- Introduction
- Getting started
- Process modeling
- Process implementation
- Process operations
- Process monitoring
- Process optimization
- Reference information
Maestro user guide
Supplier onboarding use case
Supplier onboarding is the process by which a company collects, verifies, and approves new suppliers before allowing them to provide goods or services. It typically involves:
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Supplier registration
The supplier submits business details, tax information, certifications, and contact information through a registration portal or form.
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Document collection and validation
The company collects required documents (e.g., W-9, insurance certificates, compliance forms) and validates their authenticity.
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Risk and compliance checks
Background checks are performed, including financial health, watchlist screening (e.g., sanctions), and adherence to internal compliance policies.
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Approval workflow
Internal stakeholders (procurement, legal, finance) review and approve the supplier based on predefined criteria.
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System setup
Once approved, the supplier is set up in ERP or procurement systems with correct payment terms, tax codes, and categories.
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Welcome and enablement
The supplier receives onboarding materials, training, and access to relevant systems or portals.
The following diagram shows a supplier onboarding process in Maestro. It covers how teams collect, verify, and approve supplier data before activating the supplier in business systems.
How Maestro adds value
UiPath Maestro is a differentiator in the Supplier onboarding use case because:
- It brings centralized, intelligent decision-making to a process that involves multiple approvals, compliance checks, and policy validations.
- Supplier onboarding often requires decisions based on risk assessments, document completeness, regulatory requirements, and internal business rules—which can vary by region, industry, or supplier type.
- With Maestro, organizations can define and automate these onboarding rules in a low-code, business-friendly interface, allowing non-technical teams to easily update policies without IT support.
- It enables automated validation of supplier data, document checks, and routing logic based on factors like supplier category, risk level, or contract value.
- Maestro also ensures decisions are consistent, auditable, and explainable—supporting compliance with standards like KYC, AML, and ESG.
- By integrating with UiPath RPA, it connects decisioning with backend systems (e.g., ERP, procurement platforms), reducing manual effort and speeding up onboarding cycles. The result is faster, compliant, and more reliable supplier onboarding at scale.
