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Understanding BRM Categories

In BRM, Categories organize and structure the types of information you collect within the Vendor, Software, and Agreement Objects. Each Category is composed of criteria fields, which capture specific details and data about the category.

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Categories Types

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General 

  • Captures information about the vendor or software. It helps clarify the business rationale and intended purpose behind the selection.

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Compliance 

  • Focuses on legal and security considerations. It includes documentation like privacy policies, terms of service, and risk assessments related to vendor incidents.

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IT

  • Captures technical details relevant to your IT team. It includes system integration, data flow, infrastructure compatibility, and identity management requirements.

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Finance

  • Focuses on the financial implications of engaging with a vendor. It includes billing terms, budgeting impact, and any cost-related approvals.
  • Addresses contractual and regulatory aspects. It includes legal reviews, agreement summaries, jurisdiction concerns, and data protection clauses.

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Understanding Criteria

Criteria are the specific data points captured within each Category. Think of them as individual pieces of information that help your team evaluate and track key aspects of a vendor, software, or agreement. For example, within the Compliance category it may include fields such as, “SOC 2” or “Privacy Policy.” This structure enables a comprehensive, at-a-glance overview of the information necessary to make informed procurement or risk decisions.