Getting Started with Your First VMS | Conexis VMS Easy Start

It's easier than you think to implement a VMS

If you are currently managing your contingent labor with manual spreadsheets or outdated SharePoint sites, it may be time to get a Vendor Management System (VMS).  Many companies are not aware of the many benefits that a VMS can bring to your organization. At Conexis, we are experts at helping organizations get started with their first VMS. That's why we have the Conexis "Easy Start" program.

 


What is Conexis Easy Start?

Implementing a Vendor Management System (VMS) for the first time can feel overwhelming. You’re likely dealing with spreadsheets, emails, and inconsistent processes to manage your contingent workforce now. The idea of shifting to a system that automates and centralizes it all sounds great - until you think about where to even begin.

That’s where Conexis comes in. We make this process easy, effective, and tailored just for you.

Step 1 - Build Your Requirements and Workflows

Step 2 - Map Your Processes 

Step 3 - Configure the System to Meet Your Requirements

Step 4 - Complete Integrations

Step 5 - Test and Accept

Step 6 - Training & Hyper Care

How do I know if it's time I need a VMS?

It may be time to consider getting a VMS (Vendor Management System) if you are managing a contingent workforce program and face any of the following issues:  

  • You want to save money: Did you know you can save on average 20% on your contingent workforce cost if you get a VMS? This includes both soft and hard costs,  You can get better rates with staffing agencies, accurately track timesheets, or stop overbilling.

  • You're concerned about Compliance and Risk: If you want to ensure that you are complying with labor laws, data privacy regulations, and industry-specific compliance standards, a VMS will help. 
  • You can't keep up with Market Flunctuations or Scalability: If your workforce is expanding or adapting to market changes, and you can't keep up with manual tracking, it's time to consider a VMS.

  • You need accurate Reporting and Analytics: A VMS provides robust reporting and analytics to monitor vendor performance, track spending, and spot improvement areas. At Conexis, our software also enables you to create and download custom reports for free.

  • You need a way to manage Shift-Work: Managing shift-workers can be complex. You can do this easily with a VMS. 

 

Take this Survey to Identify if you need a VMS

Here are some questions to ask yourself to help you determine if it's time to get a VMS. Take this quick survey to help you decide. 

A survey to help you identify if it's time to get a vendor management system

 

A More Detailed View of Conexis Easy Start

Here are the steps to Conexis Easy Start:

Step 1 - We Help You Build Your Requirements and Workflows

Whether you’re running a high-volume light industrial program or sourcing niche IT contractors, no two contingent workforce programs are the same. That’s why the first thing we do is listen.

We begin with a collaborative discovery process. Our experienced team sits down with your key stakeholders - procurement, HR, finance, and operations - to understand how your current process works and where the pain points are. We ask questions like:

  • How are job requests initiated today?
  • What are you’re approval requirements and in what order?
  • Are rates standardized or negotiated?
  • What are your compliance requirements?
  • How is time captured and approved?
  • What are your invoicing requirements
  • What specific reporting needs do you have?

But don’t worry - we don’t drown you in technical jargon or spreadsheets. We translate your existing practices into a clean, logical workflow that sets the stage for automation.

Step 2 - Mapping Your Processes, Your Way

Once we understand how you work, we document your ideal future state. We help you make decisions that align with best practices while honoring the uniqueness of your business. Whether it’s:

  • Requisition workflows based on job type or location
  • Approval chains that adapt to spend thresholds
  • Rate cards for each supplier tier
  • Onboarding checklists per role
  • Shift management and time tracking needs

We map it all. And we make sure it’s clear, visual, and approved by you before anything gets built.

No “One Size Fits All” Here

Some VMS providers force you to change your processes to fit their software. Not Conexis.

We believe technology should adapt to your business—not the other way around. That’s why we take the time to gather the right requirements up front. It’s what sets the stage for a smoother implementation and long-term success. And when your business needs change, Conexis changes right along with you.

Step 3 - We Configure the System to Meet Your Requirements

This is where the real magic starts to happen. Because we’ve already captured your goals and processes during discovery, we now turn those insights into a working VMS that mirrors how you operate—only faster, more automated, and way more efficient.

Built by Experts 

Our implementation team isn’t just technically sharp - they understand contingent workforce management. That means when they configure your system, they’re thinking about real-world use cases like:

  • Multi-site operations with unique cost centers
  • Different workflows for temporary, contract, and shift-based roles
  • Rate compliance controls by location or role
  • Document collection and onboarding steps based on worker type
  • Supplier visibility and control per region

Every drop-down, every rule, every data field - we configure it based on how you work.

No Clunky Workarounds

Unlike legacy VMS platforms that force you to accept their rigid architecture, Conexis was built for flexibility. We don’t require bolt-ons or workarounds to support high-volume shift scheduling, time capture, or pay rule variations. It’s all native to the platform, and it’s all configured during this step.

That includes:

  • Requisition templates customized by role or department
  • Shift management tools aligned to your operations
  • Languages and Currencies
  • Time entry rules (standard, overtime, double time)
  • Integration with your cost structure for clean GL coding
  • Automated approval chains by spend or location
  • Worker onboarding and compliance requirements
  • Reporting

You won’t need to re-engineer your processes to make the system work. We make the system work for you.

A Scalable Setup From Day One

Whether you’re starting with one location or rolling out across dozens, our configuration process builds for scale. We don’t take shortcuts—we set up Conexis with the right foundation so you can grow into it without outgrowing it.

Why This Matters

A lot of companies abandon their VMS projects halfway through implementation because they hit a wall - they realize the system won’t actually do what they need it to do. That won’t happen with Conexis. 

Our flexible architecture and experienced team  ensure that what we configure is aligned with your vision and built to adapt. It's your business, your workflows, your system - just smarter and easier. 

Step 4 -  We Complete Any Integrations

When you’re bringing in your first VMS, the last thing you want is to be forced into a six-month IT project just to make systems talk to each other. That’s why we’ve made it simple to connect Conexis with the platforms you already rely on.

What Systems Can We Integrate With? Pretty Much Anything.

Because we’re API-first, we can integrate with:

  • ·Applicant Tracking Systems (ATS)
  • Timekeeping and scheduling platforms
  • Payroll and finance software
  • HRIS and ERP systems
  • Background check and onboarding providers
  • Business intelligence tools (Power BI, Tableau, etc.)

Whether you’re using Workday, ADP, Kronos, SuccessFactors, or QuickBooks—Conexis can connect.

Out-of-the-Box Meets Custom

We offer out-of-the-box integration frameworks for popular platforms, but we’re also fully equipped to build custom integrations if you have proprietary systems or unique use cases. Our development team works directly with your IT team (or your MSP’s) to ensure smooth data exchange.

We can support:

  • API connections
  • Secure file transfers (SFTP)
  • Webhooks
  • Batch uploads
  • Real-time or scheduled syncs

You won’t be handed a manual and told to figure it out on your own. We handle the heavy lifting.

Data Where You Need It

One of the biggest advantages of Conexis is that you’re not trapped inside the system to get value. You own your data, and we help you move it wherever you want it:

  • Push approved timesheets into payroll
  • Sync open requisitions to your ATS
  • Feed worker data into your ERP
  • Export real-time dashboards to your BI tool

No more duplicate data entry. No more wondering which system has the truth. With Conexis, everything talks - and everything matches.

Why Integration Is a Game Changer

Without integration, a VMS can quickly become a silo. Manual uploads, spreadsheets, and reconciliations creep back in, and your team loses trust in the system. That’s why we treat integration as a core part of implementation—not an afterthought.

Our goal is to make Conexis feel like a natural extension of your tech stack. When that happens, adoption soars, errors drop, and you get true end-to-end visibility.

Step 5: Test and Accept

The goal here isn’t just to verify the system is “working.” The goal is to ensure it’s working for your business, exactly the way we mapped it out. This isn’t just a demo environment with sample data—it’s a replica of your real-world operations.

What We Test (Spoiler: Everything)

We take a full end-to-end approach to testing. That includes:

  • Requisition workflows: Can hiring managers create and route requests correctly?
  • Approvals: Are approvals triggering based on the defined business rules?
  • Rate compliance: Are rate cards populating as expected? Are supplier markups and bill rates being enforced?
  • Validation of data: We may have uploaded a ton of data on your behalf. Our teams run data validation scripts to ensure 100% data accuracy and completeness.
  • Vendor access and roles: Are suppliers seeing only what they’re supposed to see? Are user permissions working as intended?
  • Shift scheduling and time capture: Are shifts populating by site and role? Is the system handling overtime rules?
  • Onboarding and documentation: Are workers being prompted for the right compliance steps and forms?
  • Integrations: Are timesheets flowing into payroll? Is data syncing with your ATS or ERP?

You get to walk through it all, using your own workflows, with your team. It’s not testing in a vacuum—it’s testing that’s designed to simulate a real day in the life of your contingent workforce program.

User Acceptance Testing (UAT): Your Stamp of Approval

Once internal testing is complete, we enter User Acceptance Testing (UAT). This is your chance to review the system from every angle. We include stakeholders from all relevant departments - HR, Procurement, Finance, Operations - to validate the system does what they need it to do.

We’ll run through real-life scenarios, like:

  • Hiring a forklift operator at one of your warehouses
  • Assigning a shift for an overnight logistics role
  • Managing a new contractor onboarding
  • Approving time for a short-term project role

If anything needs to be adjusted, we take care of it—fast. Once you’re confident, you sign off. That’s the “acceptance” part of Test and Accept.

Why It Matters

Some VMS providers rush to go live, leaving customers to find issues the hard way—after launch. Not us. At Conexis, we believe a successful go-live starts with no surprises.

This step is your safety net. It ensures everything has been built, integrated, and tested in a way that reflects your actual business - not just a generic use case.

When you sign off, you’re not hoping it’ll work. You know it will.

Step 6: Training & Hyper Care

The most elegant system in the world won’t deliver results if no one knows how to use it. Our training and hyper care process bridges the gap between go-live and full adoption.

Role-Based Training That Makes Sense

Not everyone needs to know everything. So we tailor training by user role to keep it relevant and focused:

  • Hiring managers learn how to create requisitions, view candidate submissions, and manage time approvals.
  • Procurement and HR teams are trained on oversight tools, reporting, and compliance checks.
  • Suppliers are onboarded to submit candidates, view feedback, and manage timesheets.
  • Approvers get a fast-track view on how to review and sign off without getting lost in the system.

We offer live sessions (virtual or onsite), self-paced training materials, and user guides designed in plain language. No acronyms. No tech-speak. Just clear instructions on how to get things done.

Hyper Care: Real-Time Support When You Need It Most

“Hyper care” is our white-glove support window immediately following go-live. This is when the system is live, but we stay close - real close.

  • We provide real-time support for your users.
  • We monitor activity to catch any issues before they impact operations.
  • We schedule daily or weekly check-ins with your team to answer questions and resolve concerns.

· If something is unclear or not working the way you expected, we fix it - no delays.

Think of us as an extension of your team during this phase. You get priority access to the experts who built your configuration and know your setup inside and out.

Encouraging Adoption from the Start

We know that system adoption often determines VMS success. That’s why we focus on creating early wins—helping your team see value within days, not months. Things like:

  • Streamlined job approvals
  • Faster candidate submissions
  • Accurate time tracking
  • Real-time reporting and dashboards

Once people see how easy Conexis is to use (and how much time it saves), resistance fades. Adoption grows. 

Talk to us - we are here to help! 

If you are not sure where to start - don't worry! We are here to help.

Contact us for a confidential No-Obligation Consultation to discuss your current challenges and show you all the benefits of implementing Conexis.

Or, Book a Personal Demo so we can show you Conexis in action.  

Book a Demo Today!

What our Customers Say

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Are you thinking about getting a VMS?

Our powerful vendor management system has been specifically built for any spend volume, making it the perfect solution for organizations looking to improve their contingent workforce management strategy.

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