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Sp  Contracts Ts

Sp Contracts Ts



Contracts, ajlsoft, sharepoint

Contracts, ajlsoft, sharepoint



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Sp  Contracts Ts Sp Contracts Ts Presentation Transcript

  • SharePoint and Ajlsoft Document A Contract Automation Solution Simple and flexible approach to provide the ability to automate and analyze contract data and documents Peter Ward Thom Staudacher
  • Session Agenda
    • Productivity Gap
    • The What, The How, The Automation
    • Typical Company Scenario
    • The Flow of Information
    • Current Situation
    • Demo
    • Session Review
    • Questions
  • INFORMATION PROCESS Desktop Productivity
    • Coordination & knowledge sharing is difficult
    • Business apps are hard to access
    • Can’t find information or people
    • Content is out of date & poorly managed
    • Too much paper and manual process
    • Poor data visibility
    Structured Unstructured Unstructured Work Unstructured The Productivity Gap ERP CRM Relational Database Office Applications
  • The “What” Contract Management Software Part 2 – Analysis-SharePoint (Dashboard) Part 1 – Contract Automation Rules Dynamics CRM
  • Contract Management Database Contract Management Software Data Checklist Automated Contracts
  • Demo- Contracts Options Scenarios The Players
  • Current Situations - With this company
    • Observations can include:
    • Lack of defined approval processes, ownership and responsibility of terms
    • Silo-based, no flows from sales-pricing-contracting-delivery
    • Paper-based with little automation to assist with day to day work
    • Higher probability for risk and errors
    • Excess “non-value added” work by all stakeholders and lack of productivity
    • Desire to improve:
    • Create more efficient processes (quicker response and identifiable metrics)
    • Greater customer satisfaction
    • Automated contract request submission tool via Outlook email submissions
    • Shared contract status tracking
    • Query and reporting capabilities
  • Inflow Of Information Sale is complete
    • Issue tracking
    • Ownership
    • Accountability
    • Workflow
    • Contract type established
    • Ownership assigned
    • Information pushed into the contract
    • Rules established
    Legal Contracts Contract complete
    • CRM updated
    • Relevant parties notified
    • Pain Points
    • Too much cutting and pasting
    • Too many emails with different version attachments
    • Errors on the contracts
    • A continuous fire drill with contract management
    • Her day can be summarized as busy, but not fully productive
    • Her Desire
    • Contract automation, with information flowing from 1 system to another
    • A single place to assign contacts and tasks relating to contracts
    • Single entry, not double entry of information
    • Workflow
    • To obtain a wide angle perspective of contracts processes and data, and be able to zero in on critical issues that require actions
    • Standardized business rule process
    Demo- Contract Automation
  • Demo- Contract Automation
    • Pain Points
    • Wants contracts processed faster
    • Feels contracts get held up in legal, which affects his teams compensation
    • Wants better customer satisfaction
    • Dealing with the contracts department is a major distraction on his actual job.
    • His Desire
    • Better discovery of contract information
    • Enable more timely delivery
    • Accountability on contract process
    • Less telephone tag with contract managers and legal
    • Pain Points
    • There’s growth in the business, but there are labor intensive bottle necks.
    • Quality control- risk and errors on controls
    • His Desire
    • Standardized repeatable process
    • Integration of technology
    • Create metrics
    • Develop a platform for growth.
    Demo- Contract Automation
    • Masters Service Agreement (MSA) contract, non Express (negotiation) workflow
    In The Example
    • 2 Word documents Contract Master (“check list”) -Editing MSA contract- End result
    • Demo
    • Business logic
    • Integration of the documents/ SharePoint/ SalesLogix
    • Dashboard displays
    • Issue tracking
    • Assignments
    • Accountabilities
    Contract Master MSA End result sent to client CRM Business logic defined Populated from CRM
  • DEMO
  • Session Review
    • Key Benefits
    • Improve efficiency and reliability
    • Customer satisfaction
    • Integration from server based to desktop based activity
    • Improve accountability and accuracy
    • Relevant To Other Documents
    • SOW
    • Software license agreements
    • Insurance
    • Inspection reports
    • Legal
    • Human resources
  • Questions