Introduction

Vendor Management (VM) is as flexible as any application developed on the Appian Platform. In order to make sure your application remains scalable and aligns with best practices, we have provided instructions to guide you through some of the most common changes.

After you have installed VM, there are several configurations you will likely perform to customize the application for your organization’s processes.

This page outlines the order we recommend for configuring the default application to work for your organization after installing VM. However, all of these instructions can be used to modify the application at any time.

Updates in Appian Designer should be done with caution by someone familiar with Appian development.

Step 1: Configure user groups and security

Configuring user groups and security is a good place to start.

You will need to know:

• If your organization has any additional business roles that are not covered in the default business groups.
• What users should be members of each business group.

For more information on groups and security, see Groups Reference Page.

Step 2: Configure set up opportunity management process

You can modify the solution to fit your organization's processes and data requirements by configuring fields, labels, and document templates.

Configure fields and UI text

It is likely certain fields and UI text throughout the set up process will not exactly match your organization's terms. You can configure a number of them.

The following fields and UI text are configurable:

• Accept and Reject buttons.
• Contracting personnel labels.
• Tasks and Approach item labels.

Configure document templates

The solution provides an example document template that will not exactly match your organization's templates. You can add your own templates into VM.

You will need to know:

• What templates are needed
• What type of document the template is

Each document template will need to be added to a knowledge center. Add each template to the document template reference table as described on the Reference Data Tables page.

Step 3: Create opportunity approach

After you have configured your application, you can create the opportunity approach to be used during the opportunity management process. The opportunity approach determine which tasks will be assigned by default for each new opportunity that is set up.

You will need to understand your organization's current opportunity processes including:

• What phases of the opportunity can occur.
• The distinct types of opportunities that have a standard set of tasks.
• All of the tasks required to complete the various types of opportunities.
• What types of tasks your organization will need.
• Which business groups are responsible for each task.
• What tasks rely on other tasks to be completed first.
• What timeframe does the task start in the opportunity management process.

When users create new tasks, they can choose from: Create Document from Template, Attach Document, Review, or Confirmation.

Step 4: Set up SAM.gov integration

Next, you will need set up SAM.gov integration, which allows you to retrieve vendor data from SAM.gov.

For instructions on how to do this, see Setting Up SAM.gov.