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
- A new Pipeline management tab has been added in the Source-to-Pay workspace. Access to this tab is controlled by the sn_spend_pipeline.sourcing_pipeline_user role. This workspace provides sourcing managers with:
- Personalized savings performance
- Action cards to quickly navigate to time-sensitive projects
- Visualizations of active work
- Direct access to all assigned pipeline projects
- Introduced the Automated Contract Renewal Workflow that enables sourcing managers to trigger sourcing work directly from expiring contracts. Key features include:
- Automatic surfacing of contracts expiring in 180 days through the Pipeline Management workspace, with a new UI action on the contract record to create a pipeline project
- Automatic creation of a pipeline project from the expiring contract via the UI action, with the contract linked in the Previous Records section of the pipeline project
- Auto-generation of a sourcing task for the business owner, appearing in the Employee Center To-dos list
- Confirming the need through the sourcing task auto-creates a new sourcing request, copying details from the previous request and linking it to the pipeline project
- A new Pipeline management tab has been added in the Source-to-Pay workspace. Access to this tab is controlled by the sn_spend_pipeline.sourcing_pipeline_user role. This workspace provides sourcing managers with:
- Changed:
- Sourcing managers and category managers can now capture estimated savings, hard savings, and cost avoidance directly during multi-supplier award actions.
Plugin pre-requisite: "Spend and savings management"