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What is Supplier Performance Management?
SAP Ariba Supplier Performance Management (SPM) is a process that an
organization uses to effectively communicate strategy, define performance
objectives as aligned with the enterprise spend strategy, and measure how
those objectives are being met.
The primary goals are to improve quality for a reduced cost and, at the same
time, mitigate supply risks. It is also important to view SPM as a tool that can
be used to improve the company-supplier relationship and create a more
collaborative supply chain environment.
One of the key outcomes when companies implement SPM is that they and
their suppliers get better at bi-directional communication and implementation of
shared objectives. Cheaper prices are not always the only goal in important
relationships.
Other than the primary use and goals listed on this slide, SAP Ariba Supplier
Performance Management has the potential to be used in a very broad
spectrum of possible ways. It could, for example, also be used for
benchmarking and skills assessment.
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Why use it?
There is no doubt that implementing and maintaining a supplier management
program requires resources. What makes it worthwhile?
In the case of suppliers that were originally contracted as one time only
suppliers, it may give you an idea as to whether you want to use the supplier
again. For strategic suppliers, you want to ensure that the relationship
measures up to the expected level of high quality products and/or services as
well as their prices and competitive offerings. If the supplier is not measuring
up, is it time to replace this supplier with another one?
Some customers find the need to comply with internal and external
governance as an important driver for supplier management whether it is as
simple as determining suppliers who meet simple regulations or as complex as
using surveys to determine social responsibility and sustainability practices.
Finally, part of a good supplier management program is to have a process for

identifying issues and providing timely corrective actions so that poor results
turn into good results over time. These need to be tracked as part of the
performance review project.
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Process
Supplier Performance Management is the process that defines, measures, monitors
and analyzes supplier performance to meet your business goals.
• It uses Key Performance Indicators (“KPIs”) as elements of scorecards to monitor
and manage the supplier’s performance in achieving certain objectives.
• A survey can be used to collect more specific information, usually in the form of
questions, which can then be used as part of the input into the scorecard.
• Generally, there is a core set of KPIs, supported by survey questions and report
input, that are common across all suppliers , categories, and business units in the
organization, such as Account Management, Pricing, and Quality. Other KPIs may
be very specific to the category, such as On Time Delivery. There are also trends
today to add KPIs for Innovation, Social Responsibility and Voice of the Supplier
(feedback from the supplier that will improve their ability to work with you).
The supplier performance management process is illustrated in the slide. Typical

activities involve:
• Defining objectives aligned to your Enterprise Spend Management strategy.
• Defining Key Performance Indicators (KPIs).
• Gathering & standardizing data (surveys, scorecards).
• Analyzing performance data.
• Sharing performance data (with divisions and suppliers).
• Collaborating with suppliers to improve performance through corrective action
plans.
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Traditional Performance Criteria
Supplier Performance Management allows you to use consistent
measurements for supplier performance to identify performance problems and
determine the total cost of your relationship with a supplier. Your own
organization decides what metrics to use to measure and rate your suppliers.
You should use consistent performance criteria across suppliers so you are
always comparing ‘apples to apples’. Some examples of commonly used
supplier performance metrics are listed in the slide above.
Best Practices Criteria

More recent work in performance criteria have leaned towards more interactive
measures, including the use of innovation and technology to support more cost
effective solutions, particularly leading to cost and savings sharing models.
Another newer criteria has been the “voice of the supplier”. This is a reverse
performance evaluation. It measures how you are performing and what you
are doing that interferes with your ability to provide the best and most efficient
and effective services. These questions for example aim at finding out if you
are late in paying bills; if your documentation is unclear, or if there are other
issues that create barriers to a productive relationship.
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Features and Benefits
The solution gives you:
• All features in the SAP Ariba Supplier Performance Management
Management solution
• Performance measurement with surveys, scorecards, analytics and
reporting
• Project workspaces with conditions to control recurrence of phases and
tasks
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SAP Ariba SPM Project
By managing your supplier performance reviews using an SAP Ariba SPM
project, you take advantage of an integrated system that does more than
simply generate a scorecard. SPM projects are based on best practice
templates, which provide a standard set of documents, tasks, and team
members. SPM projects are designed to create an integrated, continuous, and
repeatable process, allowing users to pull data from surveys and analytical
data as needed and create scorecards, reports, and presentations on a
periodic basis. The projects include tasks that prompt the appropriate steps in
planning, monitoring and closing the project. This set of tasks may include
reviews or approvals of documents and the scorecards and surveys by
stakeholders, managers, or other team members. The process may also
include tasks for suppliers, such as creating and working on corrective action
plans when KPIs are not met.
As the project owner, you may use one of several SPM project templates
which are designed by either SAP Ariba or your template administrator, to
create your SPM projects. When designing these templates, some important
factors are what KPIs to use, how to create them within the system, and how
to weight them within the scorecard(s). Other factors include designing a
thorough yet efficient workflow that allows users to achieve their SPM goals.
Although these templates provide best practice tasks and documents (such as
scorecards, KPIs, and surveys), you have the ability to modify them to suit
your particular requirements.
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SAP Ariba SPM Project
By managing your supplier performance reviews using an SAP Ariba SPM
project, you take advantage of an integrated system that does more than
simply generate a scorecard. SPM projects are based on best practice
templates, which provide a standard set of documents, tasks, and team
members. SPM projects are designed to create an integrated, continuous, and
repeatable process, allowing users to pull data from surveys and analytical
data as needed and create scorecards, reports, and presentations on a
periodic basis. The projects include tasks that prompt the appropriate steps in
planning, monitoring and closing the project. This set of tasks may include
reviews or approvals of documents and the scorecards and surveys by
stakeholders, managers, or other team members. The process may also
include tasks for suppliers, such as creating and working on corrective action
plans when KPIs are not met.
As the project owner, you may use one of several SPM project templates
which are designed by either SAP Ariba or your template administrator, to
create your SPM projects. When designing these templates, some important
factors are what KPIs to use, how to create them within the system, and how
to weight them within the scorecard(s). Other factors include designing a
thorough yet efficient workflow that allows users to achieve their SPM goals.
Although these templates provide best practice tasks and documents (such as
scorecards, KPIs, and surveys), you have the ability to modify them to suit
your particular requirements.
SAP Ariba Supplier Performance Management Analysis

Reports that are generated within the SAP Ariba Supplier Performance
Management tool can be stored within the project in the Documents section.
They provide a holistic view of transactional data and performance data. SAP
Ariba provides many prepackaged reports that you can run, providing
commonly requested data. You can send any report to both colleagues and/or
suppliers for review via a task within the project.
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Scorecards
Scorecards reside within the SPM project in the Documents section. Each
scorecard is specific to a supplier and contains the KPI’s for the supplier. You
would typically have only one Master Scorecard from which the periodic
scorecards are created, you can have multiple scorecards for a specific
supplier within your project. For example, you could have a scorecard for each
performance period (quarters, years) as based on the Master, or you could
have one for each division within the supplier organization or even one for
each product or service the supplier offers.
Surveys
Surveys also reside within the SPM project in the Documents section. Surveys
are the collection vehicle for stakeholders input where there are a series of
questions about a KPI and the summary of those answers then provides a
score for the scorecard. The project owner can base surveys on a Master
Survey provided in the SPM project, and then refine the questions, weighting,
and scoring based on unique needs. Survey questions can be open ended
questions, or can be designed to accept only responses from a list of choices
within a drop-down menu. They can also be designed to accept only a specific
type of response, such as a monetary value, a fraction, a number, text, a
yes/no, or a file attachment. The Master Survey is then used to create the
periodic survey for each performance period (quarters, years). Once a survey
is complete, it typically would then pass a summary of the answers to the
scorecard.
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SAP Ariba Supplier Performance Management Analysis
Reports that are generated within the SAP Ariba Supplier Performance
Management tool can be stored within the project in the Documents section.
They provide a holistic view of transactional data and performance data. SAP
Ariba provides many prepackaged reports that you can run, providing
commonly requested data. You can send any report to both colleagues and/or
suppliers for review via a task within the project.
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Logging In
Your company security and authentication rules govern which of the following
three possible login authentication methods apply:
• Application authentication: Users have an SAP Ariba product user names
and password that they enter on the SAP Ariba login page. The user names
and passwords are maintained by the administrator within the SAP Ariba
product.
• Corporate authentication: A remote authentication mechanism where
users log in to the SAP Ariba product using a user name and password that
matches the corporate user name and password.
• Corporate authentication with Single Sign-On: A remote authentication
mechanism where users log into their corporate network, which
automatically logs them in to their SAP Ariba product when needed. Single
Sign-On with Corporate Authentication provides benefits to your
organization, but requires your network administrators to enable
communication between your user authentication system and SAP Ariba
Procurement.
Note: The initial privacy statement needs to be acknowledged the first time a
user logs in.
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The SAP Ariba Dashboard
The dashboard is made up of a few specific areas. At the top of the screen,
you can access different dashboard tabs. These tabs allow you to access
module-specific dashboard content as well as custom dashboards. To the right
of those tabs are the Recent, Manage, and Create menus.
Below the tabs is a search box which allows you to search for different types of
content including projects, documents, suppliers or customers and other
content.
In the main area of the dashboard, you’ll see a variety of content items. These
are customizable, so the options you see may vary across users.
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Dashboard Tiles
Tiles sit at the top of your dashboard and display pertinent information. This
may include items which require action, small reports, an overview of your
events, expiring contracts, and more.
The tiles are configurable. Click the dropdown arrow on any tile and select
Manage All Tiles to add or remove tiles from your dashboard. Dashboards
can display a maximum of five tiles at a time.
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Configure Menu
You can configure your dashboard by clicking the wrench icon near the top-
right of the screen. This will open a dropdown menu with options to:
• Add Content: this will open a new popup dialogue with content items which
can be added to your dashboard.
• Edit Properties: this will allow you to change settings for your currently
active dashboard tab.
• Delete Tab: this will delete the currently active dashboard tab.
• Add New Tab: add a new dashboard tab.
• Compare Your Tabs to Default Settings: display the differences between
your dashboard and the administrator-created default dashboard.
• Revert Tab Set to Default Settings: replace your dashboard with the
administrator-created default dashboard.
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User Preferences
To access user preferences, click your name at the top right of the screen. You
will be presented with a menu with options including Logout, Change
Password and Secret Question, Delegate Authority, Change your profile,
Change email notification preferences, and more.
SAP Ariba Theme

The SAP Ariba user interface has two themes: a dark theme and a light theme.
You can switch between these themes at any time.
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Module 2: Application Orientation
Lab 2-1: Explore and Personalize the Dashboard
In this lab exercise, you will:

• Reset and customize dashboard content
• Modify user preferences
• Access the online Help Center
1 To begin, access the SAP Ariba log-in page per the directions provided by your
instructor. (Note: You will use SAP Ariba’s training realm for today’s exercises).
2 Log into the system using your assigned username and password.
Username: __________________________
Password: __________________________
3 Click on the Home link under the SAP Ariba logo to access the Home
dashboard. For today’s class, first set your dashboard to the default
configuration. To do this:
a. Click Configure Tabs (wrench icon) and select Revert Tab Set to Default
Settings
b. When prompted to confirm, click OK.
4 Take a minute to look over the information displayed. Confirm you see the
following links on your Common Actions (left side of screen) – Note: These
options may not be defaulted, click the more links to see additional
options under the common actions menu.
a. Supplier Performance Management Project (Create Menu)
b. Prepackaged Reports (Manage Menu)
5 Delete the calendar item from your dashboard by clicking the down arrow icon
at the top right corner of the content item and selecting Delete this item, and
then click Done.
6 Now you will reinstate the calendar item. Click Configure Tabs (wrench icon)
and select Add Content. Using the Add Content pop-up on the right side of
the screen, double-click the word Calendar to add it back into the dashboard.
7 Click Done in the Add Content section to get back to the main view of the
dashboard.
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8 Now move your Calendar to a different location in the dashboard using the
drag and drop functionality:
a. Click on the arrow at the top right of the Calendar title bar and minimize
the calendar.
b. Now click on the Calendar title bar and drag it over to the other side of
the dashboard. When you see a blue dashed line appear, you can
release your mouse.
c. When you release your mouse, the screen will refresh itself.
d. Maximize the calendar
e. Using the drag and drop method, practice rearranging other sections on
the dashboard.
9 Click HELP at the top right of the screen and then select Help Center. In the
new window, click on Learning Center at the top right. Locate the area for all
Product Documentation. Expand the Managing Suppliers section.
What do you see?
_____________________________________________________________
_____________________________________________________________
10 Now click on the Support tab of the Help Center at the top right of the screen.
In the I need help with field, enter “Performance Management” then click
Start. What do you see?
_____________________________________________________________
11 In the Can’t find what you are looking for? section, click on each
communication option to view how to contact Customer Support directly.
12 Close this window.
13 Back on the dashboard, click on your username in the top right corner of the
screen and select Logout from the dropdown menu.
14 You have completed this lab.
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Process Flow
SPM projects are created from templates, by advanced users. The template-based
design provides the ability to support an organization’s unique processes and best
practices for SPM for different commodity categories. Even though the template
provides a model, after the initial project is created, it may be necessary to edit some
of the project details, but generally speaking, if templates are well designed, required
changes are minimal.
Usually SPM projects stay open for a period of time, which may be years and,
although an assessment can be one time only, most projects have certain work that is
repeated in a cyclical manner representing the nature of the performance
assessment. This is handled through recurring phases and the tasks and their
documents within those phases. Once the project is set up and tasks are assigned,
the team members work on the project by completing tasks, starting in the first phase,
typically called the Planning Phase. This may involve editing and saving documents,
such as the Master survey, reviewing or approving documents, or just doing the work
described in the task. When tasks are started or completed, owners should mark
these status changes so progress can easily be tracked by other users.
As the project progresses, the project moves into the Monitor Phase, where the actual
performance process is supported. This phase is typically a repeating phase where
tasks and documents for each performance phase are organized in date-marked
folders.
When all phases are completed, that is, at the end of the project where no more
evaluations are to take place, you can change the project state to Completed to
indicate that the project is finished.
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As the project progresses, the project moves into the Monitor Phase, where
the actual performance process is supported. This phase is typically a
repeating phase where tasks and documents for each performance phase are
organized in date-marked folders.
When all phases are completed, that is, at the end of the project where no
more evaluations are to take place, you can change the project state to
Completed to indicate that the project is finished.
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An SPM project is a single place to monitor and manage all supplier
knowledge and activities related to performance. You create an SPM project
for each supplier you want to measure. The SPM project components are
listed in the slide and are discussed in more details below. Each of the main
components corresponds to a tab in your SAP Ariba solution.
Overview
The project can be displayed in 2 views: Full View and Compact View. Most
people select the Full View. In the Full View, the overview tab provides general
information about the project including the project name, description, the
project owner’s name, and the supplier whose performance is being
measured. Additional fields may be configured as custom fields. The process
area provides a quick summary of the project status as well as shortcuts to
view and/or edit the major tasks, phases, and milestones. Quicklinks provide
paths to project documents.
Documents
Most document formats are supported: Microsoft Word, Adobe PDF, .jpg,
Microsoft Excel, etc. Document files can be shared by users who are working
together on the project. Scorecards and surveys are also considered to be
documents. Documents can be linked to tasks and submitted for review or
approval. SPM provides version control so that the complete history of
changes to a document may be tracked.
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Tasks
The Tasks tab shows all of the tasks, milestones, and phases in the project.
Team
Each project includes project groups that are associated with roles that are
used to grant access and permissions within the project. Users or groups are
assigned to the project groups.
Tasks are generally assigned to a Project Group. Any member of the Project
Group can perform the task. It is also possible to assign a task to a specific
individual, but it is a generally recommended that assignments use the project
groups on the Teams tab.
Message Board
You can send messages to team members using the message facility or via
email. Email allows you to communicate with people who are not users of SAP
Ariba Supplier Management solutions. Regardless of the method selected to
create the message, all messages and their replies are stored on the message
board. The message board also provides a convenient way to capture any
documents which are part of email communication.
History
The history tab provides an audit trail of all activity within the project, including
all actions within the system by each team member and by the system itself.
The entries are searchable, allowing you to search for a specific activity.
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Module 3: Create and Edit an SPM Project
Lab3-1: Create an SPM Project

• Create an SPM project
1 Login to the training realm.
2 From the Create section of the Common Actions panel, click Supplier
Performance Management Project to initiate the project creation wizard. If
you don’t see the option, click More …
3 For Name, enter:
SPM Project Lab 3-1_Your Last Name_Your Student ID_Today’s Date
For example: SPM Project Lab 3-1 _Smith_ Student99_Aug 2017
4 For Description, enter SPM Project for International Enterprises.
5 For Test Project, select YES. This is important!
6 For Commodity, search for and add Business Intelligence Consulting Services.
Enter a Region or a Department of your choice.
7 Set Supplier to International Enterprises.
8 Now that you have entered in some basic information, the system will display
the templates appropriate for your project. Select the template Best Practice
Supplier Performance Process AR310. Under ‘How frequently will
performance reviews occur?’ select ‘Quarterly’. Click Create.
9 The system generates a project based on the information you provided.
Review the information displayed. Do you see the information you entered
earlier in the steps above?
Important: Confirm this is set up as a Test Project. If it is not, delete your project
by clicking Actions > Delete Project in the Overview section. Then recreate
your project as a test project.
10 There are two views of the project: Full and Compact. Under Overview, click on
Actions > Display and select the view that is available. Review the project in
both Full and Compact Views. What are the differences?
____________________________________________________________
Click on Actions > Display and make sure Full View is selected.
11 Who is the Owner of the Project?
_____________________________________________________________
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12 Does this project contain any quick links?
_______________________________________________________
13 In the Process area at the top right of the screen, hover the icon for the Plan
phase. What does it say?
_______________________________________________________________
14 Click the Actions link in the Overview. On the menu, select Add to Watched
Projects in the Display section.
15 Click the SAP ARIBA logo or the Back link to return to the dashboard. Do you
see a Watched Project portlet?
If not, configure your dashboard to add it.
a. Click Configure Tabs
b. Click Add Content
c. Double-click Watched Projects
d. Click Done
You should now see your project in the Watched Projects section. Click the
link to return to your project to verify that it worked.
16 Return to the dashboard and click on your username in the top right corner of
the screen. Select Logout from the dropdown menu.
17 You have completed this Lab.
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Project Documents
Project related documents are managed in the documents section. Examples
of SPM project documents include scorecard and survey, corrective action
plan, performance summary. Project documents are files that can be shared by
users who are working together on the project. Documents can be linked to
tasks. SAP Ariba Supplier Information and Performance Management provides
version control so that the complete history of changes to a document may be
tracked. Quick Links are shortcuts or paths to important documents that
provide easy access to those documents that are most commonly accessed by
team members.
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Desktop File Synchronization (DFS) allows you to bypass the normal
process of downloading, saving & uploading new versions of Microsoft Word
documents.
To use DFS, you must use Microsoft Internet Explorer. DFS will not work with
any other browser, such as FireFox. Set up a directory on your computer and
allow SAP Ariba Supplier Information and Performance Managementto
communicate directly with this directory, known as your desktop vault. Instead
of a download button, you see an open button when you are viewing
document details.
When Desktop File Synchronization (DFS) is enabled, the tight integration with
Microsoft Word provides the following features:
• Automatic population of project fields - You may include fields in a document
that are automatically populated by the contents of fields in the SPM Project
user interface. This can also work in reverse where changes to field values
in the document automatically update the corresponding fields in the project.
• Tracking of Changes - With the Microsoft Word integration, changes are
tracked directly in the document and summarized in the user interface
whenever the document is updated.
• Detailed version comparison - When you compare different versions of the
document, the system provides details of exactly what was changed.
• Upload and Download files in one step.
• Export tasks to Microsoft Outlook.
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SPM Project Team
When the project owner first creates a project, the tasks, milestones,
documents, and project groups are inherited from the template. The project
owner can modify the project to add details specific to project. If the project
was based on a very thorough and detailed template, few modifications are
required.
You can use the team tab to control visibility to the project. For example, you
may include all of the users that should be able to view the project on the team
tab and then set the access to the project to Team Members Only by editing
the access setting in the project overview information. You may also use this
same access setting at the individual document level so that a project is open
to all users, but specific documents are restricted to team members.
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A task is an action assigned to a user to be completed, such as completing a
form or reviewing or approving a document. Projects can be created with a
default set of tasks that are defined in the project template. When a user is
assigned a task, the system:
• Adds the task to the user's My Tasks page
• Adds the task to the user’s calendar. The task status can indicate an action
required by the user.
• Sends an email notification to the user.
• If a task has a due date or end date specified, SAP Ariba also adds the task
the user’s To Do portlet.
By default, SAP Ariba also sends an email notification to the user who created
or submitted the task.
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Phases
You can place tasks into phases to help you organize them. You can quickly
view the status of each phase within the Process content area in the full view
of a project. Phases enable you to:
• Organize tasks into phases that match your business model.
• Specify task due dates relative to the start of the parent phase for a task
instead of a fixed date. This enables you to establish task start dates when
you create a project or project template.
• Enforce workflow order. You can specify predecessors for phases so that
users are unable to start tasks in a phase until the predecessor phase or
task is complete.
When all required tasks in a phase are completed, SAP Ariba automatically
marks that phase as completed by default.
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The types of tasks in SAP Ariba Supplier Information and Performance
Management are To Do Tasks, Document To Do Tasks, Review Tasks,
Approval Tasks, Negotiation Tasks, and Notification Tasks.
A To Do Task requires the task owner to do something, like set up a meeting.

A Document To Do Task is a To Do Task that is associated with a particular
document or folder. For example, if you have a form that needs to be
completed by a particular team member, you could assign a To Do task directly
from the document. If there are several forms, you could put them in a folder
and assign the Document To Do task from the folder.
Review Tasks and Approval Tasks are designed to route a particular
document for other users to review or approve. Document reviewers can
submit comments, while approvers have the authority to approve or deny a
document with comments. These tasks are used to make sure the proper
users have signed off on critical documents before they are published.
A Negotiation Task is designed to capture the negotiations between two or
more parties concerning a contract, or any other type of document. It captures
the comments from the negotiating parties as well as the changes in the
document.
A Notification Task is used to send email reminders to recipients. It is used
primarily after the project is closed to remind users to take some action. These
reminders can be set up to be sent once or repeatedly on a scheduled basis.
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Task Statuses
Each task has a corresponding status that indicates its progress from start to
completion. The initial status for any type of task is Not Started.
For standard To Do tasks, the task status changes to In Progress when the
task owner marks it as started. The final status is Complete. This requires that
the owner of the task to manually mark it as complete.
For Review tasks, the status changes to In Review when the owner of the task
submits the task for review. When all reviewers have completed their reviews,
the task status is automatically updated to Reviewed. The owner of a review
task may also mark it as complete before the reviews have been completed, in
which case the task status will change to Complete to indicate that the change
in status was made manually.
For Approval tasks, the status changes to In Approval when the owner of the
task submits the task for approval. When all approvers have approved, the
task status automatically updates to Approved. The owner of an approval task
can not manually mark it as complete. If an approver denies the task, that
round is marked as Denied. When a new round is created it starts out in the
Not Started status. This will change to In Approval until the current round of
the approval task is approved by all approvers and finally can be marked as
Approved. If you view the Task History and you scroll down to the section
labeled All Rounds, the status information for previous rounds is displayed in
the Task Details screen.
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Accessing Tasks
An important part of participating in a project is keeping track of any tasks that
you are associated with. These could be tasks directly assigned to you, or
document tasks for which you have been selected as a reviewer or approver.
The My Tasks page helps you manage these tasks by showing a running tally
of your tasks. Access the My Tasks page by clicking My Tasks from the
dashboard’s Common Actions panel.
The My Tasks page displays all tasks assigned to you, regardless of the
project in which they were assigned. To get more information on a task, click
its title. To view a particular project, click the project title. To filter which types of
tasks appear, use the Show controls at the top of the page. For example, you
could choose to view only overdue tasks that are required in a specific project.
To organize the way tasks are displayed on the My Tasks page, click the Table
Options icon. The Table Options menu allows you to display or hide columns,
to export the list of tasks to Microsoft Excel, and expand all the phase folders.
To export all of your tasks to Microsoft Excel, click either Export current page
or Export all rows from the Table Options menu.
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Calendar
Another useful feature for monitoring your personal SPM tasks is the calendar.
The calendar is a prepackaged dashboard module that you can include on
your spend management dashboard. The calendar gives you a monthly
overview of tasks, including items that need your review and items that you
submitted for review by others. To view task details, click the name of the task
from those listed below the calendar. To view all tasks in a given category (e.g.
Needs Review), click the section heading. This will bring up the My Tasks page
with the proper filters applied to limit your view to only those tasks of the type
you have chosen.
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Project Documents
Project related documents are managed in the documents section. Examples
of SPM project documents include scorecard and survey, corrective action
plan, performance summary. Project documents are files that can be shared by
users who are working together on the project. Documents can be linked to
tasks. SAP Ariba Supplier Information and Performance Management provides
version control so that the complete history of changes to a document may be
tracked. Quick Links are shortcuts or paths to important documents that
provide easy access to those documents that are most commonly accessed by
team members.
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Desktop File Synchronization (DFS) allows you to bypass the normal
process of downloading, saving & uploading new versions of Microsoft Word
documents.
To use DFS, you must use Microsoft Internet Explorer. DFS will not work with
any other browser, such as FireFox. Set up a directory on your computer and
allow SAP Ariba Supplier Information and Performance Managementto
communicate directly with this directory, known as your desktop vault. Instead
of a download button, you see an open button when you are viewing
document details.
When Desktop File Synchronization (DFS) is enabled, the tight integration with
Microsoft Word provides the following features:
• Automatic population of project fields - You may include fields in a document
that are automatically populated by the contents of fields in the SPM Project
user interface. This can also work in reverse where changes to field values
in the document automatically update the corresponding fields in the project.
• Tracking of Changes - With the Microsoft Word integration, changes are
tracked directly in the document and summarized in the user interface
whenever the document is updated.
• Detailed version comparison - When you compare different versions of the
document, the system provides details of exactly what was changed.
• Upload and Download files in one step.
• Export tasks to Microsoft Outlook.
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SPM Project Team
When the project owner first creates a project, the tasks, milestones,
documents, and project groups are inherited from the template. The project
owner can modify the project to add details specific to project. If the project
was based on a very thorough and detailed template, few modifications are
required.
You can use the team tab to control visibility to the project. For example, you
may include all of the users that should be able to view the project on the team
tab and then set the access to the project to Team Members Only by editing
the access setting in the project overview information. You may also use this
same access setting at the individual document level so that a project is open
to all users, but specific documents are restricted to team members.
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In addition to communicating with others involved in the project through tasks,
you may also send messages via the message board. Messages can be
created in two ways:
• Click New Topic to initiate a message that will appear on the message
board. All team members will be able to view this message. You can include
an attachment, such as a document or zip file.
• Initiate an email by clicking Post via Email. The system will open your email
application so you can send an email to the recipient(s). The SPM Project
will automatically be copied on the email and the email message with any
attachments will be stored on the Message Board tab of your project. This
method of messaging allows you to communicate about the project with
people who do not have access to SAP Ariba. If those people ‘reply all’ to
the email message, their response will be added to the message board. If
they also include documents as an attachment to the email, team members
can add these documents to the Documents tab of the project with a single
click from the message board.
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Regardless of the method selected to create the message, all messages and
their replies are stored on the message board. You and your team can see all
communications about the project, including emails to or from people who are
not users of SAP Ariba.
Messages are threaded by Title. In the case of an email message, this is the
email’s subject line. Replies to a message with the same title will appear in the
same thread.
You can group messages of different threads together by custom labels that
you create within each project. This is an optional feature to help you organize
numerous messages. By default, the system always includes the label of
Announcement. Any message assigned this label will appear in the
Announcements section of the project Overview section. If the project is also a
‘watched project’ the announcements will also appear in the ‘Announcements’
content item of each team member’s dashboard.
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Edit SPM Project
When you first create an SPM project, depending on the template used, you
may or may not have phases, tasks, documents or team members defined.
Even if this information has been defined, you will mostly likely still need to set
due dates for milestones and tasks, specify team members, and assign
reviewers and approvers to tasks. You may need to edit the Overview
information and redefine information such as commodity or regions involved in
the project.
Other changes that are possible include:

• rearranging the order of tasks - Use your mouse to drag and drop the tasks
• adding new tasks - Use the actions menu on the Tasks view
• replacing documents - Click the document link and select replace
document
• adding new documents - Use the actions menu on the Documents tab
NOTE: These types of changes are not usually necessary if the templates are
designed well.
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Module 3: Create and Edit an SPM Project
Lab3-2: Edit an SPM Project

• Edit SPM project Overview
• Assign Team Members
• Edit tasks
1 In this lab exercise, you will team up with a fellow student. Write down their
name and student ID# ___________________________________
2 Access the training url provided by your instructor and log in using your
assigned username and password.
3 Access your project by clicking on the name of the project in the Watched
Projects, Recently Viewed, or Documents portlet on the dashboard.
4 Briefly review each of the tabs in your project and the information available on
each tab. Click on the Overview tab and the Action link to see the options
available to you. Click Edit Overview. Change the region to Alabama and
then change the region to Arizona. What happens?
___________________________________________________________
Click on the “x” sign next to each region until only Alabama is left. (If Arizona or
some other region is in the first box, click the checkbox and uncheck Arizona).
Click OK to return to the Overview to save your changes.
5 Click the Documents tab. Find and open the folder where the scorecard and
survey documents are stored by clicking on the caret to the left of the folder
name. What are the statuses of the documents in the folder?
___________________________________________________________
6 Click the survey name and select View Details. What is the version of the
document? _________________
What is the creation date of the document? __________
Click Back to exit the survey.
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7 Next, click on the Team tab. Review the Team Groups and Members.
a. How many project groups are included? ___________

b. Are any members assigned to these groups? _____________
8 While still on the team tab:

a. Click on Actions and select Edit
b. Add your classmate to the Supplier Relationship Manager Project Group
(using their Student ID)
c. Click OK to return to the Team tab.
9 Click the Tasks tab. How many tasks are displayed by default? ________
Click the Table Options Menu (the table icon at the far right of the screen
below the Action button), and select Expand All. Find the Minimize Maximize
table chevrons to the right of Outline and click to get a bigger view of the list of
tasks. What are the statuses of the tasks? _______________________
Who are the Task Owners? ___________________________________
The tasks in the Monitor – Quarterly phase are a little different than the others.
Can you figure out why?
__________________________________________________________
10 How many tasks within the recurring phase are required? ____________
How many tasks within the recurring phase are optional? _____________
Tip: It may be easier to determine this if you use the filtering options near the
top of the screen.
11 In the Plan phase, click on the task for Submit Supplier Survey and
Scorecard for Review and click View Task Details.
What documents are being reviewed? __________________________
Who is the Reviewer? _______________________________________
12 Click Exit. Back on the tasks tab in the Monitor Phase, click on the task for
Approve Supplier Scorecard and click View Task Details. Who is the
Approver? _______________ Click Exit.
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13 Now, edit and add the specific supplier to the Supplier group.
To do this, click the down arrow icon and select Search More... Use the
Search feature to find and then add “Supplier 4” from International Enterprises
to the group by putting a checkmark in the checkbox.
Once you see that the supplier has been added to the group, click OK. Notice
the warning message. Click OK again to confirm that you want to proceed.
14 Click on the History tab. Notice how the system has documented the creation
of the project and all the updates within the project.
15 Next return to the Teams tab, edit and add the specific supplier to the Supplier
group. To do this, click the down arrow icon and select Search for More... Use
the Search feature to find and then add “Supplier 4 from International
Enterprises” to the group by putting a checkmark in the checkbox, and click
Done.
Once you see that the supplier has been added to the group, click OK. Notice
the warning message. Click OK again to confirm that you want to proceed.
16 Return to the dashboard, click on your username in the top right corner of the
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In the planning phase, you perform a number of tasks in preparation for the
actual performance reviews, which occur on a recurring basis. Two key tasks
are the preparation of the tools to be used in the performance review: the
scorecard and the survey. There may be other tasks in your company’s
process, such as a review task for the final version of the survey and
scorecard.
When the scorecard was designed, the template creator worked with others in
your organization looking for broad indicators of performance called Key
Performance Indicators (KPI). Once our company has decided what the KPIs
are, you build a more detailed way of telling whether these KPIs are being met.
These details can be collected a number of ways, the most common of which
is a supplier survey and another is through reporting.
In the planning phase, you decide on performance targets and goals for the
supplier. It is recommended that you discuss those targets with the supplier so
they are aware of what they are being measured on. Based on those
decisions, you create the Master Scorecard and Master Survey so that they
can be used in the recurring phase. In the case of the scorecard, there should
be very little to do. For the survey you set up the rules such as timing – how
long will the survey stay open. You also include the participants and review
the content.
Finally, according to your company’s process, you might have the survey and
scorecard reviewed by a stakeholder. It is a best practice to involve the
supplier in the planning phase of the performance review.
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A survey allows for polling and data collection from stakeholders and can
include the supplier as well as numerous internal participants. The survey is
usually the tool for collecting subjective information in support of the KPIs in
the scorecard. The scores from the survey are generally linked to the
scorecard, but surveys can have other uses, including collecting skills, risk or
financial information and can be internal only or external (supplier) or both..
The survey has 4 sections.

• First, are the rules: How long does a survey stay open?
• Next, are the participants: Who gets to respond to the survey?
• Third, is the survey content: What questions are asked?
• The final section is a summary.
During the Planning phase, the survey is saved in preparation for use in the
Monitoring or recurring phase. The survey content in the Planning phase
comes from the template selected when creating the project. Usually a group
of subject matter experts provide input to the template creator to determine the
content of the survey.
A survey can ask how well a supplier is doing at meeting a particular goal and
the answer choices can either be quantitative or qualitative.
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A survey can ask how well a supplier is doing at meeting a particular goal and
the answer choices could be “Excellent”, “Meets Expectations” or “Poor”.
These are called qualitative answers which are graded based on the answer.
For example “Meets Expectations” could be a score of 85. Survey answers
could also be numeric, for example “Please enter the customer satisfaction
survey result on a scale from 1 – 100” and you would be expected to put in a
numeric answer. This answer could be translated into a score, such as 85 or
the raw number could be used for overall performance. These type of
questions are called quantitative.
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Scorecard
A scorecard is a tool used to track and summarize how well a supplier is
performing. A scorecard contains KPIs, but can also include comments about
the supplier, a general supplier description, or an issue resolution plan. It may
also track measures that are not necessarily indicators of performance, but
good information to know, such as the number and value of active contracts.
The scorecard content in the Planning phase comes from the template
selected when creating the project. Usually a group of subject matter experts
provide input to the template creator to determine the content of the scorecard.
It is a best practice that these KPIs be common across all suppliers,
commodities and regions in the company during the performance period so
that comparisons and trending can be made. This planning phase scorecard
is then used as a Master for the recurring phase that we’ll discuss later.
KPIs can be based on surveys that collect predominantly subjective

information about the supplier but can also be based on transactional data
pulled from analytical reports. KPIs can also be set up so that a value can be
manually entered, frequently as derived from another system, such as a defect
monitoring system.
KPIs can be single lines or can be organized into scorecard sections where the
different types of KPIs can be mingled with the informational items. For each
KPI, you can set a weight compared to other KPIs and a target grade for
minimum expected performance. Modifications to the scorecard will be
covered in a later module.
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Master Documents
During the Planning phase, you work with master documents. That means you
are customizing scorecard and survey pulled from the SPM process template.
The master documents work as templates for a specific SPM project. Every
recurrence the system will use those master scorecard and master survey to
create a scorecard and a survey for specific time period. Master documents
cannot be published and should not capture any data. You can easily
recognize master scorecard and survey – they will not have a date in the
Name. Scorecards and surveys with data, run for a specific period of time,
have month and year after the name assigned by the system.
If you make changes to the master scorecard or master survey, they will be
reflected in all future scorecards and surveys, but will not affect already
created scorecards and surveys. So if you make changes during Planning
phase, all scorecards and surveys in this SPM project will inherit the changes.
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Module 4: Manage an SPM Project: Planning Phase
Lab 4-1: Complete Planning Phase Activities

• Complete tasks within the SPM Project
1 Log into the training realm and access the SPM project that you created earlier.
2 Access the Tasks tab and work on the first task:

a. Click the link for the first task and select View Task Details.
b. Read the task description near the top of the page.
c. Click on the Actions icon on the right side of the display and note that you
could switch to edit mode from the View mode, if necessary.
d. Since you actually entered all the team members in the previous Lab, click
Mark Complete.
e. Back on the Tasks page, see that the status for this task has changed to
Complete. Who is the task owner now? ______________________
3 Begin work on the second task Review Performance Targets and Goals. Hover
over the task icon. What is different about this task?
_____________________________________________________
a. Click on the task name and select View Task Details.

b. Review the task description and other details. This task does not need to be
completed for our project. Click Mark Cancelled.
4 Begin work on the next task Customize the Master Survey

a. Click the link for the task and select View Task Details.
b. Read the task description near the top of the page.
c. Click the document link Best Practice Survey, and select Edit.
d. The first time you access the survey document, you will see the Survey
Overview.
e. What scorecard is linked to this survey? __________________________
f. Change the document title to “International Enterprises Survey Your
Username Today’s Date”
g. Click OK.
5 On the tasks tab, click on the icon for the Customize Master Survey task.
a. Click the link for the Master Survey in the top left corner of the screen
b. Select Edit.
c. Look on the left side of the screen. What are the 4 steps of the survey
creation?
________________________________________________________
________________________________________________________
________________________________________________________
________________________________________________________
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6 On the Rules tab,
a. Set the Due Date Duration to 30 Minutes
b. Click Next.
c. Click Invite Participants.
d. Invite 2 participants to take your survey. Use the same person you added to
the team in lab 3-1, and select one additional class member. Write their
student ID numbers below.
Participant 1 _______________________
Participant 2 _______________________
e. Search for the first participants, by entering their student ID in the “Contact
Name Field”. Select the name in the search results and click OK.
f. Repeat this process for the second supplier
g. Now find and invite yourself.
h. Now invite the supplier. Click Invite Another Participant and type
“International Enterprises” in the Organization Name box.
i. Select Supplier 4 by checking the box and clicking OK.
j. You should have 4 participants in your Invited Participants list.
k. Click Next.
7 This is the content of your survey. We won’t be making any changes to this
content in this Lab.
We will however customize who sees what sections of the survey KPI.
a. Click on Account Management and Customer Service section and select

Edit
b. Scroll to the bottom and, under List of Invited Participants, click on the box
next to Supplier 4 (International Enterprises) and Click Remove
c. Only your neighbors and you should be listed now. Click OK
8 Repeat the steps above for sections: Innovation and Technology, Quality,
Contract Compliance, Financial and Pricing Management, and Social
Responsibility and Sustainability Indicators.
a. Click on the Supplier Section and select Edit
b. In List of Invited Participants, click on the boxes next to your neighbors and
next to yours
c. Click Remove (only the supplier name should be listed)
d. Click OK
e. Click Next
9 Review the survey setup in the Summary page. If you’ve made a mistake, click
back to that section and correct the mistake. Note that the Publish box is
grayed out. Now click Exit and select Return to Project.
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10 Complete the task by marking it complete.
11 Begin work on the next task, Customize Master Scorecard:

a. Click the icon of the Customize Master Scorecard task.
b. On the left side of the Task screen, click the link for the Best Practice
Scorecard and select View Details.
c. On the right side of the screen, click Actions and then Edit Attributes.
d. Review the editable fields and change the Title of the Scorecard to
“International Enterprises Scorecard _Your Student ID_Today’s Date”.
e. Click Save.
12 Now, click on the Icon for the scorecard to open it. This is the list of Key
Performance Indicators (KPIs) designed by the administrators.
a. Nothing needs to be done to configure the scorecard.
b. Click Done.
c. Click the Mark Complete button, and click OK.
13 The next step is Supplier Performance Kickoff. Click on the task icon, which
takes you to task details. Review the description. Let’s assume you met with
supplier and agreed upon their performance targets and goals. Click on Mark
Complete and click OK.
14 The next task is Finalize Scorecard and Survey. No changes to those

documents were necessary based on the kickoff, so we can cancel this task.
Click on the task name and select View Task Details. Click on Mark
Cancelled and click OK
15 The next step is to have the Supplier Relationship Manager (your lab partner
from lab 3-2), review the master documents:
a. Click the task icon for Submit Supplier Survey and Scorecard for Review
b. Click the caret next to the folder for Scorecard and Survey Documents
(Read Only) to see which documents are being reviewed.
c. Specify a Due Date by clicking on the calendar icon next to Fixed Date and
selecting todays date
d. Enter a message to the reviewer
e. Click the Review Flow tab. The Box should be gray and say “Pending”
f. Click Submit.
g. Click the task icon again and view the Task History.
h. Click the Review Flow and note the box is now blue and says “Active”
i. Exit the task
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Complete Task as Reviewer
16 In this step, you are a Reviewer for your teammates’ documents.
The tasks assigned to you are available from your dashboard. Access the
Home Dashboard and look for the To Do portlet within your dashboard (if it’s
not there, click Configure the Tab [Wrench Icon] to add it). Look for the Title of
the task, Submit Supplier Survey and Scorecard for Review with the name
of your neighbor’s project.
17 If you are not seeing it, you may need to click on Refresh Content on the top
right corner of the screen.
18 When the task displays, click the name of the Survey and View Details.
a. Notice that there multiple tabs available
b. Click through each tab and when you are done reviewing (don’t make any
changes)
c. Click Back in the upper left corner.
19 Now click on the name of the Scorecard and Open.

a. Review the KPIs and how they are set up and when you are done reviewing
(don’t make any changes)
b. Click Done in the upper right corner.
c. Click on the Complete Review button. You can send a message to your
teammate or even upload a new document.
d. Click OK
20 RETURN TO YOUR OWN PROJECT AND OPEN THE REVIEW TASK YOU
SUBMITTED TO YOUR CLASSMATE
a. Click on the icon to the left of the task title
b. Review the History tab at the bottom to see any comments from your
reviewer
c. Click on the Review Flow – the box should now be green and read
“reviewed by ______”
d. Click the Mark Complete button and click OK.
21 You have finished all the tasks within the first phase. You are now ready to
start the monitor phase. Note that the Plan phase now has a checkmark
indicating that this phase is complete.
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Monitoring Phase Overview
Recurring phases allow for a group of tasks with their associated documents to
automatically repeat based on a defined time period, usually monthly or
quarterly. The benefit of recurring phases is that they allow the use of only one
project to manage a supplier for a long period of time and more easily creating
trending data. For example, if you have a recurring quarterly supplier
performance review that involves three tasks for each recurrence and a
survey, a scorecard and a report, you can set up a recurring phase containing
those tasks linked to the master documents. As the result of this recurring
process, the data produced from the surveys and the scorecards can be used
in analytical reports showing trends over time.
Recurring phases are controlled by a ‘master’ recurring phase that is used to

create each occurrence of the phase. Each time a new phase is generated
from the master recurring phase. The system automatically names it with the
same name as the master phase, but the month and year of the next
recurrence are appended to the end of the name.
The documents associated with tasks in the recurring phase are also
replicated for each iteration of the phase. The master versions of the
documents reside within a master folder on the Documents tab. Each time a
new phase is generated from the master recurring phase, the system
automatically creates a new folder containing new copies of the documents
with the corresponding month and year appended to the end of the folder
name.
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Additional iterations occur on a timely basis depending on how the master
phase is set up: Quarterly, monthly, etc. Although the recurrence is expected
to continue until the end of the project, it can also be triggered manually.
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Monitoring Phase Activities
The most important steps of the monitor phase are to publish and respond to
the survey and to publish the scorecard. Typically, there are no changes to the
survey from the master created in the planning phase, so this step is usually
very easy. Possible changes to the survey in the monitoring phase will be
discussed later.
Once the survey is published, the respondents receive emails informing them
that the surveys are ready to be completed. The project owner can monitor
who has completed the surveys, what their responses and comments are and
how close the survey is to its closing time.
Once the survey closes, the information from the survey is automatically
moved to the scorecard, where it can be reviewed. When the owner is ready,
the performance period can be entered and the scorecard is published.
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Module 5: Manage an SPM Project: Monitoring Phase
Lab 5-1: Quarterly Recurring Review Process

• Start the recurrence for your project.
• Publish your survey
• Respond to your survey as well as your teammates’ surveys.
• Monitor your survey
• View and publish your scorecard.
• Get approval of the resulting scorecard
1 Log into the training realm and access the SPM project that you created earlier
today.
2 Go to the Tasks tab and expand the next phase – Monitor - Quarterly
Click the link for this recurring phase and select View Phase Details.
3 What is the recurrence pattern? _________________________
Click Exit.
4 Click the link for the recurring phase (Monitor – Quarterly) once again and
select Start Recurrence.
What happens? ________________________________________
5 Expand the folder for this new phase so you can see all of the tasks within it.
a. What is the name of this new phase? ______________________
b. What has been added to the name of all of the documents associated with
these tasks? __________________________
c. What happened to the Master Recurrence Phase?
____________________
d. Click on the recurring phase (the one with the date in the phase title) and
click Show Recurrence to show the master phase
e. Click the click the Recurring Phase title again and select Hide Recurrence
to hide it again.
Publish, Respond to and Monitor Survey
6 Click on Run Survey task and select Mark Started from the drop down menu.
a. Click on the task icon to open the task.
b. Click on the Survey link and click Edit.
c. Review all 4 sections ending on the Summary screen.
d. When you are done reviewing, click Publish.
e. Click Return to project.
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7 Now it is time to respond to both your own survey and the surveys from your
lab partners.
a. Click on the SAP ARIBA logo or the Back link to return to the dashboard
b. Search for the links to your classmates surveys in the To Do content item
c. Click on the survey title to access the survey as a participant
d. Respond to classmates’ surveys. Use values of your own choosing
e. Be sure to answer questions in all sections of the survey
f. Click the Submit Entire Response button, and then OK
g. Click Go to Dashboard at the top of the screen and repeat this process for
your second classmate
8 When you have submitted both classmates’ surveys, respond to your own
survey:
a. Access your own project and go to the Tasks tab.
b. Click on the icon for the Run Survey task.
c. Click the link for the survey and select Prepare Response
d. Answer all questions and submit the response
e. From this screen – locate the link Monitor Event near the top left of the
screen. This will allow you to view the survey and compare the three
responses side by side
9 Normally, you would let the clock tick down to zero. But to save time, you will
end the survey manually if it’s still open.
If there is still time remaining on the clock:
a. Click Actions and select Stop Event.
b. Click OK to confirm
c. The clock will change to Closed.
d. After the event has closed, click on the Actions button again
e. Review the options available, but don’t take any further action
10 Now it’s time to perform the actual review.

a. View the responses.
b. Set the Display to Participant Scores and view the scores.
c. Are some marked with a red exclamation point?
d. Why do you think this might be? ________________________________
e. Set the Display to Scoring.
f. Review how the scoring was set up for this scorecard.
11 Click Actions and select View Project. Click the Run Survey task and select
Mark Complete.
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Publish Scorecard
12 Click on the Publish Supplier Scorecard task and select Mark Started
a. Click on the Scorecard link and click Open.
b. Note that the average section scores are displayed in their corresponding
KPIs. You may end up with a red exclamation point where the scores don’t
meet the target.
c. Set a Due date of today
d. Write a message to the approver
e. When you are done reviewing, click Publish.
13 Enter the performance period. It is standard practice to make sure the
performance period starts on a quarter start date (i.e. 1/1, 4/1, 7/1, 10/1) with
the end date being the last date of the quarter. When you have entered your
dates, click OK and Mark the task complete
Complete Remaining Tasks
14 Click on the icon next to the task, Update Supplier Performance Review with
Performance Review Period Results
To modify this document, do the following:
a. Click the Download link in the middle of the screen on the right
b. Save the document on your desktop
c. Modify the document and resave with a new name
d. Click Replace and under New Document browse for your saved document
e. Click Replace again
f. Select the option Replace document by the uploaded file and click OK.
g. Click on document name and select View Details.
h. What is the Status of the document?
i. Click Done to go back to the Update Supplier Performance Review with
Performance Review Period Results task.
j. Click on Mark Complete.
15 Following the steps above, complete the task Review Period Results with
Supplier, Develop Action Plan.
16 You have completed this Lab
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17 If you were not able to enable DFS, you will need to upload a new version of
the document. To do this:
a. Save the document on your desktop
b. Click Replace and under New Document browse for your saved document
c. Click Replace again
d. Select the option Replace document by the uploaded file and hit OK.
e. Click on document name and select View Details.
f. What is the Status of the document?
g. Click Done to go back to the Update Supplier Performance Review with
Performance Review Period Results task.
h. Click on Mark Complete.
18 Following the steps above, complete the task Review Period Results with
Supplier, Develop Action Plan.
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Module 5: Manage an SPM Project: Monitoring Phase
Lab 5-2: Initiate another occurrence

• Initiate another occurrence for the SPM project
1 Click the phase link Monitor - Quarterly (month, year) and select Show
Recurrence.
2 Click the link for the master recurring phase and select View Phase Details.
3 Click Actions > Create New Occurrence
4 Click the phase link Monitor - Quarterly (month, year) and select Hide
Recurrence.
What happens? _________________________________________
5 Click the caret next to the new phase and review the tasks. Look at the
document names for your tasks in this phase
6 Click on the Documents tab and note that all the documents are in folders with
names corresponding to the Task Phase.
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Scorecard Overview
A scorecard is a tool used to track supplier’s performance in key areas
represented by KPIs. A scorecard contains KPIs but can also include supplier
description, comments, an issue resolution plan or any other supporting
information. A scorecard provides a summarized view of how well the supplier
is doing.
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Scorecard Design
Scorecards are based on scorecard models from the templates. The scorecard
templates are designed with the intention of providing a standardized
scorecard design with the core KPIs as selected by your organization.
Sometimes there are considerations that might cause the project owner to a
scorecard in a project.
Standardizing the core performance criteria ensures that you measure

suppliers on the same objectives enabling a comparison of performance
across suppliers, industries and regions as well as for roll-ups of overall
scores. For example, you will be able to see which suppliers of Facilities
Services are best at providing these services in your particular region of the
country.
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KPI Types
There are two main types of KPIs: KPIs based on transactional data and KPIs
containing supporting data. A scorecard can contain KPIs of both types
Transactional Data
When creating a KPI based on transaction data, you must first determine the
source of that data. The most common situation is to base KPIs on a survey.
The survey answers and scoring associate with it generates a score that is
then pushed to the KPI. Those KPIs can be mapped to a survey question or
section, depending how much granularity you want to see in your scorecard.
KPIs can also be based on transactional data captured in a report. The
prerequisite is that report with the exact data that will be pushed into the
scorecard can be run in SAP Ariba’s reporting tool. This is often used for
quantitative scorecards, where KPIs are based on numeric data. When
mapping a KPI to a report, remember to add Common Organization filter to
that report. Lastly, the KPI can be left unmapped to allow for manual entry.
This would require the owner of the scorecard to edit it and input the value into
the KPI.
Supporting Data
KPIs containing supporting data, work as sections - but in addition to
organizing content, it aggregates the scores. KPIs cannot be added to a
regular section.
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Creating KPIs
All KPIs in your scorecards should be based on master KPIs originally created
in the Sourcing Library. The most common KPIs should be defined during the
implementation. In the future, the administrators can add or edit KPIs as
needed. Master KPIs can be copied to scorecards and templates very easily.
By using the Sourcing Library, your organization standardizes the performance

criteria which allows for ‘apple to apple’ comparison between suppliers. There
are certain situations, when a new KPI must be added to the scorecard. In that
situation, you can contact your administrator and ask them to create the KPI in
the Sourcing Library or you can create your KPI in the Library yourself.
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Scorecards Best Practices
SAP Ariba strongly recommends that all KPIs are created with their
appropriate hierarchies in the Sourcing Library. Even though it is technically
possible to create a KPI directly in your scorecard or scorecard template, it is
strongly discouraged. The Sourcing Library allows you to create KPIs that will
be copied to several scorecard templates and scorecards. By starting in the
library, the KPIs will be assigned an original identifier. That ID is very important
in reporting, as it allows SAP Ariba’s reporting tool to recognize KPIs from
different projects as the same one and roll them up, even if the name of that
KPI was changed. Creating KPIs in a scorecard directly will make it impossible
to run roll up reports.
Similar situation applies to hierarchies. KPI sections are used for rolling up the
scores. Changing them in your scorecard will not be pushed into SAP Ariba’s
reporting tool and your results will be skewed.
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Module 6: Managing a Scorecard
Lab 6-1: Create a Scorecard

• Learn how to create a scorecard
• Add KPIs from Sourcing Library
1 Log into the training realm with the credentials provided by your instructor
2 Without detailed instructions, create a new SPM Project. In Name, enter ‘SPM
Project Lab 6-1_Your Last Name _ Your Student ID _Today’s Date’
a. In the Supplier field, select Fortune Communications
b. Populate other fields as you see fit
c. Select template Supplier Performance Process for Managing Scorecard and
Survey Labs AR310
d. Choose Quarterly recurrence and click Create
3 Go to Documents tab. Click on the caret next to the Scorecard and Survey
Documents to open it
a. Click on the sub folder called Scorecard and select Create > Scorecard
b. In the Title, type Scorecard Lab 6-1_ Your Last Name_ Today’s Date
c. Select Ad-hoc Scorecard template and click Create
4 You will now add KPIs from Sourcing Library to your scorecard
a. Click Actions and select Edit Scorecard
b. Click Add and select Content from Library
5 Find the folder called SPM Training KPI Library NEW COURSE
a. Click the caret next to the folder name. You’ll see a content document called
SPM Training Scorecard
b. Click the radio button to the left of the document name and then click Select
c. Click the check box to the left of the “Name” in the top gray bar to select all
the KPIs at once and then click Copy
6 Back in the scorecard, review the KPIs that were copied
7 Now, you will add a KPI from another document in the Sourcing Library
a. Click Add and select Content from Library. Find the folder SPM Training
KPI Library NEW COURSE. Click the caret next to the folder name
b. Click the radio button to the left of the document called Business Intelligence
Services KPI and then click Select
c. Click the check box to the left of the KPI Business Intelligence Services and
then click Copy and then Done
8 a. You have completed this Lab.
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8 Click Done.
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Scorecard Changes Overview
Sometimes there are cases where a contract might require a specific and
unique Service Level or a region may have specific requirements. An example
of this might be pollution control in the state of California which is significantly
stricter than for the rest of the US. Other examples might be labor regulations
or health privacy regulations in Europe versus in the US.
Once you create your scorecard from the scorecard template in the project,
you are able to edit your individual scorecard as needed either in the Master
document or, when you start the recurrence, in the Period document. If you
make changes to the Master document, it will be the basis for the scorecard
from this point forward. If you change the scorecard in the period scorecard, it
will only affect that period’s document. If you also change the weights of the
scorecard, your supplier comparison capabilities may be reduced or
eliminated, since there will no longer be apples-to-apples KPIs. This is true
both for comparing previous supplier scorecards and in comparing to other
suppliers of similar or different commodities or regions.
If changes are needed to the overall scorecard design, it is best to have the
advanced user make changes in the original template, so all new projects and
scorecards generated from the template inherit the new design.
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Scorecard Edits
When you first create your scorecard from the scorecard template, it will be an
exact copy of the scorecard template (with the exception of the scorecard
name). All of the scorecard KPI information, including weights, target grades,
and pre-grades, are the same as those in the scorecard template. It is best not
to make any changes to the individual scorecard, since you want to measure
suppliers using the same criteria. However, if it is necessary to make changes
to an individual scorecard, it is possible.
You should not make changes to existing KPIs in the Sourcing Library as they
may be used in other scorecards. New KPIs should be stored in the system in
the Sourcing Library, usually in a folder called KPI’s or KPI Library.
Its a best practice to store all KPIs in the Sourcing Library. Like KPIs in the
scorecard, they can contain weights, target grades, and pre-grades. Whenever
you need to add KPIs or change your custom ones, only use KPIs from the
library. This ensures consistency in your scorecards. It also ensures
consistency when running reports based on KPI data.
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Module 6: Managing a Scorecard
Lab 6-2: Modify a Scorecard

• Add a KPI to the Sourcing Library
• Edit scorecard
• Delete a KPI
• Update Scoring
1 For this supplier, you decide that you need to add another KPI to your scorecard. This
KPI does not yet exist in the Sourcing Library, so you are going to create it there first
and then copy it into your scorecard later.
To add a new KPI to Sourcing Library:
a. Click on Manage and select Sourcing Library from the menu options
b. Find the folder SPM Training KPI Library NEW COURSE
c. Click on the caret to the left of it and locate folder Student KPIs
d. Click on the folder’s name and select Create > Content Document
2 In the Title, type KPI Library Lab 6-2 _ Your Last Name _Today’s Date. Click Create
3 You will now add a KPI. Click on Add > KPI

a. In the Name, put On Time Delivery _ Today’s Date
b. In KPI Type, select This KPI will be based on Survey or Report data
c. Review all other parameters, but do not change any
d. Click Done and Done again
4 Return to the Dashboard

a. Open your SPM Project Lab 6-1 and click on the Documents tab.
b. Open the Scorecard Folder
c. Click on your scorecard name and select Open
d. Select Open
5 You decide you need to make some changes to the scorecard. Click on Actions and
select Edit Scorecard
6 You will first move the KPIs around. At the bottom of your scorecard, you’ll see
Business Intelligence Services. By left-clicking and holding, drag this KPI up to the
number 5 position following Contract Compliance. The dashed line will help you
position the KPI in the right place
7 Now delete two KPIs.

a. Click the check box to the left of the Social Responsibility and Sustainability
Factors and Financial and Pricing Management
b. Click Delete
c. Click OK
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8 Now, add the KPI you just created in steps 1-3 from the Sourcing Library
to your scorecard and move it just under Business Intelligence Service
9 In the upper right of the scorecard is a Display selection. Change the display
from Content to Scoring
What is the total number of points? _______________________
While this is ok, most people are generally more comfortable with the total
points adding up to 100. In this scenario, where the Business Intelligence
Services is added for just one quarter, it might be ok. However, adjust the
scorecard to add up to 100 points by changing the weight for On Time Delivery
to 15
Now click the Update button in the top right corner of the screen
10 Also note that Business Intelligence Services has no Target Grade, enter a
target of 80
Enter a Target Grade of 90 for On Time Delivery.
Click Update again
11 Review Scoring to make sure that the weight equals 100 and that all KPIs other
than the Supplier KPI have a target grade
12 Change the Display back to Content and click Done
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Survey Overview
A survey is a tool used to collect information about a supplier from a defined
group of participants. The participants can be internal or external users.
The two types of data usually collected are qualitative and quantitative:
• Quantitative questions capture numeric information, for example
‘Percentage of on-time deliveries’. The numeric answer can be pushed
directly to the scorecard or a score can be generated based on the scoring.
• Qualitative questions are more subjective and ask responded for their
opinion. Those are usually multi-choice questions with answers like
‘Excellent’, ‘Meets Expectations’, ‘Poor’. Qualitative questions are graded
based on the answer. For example, ‘Meets Expectations’ could generate a
score of 85.
A survey can combine both types of questions.
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Survey Design Overview
Surveys are based on survey models from the templates. Although the survey
templates are designed with the intention of providing a standardized survey
design as selected by your organization, sometimes there are considerations
that might cause the project owner to change a survey in a project.
Standardizing the core performance criteria ensures that you measure
suppliers on the same objectives enabling a comparison of performance
across suppliers, industries and regions as well as for roll-ups of overall
scores. For example, you will be able to see which suppliers were rated
similarly on a specific question that was included in the survey, such as the
suppliers responsiveness to meeting invitations.
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Creating a Survey
Surveys are created from the Documents tab of the SPM template or project. Once
you provide basic information like Name and Description, Commodity, Scorecard, a
four step wizard guides you through the creation process.
Rules
On the Rules page, you will set parameters that will determine if and how certain
features are used. Rules are organized into logical groups such as Timing Rules,
Bidding Rules, Project Owner Actions, Market Feedback, Message Boards.
Participants
This is where you specify the individuals who will be invited to the survey and
evaluate supplier’s performance. They can be internal users or external users. It is a
common practice to invite supplier’s representative to the ‘voice of supplier’ section.
You can define which sections will be send to specific participants.
Content
Here you will create the questions you want participants to answer and any addition
information. You will also map sections or questions to the KPIs from your scorecard.
Summary
On the summary page you will review all previously entered information to make sure
it is correct before publishing it.
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Survey Content
You can add any of the following content type to your scorecard.
A Section is a way to organize the content by grouping it in a logical way.

Sections can be mapped to KPIs and can contain any kind of content. You can
specify participants that will answer questions in this section.
A Question is the most common type of content in a survey. When creating a
question, you will need to specify answer type, whether participants can
specify any value in the answer or must choose from pre-defined values,
whether a response is required, and whether participants can see each others’
answers. Questions can be mapped to a KPI.
A Requirement allows you to add a statement and communicate information
to the participants.
An Attachment can be added from Desktop by uploading a file from your local
computer. You can also add an attachment from Sourcing Library.
Content from Library takes you to Sourcing Library, where you should store
the common content. You can then easily copy content to the survey.
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Mapping
Once survey content is created, it should be mapped to the scorecard. You
can map both sections and questions to KPIs. Mapping only sections gives
you a more summarized view, often easier to analyze. It may not be necessary
for your organization to have KPIs for every survey question. Often it is
sufficient to have KPIs for sections like Quality, Customer Service, Account
Management etc.
If your organization requires more granular information on suppliers’

performance, you may want to map each survey question to a KPI. In this
design, you may want to organize your KPIs into sections as well to mimic the
structure of the survey. The KPIs based on survey questions will then roll up
and you will see scores for each KPI and KPI section.
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Module 7: Managing Surveys
Lab 7-1: Create a Survey

• Create a survey
• Create survey content in the Sourcing Library
• Map survey to KPIs
1 If you need to log in, use the URL provided and your assigned username and
password. Return to your project, Lab 6-1
2 Go to Documents tab
a. Click on the caret next to the Scorecard and Survey Documents to open it
b. Click on the Survey folder
c. Select Create > Survey
d. In the Title field type Survey Lab 7-1_ Your Last Name_ Today’s Date.
e. Under Scorecard, navigate to find the scorecard you created in lab 6-1
f. Select the Ad-hoc Survey
g. Click Create
3 On the Rules page, set duration to 30 minutes and make sure that the
parameter ‘Enable scoring on participants responses’ is set to Yes.
Click Next.
4 On the Participants page, click Invite Participants.
Search for your two neighbors and yourself by putting their Student Names in
Contact Name field and selecting Search. When you find them, check the box
next to their name and click OK on the top of the screen. You may need to
repeat this step for each participant.
Once you have 3 participants listed, click Next.
5 The Content page should be blank. If it is not, check the box next to any
content items and click the Delete button.
6 Let’s add some questions from the library:
a. Click Add and select Content from Library.
b. Find the folder SPM Training KPI Library NEW COURSE
c. Click the caret next to the folder name
d. Click the radio button to the left of the SPM Training Survey document
e. Click Select.
f. Click the check box to the left of each section and then click Copy.
Tip: To select all content from a document, click on the check box next to Name
7 Back in the survey, review the content that was copied.
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8 Now, you will add content from another document in the Sourcing Library.
a. Click Add -> Content from Library. Find the folder SPM Training KPI Library
NEW COURSE. Click the caret next to the folder name.
b. Click the radio button to the left of the document called Business
Intelligence Services Survey Question and then click Select.
c. Click the check box to the left of the section and then click Copy.
9 Click Done.
10 Using the Table Options Menu (calendar icon) next to the Actions button, select
Collapse All.
11 You will now edit the survey to match the scorecard.
Click on the Business Intelligence Services section and drag it right under
Contract Compliance to become section 6.
Now, check the boxes next to Financial and Pricing Management and Social
Responsibility and Sustainability Factors. Click Delete.
12 Click on Introduction, select Actions and select Edit.
13 Delete text from Description box and type your own text. Include information
about duration of your survey and any instructions you feel may be helpful to
participants
Click OK and click Exit to exit the survey
14 You will now create a question related to the On Time Delivery Section
a. Access the Dashboard
b. Click on Manage and select Sourcing Library from menu
c. Find the folder SPM Training KPI Library NEW COURSE
d. Click on the caret to the left of it and locate folder Student KPIs
e. Click on the folder’s name
f. Select Create > Content Document
15 In the Title, type Survey Library Lab 7-1 _ Your Last Name _Today’s Date. Click
Create
16 You will now add a Section
a. Click Add
b. Select Section from the drop down menu
c. In the Name, put On Time Delivery _ Today’s Date
d. Click OK
17 Click on the section name and select Add > Question
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18 In the Name, put What is the percentage of on time deliveries from this
supplier?
a. Review all parameters of the question
b. Change Acceptable Values to List of Choices
c. On the bottom of the screen, under List of Choices, type: 75-100% and hit
the grey button Add. In the next box, type 50-75% and hit Add. In the last
box, type Less than 50%
d. Hit Done and Done again
19 Go to your Home page and open the SPM project created earlier. Once in the
project, click on Documents tab and open your survey. Go to the Content page
20 Without detailed instructions, add the section you just created in Sourcing
Library to your survey and move it just under Business Intelligence Service
Click Next
21 You now have all the content you need. It is time to map your survey to the
scorecard created in the previous labs
On the Summary page, verify that under Scorecard, you see the title of your
scorecard. If not, edit Summary and select the scorecard
If you do, go back to Content page
22 Click on Account Management and Customer Service section and select
Actions > Edit.
a. Under KPI Mapped, click on Not Mapped and Map average grade.
b. Select Account Management and Customer Service KPI and hit OK.
c. Repeat this step for each survey section
23 Click Exit and Create Saved Version
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Scoring
Scoring is a method of evaluating participant responses by assigning numeric
grades to them. The grades are then pushed to the KPIs in the scorecard,
where they are further analyzed.
There are two types of scoring available in SAP Ariba:

• pre-grading
• post-grading
In pre-grading, the project owner provides a grade on all possible responses

to questions in advance. It is usually done when the survey is designed and
can be adjusted during the Planning phase of the SPM project. When the
participants submit their responses, the system automatically assigns the pre-
determined grade for each response. The grade is then automatically pushed
to the scorecard. This is the most common scoring type in SPM, as most
survey questions have pre-defined responses. The pre-grading automates the
SPM process.
In post-grading, participants submit their responses to the survey. When the
survey is over, the responses are reviewed and assigned a grade.
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Scoring Concepts
The more scoring points you assign each piece of event content, the more that
content contributes toward the total score. SAP Ariba uses two types of scoring
points, weight and importance, together to score hierarchical content.
Weight specifies the relative importance of each section by assigning a

number between 1 and 100. The weights of all sections are summed up and
displayed in the Maximum points for content. The total of the section weights
does not need to equal 100, although most people prefer that since it is easier
to think in terms of 100%.
Importance specifies a value between 0 and 10 points for each question to

signify its relative importance within each section. The points within the section
do not need to total any particular value. Rather, the points within the section
indicate how important each question is in relation to other questions within the
same section. The system automatically calculates the overall contribution of
each section and question to the final score.
Target Grade - This can be set at the section or question level. If the
supplier’s grade falls below that target, the grade is highlighted in red once
scoring is complete.
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Pre-grading
Pre-grading is the most common approach to scoring in SPM. It is usually set
up in the template and if well designed, does not require a lot of adjusting in a
project. It also creates the most streamlined process, as the grades are
automatically calculated when participants respond to the survey and pushed
to the scorecard.
In pre-grading, every answer to a question is assigned a percentage of the

total number of points the supplier could get for that question. In questions with
numerical answers, SAP Ariba performs a calculation to assign grades. The
calculation is based on from, to and ideal values that you specify.
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Lab 7-2: Set Up Scoring in a Survey

• Set up scoring in a survey
1 Open your SPM Project Lab 6-1 and click on the Documents tab. Click on your
survey and select Action > Edit. Go to the Content page of your survey
2 Change Display to Scoring
Using the Table Options Menu next to the Actions button, select Collapse All
3 Notice, that the sections you added have no scoring. First, add or adjust
Weights to each section as below:
a. Introduction: 0
b. Account Management and Customer Service: 25
c. Innovation and Technology: 10
d. Quality: 20
e. Contract Compliance: 25
f. Business Intelligence Services: 10
g. On Time Delivery: 10
h. Supplier Section: 0
Click Update
4 Add Target Grades to the new sections: Business Intelligence Services – 80
and On Time Delivery 90
5 Expand all sections and review how the questions are pre-graded
6 Now you will add scoring to the On Time Delivery question

a. Assign Importance of 10
b. Under Pre-Grade change to Yes
c. Assign grades of 100%, 75% and 25% to the answers accordingly
7 Click Exit on top of the screen
screen and select Logout from the dropdown menu
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Survey Design Overview
Once you create your survey in the project, you are able to tailor that survey
as needed either in the Master survey or in the Period survey. If you make
changes to the Master document, it will be the basis for the survey from this
point forward. If you change the survey in the period survey, it will only affect
that period’s survey. If you also change the weights of the survey, your
supplier comparison capabilities may be reduced or eliminated. This is true
both for comparing previous supplier surveys and in comparing this supplier’s
results to other suppliers of similar or different commodities or regions.
The Importance of different questions needs to be adjusted for this supplier

either for a specific period or for all performance periods with this supplier.
The Importance may need to be adjusted within a section or in looking at all of
the sections in comparison to each other. Making changes to the sections will
affect comparisons the most as these are the most frequent reporting items.
Another reason is that you may want specific people to respond to only 1
section of the survey, like the supplier is the only one who responds to the
supplier section or accounting is the only one that responds to the payments
and pricing section.
If changes are needed to the overall survey design, it is best to have the
advanced user make changes in the original template, so all new projects and
surveys generated from the template inherit the new design.
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Lab 7-3: Complete SPM Project

• Complete SPM project
password. Return to your project
2 Go to the Tasks tab. Click on the caret next to the Planning phase and review
the tasks
3 You will complete the first task Assign Team Members
Go to the Team tab of your project
Assign your neighbor to the Supplier Relationship Manager group by clicking on
Actions > Edit, then clicking on the arrow next to the box to the right of the
Supplier Relationship Manager group and selecting their Student Name. If you
do not see their name, click on Search for more
Click OK
4 Go to the Tasks tab and complete all required tasks in the Planning phase. You
can also complete the optional tasks or you can cancel them
5 Once you completed all tasks in the Planning phase, move to the Monitor
phase. First, click on the phase and select Start Recurrence. Notice that the
month and year was added to the phase name. Go to Documents tab and
notice a new folder with corresponding month and year
a. What is the folder containing master scorecard and master survey?
b. What is the folder you will use during this recurrence?
6 Start completing the Monitor Phase by working on your survey. Click on Run
Survey task and select Mark Started
a. Click on the task icon to open it
b. Click on the survey name and select Edit
7 Go thru the steps of survey creation
a. Make sure that there are at least 3 participants on the Participants tab.
b. Review the Rules, Content and Summary of your survey. From the
Summary page, click Publish
8 Go to your Home page and review the To Do portlet. You should get invited to
your colleagues’ surveys. Click on those surveys, answer and submit them
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9 Go back to your SPM Project, click on your survey and select Monitor. You
should see answers from your colleagues.
If all the participants responded, click on Actions > Stop Event. The status of
your survey should change to Closed.
You can now mark Run the Survey task completed.
10 Click on Approve Supplier Scorecard task and select Mark Started. Open your
scorecard and verify that you see the scores.
a. Are any scores below the target?
b. How well is your supplier doing?
c. Based on the scorecard, should you develop a Corrective Action Plan?
11 You can adjust some of the scores at this point. If you are satisfied, click on
Publish and select the Performance Period.
12 Complete remaining tasks in the Monitor – Quarterly phase.
13 Your manager decided that you will not run another recurrence for this SPM
Project. Instead, you will proceed to close it. Open the Close phase. Click on
Project Closure – Lessons Learned task and select Mark Completed.
14 Go to the Overview tab of your project. Click Actions > Edit Overview.
15 Change Project State to Completed.
Tip: You need to complete all required tasks before you can do this step.
16 Congratulations! You completed your first SPM project!
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Reporting Features
SAP Ariba provides a number of already configured reports, called Pre-
packaged Reports. You can run those at any time, make changes and save
your versions of those reports.
In addition, you can create run custom reports, using a simple wizard. Again,
you can save those reports for future use and share then with users across
your organization. A report is based on a pivot table, but you can also view it
as a table or a chart. You can even put those onto your dashboard for
immediate access to critical information.
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Reporting Overview
Now that you collected information on supplier performance, both at the detail
level through questions on Surveys and at the KPI level through Scorecards,
reporting provides a logical continuation, with the ability to review supplier,
commodity and regional trends and incorporating other information to identify
and monitor spend management strategies.
By leveraging performance and spend data, SPM provides a complete picture

of supplier activity and allows decision-makers to gain comprehensive visibility
to identify opportunities to improve supplier delivery in key performance areas.
It provides actionable reports to analyze and track data from across the
organization and ensures critical information is readily available to drive
business decisions.
There are many types of reports, including quite a number of prepackaged

reports that come with the system. These easy to use reports can be made
available to all to analyze that data. The navigation panel on the dashboard
provides several links related to reporting functionality.
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Custom Reports
You create an analytical report to investigate an aspect of your company’s
data or business processes. During creation, you specify the source data by
choosing the fact or facts you want to investigate and the measures that
provide the information you want to build your report around. As analytical
reports are based on the pivot table, you have the ability to add fields in
different areas of the pivot table, such as rows, columns or page. An analytical
report also allows you to set filters to limit the amount of data displayed in the
report.
A compound report allows you to view many different related charts and
tables in a single umbrella report. In a compound report, you can see the pie
chart of one report, the line chart of another, and the table view of a third.
Compound reports can also contain summarized views, which combine
individual fields from multiple reports. Filters on compound reports allow you to
examine specific data across the different reports it contains.
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Report Generation
The diagram above summarizes how reports are generated. The process
begins with the extraction of transactional data from various SAP Ariba solution
data sources. This data is loaded into the reporting database. Users can then
create analytical reports by arranging these collections of data. Dimensions
loosely translates into attributes or header fields except that some of the
attributes are expanded for further analysis. A date field, for example, will be
expanded into day, month, quarter, year, fiscal day, month, quarter, year and
finally, into the calendar date itself.
Measures are simply numeric values – money, numbers and integers. These
are extracted into a pivot table. The pivot table can be used to manipulate the
view of the data in a report or to generate a chart.
The SAP Ariba Supplier Information and Performance Management solutions

treat analytical reports exactly like any other document. You can add reports to
projects, and organize them in folders. You can send reports for review and
approval within a project. You can also add reports to the dashboard. When a
user clicks the report either in the project or on the dashboard, the report is
automatically regenerated with the most recent available data.
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Trending Reports
Trending reports give you an overview of supplier performance over specific
period of time. There are two prepackaged trending reports:
• Supplier Performance Trending Report
• Trending by Commodity
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Supplier 360° Report
The Supplier 360° is a compound report that provides a single view into a
supplier. It consists of transactional application data and aggregated Reporting
and Analysis data, and is visible to all users who have permission to use
analytical reports. The Supplier 360° is located within Supplier Workspace, on
the Reports tab. The 360° view displays supplier data derived from SAP Ariba
Sourcing, SAP Ariba Contracts, SAP Ariba Supplier Information and
Performance Management, and SAP Ariba Spend Analysis, including Recent
Scorecards, Supplier Performance Trending Report, SPM Project List.
Supplier 360° can be customized to meet your organization’s specific

requirements.
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Module 8: Running Reports
Lab 8-1: Run a Prepackaged SPM Report

• Run a report, filter data
• View pivot table
• Review charting options
• Add the report to the dashboard
• Create an analytical report.
password.
2 From the Manage section of the Common Actions panel, click Prepackaged
Reports. (Tip: If you don’t see it, click More... first.)
3 Open the folder containing the Supplier Performance Management Reports.
4 Open the Supplier Recent Scorecards report.
5 On the Refine Data page
a. Change the Performance Period to include the most recent 1 and future 0
years.
b. Do not include a partial year
c. Set the supplier to Fortune Communications
d. Click View Report
6 View the results on the Pivot Table tab.
7 Click the Chart tab to view the data in chart form.
Under Charting Options, try the different values to see what view is best.
8 Click the Dashboard tab. Add either the Chart report or the Pivot Table report to
the dashboard.
a. Click Add to Dashboard.
b. Set Current Project to Personal Workspace.
c. Click Save.
9 Use the icons to move the report to the desired location on your dashboard.
Then click Done.
10 Click Home to view your report.
11 You will now create a report. From Create menu on your Home page, click
Analytical Report.
a. In the Title, type SPM Report Lab 8-1 _ Your Student Name _Today’s Date.
b. Under Data Sources, select SPM Project under Main Fact.
c. Click on Project Count under Available Measures and select Add to Report.
d. Click Next.
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12 Decide what fields you want to add to your report. Remember that you are
creating a report using data captured on SPM project, so those fields have to
exist on the project.
Find Owner – Users, click on it and select Add as Row Field.
Notice, that the Pivot Table on the right hand side is updated with the field you
just added.
Find Supplier – Common Organization, click on it and select Add as Row Field.
Repeat this action for any other fields you may want to add to your report.
Click Next.
13 Verify that the Relative Date Range is set to 2 most recent years.
Click Run Report.
14 Review the Pivot Table. Click on Owner (User) and drag it all the way to the
left.
a. See if your student name is displayed.
b. Click the arrow next to Owner (User) and find your student name. If you do
not see it, click on Select Others…, type your student name under Search
Criteria, and click Search. Check the box next to your student name and hit
Include.
c. Click OK.
d. What changed on the report you’re seeing?
e. Can you find the projects you created during this course?
15 Change the view to detail by clicking on the arrow next to Aggregate View:
Project Count. Select Detail View.
What are new fields that are showing on the report?
16 Click on Home. When you will be asked about saving your report, hit Discard.
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Lab 8-2: Add a Report based KPI

• Add a report based KPI to the scorecard
password.
2 From the Recently Viewed section of the dashboard, click the link for the
project you created in Lab 3-1. From the Tasks tab, Create a new reccurrence.
3 In the Documents section of your project, click the caret next to the new folder,
click the link for the latest scorecard and select Open.
4 Click Actions > Edit Scorecard.
5 To add a KPI to the scorecard, Click Add -> KPI
a. Read the message that appears at the top of the page.
b. Normally, you would add the KPI to the Sourcing Library. But for this lab
exercise, you will not do that. Click the link click here to add the ad hoc
KPI to the scorecard only.
c. For Name, enter Published Contracts
d. Select This KPI will be based on Survey or Report data.
6 Change KPI Source to Report. For Report Metric, click Select. Click the link
for Ariba Prepackaged Reports
7 Select the appropriate category. Click Contract Workspace (Procurement)
Analysis.
8 Click the specific report that contains the data needed – Active Contract
Workspaces for Supplier
9 The Data Fields available within this report are displayed on the right side of
the screen. Click Project Count.
10 Confirm that the value for Report Metric is the report and the data field you just
selected.
11 Change the value type to Whole Number. Click Done.
12 You should now see this new KPI added to the bottom of your scorecard.
Other scorecards are not affected. Why? ___________________________
13 Click Done to exit the scorecard. You will not see this in action because we
won’t be running the survey for this occurrence.
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Lab 8-3: Final Clean Up

• Complete SPM Project
• Delete SPM Project
1 It is now time to end your project. First you will stop the recurrence.
Click the link for the master recurring phase and select Stop Recurrence.
2 In the Project Closure phase, complete all tasks.
3 Now that all phases within the project are complete, you can mark the entire
project as complete.
a. Go to the project Overview tab.
b. Click Actions and select Edit Overview
c. Change Project State to Completed.
d. Change the End Date to tomorrow. (it must be later than the project start
date).
e. Click OK.
4 On your Project Overview, click Actions > Delete Project.
5 By using Search engine, find the project you created in Lab 6-1. From Project
Overview, click Actions > Delete Project.
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© SAP SE AR310 1

Finally, part of a good supplier management program is to have a process for

The supplier performance management process is illustrated in the slide. Typical

Best Practices Criteria

SAP Ariba Supplier Performance Management Analysis

SAP Ariba Theme

In this lab exercise, you will:

In this lab exercise, you will:

1 Login to the training realm.

4 For Description, enter SPM Project for International Enterprises.

5 For Test Project, select YES. This is important!

A To Do Task requires the task owner to do something, like set up a meeting.

Other changes that are possible include:

In this lab exercise, you will:

a. How many project groups are included? ___________

8 While still on the team tab:

The survey has 4 sections.

KPIs can be based on surveys that collect predominantly subjective

In this lab exercise, you will:

2 Access the Tasks tab and work on the first task:

a. Click on the task name and select View Task Details.

4 Begin work on the next task Customize the Master Survey

a. Click on Account Management and Customer Service section and select

11 Begin work on the next task, Customize Master Scorecard:

14 The next task is Finalize Scorecard and Survey. No changes to those

16 In this step, you are a Reviewer for your teammates’ documents.

19 Now click on the name of the Scorecard and Open.

23 You have completed this Lab.

Recurring phases are controlled by a ‘master’ recurring phase that is used to

In this lab exercise, you will:

10 Now it’s time to perform the actual review.

16 You have completed this Lab

19 You have completed this Lab

In this lab exercise, you will:

8 You have completed this Lab.

Standardizing the core performance criteria ensures that you measure

By using the Sourcing Library, your organization standardizes the performance

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In this lab exercise, you will:

8 a. You have completed this Lab.

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In this lab exercise, you will:

3 You will now add a KPI. Click on Add > KPI

4 Return to the Dashboard

7 Now delete two KPIs.

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12 Change the Display back to Content and click Done

14 You have completed this Lab

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A survey can combine both types of questions.

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A Section is a way to organize the content by grouping it in a logical way.

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If your organization requires more granular information on suppliers’