Dashboard
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Good morning.

Here's your vendor portfolio overview.

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Active Vendors
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Annual Spend
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Renewals in 90 Days
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Risk Alerts

Vendor Spend Breakdown

Annual cost by vendor

Upcoming Renewals

Next 6 months

View all

Vendor Health Scores

Performance & relationship quality · Updated March 2026

View benchmarks

Vendors

All vendor contracts and relationships in one place.

Community

A peer forum for banks, credit unions, and fintechs to share vendor intelligence, discuss strategies, and ask questions.

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Settings

Manage your profile, community preferences, and account security.

Your Profile

How you appear to others on Opsis.

SM
Profile Photo
Your avatar in the app and community
Full Name
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Institution
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Role / Title
VP Operations
Email Address
sarah@firstmerchant.com

Community Preferences

Control how you participate in the Opsis community forum.

Post Anonymously Community
When enabled, your name and institution are hidden from other members on all new posts and comments. You will see "Anonymous" displayed in place of your name.
Off
Show Institution Badge
Display your institution name next to your posts. Only applies when not posting anonymously.
On
Allow Direct Messages
Let other verified community members send you messages. Coming soon.
On

Notification Preferences

Choose what you'd like to be notified about.

Renewal Reminders
Email alerts at 180, 90, 60, and 30 days before a vendor contract renews.
On
Community Replies
Notify me when someone replies to my posts or comments in the community forum.
On
Risk Alerts
Immediate notification when a vendor's risk status changes or a new alert is flagged.
On
Benchmarking Updates
Monthly digest when new peer benchmarking data is available for your vendor categories.
Off

Security

Manage your password and account access.

Password
Last changed 3 months ago
Two-Factor Authentication
Add an extra layer of security to your account with an authenticator app or SMS.
Active Sessions
1 active session · MacBook Pro · Chrome · Today
Delete Account
Permanently remove your account and all associated data.

User Management

Add, edit, and manage who has access to your Opsis workspace.

User Role Status Last Active

Role Permissions

What each role can see and do within Opsis.

Admin
  • Full access to all vendors & data
  • Add, edit, and delete vendors
  • Manage users & roles
  • Configure workspace settings
  • Export and download reports
Member
  • View all vendors & data
  • Add and edit vendors
  • Participate in Community
  • View benchmarking insights
  • Cannot manage users or settings
Viewer
  • Read-only access to vendors
  • View dashboard & benchmarks
  • Community read access
  • No add, edit, or delete
  • No access to settings

Add New Vendor

Complete the profile to add a new vendor to your portfolio. All fields except Vendor Name are optional.

1
Identity
2
Contract
3
Financials
4
Usage
5
Performance
6
Strategic
7
Risk & Intel
8
Notes
Step 1 of 8

Vendor Identity

Core details about the vendor and how it fits into your organization.

Step 2 of 8

Contract Details

Vendor status, criticality, and all key contract dates.

If Yes, confirm the cancellation deadline to avoid unwanted auto-renewal.
Step 3 of 8

Financials & Pricing

All cost components, pricing structure, and financial terms.

Cost Breakdown
Pricing Structure
Step 4 of 8

Usage & Utilization

How broadly and how often is this vendor's solution being used internally?

Active users ÷ licensed users × 100
Step 5 of 8

Performance & Satisfaction

Rate the vendor's performance across key dimensions. All scores are on a 1–10 scale.

Satisfaction Scores (1–10)
Operational Ratings (1–10)
Used to calculate the vendor's health score (×10)
Qualitative Assessment
Step 6 of 8

Strategic Fit & Renewal Planning

Impact scores, renewal recommendation, and negotiation outlook.

Impact Scores (1–10)
Renewal Planning
10 = maximum leverage, 1 = little to no leverage
Step 7 of 8

Risk, Compliance & Market Intelligence

Vendor risk profile, compliance obligations, and market benchmarking context.

Risk & Compliance
Market Intelligence
Step 8 of 8

History, Notes & Documents

Institutional memory, internal context, and any contract documents.

Document Attachments
Drag & drop files, or click to browse
PDF, Word, Excel, images — contract documents, SOWs, SOC 2 reports
Ready to save
Click "Save Vendor" to add this vendor to your portfolio. You can always edit these details later from the vendor detail page.
Step 1 of 8 · Identity