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E-Business Suite Contracts SIG
Oracle Development Update
Susan Flierl                 Kim Carter
Product Strategy Director    Product Management, Group Manager
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Agenda


• Oracle Contract Management          <Insert Picture Here>

• Oracle Federal Contract Lifecycle
  Management
• Contracts Sessions at OOW
• Question & Answer with Oracle
  Development
Oracle Contract Management
Contract Lifecycle Management

               VP Procurement             General Council                  VP Sales



                    Buying                    General                       Selling
                    process                   Contracts                     process


  CFO
  CIO                             Contract Management
  GC




* Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
Oracle Contract Lifecycle Management
     Native integration to business transaction flows

                       Buying                    General                       Selling
                       process                   Contracts                     process
                   VP Procurement             General Council                  VP Sales


                       Oracle                                               Oracle Sales
     Simple
                     Procurement                                              & Service
   contracts
                      Contracts                                              Contracts

     CFO
     CIO                        Oracle Contract Management
     GC

                       Oracle                                                   Oracle
     Complex
                       Project                                                  Project
    contracts
                      Contracts                                                Contracts

                   Oracle Federal
                        CLM*



* Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
Oracle Contract Management
   Standalone solution
                     Buying                    General                       Selling
                     process                   Contracts                     process
                 VP Procurement             General Council                  VP Sales


                    Oracle                                               Oracle Quoting
                   Sourcing /                                                / Order
                   Purchasing                                             Management

    CFO
    CIO                       Oracle Contract Management
    GC


                     External                                                External
                   procurement                                               ordering
                    application                                             application




* Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
Oracle Contract Management
 Strengthens control of enterprise agreements

Accelerate contract authoring
  • Automate manual steps with an intuitive workbench
  • Complete drafts more quickly with pre-defined templates and
    authoring rules
  • Simplify approvals with configurable workflows
Centralize key contracting processes
  • Access all agreements quickly and easily with consolidated storage
  • Unify approval mechanisms for changes to organizational standards
  • Standardize administration with renewal tracking
Track risk and compliance
  • Understand exposure through deviation summaries
  • Generate a detailed record of every agreement with internal and
    external milestones
  • Identify risky contracts with powerful search across contract
    documents


                                                                         8
Contract Workbench
Automate manual steps




                        9
Accelerate Contract Authoring




                                10
Pre-defined templates & authoring rules
Author contracts more quickly


  Contract Creation         Edit & Approval       Document Generation
      Policies                  Policies               Policies




  • Automatic            • Mandatory clause       • Standard layout by
   application of all     enforcement               business unit and
   relevant clauses                                 document type
   and deliverables      • Role-based change
                          control                 • Flexible approval
  • Access control by                               hierarchy
   business unit and     • Pre-approved
   document type          alternate clauses       • Exceptions flagging
                                                    for legal review
  • Standard section     • Incompatible clauses
   use enforcement                                • Automated
                         • Automatic contract       numbering formats
                          validation




                                                                          11

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2009 Oracle Open World SIG Contracts Update

  • 1. <Insert Picture Here> E-Business Suite Contracts SIG Oracle Development Update Susan Flierl Kim Carter Product Strategy Director Product Management, Group Manager
  • 2. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
  • 3. Agenda • Oracle Contract Management <Insert Picture Here> • Oracle Federal Contract Lifecycle Management • Contracts Sessions at OOW • Question & Answer with Oracle Development
  • 5. Contract Lifecycle Management VP Procurement General Council VP Sales Buying General Selling process Contracts process CFO CIO Contract Management GC * Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
  • 6. Oracle Contract Lifecycle Management Native integration to business transaction flows Buying General Selling process Contracts process VP Procurement General Council VP Sales Oracle Oracle Sales Simple Procurement & Service contracts Contracts Contracts CFO CIO Oracle Contract Management GC Oracle Oracle Complex Project Project contracts Contracts Contracts Oracle Federal CLM* * Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
  • 7. Oracle Contract Management Standalone solution Buying General Selling process Contracts process VP Procurement General Council VP Sales Oracle Oracle Quoting Sourcing / / Order Purchasing Management CFO CIO Oracle Contract Management GC External External procurement ordering application application * Based on a model developed by Andrew Bartels. Copyright 2008, Forrester Research. Used by permission.
  • 8. Oracle Contract Management Strengthens control of enterprise agreements Accelerate contract authoring • Automate manual steps with an intuitive workbench • Complete drafts more quickly with pre-defined templates and authoring rules • Simplify approvals with configurable workflows Centralize key contracting processes • Access all agreements quickly and easily with consolidated storage • Unify approval mechanisms for changes to organizational standards • Standardize administration with renewal tracking Track risk and compliance • Understand exposure through deviation summaries • Generate a detailed record of every agreement with internal and external milestones • Identify risky contracts with powerful search across contract documents 8
  • 11. Pre-defined templates & authoring rules Author contracts more quickly Contract Creation Edit & Approval Document Generation Policies Policies Policies • Automatic • Mandatory clause • Standard layout by application of all enforcement business unit and relevant clauses document type and deliverables • Role-based change control • Flexible approval • Access control by hierarchy business unit and • Pre-approved document type alternate clauses • Exceptions flagging for legal review • Standard section • Incompatible clauses use enforcement • Automated • Automatic contract numbering formats validation 11