Proof of Concept onboarding
When it comes to onboarding with Barclays, we like to keep things swift and simple. That’s why we’ve created this page
We’ll tailor your onboarding journey based on the value and risk profile of your Proof of Concept (PoC). For engagements that qualify as both low-value and low-risk, we aim to give you fast, easy access to the benefits of partnering with Barclays in just five days. If your engagement is not low risk or of a higher value, we have some tools and guidelines below to make the journey easier and smoother.
Crucially, you can now use our handy self-assessment tool right now to find out if your PoC is likely to be classed as low risk. And if your self-assessment does come back as non-low-risk, you can take a look at the controls that may apply to you and address any gaps that you identify. If these gaps aren’t significant, taking proactive steps this early in the process will enable us to onboard you in as near to five days as possible.
Eight easy steps to onboarding with Barclays
Step 1: We’ll send you a non-disclosure agreement (NDA) (PDF 54KB), which you’ll need to sign and send back to us. We’ll also share our standard PoC terms and conditions with you (these are also on this site and you can review right now: US PoC Agreement (PDF 980KB); UK PoC Agreement (PDF 996KB)). This is your chance to make sure you’re comfortable with these terms. Next, you’ll agree the PoC scope and input it into the contract.
Step 2: By now, you should be familiar with our terms and conditions. So now we’ll point you in the direction of our handy self-assessment tool to identify your risk position and identify any gaps against our control requirements as early as possible in the process – again, you can begin self assessing right now.
Step 3: We’ll be completing an assessment of your PoC to see which route it should take. We may need to ask you some more questions at this stage.
Step 4: If your PoC is low-risk, we may simply need to agree the scope with your business contact and sign up to the PoC agreement once you confirm it. But if your PoC is non-low-risk, we may ask you to join a call to review your service in more detail. We’ll also ask to you fill in a self-assurance attestation (SAA) to formally assess any gaps in terms of our control requirements. If there are any gaps that you cannot meet for the PoC, we may need you to speak to our control experts in more detail and address these before we can go ahead.
Step 5: We’ll ask you to give us some extra information so we can set you up in our Supplier Purchase order and invoicing system (Coupa).
Step 6: We’ll ask you for an authorised signatory for our terms and conditions.
Step 7: We’ll countersign the contract.
Step 8: We’ll issue your purchase order.
Find out more about how we support innovation at https://www.thinkrise.com