Come Along With Us On Our Product Innovation Journey

We’re thrilled to introduce a new feature designed to make your sourcing journey smoother and more efficient, no matter the size of your project. This enhancement is part of our commitment to providing you with a complete end-to-end experience that simplifies even the most straightforward projects.

The new "Line Items" module within the Project Brief offers you an intuitive way to quickly specify an itemized list of goods or services for your project. It allows you to specify items, descriptions, quantities, and units of measure to swiftly request quotes for or include as a reference for your project. While "Line Items" can be used for tail spend and straightforward sourcing events, the module can be added to any type of project.

To save you even more time, Glo will extract and pre-fill any line items from files uploaded in Project Details. The pricing experience has also been redesigned across all project types, and you can now pre-populate a pricing table with your line items and see exactly what the provider will need to fill out. This will not only save you time but also improve precision and ensure more comprehensive pricing capture.

Glo is giving you even greater control and flexibility over your company’s projects, with a new dynamic workflow experience. Configurable Project Workflows and Journeys are now live, offering you the ability to tailor project briefs with unmatched precision, making your projects even more streamlined and efficient.

Modules within a project brief can now be configured as Mandatory, Optional, or Not Applicable based on the specific requirements of each project. Glo offers standard module configurations based on project type and allows you to set up additional configurations and customizations as needed. This experience means that your project journeys will be more focused, ensuring that your time is spent on only the most relevant sections and allowing you to concentrate on what truly matters—finding the best providers to meet your needs.

Our CS team is ready to assist you in setting up your workflow configurations, ensuring you’re fully equipped to take advantage of this enhanced flexibility.

We're thrilled to introduce a major enhancement to the Project Scoping experience. This update combines the expertise from our content repository developed by domain experts with the advanced capabilities of Generative AI. As a result, you'll encounter fewer AND more relevant questions, making the scoping process quicker and more effective than ever.

Glo now generates a set of highly relevant, tailored questions for the Project Scope based on the information provided in the Project Details and varying by project type (e.g., RFPs, RFIs, RFQs).

Glo will either a) automatically answer the question, b) suggest an answer which a user can accept or modify, or c) provide “tell me more” text to explain how to optimally answer the question. All questions, including those answered automatically by Glo, will be accessible within the Project Scope document.



You will be able to exit the scoping process at any time, choose to answer additional questions, or review and edit the questions that Glo automatically answered.

 

Glo is making provider invitation even more intuitive and efficient with a new guided experience. Glo also empowers you to find best-fit providers effortlessly and quickly, leveraging its insights to rank providers based on their project fit.

Once you submit your brief, Glo scans your entire provider network, applies company rules, ranks providers, and presents you with a list of providers you can invite. You can sort and filter providers based on various attributes, such as project fit, which Glo adjusts dynamically according to provider capabilities, track record, and project requirements. Additionally, you can search for providers by name or add new providers. This comprehensive list enables added flexibility and increases provider discovery. After selecting providers, you can customize invitation details such as provider invitees and NDA options before sending out invitations. You can track the status of each invited provider in your project's Providers page.

Glo keeps your company's rules in mind, showing only eligible providers and displaying preferred providers at the top of the list. This gives you the confidence to invite the best-fit providers while ensuring compliance with your company's policies.

Glo can now help you implement complex, multi-level, and conditional approvals. Define as many approvals in parallel or any sequence you want for projects based on attributes such as budget, category, and geography. Glo will enforce them at the appropriate time, ensuring that all required approvals are in place before provider invitations and project awards. Taking autonomous sourcing to the next level, this feature drives compliance and aligns with your company’s unique business processes, while offering an intuitive view of approval tasks and history and helping you keep track of your approval requests.

Note: This feature is available upon configuration of your account.

Effortlessly export project briefs and proposals, along with their associated attachments, enabling off-line collaboration and additional analysis. For customers, you can also download multiple proposals for in-depth side-by-side comparison.

To export a brief, open the project brief and click on “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the project scope and proposal requirements in Word format, along with attached documents.

For customers, to export a specific proposal, go to the proposal you want, click on “Other Options,” and then “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the proposal in Excel format, along with attached documents.

For customers, to export multiple proposals for side-by-side comparison, select the proposals you want, open the “Download” dropdown, and click on “Proposals.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing all the selected proposals in Excel format, along with attached documents.

For Providers, to export a specific proposal, go to the proposal you want and click on “Download.” To export attachments, select the checkbox and click on “Download.” Glo will provide you with a ZIP file containing the proposal in Excel format, along with attached documents.

Glo has transformed the brief framework and scoping process, making it more intuitive and easier than ever to create an intelligent brief. The project is now structured as distinct elements: Project Details, defining key internal information confidential to your company; and the brief, which includes Project Scope, outlining provider-facing project criteria and specifications, and Proposal Requirements, detailing responses required from providers. This gives you granular control and additional flexibility to what is shared with providers, while offering clarity into what they see.

Scoping with Glo is also more interactive and conversational, with continuous scrolling and Ask Glo seamlessly integrated. As you work on your brief, you can ask Glo questions directly without leaving the scoping process, enabling an uninterrupted workflow. Glo will respond to you instantly, leveraging its project insight, category expertise, and procurement knowledge to help you define your project requirements.

Introducing our new streamlined invitation process, designed to elevate your user experience. You can now add existing team members and invite new ones in one efficient invitation process. Glo will also provide instant confirmation when team members are added to the project.

Expanding your project team is easy—just click “Add Team Member” on the “Project Team” page. Browse or search for existing users in your company, then check the box to add them to your project. To invite new team members not yet using Globality, click on “Invite New User” and input the user's name, email, and an optional welcome message. Click on “Add” and Glo will send out email invitations to join the platform and your project. You can also resend email invitations to users who have yet to create an account on Globality. 

Announcing our latest time-saving feature: you can now instantly invite providers who are not yet on Globality to your project, enabling you to self-serve more efficiently and further expedite your sourcing process. 

To invite a new provider, simply click on "Request Provider" and enter the provider’s name. After clicking "Add,” Glo will prompt you to input the provider's name, website, contact name, and email. Glo automatically verifies the uniqueness of new providers to prevent duplicates within your network. You can then invite your new provider to your project right away!

Do you need to perform renewals or run identical tenders across various geographies? Effortlessly copy an existing project and reuse critical project information to streamline your workflow and save time. Glo will duplicate essential project components including brief, proposal requirements, and pricing templates.

To copy a project, go to the appropriate project and click on “Copy Project.” You will be prompted to enter a new project name. Glo will also guide you to review and update the new project’s information before you submit the brief.

We are excited to introduce the Proposal Section Library, where system administrators can create proposal sections and control which sections are mandatory or recommended based on project conditions. When creating the project brief, users can quickly select the proposal sections they need for their proposal requirements, expediting the scoping process while adhering to the company's policies.

Introducing the Administration portal, a self-serve space for system administrators to manage their company's account and user-level settings with greater control. The Administration portal can be easily accessed in the left navigation panel and allows for the management of user, proposal, and integration settings.

With Administration, system administrators can manage user roles, curate a library of reusable proposal sections and control when they can be used during the scoping process, as well as create webhooks for real-time notifications.

We are committed to empowering you and your company to source autonomously. We will continue to release additional self-service administration capabilities within the new portal in the near future, so you can have even more granular control over your sourcing process.

We are taking Generative AI to the next level to accelerate your entire procurement process and empower you to make better informed decisions. As your personalized sourcing advisor helping you throughout your sourcing journey, Glo can now answer any procurement or product questions you have.

At any point in your sourcing process, click on the Ask Glo button, located on the upper right-hand corner of the platform, and you can ask Glo any questions about Globality or procurement using natural language. Glo will respond to you instantly, leveraging its built-in category expertise and vast procurement knowledge to help you progress your buying experience and increase your productivity.

We are pleased to introduce a provider feature that will improve your user experience. After uploading a non-smart pricing template, providers will now be prompted to enter the total project cost and expenses in platform, capturing critical pricing summary and increasing transparency and consistency. This new feature allows Glo to ensure all provider pricing is available in the proposal detail view, proposal table, comparison dashboard, and Glo Insight visualizations, so you can leverage key information to efficiently evaluate all providers.

We continue to leverage generative AI to increase your team’s productivity. When beginning your project brief, you can share with Glo any notes and documents you have already created as part of project planning, such as project requirements and project challenges presentations, easily uploading one or more files in various formats (e.g., PDF, Word, Excel). Using generative AI, Glo learns from the given information, asking thoughtful follow-up questions and offering suggested answers to expedite the scoping process. You can easily accept, reject, add to, or edit Glo’s suggestions. To ensure your company’s privacy, the project-related documents will not be shared with providers.

 

This enhancement enables you to self-serve more effectively and easily invite new providers in companies with multiple email domains. When you invite provider users with new email domains, Glo alerts you with a message and you have the flexibility to proceed, with the new domain automatically added to the provider's account (unless the domain is that of a common third party such as gmail.com). 

When scoping your requirements, Glo now prompts you to set a specific time and time zone for the proposal due date. This functionality gives you granular control over when you want suppliers to submit proposals for your projects and provides additional clarity for business users and suppliers.

Glo, your virtual team member and an insanely fast learner, has built new skills using generative AI and has become even more intelligent to help boost your productivity. The result is a dramatically faster process of writing a professional brief because Glo gives you a great starting point that you can further curate to accelerate the scoping process of defining requirements.

Check out these multiple features that are available to you upon the configuration of your account. Once appropriate criteria are set up for your account, Glo can a) assist with conditional approval management, b) match providers based on your company's policy, c) enforce the minimal number of providers to be invited, and d) mark the eligibility of requested providers. This feature set empowers users to conduct sourcing events autonomously while adhering to their company's policies, taking self-serve sourcing to the next level with deep automation and driving further compliance. 

The NDA experience on the platform has now been streamlined. When inviting providers to your project, you can quickly select or waive NDAs where required and apply that selection to all providers, further enabling a frictionless workflow. You also will have the flexibility to download and preview NDA content, choose from your company’s active NDA templates, and upload project-specific NDAs.

This feature is available to customers that have the "NDA flow" enabled for their account.

We’re delighted to launch an enhancement that enables you to quickly understand providers’ key attributes before you invite them to your project, which will help you make better-informed decisions. Upon configuration, you can prominently see if the matched providers have a preferred relationship, have an existing MSA, are diversity certified, and are registered in your ERP system.

Customers have the flexibility to configure the attributes that are shown as part of this feature based on their company processes. If you have already set up an MSA or preferred provider relationship on Globality, you do not need to take any actions to configure the attributes, as we have ensured that you will immediately experience the new feature.

In an effort to drive further automation for you, we have launched an exciting API enhancement that provides access to all relevant project information needed to create robust reports in your existing reporting systems such as Tableau, Power BI, and others.

We are thrilled to announce the release of a new feature, Glo Insights: Negotiation Intelligence. Glo analyzes supplier proposals for a specific project and presents data-driven insights that enable you to compare project costs and timelines instantly, giving you a negotiating advantage.

We are pleased to launch a new feature that introduces new project statuses (pause and cancel). You can now put a project on hold or cancel it. With these new statuses enabled and tracked, you can experience increased productivity due to streamlined work management. This functionality also makes it easy to filter inactive projects for reporting use cases such as calculating estimated spend to drive organizational buying excellence.
 
Project owners and administrators can cancel or pause a project from the project overview page. When a project is paused or canceled, emails to the project team and invited suppliers will be automatically sent to notify them of the status. A canceled/paused project can be reactivated/resumed, and you can seamlessly act on the next steps from where you left off.  

In the Project List View, you can easily review which projects were canceled or paused and filter by those statuses. Administrators with access to data reporting can pull reports that reflect these statuses and further analyze the data.

We are thrilled to share the launch of a new feature, E-Negotiation. With this functionality, you can easily initiate a negotiation round with suppliers, sharing how competitive their proposals are relative to others and encouraging them to submit their best bid.

Glo calculates each proposal’s rank by cost relative to others and the percentage difference to the lowest bid, making it easy for you to compare and control costs. Emails to suppliers are automatically prepared with anonymized information, ensuring they do not show the identity or count of other participating suppliers. Prior to sending the emails, you can preview them so you know exactly what suppliers will receive.

Customers have the flexibility to turn off the "relative rank" and "% difference to lowest bid" options that are shown as part of this feature, based on their company processes.

We are excited to let you know about a new "Onboarding" badge that will enable you to view a requested provider's onboarding status from the "Providers" page for a project.

Once the provider is successfully added to Globality, you will be informed via email about the newly matched provider, driving transparency.

 

In an effort to improve your scoping experience, we have made some enhancements to the way you search and select options for your custom questions within the brief.

You will immediately see a list of all the search results that you can select from, and will be able to search by any portion of the text such as a single letter or number. 

In an effort to continue to deliver exceptional user experience, you will see an update to the roles in Globality and a new "Clients" page. We are streamlining existing roles and introducing two new account-level roles: Provider Administrator and Team Member.

These new capabilities will enable you to view and manage the clients you work with on Globality projects in one central place, driving further compliance.

Feature available starting November 16, 2022.

To improve your experience and make it clear what sections are required when you are building a proposal, you will see a banner at the top with the number of required sections, as well as an asterisk (*) by each section title.

You will also get a more prominent alert highlighting what needs to be filled out if the proposal is submitted without completing the required sections. 

 

We are excited to give you a heads-up about an important enhancement to the email notifications you receive when you are invited to a project opportunity on the Platform.

The emails have been simplified and co-branded with client-related information such as the company name, sender’s name, and project name, which will ensure you do not miss out on project opportunities.

Feature available starting November 17, 2022.

We are excited to give you a heads-up about a new functionality, Brief Outline. Once you start scoping your project requirements, you will see a high-level overview of what sections you can expect Glo to cover throughout the scoping process.

This will enable you to plan ahead to get required information and invite your peers to answer questions more efficiently. You can also monitor and track your progress in real time with a new side panel view.

Glo nicely formats and packages all the information real-time in the Smart Brief, which is easily accessible at any time from the main menu.

Feature available starting October 18, 2022.

After submitting a description of your sourcing need, Glo analyzes your response, automatically chooses the project's subject matter for you, and serves relevant questions to help you scope your requirements.

To ensure you go down the appropriate scoping journey, you will now see an enhanced UX when confirming or adding the service offerings where you can change the project's subject matter, if needed. Glo will then prompt you to select the relevant subject matter for your sourcing need.

We continue to streamline the user experience to help you be more efficient. Going forward, you can view and search for projects via the “Projects” tab in the main menu.

As a reminder, this Projects List View page also lets you sort and filter projects so you can quickly orient yourself on each project’s phase to take key actions.

We are excited to share that you now have greater flexibility to create and manage structured requirements when scoping with our new feature, Proposal Requirements Editor.

Glo makes it incredibly easy to build, edit, format, and order your requirements, whether you want the responses back from suppliers in a free text format, multiple choice, or matrix. You will immediately see the value when you are able to compare these supplier responses side by side in a visually elegant format, driving better evaluation.

Check out this new guide to learn all about creating and submitting proposals on the Platform so you can maximize your opportunies to be selected for projects.

We are excited to launch Webhooks, which can be easily created, configured, and managed within our Platform.

Once Webhooks are set up, they will automatically give real-time notifications of specific events (i.e., Brief completed, Award completed) that occur in Globality, which can be leveraged for several use cases (i.e., creating contracts on your end). 

 

You now have the option to select "Request for Quotation" as a specific sourcing type, giving you a streamlined experience when scoping your requirements.

As a reminder, we had launched Smart Pricing Templates earlier in the year where Glo serves you templates tailored to your project and ensures suppliers complete the correct templates as part of their proposals. Once proposals are submitted, Glo scans the templates, displays key data on the Platform, and consolidates all supplier pricing data in one Excel workbook for you to do further analysis.

 

We are excited to share that we have now released a new functionality, Glo Insights: Cost Analysis where, for qualified projects, Glo leverages granular data from supplier proposals when you use Smart Pricing Templates. Cost analysis and insights are packaged and delivered in a spreadsheet format, and you will be notified when it is ready to be downloaded from within the Platform.

 

 

 

  

We have launched an Integration Microsite webpage that showcases our integration approaches and how Globality connects to your existing workflows.

  

Updated main menu and project-level navigation bars:
                                                                           

                 

  

Globality’s assessment feature empowers you to assess suppliers efficiently and accurately, allowing you to select the best supplier with more confidence, increased transparency and compliance, without bias. 

We’re excited to share that this feature has been further enhanced and now users can focus more on assessing suppliers on criteria they are qualified to rate and simply skip the rest, driving flexibility and further efficiency.

Watch this 7-minute demo video to get a deep understanding of how Globality works to source your needs across all your strategic spend to drive substantial savings, efficiency, and meet your ESG goals.

  

We are excited to share a new functionality that enables you to download all documents that come with supplier proposals. The files are elegantly organized for you based on your preference by suppliers or by proposal sections.

  

Globality works with you to structure permissions based on your internal organizational structure and workflows, driving compliance and increased confidentiality across teams.

Access and visibility to projects will be based on pre-determined rules (e.g., who gets access to view and join a given project, who in Procurement gets automatically added to a given project), as well as project attributes (e.g., category, region, business unit) that a user is in.

 

To learn more, you can view this article in our Knowledge Base.

We are excited to share that you can now experience an easy and organized way to leverage your standardized templates (e.g., pricing templates and other questionnaires) within the Platform to request information from suppliers in a specific format.

Glo will automatically serve category-specific templates and ask you to choose the appropriate template for each project, or a new template can be uploaded, making it a part of the overall requirements. Glo assists suppliers by guiding them to complete the templates and ensuring they are submitted as part of their proposals.

Once proposals are submitted, you can easily access these files in a central, organized manner when you are ready to do deeper analysis and evaluate suppliers.

We are excited to share that suppliers can now submit more than one proposal for your projects with different approaches, timelines, or fee structures to potentially highlight cost-savings for you.

You can view and compare proposals by a single supplier, or choose to compare proposals across suppliers, enabling you to make the best decision when evaluating proposals. 

You now have the ability to view the contact information of the stakeholders at the supplier’s organization who receive the Smart Brief when they are invited to a project opportunity.

This lets you know who the leads are from the supplier side and you can leverage their information as needed. 

You can now include attachments when broadcasting a message to suppliers which enables you to format supplier communications the way you like it. This broadcast functionality drives collaboration, efficiency, and compliance for you and your team.