Venminder
When performing an assessment for clients, it is difficult getting the proper documents from the vendor.
Vendor type | Definition |
---|---|
Client Request | New vendor user is invited into Venminder to respond to a questionnaire, or complete profile update request. (New - Upload documents for assessment request) |
Exchange Non-Contracted |
Vendor is invited to the Venminder Exchange to respond to Questionnaire, preview assessments performed on them. Also includes ability to share with their customers. (New - Upload documents for assessment request) |
Exchange Contracted |
Vendor has all above, plus they may host/manage documents and questionnaires, view assessments performed on them, and share with customers. (New - Upload documents for assessment request) |
Below: Includes Client (Green), Internal (Yellow), and Vendor flow (Blue). Detailed FULL workflow with notes, questions, possible conflicts. Blue panels is the vendor portion of the process this project is concentrating on.
Below: High level vendor workflow. Previously this was done using Zen Desk and emails.
Wireframes: Balsamiq
Upload document: Linked from email, or Client request page.
Client Request page: Includes document request, questionnaires, and profile information update request
Prototype: Figma
Vendor receives an email requesting them to provide documents for the assessment. Upon logging in, the vendor is presented with the document request.
Email requesting documents: Not the new vendor document request email, included in represent flow.
Login: Not the new vendor document request login, included in represent flow.
Document Request: Represents a client requesting documents from a vendor to do assessments on 3 different vendor services.
Document Request: Upload documents.
Document Request: Upload documents, continued.
Document Request: Single document uploaded with comment from vendor.
Document Request: Document uploaded for all 3 vendor services.
Document Request: Document request complete confirmation.
Document Request: Request indicating documents were successfully received and under review by Venminder.
Document Request: Optional scenerio showing verified, and a document with an issue including a note, and ability to upload replacement document.
Document Request: Optional scenerio showing verified, and a document with an issue including a note from vendor.