Sourcing Pipeline Management empowers sourcing managers and category managers with a centralized, automated, and insight-driven approach to managing sourcing savings initiatives. By introducing a dedicated pipeline project object, it eliminates manual swivel-chairing and fragmented tracking by unifying sourcing requests, sourcing events, and contracts into a single, structured workflow. Automated project creation via configurable rules ensures no intake request is overlooked—reducing missed savings opportunities.
The plugin also resolves the challenge of untracked savings by capturing them automatically during award or allowing manual edits at closure, enabling accurate forecasting and reporting. Email alerts tied to project timelines and out-of-the-box field validations ensure timely execution and compliance. With full visibility into pipeline progress across workspace and list views, teams gain a long-term strategic view of sourcing activities—supporting better planning, prioritization and savings management.
Unlike traditional tools, this solution offers flexible linking of sourcing objects, built-in automation, and a unified view—all designed to reduce operational overhead and deliver measurable impact. It’s ideal for organizations seeking to scale sourcing operations, improve savings realization, and drive strategic sourcing outcomes.
- Automated Project Creation: Prevents missed savings opportunities by auto-generating pipeline projects from intake requests, Shopping Hub items, and integration flows using configurable decision rules.
- Savings Capture & Forecasting: Estimate savings on pipeline project creation during pipeline creation and record savings at supplier award during pipeline project closure, eliminating untracked savings, ensuring accurate financial reporting and improving workload management.
- Unified Tracking & Visibility: Centralized workspace view of all sourcing objects (Sourcing requests, Sourcing events, Contracts) within pipeline projects enables long-term planning and progress monitoring.
- Flexible Linking: Link or create sourcing objects within pipeline projects for enhanced control and traceability
- Email Alerts: Email notifications based on project timelines to ensure timely execution and reduce missed savings opportunities.
New:
- Sourcing Pipeline Management Plugin: Introduced a new plugin and a dedicated 'Pipeline project' object to manage sourcing pipeline initiatives.
- Workspace Integration: Pipeline objects are now visible in both workspace and list views within the S2P workspace.
- Automated Project Creation: Pipeline projects can now be auto created via configurable decision rules for SRs initiated through:
- Intake requests
- SH (Items without price)
- Integration flows
- Email Alerts: Notifications triggered based on pipeline project estimated start and end dates.
- OOB Field Validations: Enforced validations based on pipeline project states.
- Unified View: Track all sourcing work objects—Sourcing Requests, Sourcing Events (formerly Negotiation Events), and Contracts—within a pipeline project.
- Flexible Linking: Create or link existing sourcing objects to a pipeline project.
- Savings capture: Automatically capture savings during award or manually edit them when closing a pipeline project.
Plugin pre-requisite: "Spend and savings management"