you can restrict or filter searches to only display suppliers that have satisfied your IQ standards. Assess suppliers for specific contract opportunities Our Additional Questions (AQ) module is an online RFI tool for assessing supplier capability to provide specific products or services. You define questions and response types, targeted suppliers and closing dates. The module tracks, scores and compares responses and allows you to qualify or non-qualify suppliers in single or multi-round events. 4 AQ stores each event for re-use, reference or as an auditable record. Secure 2-way supplier communication An optional feature provides secure, private online communication between buyers and suppliers. This provides effective to demonstrate compliance with regulation or company policies. Review, monitor and improve supplier performance In addition to our suite of tools to support supplier qualification and risk management at the sourcing stage we also provide solutions for managing existing contracts and vendor relationships Our Performance Feedback module provides an online framework and process to help you review, rate and develop existing supplier performance: • Supplier continuous improvement programmes • Supplier issue resolution • Future contract planning and consideration We provide an established set of criteria to assess and score a supplier’s performance against. The module produces a detailed report that’s specific to you and a high level score on the supplier that can be shared across our platform. As an Achilles community member you’ll also be able to review potential suppliers based on the performance scores they receive from other buyers. Non-Functional Overview Achilles has aimed to achieve a number of non-functional requirements based on customer requirements and expectations. These characteristics are split into four broad categories: resilience, security, usability and, scalability. The solution provides a resilient service based on good architectural decisions, deployment onto appropriate infrastructure and applying best practices in processes and procedures. Computing power and data storage is spread across several nodes to cope with any small number of individual failures. Large scale disasters are mitigated using multiple data centres in different geographic locations. Security is a major concern. Achilles has addressed those concerns by focusing on confidentiality, integrity, and availability. Ensure that check points are in place from design through to 5 implementation and operation. Regular reviews are undertaken as part of Achilles commitment to its customers. Achilles has accredited their system to ISO27001 standards and continues to improve its processes to reduce threats and identify vulnerabilities. Achilles platform is available to diverse business sectors across the globe and is suitable for people with different skills and abilities. Taking guidance from user experience experts and adopting accessibility standards the platform is open to all users. Flexibility to raise and fall to demands is key to achieving a successful service. Elastic capacity is built into the architecture of the Achilles platform using community components that can quickly be provisioned and releases based on customer activities. Open standards usage The service incorporates and adheres to several open standards, including HTML and ECMAscript. Open source software usage As part of the services delivery there is usage of Open source software, including: JQuery Javascript library for web pages Couchbase Although Achilles uses the commercially supported Couchbase product, the couchbase database is also available as an open source project under an Apache License. Information assurance Achilles has achieved ISO/IEC 27001:2005 in relation to procurement support services which include the development, operation and management of online supplier information services, prequalification and validation systems. This achievement demonstrates Achilles’ assurance to the secure and appropriate management of information held within the system. Achilles will undertake a programme of work to engage with PGA to become accredited to business impact level IL1/2 in order to further demonstrate Achilles commitment to information security. Backup and disaster recovery The platform strategy for backup is based on taking snapshots of the nodes within the systems and copying those images to different locations. Snapshots of the system are taken four times each day at regular intervals. The backup schedule keep a week’s worth of snapshots at the Data Centre in readiness to restore the system to a previous state. The capacity of holding twenty eight sets of snapshots is managed using round robin so only the latest copies are kept with the Infrastructure As A Service (IaaS) provider. All snapshots are copied from the cloud and store at Achilles’ on premise Data Centre. The platform strategy for Disaster Recovery is based on multiple copies of data and services across different Data Centres. Achilles platform is based on an “eventually consistent” data model. The temporary loss of a Data Centre is anticipated and addressed by the technology choice of the data 6 repository. Disaster Recovery procedures are in place to recover from a loss of a Data Centre. During an outage requests for services will be automatically directed to one of the remaining Data Centres using Akamai’s solution to adapt to network conditions. Once the Data Centre has been decommissioned, data updates are automatically replicated from the unaffected Data Centre. On-boarding and off-boarding processes Achilles’s customers are divided between the Buying organizations, who wish to search for qualified suppliers, and the Supplier organizations, who want to be listed in the directories searched by the Buyers. The Buyers are on boarded individually and their data and initial user configuration is delivered by Achilles. Once a Buyer is onboard they provide lists of suppliers they wish to have onboarded into the system. This data is often not complete, is out of date, and has inaccuracies. Each Buyer’s list of suppliers is often presented in slightly different ways as they may have different supplemental information they wish to record against their suppliers (e.g. alternative or multiple ERP identifiers for the Buyer’s internal systems) The lists of suppliers are cleaned up sufficiently to allow the identification of a contact user in the organization to be invited. A communication, usually via email, is then sent to the contact user and they are invited to complete a registration process. The registration process includes enough questions to ascertain if the supplier needs to complete a more detailed questionnaire, and if they will require any additional audits to validate their claims. The Supplier owns the data they enter into the system. The Buyer is permitted to search that data in order to identify Suppliers who best meet their requirements. If a Supplier wishes to leave the system then we can remove their data from the system, unless we are required by regulatory obligations to retain that data for longer. Once any such regulatory restriction has expired however, we can delete data from the system. This would remove any data that the Supplier owned in the system. We may retain some details provided by other parties about the supplier (particularly any ERP identifiers that a Buyer may have submitted to us as part of the list of suppliers they initially passed to us – this allows us to explicitly track that an organization provided by a Buyer has asked to be deleted as opposed to having not been appropriately onboarded by Achilles) The same process can be followed for a Buyer organization, generally a Buyer organization can be completely removed – once again, barring any regulatory restrictions. It is not possible to delete commercial records relating to subscription or other fees, which have been paid to Achilles. 7 Service Management Details Service constraints Achilles platform is modular in design: each customer selects the features and components that suit their needs. Customers can request additional features or alterations to existing features, which can then be assessed and analyzed prior to consideration for the service roadmap. Customers are kept informed of new features being introduced and how they could take advantage of them. The Achilles’s platform has been designed to make functional changes and without the need for downtime. Introducing new features to a selected audience can be achieved while the other tenants remain on existing features. Service Levels System Production Environment (Customer facing) will be maintained on line with a total availability of 98.5% per 12 month period, excluding Planned Maintenance windows as per section A1 below, subject to the following: A1 Planned Maintenance The System production environment may be taken off line for regular planned maintenance as required which will be scheduled during weekends, any time between 08:00 Saturday and16:00 Sunday GMT/BST. Time zones stated are Greenwich Mean Time/British Summer Time as per applicable UK local time. A2 Unplanned Maintenance Unplanned Maintenance consists of critical or emergency maintenance which out of necessity must be scheduled outside of Planned Maintenance windows. Wherever possible this will be carried out between the hours of 21.00 to 23.00 GMT/BST (as per applicable UK local time). Achilles will endeavour to notify Customer in reasonable time ahead of any such Unplanned Maintenance. Technical requirements Deployment Achilles’ systems are hosted on resilient cloud-based architecture to minimise risks of down-time. This service is provided through Savvis – a top tier Infrastructure as a Service (IaaS) provider recognised as being within the Gartner Magic Quadrant. More details can be found at www.savvis.com or www.savvis.co.uk . Achilles platform is deployed to a public cloud for general access by customers. Additional communication channels to dependencies services (e.g. financial information from Equifax or data replication between Data Centres ) are restricted using standard infrastructure solution such as VPN or network traffic restrictions via firewall configuration. Part of the services benefit is that the system scales horizontally – allowing for the rapid addition of more compute, storage, or network resources as demand dictates and also, allowing for the reduction of such consumption if the demand is not present. 8 Client software The Achilles service is accessed through an internet browser and email client. No restrictions are placed on the type of email client used by the customers. The web sites are modern with rich UI features. The web sites are tested for usability by the following minimum browser versions: Internet Explorer 6+ Firefox 3.5+ JavaScript to be enabled on all browser variations Response Times Minimum supported internet connection is a 512Kbps. The Achilles platform is developed to deliver a user request response time of less than 2 seconds – however, this can be highly dependent upon the speed of the user’s internet connection. Data Exchange integration with customers Achilles platform provides customer interfaces for system integration. The mechanism to transfer data is based on open standard (XML and CSV formats) over secure channels. Customers that wish to take advantage of these services shall be provided with full technical details and assistance to prepare their solution. Data Exchange can be a two-way communication channel whereby Achilles can receive bulk updates from a customer as well as provide bulk extracts from our database. Achilles has the capability of configuring data exchange to suit the requirements of the customer. Service Dependencies Achilles platform relies on a number of external services. Supporting services that are best served by specialised in their field are incorporated into the platform to provide a coherent solution. The first type of external data services is for company and financial services. Achilles platform may interact with financial services to augment data it gathers from the customer. For example, Dun & Bradstreet provide valuable company information. The list of external services available to the solution is adjusted over time to suit the needs of the customer. The addition of these types of services is controlled by the customer; they are not automatically added to customer’s subscription to our service. The second type of external service is payment. As a subscription based solution, Achilles defers the collection of payments to a specialist SaaS provider. Metratech Corporation (www.metratech.com ) provide billing and subscription services to manage customer accounts and payments. All financial information is secured within the Metratech’s SaaS solutions, which meets all commercial regulations for security and data protection. 9