The document discusses a contract automation solution using SharePoint and Ajlsoft software. It provides an overview of typical pain points companies face with manual contract management processes. These include lack of visibility, accountability and approvals. The demo shows how the solution automates contract workflows by integrating documents, CRM and SharePoint. Key benefits are improved efficiency, reliability, accountability and customer satisfaction through standardized, automated processes.

1. 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

2. Session Agenda Productivity Gap The What, The How, The Automation Typical Company Scenario The Flow of Information Current Situation Demo Session Review Questions

3. 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& knowledge sharing is difficult Business apps are hard to access Can’t find information or people Content is out of date & poorly managed Too much paper and manual process Poor data visibility Structured Unstructured Unstructured Work Unstructured The Productivity Gap ERP CRM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

4. The “What” Contract Management Software Part 2 – Analysis-SharePoint (Dashboard) Part 1 – Contract Automation Rules Dynamics CRM

5. Contract Management Database Contract Management Software Data Checklist Automated Contracts

6. Demo- Contracts Options Scenarios The Players

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. DEMO

14. 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

15. Questions