Standardized Onboarding Vendors
This presentation outlines a project to streamline and automate the onboarding process for sustainability vendors.
DN
by Dat NGUYEN
Introducing the Project
The Challenge
Current vendor onboarding processes are time-consuming and resource-intensive.
The Solution
The "Standardized Onboarding Vendors" project aims to standardize and automate this process.
The Benefits
Reduced time and resources, increased efficiency and consistency, and a smoother onboarding experience for vendors.
Project Scope
1
Standardized Training Materials
Localized video training materials will be developed.
2
Vendor Competency Assessment
A standardized assessment framework will be implemented, including a bank of questions translated into local languages.
3
AI Agent Development
An AI agent will be developed to answer vendor questions based on standardized materials.
Project Team
Project Owner
1 person
Project Advisor
1 person
Content and Language Experts
4 people (Vietnamese, Chinese, Bahasa, Others)
AI & Software Experts
1 person
Project Timeline
1
Phase 1: Standardized Training Materials
Draft training materials, translate/dub and deploy to Content management system (CMS).
Duration: 03 months.
2
Phase 2: Vendor Competency Assessment
Design competency assessment and deploy to Content management system (CMS).
Duration: 03 months.
3
Phase 3: AI Agent Development
Design AI Agent system, Internal testing, pilot deployment, feedback, adjustments and deployment.
Duration: TBA
Phase 1: Standardized Training Materials
1
Preparation
Identify training content & format (video, text). Coordinate with experts and project managers.
2
Video Development
Develop script, film video in English.
3
Translation
Translate script and initial cross-check with AI tools.
Reviewed and edited by experts.
4
Voiceovers
Add voiceovers / subtitle to video.
5
Quality Check & Deployment
Review results and deployment via CMS
Phase 2: Vendor Competency Assessment
1
Design
- Define assessment criteria and scoring.
- Classify vendors by competency.
- Develop a bank of questions & create answer keys
- Weight questions for scoring.
- Establish feedback process.
2
Content Development
- Assign questions from banks for each level.
- Translate questions & Review
- Develop a question management system.
3
Testing & Deployment
- Internal review for clarity.
- Pilot test with vendors.
- Revise based on feedback.
- Finalize questions and scoring.
- Develop deployment plan.
- Create user documentation.
Phase 3: AI Agent Development
Choose Platform & Setup
System design and AI model selection
Train the Agent
Create a knowledge base and customize the AI's output.
Test & Integrate
Test the AI's answers and add it to the system.
AI Agent Workflow
Proposed Solutions
Standardized Training Materials
- Translation & Context: MS Copilot & other AI-tool to verify quality
- Video Edition and Subtitle
Vendor Competency Assessment
- Content Generation: MS Copilot & other AI-tool to verify quality
- CMS for managing the questions and testing
AI Agent Workflow
- Under review
Conclusion
Project Benefits
The project will significantly benefit vendor onboarding.
Team Collaboration
Close collaboration among team members is crucial for success.
Project Evaluation
Ongoing monitoring and evaluation are essential to ensure project effectiveness.