4 Replies Latest reply on Sep 6, 2017 2:52 PM by Jfrazier

    Vendor/Third Party Management Software

    poekbradley

      What do you use to manage vendors or third party companies? We currently have numerous telco, data service, security, and power vendors. It is hard to keep them straight. We are trying to find ways to keep track of things like when all the billing is due, when contracts end, and even login information to vendor websites. Excel sheets and Password safes only go so far. Looking for a cloud solution.

       

      Any help would be appreciated,

       

      Kyle

        • Re: Vendor/Third Party Management Software
          silverbacksays

          We use a combination of OneNote 2016 and Sharepoint, using Microsoft Office 365. This allows me to share all the information I need with whoever I need to within my business. For secure information and passwords I use Password Safe, with the application installed locally, and the actual password safe file itself shared over SharePoint/OneDrive.

           

          Similar to what you describe, but it's cloud based and It works for us

            • Re: Vendor/Third Party Management Software
              poekbradley

              That is pretty much the boat we are in right now. We currently do not utilize Office 365 (we are looking into it). I was hoping to find an easy way of migrating information to the cloud. Not necessarily login information but Account Numbers, Contract expiration, and SLA information of services if applicable.

               

              The consolidated Password Safe makes sense. I only get concerned in an out of band scenario when VPN might not be reachable. I know there are ways around it that as well.

              We might have to found some cloud storage or just make something home grown. I am going to reach out to some folks to see what I can get.

               

              What to Managed Service Providers use to keep track of all of their clients information? I hope it is not OneNote.