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DREA ALPHONSO: Hey, everyone, and welcome back
to The G Suite Show, where we love puns,
but of course, sharing useful tips for all
you users out there.
Today, we want to switch gears and focus on how we evaluate
vendors and their ratings.
Just like on our team, we work with a host
of different suppliers, everything from talent agencies
to equipment rentals and graphic designers.
LILIANA YU: But we want to do more than track numbers.
We can compare and evaluate our suppliers
using Google Sheets as well.
DREA ALPHONSO: You know how in elementary school
you were evaluated based on the number of gold stars
you got to let you know how awesome you were?
LILIANA YU: Drea, I give you a five star rating
for being a G Suite host.
DREA ALPHONSO: Aw, thank you.
LILIANA YU: No problem.
So today, we're going to revisit the transformation gallery
again, but this time we're going to learn how to manage supplier
scorecards using Google Sheets.
As we've discussed in previous episodes,
the transformation gallery is your one stop shop
for hundreds of ideas on how to transform your business
processes and tasks using the G Suite toolbox.
DREA ALPHONSO: This time, we'll search for scorecard.
LILIANA YU: Using this card, I'll
put together a scorecard spreadsheet that
captures the evaluation criteria of each supplier we're looking
to use for a specific project.
DREA ALPHONSO: In the first column rows 8 through 11,
we'll evaluate four different categories or anything
you'll need to evaluate.
This can be tailored to specific needs of the project.
LILIANA YU: That's right.
An agency putting together branding for a new product
has different metrics than a talent agency.
I'll add an explanation for each metric
and create a scoring system of my own design,
maybe points, maybe grades, whatever works best.
DREA ALPHONSO: For this example, let's
go with a weighting system.
Grades give me high school chemistry nightmares.
LILIANA YU: Finally, I'll click Share
to share this sheet with each of the project's stakeholders
or evaluators so they can fill in their own scores.
DREA ALPHONSO: Once they've scored our suppliers,
I'll compare results in a Summary tab.
LILIANA YU: Looks like Supplier B wins.
Let's get started on this project.
DREA ALPHONSO: And now that we've gotten that info,
we can quickly get to our winning suppliers.
So, let's say there's an internal project
that we're working on and we need the job
done fast and on a budget.
Maybe there's a newer vendor that we
can work with at a more friendlier price.
LILIANA YU: We all have to start somewhere.
DREA ALPHONSO: That's true.
LILIANA YU: Did I tell you I'm starting a talent agency
for dogs?
DREA ALPHONSO: Oh, tell more.
LILIANA YU: It's called Round of Apaws.
DREA ALPHONSO: Another one of those puns.
You know, I don't know if we'll actually need that though.
LILIANA YU: Really, I heard that we're
going to replace Jimmy with a shih tzu.
DREA ALPHONSO: Anyway, this is a great place
to keep all of the information related to the supplier
linkable in the sheet, everything from quotes
or even terms of services.
LILIANA YU: On the evaluation sheet,
I'll create a separate tab for these forms.
DREA ALPHONSO: I'll add in the quote, which
we have back from the winning supplier, date it was approved,
and color code, so I know which items we still need from them.
LILIANA YU: That way when a doc is approved or changed,
it's done in real time, and we can
keep all the corresponding items to this project in one place.
DREA ALPHONSO: I'll go ahead and assign Lili
to the request for information doc,
as she's been working on this with the supplier
on that specific item.
LILIANA YU: No worries.
I've got it right here, even though we're
in the process of finalizing.
I'll link text and boom, done.
DREA ALPHONSO: Thanks to the transformation gallery,
it's easy to find ideas, like using Sheets
to create scorecards to help track and compare
individual suppliers.
LILIANA YU: And it's just as easy
to share these results with an operations
team or other similar production teams that are
looking for the same services.
Ooh, my first client.
Looks like the shih tzu's already booked.
DREA ALPHONSO: Well, looks like you're still
hosting with us, Jimmy.
Until next time.
LILIANA YU: See you.
JIMMY: Hey there, want your valuable data to be both secure
and easily accessible?
Check out last week's episode on Google Vault.
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