Cognitive Sourcing 22.02 Release Notes

This document describes the final scope for Cognitive Sourcing Release 22.02. It is intended as a reference for LevaData Customers.

This document is not a comprehensive list of every addition, change, or deletion in this release. No legal commitment, either expressed or implied should be construed from this document.

Customers that would like additional information on any of the items in this document can contact support@levadatasupport.zendesk.com or their Customer Success Manager.

 

Table of Contents: Release Highlights

1. Enhancements to Platform
   1. Refactored Action Bar
2. Enhancements to Supply Risk Navigator (SRN)
   1. Navigation Updates: Supply Risk Main Tabs
   2. Portfolio Risk
   3. Event Detail View
   4. Events: Expandable Scorecard
   5. Events: User Experience Improvements
   6. Events: View Sites and Spend for Geographic and/or Supplier-Specific Events
   7. Supplier Network
3. Enhancements to Cost Optimizer (CO)
   1. Review Opportunities Audit
   2. Review Opportunity Reconciliation
   3. View Top New Headlines in Negotiation Playbook
4. Enhancements to Smart RFX (SRFX)
   1. RFX Kanban View

 

1. Enhancements to Platform

a. Refactored Action Bar

The Action Bar at the top of the interface has been updated. There are new icons, and they are responsive to input, changing color indication when you hover over them.

The top action bar is now the new location for the Ask Leva Chatbot and Search, where you can type or select the microphone icon to speak requests into the input and it will assist your navigation and return information. See: How can I interact with the Ask LEVA Chatbot? for more information.

 

2. Enhancements to Supply Risk Navigator (SRN)

a. Navigation Updates: Supply Risk Main Tabs

The following are incorporated in the Supply Risk Navigation:

1. Industry News is now found in Supply Risk to complement the Events features.
2. The Supplier Network tab is now available. It currently summarizes known supplier site relationships and geographies as described in Section 2g below.
3. The Risk Data Coverage tab replaces what was previously named Risk Data Health. This tab summarizes all risk data coverage, including counts and spend for:
   • Supplier Financial Health
   • Preferred Status
   • Delivery/Quality scores
   • MPN Lead Time and End-of-Life
   • CPN Strategic Inventory and Time-to-Requalify Data
4. Risk RFI, which had previously appeared as its own entity in the left-hand navigation, is now incorporated as a tab in Supply Risk.

 

b. Portfolio Risk

New CPN Risk Aggregations

Two new CPN risk aggregations are added to the “Top Risks: CPN” table, in order to clarify the reasons for CPN risk levels.

(1) Total CPN risk is a function of overall "Aggregated MPN" risk and "Sourcing Strategy" risk, and these are now explicitly identified in the table.

(2) Aggregated MPN Risk indicates the total risk for the currently qualified MPNs and effectively reflects the health/risk of the aggregated MPN pool associated with the CPN.

• Aggregated MPN risk aggregates individual MPN EOL, Lead Time, and Manufacturer.
• e.g. if there are two MPNs associated with a CPN/Manufacturer and one MPN is near EOL, while the second (replacement) MPN has extended life (long EOL), the "Aggregated MPN" risk conferred from EOL will remain low.
• Users can drill into the individual MPN details by selecting the CPN, then viewing the MPN table below.

(3) Sourcing Strategy risk is a function of the number of (manufacturer) sources for a given CPN, the Inventory Strategy, and the time-to-requalify a new/replacement part.

Individual (4) "raw" CPN risk factors - # Sources for CPN, Time to Requalify, Strategic Inventory (VMI) - as well as the (5) Spend and Sales Impact factors - Filtered Spend and Product Sales Impact - remain in the table.

 

c. Event Detail View

View a Map of Sites Associated with an Event

A new map has been added to the Event Details that indicates sites that are potentially affected by the event:

The View By dropdown allows the user to further refine the displayed sites as the following, given the supplier list generated as depicted above:

1. All Community Sites: includes all sites in the community in the affected geography, whether or not the supplier is in the customer supplier list. This allows users to investigate potential upstream impacts.
2. My Portfolio Sites: includes all sites for all "Potentially Affected" suppliers in my portfolio. This means any site that is in the geography that is associated with a supplier in my portfolio.
3. My Sites: includes Sites that are managed/controlled by the customer. That is to say, customer-loaded sites plus all sites in the Part-Site Mapping.

Geographical location and/or Supplier list is required for all events; however, in cases where the specification is incomplete:

• If no Suppliers are specifically attached to the event, then the Supplier list defaults to "All" and the sites displayed are for all supplier sites.
• If no Geography is specifically attached to the event, then the Site list defaults to all Supplier Sites.
• If both Geography and Supplier are specified, then the Site List includes all sites in the intersection of specified Geography and Suppliers.

 

d. Events: Expandable Scorecard

Events can now be viewed by Site Type in the Expandable Scorecard:

Filtering Using the Expandable Scorecard

Users can now select to view only one event type by (1) changing View By: to "Type" then (2) selecting the event type of interest and then (3) picking an event location on the map. Both the Expandable Scorecard views and the Events Summary, Supplier Sites Affected, and Parts Affected Views are correspondingly (4) filtered to reflect only the status and statistics for that event type:

 

e. Events: User Experience Improvements

There is now a (1) Export capability on all Events tables, and when you (2) apply any filters to the records they are carried over into the Excel Workbook that is exported. Additionally, (3) time on Events is now displayed in GMT.

Event Cloning

Clone Event allows the user to create an event based on a LevaData generated event, then to modify the event as a private event with information learned or created internally. While in the Events tab, the user should navigate to Customer Events:

Then in the next window the user can choose "Clone":

On the Clone screen, the user can (1) select from the dropdown or perform a type-ahead keyword search to find the base event they would like to be cloned as private. Once the event is identified, they can (2) select Clone.

Upon selection of the event, event details are presented for the user to modify and then and save the clone. Once saved, the Clone will appear in the Customer Events table with a "Clone:" prefix on the title.

 

f. Events: View Sites and Spend for Geographic and/or Supplier-Specific Events

In Events, you can now use Geographic and Supplier Filters and have them apply to all the tables below, including Events Summary, Supplier Sites Affected, and Parts Affected.

 

g. Supplier Network

The Supplier Network tab enables users to view and edit their known supplier site links, as well as view all community sites.

My Vendor Sites

This sub-tab provides the capability to add and view Supplier Site links. Specifically, the ability to specify a "Supplies to" vendor was added to the data model and to the UI, thus forming the basis for a supplier network map.

Users who obtain a list of supplier sites from their contract manufacturers (CM/ODM), can now load those sites and associate those sites to the CM/ODM (multi-select). These links will be used to calculate potential impact of events.

• See: LevaData Release Notes Version 22.01 for a description of the interactive editing and bulk upload capabilities provided in this screen, which was previously available only through Administration.

A filter for "Suppliers to" (e.g. the CM/ODM) was added:

Community Vendor Sites

This sub-tab is a read-only view of all community vendor sites. These sites are used to assess potential impact of an event on parts for which there is no part-site or customer-provided site (My Sites) data available. Additionally, they are available for viewing if customers have additional information about potential sub-tier or raw material suppliers.

Note: This tab was previously maintained in the Administration tab and only visible to Administrators.

My Site Links

This sub-tab enables the user to visualize customer-provided supplier sites, including the "Supplies to" specification. The feature includes support for filtering to Vendor, Site Type, Supplies to, etc., as shown below:

A map indicates the site details which can be hovered over to view - including vendor, site name, site type and "supplies to" fields.

 

3. Enhancements to Cost Optimizer (CO)

a. Review Opportunities Audit

Users can now see two Opportunity Audit details in the main summary table of Review Opportunities, and users will see these as two additional columns:

1. Reviewed By: Displays the email address of the user who has updated the opportunity most recently.
2. Updated On: Displays the last opportunity modification date and time stamp (presented in the user's default time zone from their local machine).

Users can also (1) select the Columns indicator on the right to add or remove columns, or (2) press into the column header (i.e. Reviewed By) and drag the location of that column horizontally if they want it more prominently placed.

 

b. Review Opportunity Reconciliation

If a user has reviewed and accepted an opportunity record with a 20% savings opportunity, and then in the next review session that respective opportunity has changed by an amount that exceeds the configured tolerance limit (e.g. 10%) then reconciliation is triggered. Since that opportunity increased or decreased by 11% (which exceeds 10%), that record will be reverted back to the Not Reviewed State with the updated details and the system will show a tooltip icon to indicate that this tolerance limit was exceeded.

When the user hovers over the tooltip icon , they will see the following details:

• Previous Target Cost
• Latest Target Cost
• Previous Demand
• Latest Demand
• Opportunity Change: Opportunity Change Value (in Currency), with indicators:
  • Opportunity Increased (Green Up Arrow)
  • Opportunity Decreased (Red Down Arrow)
• Opportunity Refresh Date (in User Local Time Zone)

c. View Top New Headlines in Negotiation Playbook

When the user views the Negotiation Playbook and is drilled into a specific Supplier or Manufacturer, they are able to (1) view the most recent News Headlines impacting that respective company, indexed via a filtered keyword system. Users can also (2) select [View All] in the upper right of the News Headlines section of Negotiation Playbook and then they are navigated to the full Industry News tab of the LevaData Platform and can access all News stories related to that specific Supplier or Manufacturer.

 

4. Enhancements to Smart RFX (SRFX)

a. RFX Kanban View

While working with multiple RFXs (Requests for Quote or Information), it is essential that we track their status in the bidding process. The newly introduced Kanban view in the Smart RFX module enables the user to track and manage all RFXs by their status in a collaborative environment. Furthermore, the users can switch between multiple views such as Kanban View, Card View, and Grid View.

When in the Smart RFX Summary tab, the user can (1) expand the RFX List to full size, (2) select Kanban view (the first of these organizational choices in the RFX List), and then (3) view all of the RFXs in a color and phase coded array from left to right (Draft to Award). In Kanban view, the RFXs are arranged on phase and within that phase they are arranged by date of creation (from newest to oldest):

By default, you will land on the classic Cards view, and in this familiar view, the cards are arranged based on date of creation (again from newest to oldest):

The other alternate layout is Table view, which also existed in previous releases, but as noted with other layouts, the RFXs are arranged based on date of creation (from newest to oldest):

The final button is an alternate table view that shows an Archive view of Closed and Revoked RFXs:

Users can toggle between all of these navigational choices to get to the view that they need to review their RFX and their status. We hope you try out the new Kanban Status view and that it helps you organize your active in-process requests.