MOVE FROM
VENDOR
TO A
TRUSTED PARTNER

STRATEGIC CUSTOMER ENGAGEMENT

  • OVERVIEW
  • FEATURES
  • BENEFITS
  • See IT. Believe IT.

OVERVIEW

Internal System

Procurement, GRC, ERM

ENGAIZ AI/ML ENGINE

NLP, Image Processing, Analyzers

THIRD-PARTY INTEGRATIONS

Risk Monitoring, Benchmark Data

STRATEGIC VENDOR ENGAGEMENT

  • Governance and Relationship Management
    Policies & Procedures, Cadence, Periodic Reviews & Monitoring

  • Contracts Management
    Authoring, Secure Editing and Collaboration, Digital Signatures, track major milestones. It leverages AI/ NLP for Intelligent Contract Analysis for Compliance.

  • Financial Management
    rate card analysis, cost savings, spend and invoice analysis.

  • Performance Management
    insights as to status of the portfolio and performance scorecards, customer satisfaction (CSAT) surveys

  • Innovation Hub
    an Enterprise Crowdsourcing module that allows users to launch and manage ideation and innovation.

THIRD-PARTY RISK MANAGEMENT

  • Automated Risk Assessments
    Fully customizable assessment frameworks, inherent risk scoring mechanisms

  • Controls Assessment
    Fully customizable framework to map controls to various inherent risk dimensions, assess control effectiveness, residual risk scoring mechanism

  • Risk Monitoring
    Cyber Security, Financial Health, AML, PEP, Sanctions, Adverse Media, Reputation, Country

  • Key Risk Indicators (KRI)
    Define, Manage and Track

  • Frameworks
    NIST, ISO, COBIT

  • Covers
    FFIEC, OCC, OSFI, PCI, HIPPA, GDPR

STRATEGIC CUSTOMER ENGAGEMENT

  • Customer Engagement
    secure vendor portal access to closely engage and collaborate with customer, account planning, revenue projections

  • Innovation Hub
    New idea / opportunity submissions, participate in innovation challenges

ENGAIZ’s Strategic Customer Engagement module helps your Third-Party Service Providers move from being a mere Vendor to a Trusted Partner.

Enterprise organizations will need to build lasting relationship with vendors to help organizations meet the digital age challenges of technological innovation and competition while mitigating the risks of engaging third-party providers.

Customer Engagement / Account Managers / Client Partners

VENDOR MANAGAMENT OFFICE
AM OFFICE
CONTRACTS
PERFORMANCE
FINANCIAL
RISK
INNOVATION

AM OFFICE

ACCOUNT MANAGEMENT OFFICE

CONTRACTS

CONTRACTS MANAGEMENT

PERFORMANCE

PERFORMANCE MANAGEMENT

FINANCIAL

FINANCIAL MANAGEMENT

RISK

RISK MANAGEMENT

INNOVATION

DRIVE INNOVATION

Strategic Customer Engagement FRAMEWORK™

GOVERNANCE - REPORTING & DASHBOARD CENTRAL

AI-DRIVEN SMART ALERTS & RISK MANAGEMENT

  • ACCOUNT MANAGEMENT OFFICE
  • CONTRACTS MANAGEMENT
  • PERFORMANCE MANAGEMENT
  • FINANCIAL MANAGEMENT
  • RISK
  • INNOVATION

ACCOUNT ENGAGEMENT & PLANNING

Provide your third-parties the ability to engage and collaborate. Enables Customer Engagement Managers to manage a robust account plan and maintain it fully online.

CENTRALIZED DOCUMENT REPOSITORY

Ability to manage and track customer related documents all in one place. Quickly locate contracts, invoices and other key documents.

AMO TOOLS

Survey Management - A simple to use survey management tool which allows third-parties to create survey templates for Customer Satisfaction Surveys or Employee Engagement Surveys

Customer Scorecard Management – Leverage the many defined KPIs (Key Performance Indicators) as stand alone performance indicators or build a Balanced Scorecard by incorporating up to four perspectives

Organizational Charts - Get a quick understanding of the vendor partner organization including their executive management and account management team structure.
REGULAR CADENCE

Actively participate in monthly, quarterly and annual business review meetings with your customer. Enables you to track and manage all cadence meetings, meeting minutes and action items in one centralized view.

ACCOUNT REVIEW & MONITORING

Conduct internal account reviews with your account leadership team.

ISSUES, CONFLICT & ESCALATION MANAGEMENT

Ability to centrally manage all Issues, Disputes & Escalations. Have the ability to address any escalations raised by the lines of business serviced.

RESOURCE MANAGEMENT

Know your key personnel’s. Spot early trends on resource attrition and manage resource requirements and allocations.

STANDARD TEMPLATES

Access customer provided or your own standard templates.

SECURE IN-BROWSER EDITING & COLLABORATION

Harness the power of document automation & rich-text editing, securely inside the application. Stop emailing back and forth contract documents for every redlined version. Also, if online document editing tools like Word Online or Google Docs exceed your customers’ risk tolerance, ENGAIZ’s Contract Management can come handy with its secure in-browser in-application editing capability.

DIGITAL SIGNATURE

Integrated with eSignature features capable of workflow.

CONTRACT ANALYZER

Stay compliant in terms of keeping all your Contracts current and renew it well ahead. Automatically, manage compliance on deliverables, milestones, scope changes with your customer.

Shorten cycle to review contracts (Service Agreements, Master Service Agreements, Statement of Work). Our contract analyzer highlights areas you need to pay attention.

PORTFOLIO HEALTH

See a single consolidated view of all your project/service portfolio. Be able to track the project / services health and take proactive actions.

DELIVERY SCORECARD

Manage and monitor performance through a Balanced Scorecard. Auto-compute achievement versus target.

VOICE OF CUSTOMER

Voice of your IT and Business Customer is very important. The platform offers vendor partners to conduct customer satisfaction surveys, collate responses and work on improvement plans.

REVENUE PROJECTIONS

Track and manage your account revenue projections with your customer. Have the ability to drill-down on revenue by engagement types - time and material contracts, managed services or fixed price contracts or service types – Application Services, Digital, Business Process etc.

INVOICE MANAGEMENT

Ability to generate invoice schedules based on contract payment terms, send invoices online, manage and track all your invoices for payments and aging.

RATE CARD ANALYSIS

Manage your rate card with customer. Compare it with industry benchmark.

RISK ASSESSMENTS

Internally delegate and have your info security, legal and other teams collaborate and complete risk assessments initiated by your customer.

CONTROLS ASSESSMENT

Prepare your teams for an on-site customer visit for controls assessment.

INNOVATION CHALLENGE

Respond to any Innovation Challenge thrown by customer.

IDEATION LAB

Manage and track ideas / new opportunities.

The platform provides vendor partners to have a secure, common collaboration and messaging portal with their customers. ENGAIZ helps improve Efficiency & Effectiveness of Customer Account Management by 40%-50% and helps vendor move to become Trusted Partners.

Strategic Customer Engagement

Improved Customer Engagement

As a Service Provider, building a trusted relationship with your customer is key. ENGAIZ helps better collaborate with your customer and manage your customer account efficiently and effectively.

Stay Compliant

As a third-party, ensure you are compliant from all aspects when you deal with your customers who have to meet some tough regulatory requirements.

Drive Excellence & Innovation

Help your customer Stay-Ahead

We are glad to schedule an exclusive demo before you are able to experience a no-obligation free trial subscription to ENGAIZ.

Platform Overview – A Sneak Preview

ENGAIZ’s Strategic Customer Engagement helps third-party service providers better engage and collaborate with your customers.

Coming Soon.

Driving Innovation

Move from being a ‘Mere Vendor’ to a ‘Trusted Partner’

Coming Soon.

OVERVIEW

Internal System

Procurement, GRC, ERM

ENGAIZ AI/ML ENGINE

NLP, Image Processing, Analyzers

THIRD-PARTY INTEGRATIONS

Risk Monitoring, Benchmark Data

STRATEGIC VENDOR ENGAGEMENT

  • Governance and Relationship Management
    Policies & Procedures, Cadence, Periodic Reviews & Monitoring

  • Contracts Management
    Authoring, Secure Editing and Collaboration, Digital Signatures, track major milestones. It leverages AI/ NLP for Intelligent Contract Analysis for Compliance.

  • Financial Management
    rate card analysis, cost savings, spend and invoice analysis.

  • Performance Management
    insights as to status of the portfolio and performance scorecards, customer satisfaction (CSAT) surveys

  • Innovation Hub
    an Enterprise Crowdsourcing module that allows users to launch and manage ideation and innovation.

THIRD-PARTY RISK MANAGEMENT

  • Automated Risk Assessments
    Fully customizable assessment frameworks, inherent risk scoring mechanisms

  • Controls Assessment
    Fully customizable framework to map controls to various inherent risk dimensions, assess control effectiveness, residual risk scoring mechanism

  • Risk Monitoring
    Cyber Security, Financial Health, AML, PEP, Sanctions, Adverse Media, Reputation, Country

  • Key Risk Indicators (KRI)
    Define, Manage and Track

  • Frameworks
    NIST, ISO, COBIT

  • Covers
    FFIEC, OCC, OSFI, PCI, HIPPA, GDPR

STRATEGIC CUSTOMER ENGAGEMENT

  • Customer Engagement
    secure vendor portal access to closely engage and collaborate with customer, account planning, revenue projections

  • Innovation Hub
    New idea / opportunity submissions, participate in innovation challenges

ENGAIZ’s Strategic Customer Engagement module helps your Third-Party Service Providers move from being a mere Vendor to a Trusted Partner.

Enterprise organizations will need to build lasting relationship with vendors to help organizations meet the digital age challenges of technological innovation and competition while mitigating the risks of engaging third-party providers.

Customer Engagement / Account Managers / Client Partners

VENDOR MANAGAMENT OFFICE
AM OFFICE
CONTRACTS
PERFORMANCE
FINANCIAL
RISK
INNOVATION

AM OFFICE

ACCOUNT MANAGEMENT OFFICE

CONTRACTS

CONTRACTS MANAGEMENT

PERFORMANCE

PERFORMANCE MANAGEMENT

FINANCIAL

FINANCIAL MANAGEMENT

RISK

RISK MANAGEMENT

INNOVATION

DRIVE INNOVATION

Strategic Customer Engagement FRAMEWORK™

GOVERNANCE - REPORTING & DASHBOARD CENTRAL

AI-DRIVEN SMART ALERTS & RISK MANAGEMENT

ACCOUNT ENGAGEMENT & PLANNING

Provide your third-parties the ability to engage and collaborate. Enables Customer Engagement Managers to manage a robust account plan and maintain it fully online.

CENTRALIZED DOCUMENT REPOSITORY

Ability to manage and track customer related documents all in one place. Quickly locate contracts, invoices and other key documents.

AMO TOOLS

Survey Management - A simple to use survey management tool which allows third-parties to create survey templates for Customer Satisfaction Surveys or Employee Engagement Surveys

Customer Scorecard Management – Leverage the many defined KPIs (Key Performance Indicators) as stand alone performance indicators or build a Balanced Scorecard by incorporating up to four perspectives

Organizational Charts - Get a quick understanding of the vendor partner organization including their executive management and account management team structure.

REGULAR CADENCE

Actively participate in monthly, quarterly and annual business review meetings with your customer. Enables you to track and manage all cadence meetings, meeting minutes and action items in one centralized view.

ACCOUNT REVIEW & MONITORING

Conduct internal account reviews with your account leadership team.

ISSUES, CONFLICT & ESCALATION MANAGEMENT

Ability to centrally manage all Issues, Disputes & Escalations. Have the ability to address any escalations raised by the lines of business serviced.

RESOURCE MANAGEMENT

Know your key personnel’s. Spot early trends on resource attrition and manage resource requirements and allocations.

STANDARD TEMPLATES


Access customer provided or your own standard templates.


SECURE IN-BROWSER EDITING & COLLABORATION


Harness the power of document automation & rich-text editing, securely inside the application. Stop emailing back and forth contract documents for every redlined version. Also, if online document editing tools like Word Online or Google Docs exceed your customers’ risk tolerance, ENGAIZ’s Contract Management can come handy with its secure in-browser in-application editing capability.


DIGITAL SIGNATURE


Integrated with eSignature features capable of workflow.


CONTRACT ANALYZER


Stay compliant in terms of keeping all your Contracts current and renew it well ahead. Automatically, manage compliance on deliverables, milestones, scope changes with your customer.


Shorten cycle to review contracts (Service Agreements, Master Service Agreements, Statement of Work). Our contract analyzer highlights areas you need to pay attention.

PORTFOLIO HEALTH


See a single consolidated view of all your project/service portfolio. Be able to track the project / services health and take proactive actions.


DELIVERY SCORECARD


Manage and monitor performance through a Balanced Scorecard. Auto-compute achievement versus target.


VOICE OF CUSTOMER


Voice of your IT and Business Customer is very important. The platform offers vendor partners to conduct customer satisfaction surveys, collate responses and work on improvement plans.

REVENUE PROJECTIONS


Track and manage your account revenue projections with your customer. Have the ability to drill-down on revenue by engagement types - time and material contracts, managed services or fixed price contracts or service types – Application Services, Digital, Business Process etc.


INVOICE MANAGEMENT


Ability to generate invoice schedules based on contract payment terms, send invoices online, manage and track all your invoices for payments and aging.


RATE CARD ANALYSIS


Manage your rate card with customer. Compare it with industry benchmark.

RISK ASSESSMENTS


Internally delegate and have your info security, legal and other teams collaborate and complete risk assessments initiated by your customer.


CONTROLS ASSESSMENT


Prepare your teams for an on-site customer visit for controls assessment.

INNOVATION CHALLENGE


Respond to any Innovation Challenge thrown by customer.


IDEATION LAB


Manage and track ideas / new opportunities.

The platform provides vendor partners to have a secure, common collaboration and messaging portal with their customers. ENGAIZ helps improve Efficiency & Effectiveness of Customer Account Management by 40%-50% and helps vendor move to become Trusted Partners.

Strategic Customer Engagement

Improved Customer Engagement

As a Service Provider, building a trusted relationship with your customer is key. ENGAIZ helps better collaborate with your customer and manage your customer account efficiently and effectively.

Stay Compliant

As a third-party, ensure you are compliant from all aspects when you deal with your customers who have to meet some tough regulatory requirements.

Drive Excellence & Innovation

Help your customer Stay-Ahead

We are glad to schedule an exclusive demo before you are able to experience a no-obligation free trial subscription to ENGAIZ.

Platform Overview – A Sneak Preview

ENGAIZ’s Strategic Customer Engagement helps third-party service providers better engage and collaborate with your customers.

Coming Soon.

Driving Innovation

Move from being a ‘Mere Vendor’ to a ‘Trusted Partner’

Coming Soon.