Dolphin Contract Lifecycle Manager for SharePoint

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  • Dolphin Contract Manager is designed and built on the Microsoft SharePoint platformCompelling business application for organizations that have already deployed SharePointRapid end user adoption because of the standard Microsoft look and feel of the system
  • Contract Management solutions like Dolphin Contract Manager address the two key processes in contract management:Pre-award process: all about contracts as paper or electronic documents. DCM provides tools to discover, import and create contracts as well as tools to streamline approval process and a central repository to store contract documents. This is where 80% of companies stop in the contract process. Post-award process: all about what is contained within the contract, what has been committed to and are key milestones and deliverables or commitments being met. Alerts, reports and dashboards allow business users to have access to digestible and timely management information so that they can manage contracts the way that they were negotiated. Most solutions focus on only one phaseDolphin provides a unique end-to-end view of CLM, it’s supports the whole Contract Lifecycle Management process
  • Contract Management solutions like Dolphin Contract Manager address the two key processes in contract management:Pre-award process: all about contracts as paper or electronic documents. DCM provides tools to discover, import and create contracts as well as tools to streamline approval process and a central repository to store contract documents. This is where 80% of companies stop in the contract process. Post-award process: all about what is contained within the contract, what has been committed to and are key milestones and deliverables or commitments being met. Alerts, reports and dashboards allow business users to have access to digestible and timely management information so that they can manage contracts the way that they were negotiated. Most solutions focus on only one phaseDolphin provides a unique end-to-end view of CLM, it’s supports the whole Contract Lifecycle Management process
  • Dolphin Contract Manager is designed and built on the Microsoft SharePoint platformCompelling business application for organizations that have already deployed SharePointRapid end user adoption because of the standard Microsoft look and feel of the system
  • Use this slide to highlight statistics/important numbers or percentages.
  • Use this slide to highlight statistics/important numbers or percentages.
  • Ontario Power Generation required a creative, cost-effective solution for migrating and housing millions of their documents, each with its own metadata and annotations. With multiple stakeholders, various systems, manual processes, disparate documents, siloed departments and strict security requirements, a robust, scalable and secure platform was mandatory. Documents were currently stored in multiple formats on various servers and independent intranets and searching for information challenged staff members daily, impacting productivity and morale.An Enterprise Content Management (ECM) system would provide the foundation for OPG to address its document management needs; however, due to the complexities of the OPG environment, a Proof of Concept – a self-contained working model of the solution - was created and housed to prove out the viability and value. To maximize client satisfaction, the SAP integrated, Enterprise Content Management (ECM) solution was rapidly delivered, completed in less than six months, without workflow interruption.The implementation of Microsoft Office SharePoint Server 2007 with SAP and the migration of existing documents drove considerable business value, from substantial savings for cost of ownership and for future custom development, as well as consistency with enterprise-wide strategy for document management.
  • Following a merger, the resulting company, Joy Global Inc., needed to ensure that its 600,000 employees could communicate and collaborate with each other using a single intranet portal. The company's intranets were deeply split across divisions using outdated technology. JGI needed a solution that would support a global workforce and eliminate the out of date intranets which consumed large amounts of time on support and maintenance.The new JGI solution combines a corporate communications portal along with an employee center, establishing a single, easy to navigate site for all relevant information, including everything that governs the employee's relationship with the company. Of prime importance is the ability for all business owners to manage their own content. This enabled corporate governance and regional influences to co-exist, providing all users with accurate, up-to-date, information.Departmental, cross-functional and global project teams now have a place to work together toward common goals. Business owners can update their own content so that all information is accurate and timely. IT can serve the business strategically, focusing on higher value activities rather than consumed with updating and maintaining legacy technologies. A logical structure and solid use of metadata enables fast and relevant search results. A multi-phase approach to implementation has delivered the new technology in manageable chunks – easily consumed by all stakeholders. Most important, the emphasis on corporate culture and usability has driven high user adoption across the corporation.
  • Dolphin Contract Lifecycle Manager for SharePoint

    1. 1. CONTRACT DOLPHIN MANAGER Barry Gervin Director, Solutions barryg@navantis.com
    2. 2. C A typical Fortune 5000 organization has between 15,000 and 40,000 contracts. Most are hard to find. 10% are lost each year. -Faulkner Information Services Contract Management Challenges
    3. 3. WHERE ARE YOUR CONTRACTS? Diverse locations Multiple formats • No Search, Visibility • Version control Lack of Productivity, Poor Efficiency Contract Management Challenges
    4. 4. CONSISTENCIES AND EXCEPTIONS
    5. 5. RISK MANAGEMENT Lost Contracts Inconsistent • Structure • Clauses • Terminology Varying and ad hoc approval workflow No Audit Trails Missed Renewals Non-Compliance Contract Management Challenges
    6. 6. Major Airline fails internal controls audit. Cause: Poor contract oversight 60% Proportion of corporate litigation related to contract disputes* *Fulbright & Jarowski – annual litigation survey 2010 Global white goods manufacturer spends $150 Million terminating an unwanted supplier agreement that had renewed automatically RISKS ARE REAL, MEASURABLE
    7. 7. THE CONTRACT LANDSCAPE INVOLVES MOST DEPARTMENTS – NOT JUST LEGAL Supplier / Vendor Customers Real Estate Employee / Contractor Others…. Procurement Human Resources Asset Management Supply Chain Regulatory Finance Operations Legal IT Etc. Affiliates
    8. 8. INTRODUCING powered by
    9. 9. COVERS THE FULL CONTRACT LIFECYCLE Pre-contract documents Contract Negotiation Signed contract Proactive management of agreement Obligations End of contract Retain as record 80% of companies view this stage as contract management Contract Contract Pre-Award Phase Post-Award Phase
    10. 10. DOLPHIN DEMO
    11. 11. DASHBOARD Provides high level oversight …..and detailed insight into information such as contract tasks, alerts, and obligations due Gives easy access to your contracts .
    12. 12. CONTRACT CREATION OPTIONS There are multiple ways to create contracts in Dolphin
    13. 13. SEARCHING Powerful and comprehensive search capability Can search document content Can also search on Contract Metadata
    14. 14. SEARCHING CLAUSES Visibility of all contracts that have had clauses inserted Can also search by specific clause usage
    15. 15. POST AWARD TRACKING As well as Obligations Management can also track and manage related KPI metrics
    16. 16. REPORTING Variety of report formats available Standard SQL reporting tools can be used to deploy custom reports.
    17. 17. REPORTING Variety of report formats available Standard SQL reporting tools can be used to deploy custom reports.
    18. 18. REPORTING Variety of report formats available Standard SQL reporting tools can be used to deploy custom reports.
    19. 19. REPORTING Variety of report formats available Standard SQL reporting tools can be used to deploy custom reports.
    20. 20. DOLPHIN CONTRACT MANAGER Dolphin is supplied in a packaged, standard version. Extensive functionality ‘out of the box’. Quick to implement, easy to use. Providing process and control of the Contract Lifecycle
    21. 21. DOLPHIN SUMMARY Pre-contract documents Contract Negotiation Signed contract Proactive management of agreement Obligations End of contract Retain as record 80% of companies view this stage as contract management Contract Contract Pre-Award Phase Post-Award Phase
    22. 22. CROSSING THE CHASM
    23. 23. INTRODUCING
    24. 24. 24 SEAL CDISCOVERY PROCESSES Contract Discovery and Review is a key part of any Dolphin implementation Discover contracts in various Electronic File & Content Systems Contracts discovered regardless of file type (tif, gif, word, etc.) Collection Searchable PDFs created Key contract elements identified and extracted Extract to Secure Repository Data review Data correction Contract approval Review process as light or detailed as needed Manual Review Key contract data, clauses & PDFs pushed to Dolphin for on going review and obligation management View & Analyze Migration to Dolphin
    25. 25. SEAL CONTRACT DISCOVERY Procurement Sales Human Resources Property Documents scanned: 203,246 Contracts found: 7,510 Find contracts Copy and build a central database… …that is fully searchable… ...and automatically extract terms … manual Review and update Contract < Key Meta Data > Pull directly into Dolphin Contract < Key Meta Data >
    26. 26. MIGRATE INTO DOLPHIN Rapidly populate Dolphin with permissioned folders and existing and legacy contracts with metadata . Contract < Key Meta Data >
    27. 27. DEFINE CONTRACT TYPES TO REFLECT YOUR CONTRACT ARCHITECTURE Allows for Multiple Contract Types. Can define Contract Metadata requirements for each contract type. Selections provided „out of the box‟ … …you can also add your own contract metadata fields if required. Standard and custom metadata is defined to characterize Contract Types
    28. 28. THE OPPORTUNITY
    29. 29. NAVANTIS AT A GLANCE
    30. 30. //Case Studies "Before the ECM system, our people spent hundreds of hours in searches, wasting valuable time. Our new enterprise system connects multiple platforms and document types. We are able to confidently store, archive and retrieve exactly what we need each and every time." EFFICIENT DOCUMENT MANAGEMENT
    31. 31. //Case Studies "Deploying Microsoft SharePoint 2010 has provided us with a significant increase in search capability. The Navantis-built solution has helped us consolidate information sources into one unified system to provide an integrated user experience." Lori Greco, GBS-Global Business Solutions MINING A WEALTH OF DIGITAL DATA
    32. 32. “We have a lot of SharePoint partners at Microsoft – there is one that stands out – Navantis. I highly recommend” Jon C. Arnold, Managing Director, Worldwide Power & Utilities Industry, Microsoft “As the former CIO of a large utility in the Western US, I know the value of working with a strong Microsoft services partner. The Navantis utility team has been brought into numerous of our accounts to facilitate conversations about developing a web strategy on SharePoint technology – they are experts in their field”. Jerry Thomas, Microsoft Power & Utility Leader, Western USA MICROSOFT REFERENCES
    33. 33. “We recently engaged with Navantis at Nexen Oil and Gas for a large SharePoint 2010 deployment. Given the deployments of SP10 are still relatively new amongst our Oil & Gas customers the client picked Navantis based on experience, existing customers, partnerships and knowledge of the SP10 platform.” David Epp, Director Oil & Gas Microsoft Canada “Navantis maintains all of the Canadian web properties and our own SharePoint 2010 intranets at Microsoft Canada – they have done this for 8 years” Jason Wakeam, Director of Industry Solutions - Microsoft Canada “I have been working with Navantis across Canada for 6 years. They are a partner I implicitly trust for the design, build, and deployment of corporate intranets and internet sites built on our SharePoint 2010 platform.” John Amyotte, Digital Marketing Platform Sales Specialist - Microsoft Canada
    34. 34. AWARD HIGHLIGHTS IT Business Top 100 Professional Services Firms Branham300 Top 250 Canadian Technology Company Branham300 Top 250 Canadian Technology Company 2006 2008 2009 2010 20112007 Global Microsoft Award Canadian Microsoft Award Partner Awards Novell Migration Global Partner of the Year Partner Awards Advanced Infrastructure Global Partner of the Year World Partner Awards Information Worker, Enterprise Content Management and Forms, Global Partner of the Year World Partner Awards Finalist Information Worker Solutions, Office Solutions Development Partner of the Year Partner Awards Tech Innovation Partner of the Year Finalist Partner Awards Network Infrastructure Global Partner of the Year World Partner Awards Global Security Partner of the Year Impact Awards Infrastructure Solution of the Year Impact Awards Information Worker Solution of the Year Impact Awards CRM Solution of the Year Impact Awards Microsoft Choice Partner of the Year Impact Awards Unified Communications Partner of the Year Impact Awards Dynamics CRM Partner of the Year Impact Awards Information Worker Solution of the Year Finalist Invited to join Microsoft Gold Certified Excellence Program TechNet Innovation Awards Team Winner TechNet Innovation Awards IT Professional of the Year Impact Awards Unified Communications Solution of the Year Impact Awards Software Dev Partner of the Year Branham300 Top 25 Canadian IT Professional Services Company Branham300 Top 25 Mover & Shaker 2012 World Partner Awards Country Partner of the Year – Canada World Partner Awards Microsoft Dynamics CRM Partner of the Year – Finalist World Partner Awards ALM Partner of the Year – Finalist Branham300 Top 20 Mover & Shaker 2013 World Partner Awards Microsoft Dynamics CRM Partner of the Year – Finalist World Partner Awards Pre-Sales Technical Specialist Partner of the Year Award – Mark AuCoin Profit 500 Canada’s Fastest- Growing Companies 2013 Inner Circle for Microsoft Dynamics member. 2013 President’s Club for Microsoft Dynamics member.
    35. 35. WHERE TO START • Focus on a single line-of-business Dolphin Contract Manager Pilot Seal Contract Discovery Full Dolphin Rollout Seal Contract Migration Seal Contract Discovery Dolphin Contract Manager Seal Contract Migration
    36. 36. THANKS FOR YOUR TIME Barry Gervin Director, Solutions barryg@navantis.com

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