How do I invite a vendor or supplier to the platform so I can execute an POC?

On the dashboard (the page presented immediately after logging in), click the blue 'invite supplier' button on the top right corner of the page. 

You will then be asked to provide either your supplier's email address or website. In this section an email address is preferred as it makes it automates the invitation process, making it easier for TechPassport admins to communicate with the supplier and leading to much faster onboarding times. 

Confirmation of your invitation triggers an email to the supplier, outlining what is required and containing a link to create their TechPassport account. The TechPassport team will also contact the supplier directly to offer support during their onboarding. 

Once the vendor has completed the required onboarding for a POC, a member of the TechPassport team will contact you via email to inform you that you can send your POC request. The steps to do this are below:

1. Find your vendor in the marketplace tab, or at the bottom of the dashboard in the 'new products' feed. 
2. Click 'view' to open the product profile. (Note: if the supplier has multiple products make sure you have selected the one you wish to trial.)
3. Click the 'request' button next to POC on the profile.
4. You will then be asked if the POC you would like to send is part of an existing TechPassport project. If the answer is yes, you will then be able to select the project that this POC can be filed under. 
5. If the answer is no, you will then be prompted to create a new project. To do so you will need the following information:
   1. Your project name
   2. An internal project ID: this field allows you to input a project ID that matches another system your company may use, such as Salesforce or Ariba. If you do not know your project ID or do not have one, input any number into this field. 
   3. A Tech MD Sponsor: choose from a pre-populated list of people from your organisation who have authority to sign contracts. If in doubt on who to select for this field contact your system administrator.    
6. The next screen will ask you if the NDA request you are making is on behalf of someone else from your company. If it is, you will then need to input the email address of the person you are making the request for. 
7. Select the dates for your POC. The start date will automatically be selected as the present day's date, and the end date will automatically be set to 90 days time. You may change both of these days if needed.
8. Confirm your choices.

Once you have sent the POC request, the vendor will receive an email notification and can then either approve or reject the dates you have chosen for the trial. 

If the vendor accepts the dates, the trial agreement will be released for the supplier's review and signature. 

If the vendor selects new dates for the trial, you will receive an email notification and will have to log in to approve or reject the dates yourself. As soon as both parties have agreed on a start and end date for the trial, the POC contract will be accessible to the vendor.