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Understanding the Two Onboarding Flows: FastTrack vs. Private Company Outreach

K
Written by Kailey Buxbaum
Updated over 2 weeks ago

When a supplier joins the network, their experience is shaped by the flow they're invited through. Both paths lead to a completed rating, but they differ in structure, support, and how the rating is ultimately shared with the enterprise client who initiated the process.

FastTrack

FastTrack is designed for speed and simplicity. A supplier invited through this flow can complete their rating independently, either by manually entering their financial data or by connecting their accounting package through QuickSync for an automated sync. There is no survey component, no structured follow-up sequence, and no ongoing relationship manager involvement.

From the enterprise client's perspective, FastTrack is a lightweight touchpoint — they initiate the invite but have no visibility into the supplier's progress through the portal. The experience is self-directed, and the supplier works through the process on their own timeline without support check-ins.

At the end of the FastTrack process, the supplier retains full control over whether to share their completed rating with the enterprise client. Sharing is entirely opt-in, and the decision is made at the conclusion of the process.


Private Company Outreach

Private Company Outreach is a more structured, hands-on process built for situations where an enterprise client needs to verify that a strategic supplier meets their standards and has obtained all relevant internal approvals. The client has a direct interest in the outcome — they need the rating to confirm the supplier's suitability as a continued partner.

This flow supports a broader set of data input options, including manual entry, QuickSync, and the ability to upload financial statement PDFs — giving suppliers flexibility based on how their records are organized. In addition to financial data, suppliers may be presented with survey questions specific to the client's requirements.

Throughout the process, suppliers can connect with a Member Services Associate at any point for guidance and support. Client-appointed Relationship Managers are also embedded in the flow, and are looped in on as as-needed basis to ensure the outreach process is completed. This makes Private Company Outreach a managed process rather than a self-service one.

On the client side, enterprise users can log into the portal at any time to monitor the progress of their outreach requests, providing a level of transparency that is absent in FastTrack.

When the rating is complete, the supplier is required to share it with the enterprise client who requested it — this is a condition of the flow, not a choice made at the end. However, the supplier retains the ability to revoke the client's access to their report at any point after sharing.


Key Differences at a Glance

The two flows reflect different relationship contexts. FastTrack suits scenarios where the network connection is exploratory or lower-stakes, and the supplier's decision to share their rating remains their own. Private Company Outreach is suited to established or high-priority partnerships where the enterprise client has a compliance or due diligence need, and where a more guided, accountable process is appropriate for both sides.

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