Vendor Vetting and Prequalification Platform
The Challenge
i4 Strategies advises large real-estate firms on compliance, integrity monitoring and risk. Part of that work is vetting the vendors those firms hire: every supplier has to be prequalified on safety, insurance, financial and compliance criteria, and has to keep its certifications current. The process ran on documents sent back and forth by email, and the system behind it could not show how a vendor's profile had changed over time. Audits were slow, and it was hard for buyers to know which certifications were about to lapse.
Our Solution
BeyondScale rebuilt the vendor-vetting platform and process, and has maintained and extended it for more than four years. Suppliers now complete a prequalification questionnaire online, upload their documents, and pay for their submission by card. Answers are scored automatically against safety, insurance, financial and compliance criteria, and approved suppliers receive a generated certificate.
Every vendor carries a profile of around 200 fields, and every change to it is kept as a new version, so i4 Strategies can show exactly what a vendor declared and when. Buyers get their own portal to see which suppliers are approved, and a recertification cycle sends reminders by email and text before certifications expire, with status tracking for each vendor.
Highlights
- Online prequalification questionnaire with document upload
- Automatic scoring on safety, insurance, financial and compliance criteria
- Card payment for each supplier submission
- Generated certificates for approved suppliers
- Version history of every vendor's 200-field profile, ready for audit
- Recertification reminders by email and text, with status tracking
- Separate buyer and supplier portals with role-based access
Architecture
i4 Strategies vendor vetting and prequalification platform
Suppliers apply, upload documents and pay through their portal while buyers track who is approved. The platform scores each submission, issues certificates, chases renewals by email and text, and saves every change to a vendor's profile as a new version for audit.
Want similar results?
Tell us what you are building or running and we will scope the first step.
Book a MeetingMore Case Studies
Financial ServicesPPP Loan Processing Platform Delivered Under Pandemic Deadlines
A secure PPP loan processing platform built for a US bank under pandemic deadlines, with encrypted data handling, role-based access, and direct SBA submission. Delivered on an AWS Workspaces backend with DocuSign, SBA API, SmartyStreets, and Intercom integrations.
Financial ServicesLoan Verification Suite: AI Intake, Field Verification, and Reporting
An end-to-end loan verification platform for banks and verification teams, from NLP-based email intake to geotagged field verification and bank-specific reporting. Automated billing closes the loop from intake to invoice.