Operations
Vendor Due Diligence
Procurement vendor due diligence workflow: risk categorization, security questionnaire (SIG/CAIQ), financial health check, reference calls, legal review, compliance check (GDPR/HIPAA/SOC2), and approval committee.
15steps
16connections
Process steps
1
Initial Risk Categorization
Procurement · Internal scorecard
2
Light-Touch Review
Procurement · Manual review
3
Security Questionnaire (SIG / CAIQ)
Security Team · Whistic
4
Financial Health Check
Finance · D&B + Crunchbase
5
Reference Calls
Procurement · Zoom
6
Legal Contract Review
Legal Counsel · iManage
7
Compliance Check (GDPR / HIPAA / SOC2)
Compliance · Vanta
8
Risk Memo Drafted
Procurement · Notion
9
Approval Committee Review
CFO + CISO + General Counsel · Zoom + Slack
10
Vendor Onboarded
Procurement · Coupa
11
Vendor Declined and Notified
Procurement · Outlook
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