One or more relatico accounts for my company?
If you use relatico in your company, you should not necessarily merge all departments in one account.
This actually only makes sense in small companies where one person processes all the data alone or with an assistant.
Why?
A relatico account should always contain the data managed by the user group in the account.
Then you do not need to worry about data that you are not interested in e.g.
Suppliers
Items
Labels
Files
or that you don’t need at all.
You don't have to worry about managing user permissions.
You don't have to artificially consolidate your material or supplier master records or other data.
If another department needs access, simply share folders or individual files with them.
If you have a technical purchasing department that has to build up a register of dangerous goods and keeps safety data sheets and operating instructions.
This can be done in a separate account.
If your employees need read access to this data, this can be done with folder access with read access - at no additional cost!
The negotiation of individual product specifications including the sampling process, on which product development, QM or QS, purchasing, regulatory and production work until they are "frozen" and approved, should take place in a separate relatico account.
The entire compliance documentation runs in a different relatico account, since only the regular updates of specifications take place here.
New specifications, the result of which is a material release, can be transferred to the main account after completion. This is how you work efficiently.
The qualification of new suppliers through purchasing often takes place in a separate relatico account that is separate from the main compliance account.
After the successful completion of the qualification, only the results of the process (completed self-assessment, certificates, etc.) are then transferred to the main account.
Customs documentation (import / export), i.e. long-term supplier declarations and certificates of origin, can very well take place in a spearate relatico account, since this data normally only affects a few employees.
Locations that manage (have to) manage their own databases often have their own accounts. Collaboration takes place via shared folders.
Remember, relatico is not a portal.
This way of working makes no difference for the suppliers.
It is much easier for your colleagues and teams to tailor their own relatico account so that it is optimally tailored to your needs.
In addition, you can work with different email addresses / contacts at the suppliers in each account.
This actually only makes sense in small companies where one person processes all the data alone or with an assistant.
Why?
A relatico account should always contain the data managed by the user group in the account.
Then you do not need to worry about data that you are not interested in e.g.
Suppliers
Items
Labels
Files
or that you don’t need at all.
You don't have to worry about managing user permissions.
You don't have to artificially consolidate your material or supplier master records or other data.
If another department needs access, simply share folders or individual files with them.
Some examples of when and how separate accounts are used:
If you have a technical purchasing department that has to build up a register of dangerous goods and keeps safety data sheets and operating instructions.
This can be done in a separate account.
If your employees need read access to this data, this can be done with folder access with read access - at no additional cost!
The negotiation of individual product specifications including the sampling process, on which product development, QM or QS, purchasing, regulatory and production work until they are "frozen" and approved, should take place in a separate relatico account.
The entire compliance documentation runs in a different relatico account, since only the regular updates of specifications take place here.
New specifications, the result of which is a material release, can be transferred to the main account after completion. This is how you work efficiently.
The qualification of new suppliers through purchasing often takes place in a separate relatico account that is separate from the main compliance account.
After the successful completion of the qualification, only the results of the process (completed self-assessment, certificates, etc.) are then transferred to the main account.
Customs documentation (import / export), i.e. long-term supplier declarations and certificates of origin, can very well take place in a spearate relatico account, since this data normally only affects a few employees.
Locations that manage (have to) manage their own databases often have their own accounts. Collaboration takes place via shared folders.
Remember, relatico is not a portal.
This way of working makes no difference for the suppliers.
It is much easier for your colleagues and teams to tailor their own relatico account so that it is optimally tailored to your needs.
In addition, you can work with different email addresses / contacts at the suppliers in each account.
Updated on: 26/02/2020
Thank you!