Process Library

Vendor Onboarding

A process to bring on a new vendor with the contract, access, security review, and a named internal owner before any spend.

Operations 6 steps
When to use

When the team selects a new vendor or tool that touches data or budget.

Trigger
Runs when: A new vendor is selected

The procedure

6 steps

  1. Confirm the business case and the budget owner before signing.
  2. Run the security and data-handling review; capture where company or customer data will live.
  3. Execute the contract and record the term, renewal date, and cancellation notice window.
  4. Provision access through the standard identity system, not shared credentials.
  5. Name a single internal owner accountable for the relationship and the renewal.
  6. Add the vendor to the master vendor list with cost, owner, and renewal date.
Outputs
  • A signed contract with key dates recorded
  • A completed security review
  • A vendor-list entry with owner and renewal date
Tools
Contract toolIdentity / SSO systemVendor register
Note: The renewal date and notice window are the fields people skip and later regret. Record them on day one.
Download .md

Use this SOP in OrgTP

Don't just download it. Drop this SOP onto a seat in OrgTP and every AI agent under that seat inherits and runs it at runtime — with the trigger, steps, outputs, and tools already filled in.

Use in OTP → Browse more SOPs
Related searches
vendor onboarding sop supplier setup process procurement checklist vendor management third party review

Related SOPs

Operations
Ops Review
6 steps
Operations
Incident Response
6 steps
Operations
Capacity Planning
6 steps
Operations
Document a Process
6 steps
← Back to the Process Library