How It Works
From initial onboarding to ongoing support, discover our comprehensive 11-step workflow that transforms supplier management into a seamless, automated experience.
Setup
1 step
Training
2 steps
Automation
2 steps
Management
2 steps
Quality
2 steps
Reporting
1 step
Support
1 step
✨Click any category to jump to those steps✨
Client Onboarding & Assistance
Client selects NexSource as their supplier management solution and receives initial guidance to navigate the software.
Basic Walkthrough & Training
Client receives a walkthrough of the platform and is responsible for uploading existing supplier data.
Optional: Full-Service Supplier Data Setup
For an additional fee, the NexSource team will handle the full onboarding by uploading and organizing all existing supplier data.
Automated Document Collection
System initiates recurring document requests based on supplier risk levels, expiry dates, and company-specific requirements.
New Supplier Onboarding
Suppliers receive a request link and upload documents directly to the platform.
Continuous File Management
All documents are automatically organized, monitored, and maintained for accuracy and currency.
Issue & Track CAPA
Clients can raise Corrective and Preventive Actions (CAPAs) in response to non-compliance, complaints, or audit findings.
Optional QA Review
NexSource QA team can optionally verify uploaded documents for compliance and completeness.
Compliance Review & Evaluation
Supplier performance is reviewed regularly using predefined criteria and parameters.
Audit-Ready Reporting
Generate supplier evaluation reports and document summaries instantly to support third-party or internal audits.
Ongoing Support
Clients receive ongoing assistance for troubleshooting, updates, and software-related needs.