Performance scores for a vendor are a core attribute of your vendor relationship management in Felix. Capturing performance of vendors throughout tenders, projects, and engagements and then using that data to inform future sourcing decisions or manage supplier relationships, is a key value driver in Felix. Performance scores are visible throughout Felix such as the vendor list, vendor profiles, and RFQ interactions. Performance scores are generated using Evaluations in Felix.
Evaluations, however, can also be used to score RFQ responses, allowing for a side by side comparison of RFQ responses from vendors, using a templated evaluation format. These evaluations are also a good data point when discussing historical win/loss performance with vendors in order for them to improve for future opportunities.
You can perform an evaluation in Felix on the following subjects:
To get started evaluating vendors, RFQs or engagements, you need to first create an evaluation template and then assign it to some evaluation assignees.
Evaluations are performed using a set of questions which in Felix are stored in a template. Templates group questions into criteria, and each criteria has a weighting that adds up to a possible 100% score. Your organisation can maintain any number of templates for different purposes such as regular vendor performance check-ups and RFQ assessments.
Evaluation templates can also be configured to contribute to vendor performance scores or not.
To create evaluation templates, refer to How to create an evaluation template.
Once you have at least one template created in Felix, you are ready to assign users to perform evaluations.
To initiate an evaluation, you can choose the relevant template based on the type of evaluation needed and assign the task to designated staff users. This process is referred to as Evaluation Assignments.
Multiple staff users can be assigned evaluations, and they are referred to as Evaluation Assignees.
Felix also gives you the option to select an Assignment Chair for each assignment. The Assignment Chair will have full visibility of all the tasks of the individuals that they are overseeing for that evaluation. They are not be able to perform or complete someone else's task, however, can also be assigned to performed the evaluation in addition to being the chair.
A common use of Assignment Chair is to make this the RFQ Owner (for an RFQ evaluation) so they can oversee progress of the RFQ through to final decision. In the case of direct vendor evaluations, this might be the supplier management process owner who needs to keep on top of all evaluations that need to be performed in the business.
To create evaluation assignments, refer to How to create an evaluation assignment.