- Introduction to UiPath Maestro™
- Getting started
- Maestro landing page
- Process modeling
- Process implementation
- Process operations
- Process monitoring
- Process optimization
- Licensing
- Reference information
Maestro user guide
- Supplier
registration
The supplier submits business details, tax information, certifications, and contact information through a registration portal or form.
- Document collection and
validation
The company collects required documents (e.g., W-9, insurance certificates, compliance forms) and validates their authenticity.
- Risk and compliance
checks
Background checks are performed, including financial health, watchlist screening (e.g., sanctions), and adherence to internal compliance policies.
- Approval
workflow
Internal stakeholders (procurement, legal, finance) review and approve the supplier based on predefined criteria.
- System setup
Once approved, the supplier is set up in ERP or procurement systems with correct payment terms, tax codes, and categories.
- Welcome and
enablement
The supplier receives onboarding materials, training, and access to relevant systems or portals.
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.
