Review Vendors and Third Parties
Run structured due diligence for your clients, build checklists and questionnaires, and deliver professional vendor review reports they can act on.
Replace:
Excel
Word
Gmail
Vendor ReviewsActive
Card payment processorH
Cold-chain transportM
Cleaning contractorL
12Vendors checked
3Flags raised
9Cleared
Reviews completed75%
Show clients every vendor was checked
You run the same review for every vendor and keep the record in one place.
The problem
Ad hoc checks with no structure
Every vendor review starts from scratch. You copy questions from a past engagement, miss some, add others, and the result is inconsistent from client to client.
With Dimeri
Review every vendor the same way
Dimeri builds a structured checklist and questionnaire for each vendor based on the client's industry and risk profile. Download the questionnaire as Word to send to the vendor.
The problem
No evidence trail
Documents arrive by email, responses live in chat threads, and when the client asks what was checked, you piece together the record from memory.
With Dimeri
Show the client exactly what was checked
The vendor's documents and completed questionnaire, uploaded or (on paid plans) received by email reply, are saved to the workspace with your findings. Pull up the full record for any vendor.
The problem
Checks disconnected from risk
You tick boxes on a vendor form, but the client cannot see how those checks reduce their actual exposure. The review feels like compliance theatre.
With Dimeri
Show how each check reduces exposure
The vendor assistant reads the client's risk register in the same workspace and ties each finding to the risk it affects, so the client sees how the review reduces their exposure.
Integrations
Connects to the tools you already run on
Google Drive
Gmail
OneDrive
SharePoint
Outlook
Start delivering work in three steps
1
Create your workspace
Sign up free in under a minute, then create a client workspace with the client's details, scope and documents.
2
Invite your team
Add colleagues and assign roles. Everyone works from the same workspace so nothing gets lost between people.
3
Get to work
Start your first vendor review, build a checklist and deliver a due-diligence report your client can act on.
Partnership programme
Doing this for clients? Do it as a partner.
Consultancies, advisory firms and independent practitioners run their whole book on Dimeri. You keep the client relationship and the methodology. We supply the platform underneath it.
- A separate workspace for each client, with access you control
- A team of AI assistants per client that works from your scope
- Board-ready reports drafted from the register, not rebuilt
FAQ
Frequently asked questions
How long does it take to set up?
You can create a workspace and start your first vendor review in under ten minutes. There is nothing to install.
Can I create my own questionnaires?
Yes. The assistant drafts vendor questionnaires from the client's industry and risk profile, and you preview them and download them as Word to send out. Upload a questionnaire you already use and the assistant works from it.
How do I track vendor responses?
On Project and Program plans, save document requests to vendors as drafts in your own Gmail or Outlook and send them yourself. Replies are picked up and their documents saved to the workspace, so you can see who has responded, what is outstanding and what gaps remain.
Can I link vendor checks to client risks?
Yes. When the client's risk register is in the same workspace, the assistant ties each vendor finding to the risk it affects, so the client sees how third-party reviews reduce their exposure.
Can I export vendor review reports?
Download due-diligence reports as Word, PDF or PowerPoint and checklists as Excel. On paid plans, exports carry no Dimeri watermark.
Is my data and my client's data secure?
All data is encrypted at rest and in transit. Each client workspace is isolated, and each person sees only the workspaces they were added to.
Still have questions? Talk to our team
Put the work on one platform
Run structured due diligence for your clients, build checklists and questionnaires, and deliver professional vendor review reports they can act on.
Book a demo