D&B Supplier Risk Manager Dashboard

D&B Supplier Risk Manager Dashboard
D&B Supplier Risk Manager 2.0 was developed to anticipate and mitigate supply chain risk. It is a powerful way for
procurement and supply chain professionals to monitor, assess, and mitigate supplier risk using up-to-date D&B
supplier information and collaborative analysis. It's the only Software-as-a-Service solution that features critical event
indicators, built on D&B's proprietary global data and analytics.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
This area of the Dashboard page includes the top banner with links to important
information as well as the tab headers that will help you navigate around Supplier Risk
Manager.
User Guide: This is your first place to go as a new user of Supplier Risk Manager. It contains instructions
for using the tool, tips to make your job easier, and FAQ's to provide additional information.
My Profile: Click here to view your account information such as login name, password hint question and
answer; and modify your name, address, and phone,
Training Schedule: Find access to the live global training schedule, training videos, and job aides or
handouts used during customer trainings. Click to register for the training session of your choice.
Sign Out: Log out of your session.
Dashboard: Main landing page when logging in. Visualize D&B insight and more easily determine what
actions to take next.
Suppliers: View your supplier population, segmented by Administrative, Public, and Private folders.
Locator: Locate new suppliers using D&B's extensive data base or find existing ones that meet your
needs within your own Supply Base using specific criteria that you select.
Alerts: Here you can configure Alerts based on the needs of your organization and view Alerts on your
monitored suppliers.
Scorecard: An add-on module which provides wholistic risk analysis of your supplier portfolio powered by
D&B data.
Analysis: This is an add-on module which incorporates spend with D&B insights to analyze your supply
base across multiple dimensions.
Country Risk: An add-on module that provides a comparative, cross-border assessment of the the risk of
doing business in a country.
Admin: Describes the Admin tab features where administrators can manage the user community. View all
folders, and access administrative reports. Users can modify their profile information, manage passwords,
access release notes, and create custom reports.
Message Banner: This optional banner will highlight important messages from the D&B Supplier Risk Team.
© Dun & Bradstreet, Inc. 2015
Quick Reference Guide of Supplier Risk Manager Dashboard Features
Change the database scope of your search, then be able to do a simple search with company
name, D-U-N-S, or Supplier ID, or an advanced search with additional criteria. Save your top
5 searches for additional efficiency.
Search Scope: D&B D-U-N-S Universe: Search for suppliers within D&B's total universe.
Search Scope: Personal Folders: Search for suppliers within your personal folders.
Search Scope: Supply Base: Search for suppliers within the master vendor file of the suppliers your
company does business with.
Search Scope: Certified Suppliers: Search for suppliers who have registered through the optional
supplier portal module. This universe is only populated and searchable when a portal is enabled and
suppliers have registered.
Search: Drop down allows user to search by Company Name, D-U-N-S or Supplier ID.
Advanced Search: Refine your desired search using additional criteria.
Saved Searches: Save up to five searches based on specific criteria.
Alert Tiles provide you a quick view of the number of suppliers whose conditions have
changed in a positive (green flag) or negative (red flag) way since the last time you logged in.
Click on them to view the list of companies.
Predictive Score Changes: Indicates number of positive or negative alerts related to the SSI,
SER, Paydex, FSS Ranking, and Supplier Performance Rating.
Government Indicators: Indicates number of government related alerts for EPLS, EPA, OFAC,
and OSHA.
Operations Indicators: Indicates number of operational related alerts for suits, liens,
judgments, Out of Business entities, and other company related changes.
Country Risk Score Indicators: Optional module that features the most current country risk
score changes.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
Ability to view score performance through graphs, bar charts, and venn diagrams. Have
quick access to your riskiest suppliers and visualize severe risk conditions through a pie
chart. Switch between different watchlist folders, then export the results and print.
Top 10 Riskiest Companies by Score: View up to 5 of your top ten riskiest suppliers
graphically based on the SSI or SER within your personal watchlist(s).
Watchlist Folders: Use this to toggle to view a specific folder. The default view is all
personal watchlist folders combined.
SSI/SER: Toggle between a view of Riskiest Companies by SSI or SER score.
Export: Export a report of the Top 10 Riskiest Companies by either CSV or PDF. This button
will not be available if no watchlist folders have been set up.
Recently Viewed Suppliers: List of your last 10 recently viewed supplier profile pages.
Severe Risk Conditions:View severe risk conditions such as debarment, bankruptcy,
criminal proceedings, and business deterioration. Hover over the section on the pie chart to
see the number of suppliers included. Click on the section to go to a list of the companies.
Refer to items 26 and 28 for additional functions.
Portfolio Risk: Benchmarks your porfolio against the average of (US) SRM suppliers based
on either the SER or SSI. Refer to items 26, 27, and 28 for additional functions.
Portfolio Risk View Selection: Toggle between benchmark graph view and two dimension
score comparison view. Refer to items 26 and 28 for additional functions.
Quick Reference Guide of Supplier Risk Manager Dashboard Features
The entire bottom banner highlights links to more information about D&B and provides
links to social media sites. The most important thing you will find there, though, is the
link to Customer Support.
The bottom banner displays information on the left and right of the page.The left side of the banner includes D&B links to
additional information along with copyright and application version. The right side of the banner also includes links to
external sites.
Customer Support: If you need help, click here to fill out a form or access the Customer Support
Team phone number. Note that this support link is specific to Supplier Risk Manager and questions
around the application. The form will go directly to your local customer support team.
Recovering User ID and Password
If you do not recall either the User ID or Password, contact your internal administrator or the D&B Customer Support
team for your global location. Make sure to provide your name, company name, email address, and phone
number.
North America: (800) 618-7466 postsalesservice@dnb.com
Netherlands: 0031 10719560 customerservicenl@dnb.com
Belgium and Luxemburg: 0032 24818300 customerservicebl@dnb.com
UK: 0845 145 1700 http://www.dnb.co.uk/customerservices/
Bottom Banner Content
Privacy
This online privacy notice describes the Data Privacy practices that are applicable to how we collect, use,
manage, and share information.
About D&B
Takes you to a location where you can learn about the history of D&B, as well as, access current press releases,
read about our Corporate Responsibility initiatives and events, and even scroll through our current job openings.
Terms of Use
These Terms of Use govern your access and use of D&B's family of sites.
Facebook
Links to D&B's Facebook page.
LinkedIn
Takes you to S&B's Supplier Risk LinkedIn page.
YouTube
Listen to videos relevant for supply managers through this link.
Twitter
Links to D&B Supplier Risk's Twitter page.
Part 1: SRMgr -Dashboard Features - Search
D&B Supplier Risk Manager
Change the database scope of your search, then be able to do a simple search with
company name, D-U-N-S, or Supplier ID, or an advanced search with additional
criteria. Save your top 5 searches for additional efficiency.
Visual: Search Scope Tabs
SELECT YOUR SCOPE
Select the tab which identifies the scope of the search you would like to conduct. The functionality is similar in
each tab; however, the scope of the search and the search identifiers change based on which view is selected.
The D&B D-U-N-S Universe is the default tab view. To change the scope of the search simply click on the desired
tab.The views include:

D&B D-U-N-S Universe tab: Search for suppliers within D&B's total universe. This is the default search.

Private Folders tab: Search for suppliers within your personal folders.

Supply Base tab: Search for suppliers within the master vendor file of the suppliers your company does
business with.

Certified Suppliers tab: Search for suppliers who have registered through the optional supplier portal
module. This universe is only populated and searchable when a portal is enabled and suppliers have
registered.
SELECT AN IDENTIFIER FROM THE DROP DOWN
Searching with the D-U-N-S or the Supplier ID will return one result as it is very specific to the company you are
looking for. If you search by Company Name, the result may return several candidates.
The Search Drop Down allows you to search by
Company Name and D-U-N-S Number on the D&B
D-U-N-S Universe tab.
The Search Drop Down allows you to search by
Company Name, D-U-N-S Number, and Supplier ID on
the Private Folder, Supply Base, and Certified Suppliers
tabs.
Part 1: SRMgr - Dashboard Features - Search
D&B Supplier Risk Manager
Visual: Smart Search Candidate List
CLICK THE EXPAND ICON FOR A SUMMARY VIEW OF THE COMPANY
After reviewing the companies in the SEARCH RESULTS list click on the Expand
icon to view
additional information about the company without leaving the search results page.
EXPORT THE SEARCH RESULTS
To export the search results, click on the Export button
and select either PDFor CSV.
Visual: Export Options
Visual: Advanced Search
USE THE ADVANCED SEARCH TO CONDUCT A MORE SPECIFIC SEARCH
From the Advanced Search drop-down you can select additional search criteria: D-U-N-S, address
elements, and location type, such as, Headquarters or Branch. You can search by as many criteria as you
like. This will help you reduce the number of search results returned.
SAVE THE SEARCH
Once your search is returned you will see a SAVE THIS SEARCH
button appear above Saved Searches. Click this if you would like to save
the search criteria for a future search.You can save up to five searches.
Visual: Save the Search
Part 1: SRMgr - Dashboard Features - Alert Tiles
D&B Supplier Risk Manager
Alert Tiles provide you a quick view of the number of suppliers whose conditions
have changed in a positive (green flag) or negative (red flag) way since the last
time you logged in. These alerts are based on the Alert Profiles you have set up
for your Watchlist Folders. Click on them to view the alerts.
Visual: Dashboard Alert Tiles
Alerts that appear in the Alert Tiles are the ones you have chosen for monitoring from the Alerts Configuration tab.
They refresh each time you login.
The Alert Tiles consist of the four critical event categories that matter most:
The Predictive Score Changes Alert Tile reports on positive or
negative changes to these Scores and Predictive Analytics: SSI,
SER, Paydex, Supplier Rating and the FSS Ranking (1-100).
The Government Indicators Alert Tile reports on positive or
negative changes to: EPLS, EPA, GCL, OFAC, and OSHA.
These are reported per individual locaation and on the corporate
family.
The Operations Indicators Alert Tile reports on positive or
negative changes to: Liens, Suits, Operations, Out of Business,
Disaster, Financial/Legal, Criminal Proceedings, and Other.
Country Risk Score Indicators reports on positive or negative
impacts to the Country Risk Rating. This information is only
available if you have contracted for the Country Risk module.
The flags are based on the alert criteria you select for each supplier
folder. If the company improves, you will see a green flag (facing left),
if it declines, a red flag will be triggered (facing right).
FOR MORE DETAILED INFORMATION ABOUT SETTING THE ALERTS
THAT IMPACT THE RESULTS IN THESE TILES GO HERE: (alerts config)
Part 1: SRMgr - Dashboard Features - Scores
D&B Supplier Risk Manager
Ability to view score performance through graphs, bar charts, and venn diagrams.
Have quick access to your riskiest suppliers and visualize severe risk conditions
through a pie chart. Switch between different watchlist folders, then export the
results and print.
Top Ten Riskiest Companies by Score
Visual: Top 10 Riskiest Companies by Score
Top 10 Riskiest Companies by Score: You can view up to 5 of your top ten riskiest suppliers
graphically based on either the SSI or SER within your personal watchlist(s). A clickable box
next to each supplier listed on the left allows you to select which companies you would like to
see graphed. The graph spans an18 month timeline to account for seasonal variations.
TIP: If you do not have 10 risky suppliers only the number you have will be listed.
Visual: Click on the Watchlist Folders Drop Down to select which of your folders you would like the graph to represent.
Watchlist Folders: Use this to toggle to transfer the view to a specific folder. The default
view is all private watchlist folders you have set up. If you selecte a different folder from
the drop down, the Top Ten Riskiest Companies and the view of the graph will change
based on which folder is selected.
Part 1: SRMgr - Dashboard Features - Scores
D&B Supplier Risk Manager
Visual: SSI/SER Drop Down for Top Ten Riskiest Suppliers
SSI/SER: Select whether you would like to
view the SSI or SER with the drop down.
Visual: Export the Results by CSV or PDF
Export: Export a report of the Top
10 Riskiest Companies by either
CSV or PDF. This button will not
be available if no watchlist folders
have been set up.
Recently Viewed Suppliers:Provides quick access for up
to 10 recently viewed suppliers directly from your
Dashboard page. By clicking on their name you will be
taken directly to the profile page of the company. A
company may be listed more than once if you accessed
their profile page more than once in your last 10 supplier
views.
Visual: Recently Viewed Suppliers
Part 1: SRMgr - Dashboard Features - Scores
D&B Supplier Risk Manager
Severe Risk Condition
Severe Risk Conditions: View
severe risk conditions such as
debarment, bankruptcy, criminal
proceedings, and business
deterioration. Provides quick
access to suppliers with severe
risk conditions graphically.
The graph will remain blank
if no suppliers meet the risk
criteria.
Visual: Severe Risk Condtion
Hover over the section on the pie chart to see the
number of suppliers included. Click on the section
to go to a list of the companies.
Visual: Hover Over Graph
Export: Export a report of
the companies who are
included in the Severe
Risk Condition pie chart.
Watchlist Folders:
Use this to toggle to
transfer the view to a
specific folder. The
default view is all
private watchlist
folders you have set
up. If you select a
different folder from
the drop down, the
companies contained
in the Severe Risk
Condition pie chart
will change.
Visual: Watchlist Folder Section
Visual: Export the Results by
CSV or PDF
If no Watchlist folders have been set up the drop down will
not appear and no export option will be available.
D&B Supplier Risk Manager
Portfolio Risk Bar Chart
Part 1: SRMgr - Dashboard Features - Scores
Graphical View: Select the white
square with the blue bars to
enable the bar graph view of
suppliers for either the
SSI or SER.
Portfolio Risk Bar Chart: This graph benchmarks
your supplier porfolio risk distribution compared to
the D&B US Portfolio by SSI or SER. The x axis
represents the score number and the y axis
represents the % of the population in the selected
group that has that score.
The bar graph will remain blank if no
watchlist folders have been created. The
line graph of suppliers will still appear since
it represents the D&B US Portfolio.
Visual: Portfolio Risk
Visual: Severe Risk Condtion Graph Without Watchlist Folder Set Up
Visual: Watchlist Folder Section
Watchlist Folders: Use this to
toggle to transfer the view to a
specific folder. The default view is
all private watchlist folders you
have set up. If you select a
different folder from the drop
down, the companies contained in
the Risk Portfolio bar graph will
change.
SSI/SER: Select
whether you would
like to view the SSI or
SER with the drop
down.
Visual: SSI/SER Drop Down for Portfolio Risk
Export: Export a report of the companies
who are included in the Portfolio Risk
chart in either CSV or PDF.
D&B Supplier Risk Manager
Part 1: SRM -gr Dashboard Features - Scores
D&B Portfolio Supplier Detail: Hover over the
line graph to view the details of the D&B US
Portfolio Suppliers Benchmark by x and y
axis.This graph displays supplier risk within
your portfolio as compared to the benchmark
of all D&B US SRM monitored suppliers.
The Suppliers (line graph) is the average
count of suppliers with that score across
D&B’s US monitored suppliers which is the
“benchmark”. The Portfolio Suppliers (bar
graph) are those companies within your
folder(s).
Review the distributions results to see if you
are in line with the norm in regard to risk or
are there some suppliers that are shifting
your risk higher than the average?
Portfolio Supplier Detail: Hover over the bar graph to view the details of your selected
portfolio of suppliers which will give you the percentage of the portfolio that
represents each risk level.
D&B Supplier Risk Manager
Portfolio Risk Venn Diagram
Part 1: SRMgr - Dashboard Features - Scores
To change the view of
the Portfolio Risk chart
click on the blue square
with with the white
bubbles. The selection
is actionable; when you
click it you will be
launchedf to the
suppliers represented in
a Venn diagram instead
of a bar chart.
Portfolio Risk Venn Diagram:This diagram
portrays your supplier risk in three levels: low,
medium and high. The size of the circles change
based on the number of suppliers that fit into each
level. Solid circles represent the SSI score, while the
open circles represent the SER score.
The color of the bubbles visually represent the risk
with green for low risk, yellow for moderate risk,
and red for high risk.
The intersection of the two circles represents
suppliers that are high risk in both SSI and SER
scores. These are typically the highest of the high
risk suppliers. ADD ! icon
Visual: Portfolio Risk Venn Diagram
Hover over the 'High Risk" blue glossary circle
with a '?' you will be abe to see the SSI and
SER score limits for the suppliers contained in
the High "Risk category. You can repeat with
the medium and low risk so you will know the
scope each risk level represents.
Visual: Hover Over to See Additional Details
D&B Supplier Risk Manager
Part 1: SRMgr - Dashboard Features - Scores
Visual: Portfolio Risk Venn Diagram Hover Over Customer Counts
Hover over the open circle and
the solid circle and you will see a
number appear. This number
represents the number of
suppliers included in that
distribution. If you hover over the
intersection of the two circles
you will see the number of
suppliers that fall into the
category with both their
SSI and SER scores.
Click on the circles to see the list of suppliers represented. This will help you quickly hone in
on suppliers who have a risky SSI or SER rating. The title at the top of the list identifies the
characteristics about this group. In the example above, this is part of the list of 64 suppliers
who are high risk with their SSI score that are contained in your Watchlist Folders. The
number appeared when you hovered over the solid circle and the list appeared when you
clicked on the circle.
Visual: List of Suppliers that are Contained in the Portfolio Risk Distribution
Export the results to CSV format by selecting the EXPORT button located
at the top right corner of both the Venn Diagram view and the Supplier
List view.
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WorldBase® and the D&B logo are registered marks in the U.S., and in other countries, of Dun
& Bradstreet, Incorporated.
D&B Supplier Risk Manager is a trademark(s) or registered trademark(s) of Dun and Bradstreet,
Incorporated.
Other trademarks used herein are the trademarks or registered trademarks of their respective owners.
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by United States and foreign copyright laws and international copyright treaties. The use of the software
and this Documentation is governed by the Dun and Bradstreet Incorporated software license agreement.
© Dun & Bradstreet, Inc. 2015. All rights reserved.
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