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Consulting onboarding process - Coggle Diagram
Consulting onboarding process
Information requested
Address
Company name
Company number
Name of person to sign NDA
Who in Contexis requests this?
Ideally Practice Manager or who ever is requesting the MSA ie their key point of contract
Practice manager or key point of contact briefed to request info
MSA & SoW or Contractor Consultancy contract
Draft issued to vendor for edit or approval
Currently SF - change to COO?
Do they send it back to the same person?
Template completed if MSA or SoW
Currently SF
Contractor contract in development
Could be Practice Lead (or who is engaging them)
Draft returned
Sent to legal support if applicable
Final MSA\SoW\Contract issued for signature
To whom in Contexis?
A director
File in Vendor's folder
Vendor due dilligence
Template sent to Vendor
Currently SF
Should be whoever is doing onboarding or person engaging them
Template completed by Vendor
Version stored in Procurement folder
NDA
Template completed
By whom in Contexis?
Varies at the moment
Should be Key point of contact (via Adobe Sign)
NDA sent to vendor and Contexis for signature
To a Director
Signed NDA filed
in NDA folder
Finance set up
Vendor requested to send Bank details on headed paper
when we send the due dilligence form so same person
Vendor set up on Accounts Payable
Vendor instructed to send invoices to
accounts@contexis.com