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Workflow · Vendor

Vendor Onboarding

Collect documentation, verify requirements, and route approvals before a vendor is authorized to work.

Avg cycle / SLA
9.1d / 7d

Steps

Owner, due date, automation, approval rule, and required evidence.

  1. 1
    Collect W-9
    Finance · due in 2 days
    Request email on start
    Evidence required · Tax form
  2. 2
    Collect Certificate of Insurance
    Risk · due in 3 days
    Expiration extracted from upload
    Evidence required · COI PDF
  3. 3
    Collect signed agreement
    Legal · due in 5 days
    DocuSign envelope
    Evidence required · Executed MSA
  4. 4
    Verify requirements
    Risk · due in 1 day
    Alfred checks completeness and dates
  5. 5
    Background check
    Risk · due in 5 days
    Evidence required · Screening report
  6. 6
    Manager approval Approval
    Facilities Manager · due in 1 day
  7. 7
    Finance approval Approval
    Finance Director · due in 1 day
  8. 8
    Activate vendor
    Alfred · due in same day
    Writes back to ERP and notifies requester

Active runs

1 records currently in this workflow

Performance

Active runs22
Blocked4
Average cycle9.1 days
Target SLA7 days
Steps8
Approvals2

Detected bottleneck

Background check (avg. 5.6 days in step)

Alfred watches every run of this workflow and flags stalled steps, missing evidence, and approvals past SLA. It never changes a requirement status on its own.