A presentation on the benefits of using SharePoint to manage, create, track, and archive contracts with SharePoint's document management, workflow, and collaboration capabilities.
Interested in managing contracts with SharePoint? Managing NDA, Non-Competes, Self Service Contract Creation, Contract Lifecycle Management, Master Service Agreements and Statements of Work (SOWs), Prime Contracts, Contract Alerts and Milestones - all of this is possible with eContracts. In addition, we integrate with CRM and ERP systems making it easy for you to onboard Vendor contracts, IT contracts, Customer Contracts in addition to managing other related processes like Quotes, Proposals, and RFPs. eContracts is not a tool, or a solution - it is a complete Contract LifeCycle Management Product built for SharePoint.
Simplifying Contract Lifecycle Management with SharePointOptimus BT
Discover the benefits of using SharePoint for your contract lifecycle management. This presentation provides an overview of of some of the problems with manual or antiquated systems and how our eContracts solution can be a be great solution for managing contracts.
Managing Contract Obligations and Milestones with SharePointOptimus BT
This document discusses managing vendor and client contracts using a SharePoint-based contracts system. It highlights SharePoint's capabilities for document management, workflow, and collaboration that the system would leverage. The system would provide a centralized contract repository, help manage timelines and milestones, streamline approval processes, and provide reporting and tracking functionality.
SharePoint can support contract lifecycle management needs through its strong features. It provides a rich metadata structure to model complex contracts, supports workflow and security requirements, and allows integration with line of business systems. While SharePoint has powerful capabilities, its adoption can be accelerated or slowed depending on how well its flexibility is governed and how legacy systems are addressed. Overall, SharePoint is well-suited to serve as a highly scalable and secure repository for contract information management.
Contract lifecycle management webinar with cignex 22 apr2010Alfresco Software
The document discusses Cignex Technologies, an open source enterprise content management (ECM) solutions company. It provides an overview of Cignex, describing their expertise in open source ECM implementations using platforms like Alfresco, Liferay, and Plone. It also outlines their contract lifecycle management solution and demo, highlighting features like contract drafting, approvals, and integration with other systems.
Dolphin Contract Lifecycle Manager for SharePointBarry Gervin
This document discusses contract management challenges and introduces the Dolphin Contract Manager software solution. It summarizes common contract management problems such as contracts being stored in diverse locations and formats, lack of visibility and searchability. It then demonstrates Dolphin's features for the full contract lifecycle including creation, searching, tracking obligations and reporting. Dolphin aims to provide process and control for contract management. The document also introduces Seal, a tool for discovering and migrating existing contracts into Dolphin.
The document discusses the benefits of the gomembers association management software. It includes quotes from three users who praise gomembers for allowing customization of data entry screens, providing unlimited phone support, and helping organizations stay up to date with technology. The document also provides an overview of the gomembers solution and its core modules for membership management, meetings, payments, and other association functions.
Interested in managing contracts with SharePoint? Managing NDA, Non-Competes, Self Service Contract Creation, Contract Lifecycle Management, Master Service Agreements and Statements of Work (SOWs), Prime Contracts, Contract Alerts and Milestones - all of this is possible with eContracts. In addition, we integrate with CRM and ERP systems making it easy for you to onboard Vendor contracts, IT contracts, Customer Contracts in addition to managing other related processes like Quotes, Proposals, and RFPs. eContracts is not a tool, or a solution - it is a complete Contract LifeCycle Management Product built for SharePoint.
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Discover the benefits of using SharePoint for your contract lifecycle management. This presentation provides an overview of of some of the problems with manual or antiquated systems and how our eContracts solution can be a be great solution for managing contracts.
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This document discusses managing vendor and client contracts using a SharePoint-based contracts system. It highlights SharePoint's capabilities for document management, workflow, and collaboration that the system would leverage. The system would provide a centralized contract repository, help manage timelines and milestones, streamline approval processes, and provide reporting and tracking functionality.
SharePoint can support contract lifecycle management needs through its strong features. It provides a rich metadata structure to model complex contracts, supports workflow and security requirements, and allows integration with line of business systems. While SharePoint has powerful capabilities, its adoption can be accelerated or slowed depending on how well its flexibility is governed and how legacy systems are addressed. Overall, SharePoint is well-suited to serve as a highly scalable and secure repository for contract information management.
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The document discusses Cignex Technologies, an open source enterprise content management (ECM) solutions company. It provides an overview of Cignex, describing their expertise in open source ECM implementations using platforms like Alfresco, Liferay, and Plone. It also outlines their contract lifecycle management solution and demo, highlighting features like contract drafting, approvals, and integration with other systems.
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This document discusses contract management challenges and introduces the Dolphin Contract Manager software solution. It summarizes common contract management problems such as contracts being stored in diverse locations and formats, lack of visibility and searchability. It then demonstrates Dolphin's features for the full contract lifecycle including creation, searching, tracking obligations and reporting. Dolphin aims to provide process and control for contract management. The document also introduces Seal, a tool for discovering and migrating existing contracts into Dolphin.
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1) An interactive dashboard that gives instant access to key customer information and enables customization.
2) Opportunity management capabilities to track leads and assign responsibilities.
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Purchasing, Procurement, Vendor, Contract and RFP Process Management with Sha...Optimus BT
Using the Document management, Collaborative and Self service features of SharePoint to implement a turn key procurement management business solution, that will streamline the procurement process, help you comply with regulations, enable you manage contracts, empower self service and participative procurement, aid in informed procurement decisions, in executing an effective procurement strategy and make your procurement function hassle free. Optimus BT is a leader in providing Procurement software and other turnkey solutions using SharePoint.
Effective contract management requires planning throughout the entire contract lifecycle from upstream preparation and downstream execution. Key aspects of successful contract management include establishing clear roles and responsibilities, managing stakeholder expectations, monitoring performance metrics, addressing changes or issues that arise, and conducting a review at contract closure to capture lessons learned. Proper risk assessment and relationship management also help facilitate positive outcomes from contracts.
SaaS vs BPO: Friends or Foes? -- Overview & StrategyHROAssoc
During the first webinar in this 3-part series, we compared SaaS and BPO in light of design considerations, process ownership, security & risk, and deployment approaches. We were joined by experts from ADP, AonHewitt, ISG, and NorthgateArinso, who provided a real-world perspective on how innovative service delivery models can contribute to HR transformation and deliver long-term enterprise value.
To Learn how you can put technology and process innovation to use in HR, listen to the full podcast posted at www.hroa.org/SaaSvsBPO featuring:
Panel:
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• Chris Schmidt, Sr. Director of Product Marketing, ADP
• Maribeth Sivak, Principal Consultant, Business Advisory Services, ISG
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Sage CRM provides sales teams with tools to improve performance including:
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2) Opportunity management capabilities to track leads and assign responsibilities.
3) Reporting and forecasting tools to monitor performance and quotas.
The document discusses KBACE Technologies' project to migrate from Salesforce.com to Oracle CRM On Demand. It converted 4000 contacts and 1500 accounts from Salesforce and implemented standard CRM functionality as well as campaign functionality. Users were trained within a week and experienced minimal issues adopting the new system. The migration was completed in 4 weeks utilizing the software as a service platform.
This document discusses strategic enterprise modeling and strategic process integration. It introduces enterprise modeling as a way to capture an organization's structure, processes, information and other essential elements. The document then discusses how strategic process integration can help link an enterprise model to an organization's strategies and objectives. This allows processes to be designed and adjusted to directly contribute to the organization's mission and strategic goals. Benefits include increased strategic flexibility, improved competitiveness, and better alignment of capabilities with changing market needs.
Pivotal Professional Services offers a continuum of services to help businesses implement and optimize their use of Pivotal's CRM platform. This includes traditional implementation services using a proven methodology, fast path implementations within 30 days, partial assistance, test drives, technical account management, performance checks, hosting, upgrades, custom solution development, and education services. The goal is to provide flexible options and ensure customers achieve maximum business value and agility from their CRM investment over the long term.
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This document provides an overview of the TaskCentre v4 business process management suite. It describes several key features including advanced business alerts, workflow, document automation, web content publishing, subscriptions and requests, and integration. For each feature, it provides examples of how the feature could be used in different business functions like finance, human resources, manufacturing, customer service, logistics/operations, and sales/marketing. It also includes case studies of companies that have implemented TaskCentre and realized benefits like increased visibility, agility, cost reduction, and time savings.
The document discusses how Ricoh dealers have partnered with DocuClass, a document management solution. DocuClass allows dealers to differentiate themselves, maximize profits through higher margins and expanded customer bases, and reduce costs. It provides a complete solution and strong support, helping dealers respond quickly to customer needs and close more deals. Feedback from partners praises DocuClass's functionality, integration, scalability, and responsive vendor support.
This document provides an overview of starting a service-oriented architecture (SOA) program at an enterprise. It begins by recommending crafting a vision for the SOA and gaining executive support. It also advises picking a strong team, including business partners with experience, and sustaining motivation. The document suggests going for small, quick wins initially to demonstrate value and create momentum for the SOA program.
This document discusses current trends in business process management (BPM). It covers trends in the BPM discipline, standards like BPMN and XPDL, and technologies. Key topics include the emergence of process-centric organizations, the structuring of BPM knowledge through certifications, the evolution of BPM software vendors and tools, and advanced techniques like process mining and simulation. The document also promotes the Business Process Incubator as a syndication platform and app store for BPM content and standards.
Purchasing, Procurement, Vendor, Contract and RFP Process Management with Sha...Optimus BT
Using the Document management, Collaborative and Self service features of SharePoint to implement a turn key procurement management business solution, that will streamline the procurement process, help you comply with regulations, enable you manage contracts, empower self service and participative procurement, aid in informed procurement decisions, in executing an effective procurement strategy and make your procurement function hassle free. Optimus BT is a leader in providing Procurement software and other turnkey solutions using SharePoint.
Effective contract management requires planning throughout the entire contract lifecycle from upstream preparation and downstream execution. Key aspects of successful contract management include establishing clear roles and responsibilities, managing stakeholder expectations, monitoring performance metrics, addressing changes or issues that arise, and conducting a review at contract closure to capture lessons learned. Proper risk assessment and relationship management also help facilitate positive outcomes from contracts.
Building the Foundation: Creating a Results Driven Information Architecture S...Tallan
In the first of the three-part series, join Tallan’s SharePoint Practice Director, Reddy Kadasani, and Lead SharePoint Architect, Michael Gerety, as they discuss how to build an effective infrastructure architecture around your existing data. Learn how to accelerate your current system and increase business productivity by:
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•Optimizing your search through intuitive data organization
•Reducing costs through applicable migration tools and hosting
•Working smarter with a results-driven information architecture strategy
Join us to explore how a solid foundation with SharePoint 2013 can enable your data to work smarter and faster.
Talent Talk Webinar Building Your Employment BrandDavid Freeman
Cytiva's TalentTalk series is a series of webinars focused on helping comanies, attract, hire, develop and retain top-quality talent. "Building Your Employment Brand" is a presentation focused on how companies can identify their existing brand, build a plan for recreating or enhancing their brand and communicate their brand to attract talent.
The document provides guidance on preparing for and finding a job overseas, including getting the proper documents and qualifications verified, developing a resume and cover letter, arranging for travel and temporary accommodation, using various methods like newspapers, online job sites, and in-person visits to search for jobs, preparing for interviews, and managing finances during the job hunting process. It also provides tips on dress code, arriving early, and being prepared to answer common interview questions for various stages of pursuing employment opportunities abroad.
The classical “share your documents” approach is outdated. We expect the relevant information coming to us – but nothing else, as we want to avoid Information Overload as much as possible. Microsoft’s new Office Graph and Codename “Oslo” are coming to help us – but are they really the future of discovering and consuming information? In this contrarian session, I’m going to introduce the modern Knowledge Management paradigms and semantic approaches, as well as techniques and methods that can be used. As a key takeaway, attendees will understand how to overcome Information Overload in a proactive way.
Of our MiM2015s, 96% accepted an offer within three months of graduation, and the class represents more than 40 nationalities. Find out more about our 2015 in our latest Masters in Management Employment Report.
SharePoint 2013 Document Management Out of the BoxEd Musters
My presentation of SharePoint 2013 Document Management Out of the Box. Many principles can be applied to SharePoint Online (Office 365), SharePoint 2013, SharePoint 2010, and even SharePoint 2007. Illustrated a case study at Deeley Harley-Davidson of Canada.
Self-employed people can become an important source of growth for any country: they provide new innovations and create new employment opportunities for other workers. However, we should distinguish between necessity and aspiration driven self-employment. In our presentation, we introduce the concept of talent workers as a proxy for aspiration self-employment. We show that talent workers are more related to the positive spillovers highlighted by the literature.
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Addressing S2P (Source-to-Pay) is necessary for organisations today in order to reduce transaction costs, but that alone is not enough to drive real cost reduction and bottom line profitability. To derive the maximum benefit, organisations need to seize the opportunity created by the disruption of a S2P implementation to radically transform the way in which procurement is carried out throughout the organisation. This paper provides suggestions on how to make the most of the opportunity created by S2P implementation and makes recommendations on how to maximise the benefits,
Oracle Service Contracts Lifecycle ManagementMohan Dutt
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استخدام علم النفس لزيادة التحويلات ConversionsiClick Agency
بغض النظر عن التطور التقني الذي نشهده كل يوم، تبقى بواعث السلوك البشري كما هي. وبالتخطيط السليم، تستطيع استخدام "علم النفس" لزيادة التحويلات وتحسين الحد الأدنى لاكتساب عملاء جدد. وفيما يلي نعرض ٥ طرق لزيادة التحويلات
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Here is where I talk, using illustrative slides, about how communicators (or marketers) need to capture the goals of social media in order to convey the value.
Contract management focuses on strategic, long-term goals and value while contract administration has a narrow, tactical focus on short-term transactions and compliance. Effective contract management requires efficient contract administration, as without ensuring processes are followed, management objectives cannot be met.
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2009 08 25_business value of upgrading to oracle e-business suite contracts r...DZee Solutions
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Sales Cloud: 6 by 60 - The Top Six AppExchange Apps for Sales - Dreamforce 20...Salesforce Partners
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2009 open world chooing the right subscription contractDZee Solutions
The document discusses Oracle's contract lifecycle management solutions and how they can help companies manage contracts. It begins with an overview of contract management challenges such as lack of process control, compliance, and long negotiation times. It then outlines Oracle's understanding of contract management and the capabilities and value drivers of its solutions. The rest of the document details Oracle's contract management product offerings, including how they allow for authoring, approving, monitoring, amending, and renewing contracts both as integrated and standalone solutions. It also provides a customer case study on how ProQuest used Oracle Service Contracts for subscription management.
Many companies are looking to move their CRM application from an on-premise to an on-demand environment. This webinar discusses the benefits and best practices of migrating from Siebel to Salesforce.com.
2011 open world oracle update_sales_and_service_contractsDZee Solutions
The document is an agenda for a presentation on Oracle's Sales and Service Contracts products. It summarizes the key benefits of upgrading to the latest versions, including accelerating sales cycles, increasing contract compliance, and streamlining renewals management. It also outlines the product roadmap and provides customer testimonials on realized efficiencies from using Oracle Contracts.
Best Contracting Practices for Business.pptKausaromarOmar
This document discusses best contracting practices for businesses. It covers four common actions that winning organizations take to build successful partnerships: unleashing buying and selling power; changing buying and selling processes; developing an integrated supply chain; and learning and applying best practices from industry leaders. It also discusses managing expectations and honoring commitments to build trust between partners. Both government and commercial contracting require well-trained contract managers with skills in areas like negotiation, communication, and leadership. As knowledge workers become more important, contract managers need opportunities for continuous learning and growth.
Digital Disruption, SharePoint Adoption and Digital Signatures with Joel Oles...Joel Oleson
Join us to discuss Digital Disruption, SharePoint adoption and digital signatures. Joel will share his top tips for increasing SharePoint adoption throughout your organization and what common rollout mistakes you should avoid.
We’ll also discuss and demonstrate automated SharePoint workflows that include online signing for documents and approvals.
Standard, open digital signatures are easily added to SharePoint Designer, Nintex, K2 and Visual Studio workflows. Please join us to learn more!
The document discusses key trends impacting corporate development teams, including increased expectations from shareholders and boards of directors for more visibility into deal pipelines. It also notes that credit markets have rebounded and strategic buyers are more active. Due diligence processes have become more complex, prolonging deal cycles. IntraLinks offers a secure cloud-based solution to help corporate development teams address challenges around organizing transaction materials, collaborating across teams, and monitoring deal progress. The solution provides benefits like centralized document storage, configurable workflows, and dashboards to improve oversight of deals.
Driving Process Excellence through Intelligent Automation across the Contract...Cognizant
By adding intelligent automation to the contract management process, organizations can improve contract search, retrieval and management, drive cost savings, speed processing, boost compliance and reduce risk.
Webinar: Manufacturing on the Ground and in the CloudConfigero
In case you missed it: Here's the webinar presentation "Manufacturing on the Ground and in the Cloud," featuring 20-year manufacturing industry veteran and current CEO, Stephen Walker and Salesforce Platform AE, Jonathan Fritz. Learn from Stephen about industry-specific business challenges, evaluating solutions, why they chose Salesforce over alternatives, how fast and easy implementation was and the immediate business impact they realized. To learn more, or to request a demo from Salesforce and/or Configero, please contact us at info@configero.com.
How to build an E-procurement Machine - Concept to-controlCoupa Software
Berkshire Bank implemented an e-procurement system from Coupa to gain greater control over spending and drive savings. The cloud-based system allowed for a rapid implementation across 41 branches. User adoption was increased through training, championing change, and making the system easier to use than alternatives. This provided real-time visibility into 100% of indirect spending. The bank can now more easily manage vendors, contracts, and policies. They expect to save 5-20% on managed spending and reduce purchasing operating costs by automating processes.
From HR to marketing, finance to sales, all types of departments need intelligent workflow solutions. Backlogged paperwork, criss-crossing excel sheets and emails cost employees time, which ultimately costs a company money. Just as importantly, manual solutions are prone to error due to manual re-entry mistakes, wrong versions being used... With RunMyProcess, you can create and implement solutions to even the most complicated workflow situations.
Provider Exchange Network (PEN) is an F&I product provider interface which enables any participating dealer point-of-sale system to electronically transmit rates and contract information directly to the provider. PEN connects the provider to multiple dealer systems, whether it is a menu, portal, or directly to the dealer management system (DMS).
This document discusses concepts related to global sourcing, outsourcing, ASPs, and ERP systems. It defines key terms, explores different types of outsourcing relationships and the determinants of competitive advantage. Porter's five forces model and Moore's business ecosystem concept are examined. The functions and potential benefits of ERP systems are outlined, along with implementation requirements and challenges. Quotes from industry experts provide real-world perspectives on ERP objectives, problems experienced, and advice for others implementing ERP.
How AI is Making Contract Management Easier and More EffectiveSirionLabs
While the number of enterprises implementing Contract Lifecycle Management solutions is increasing rapidly, there are still major concerns related to user adoption, business impact and Return on Investment. This is due to a combination of factors – user experience is complex, automation is superficial requiring additional manual effort, limited analytics, lack of functional depth to drive business outcomes, etc.
The good news is that with Artificial Intelligence (AI) driving the next generation of CLMs, enterprises are successfully overcoming the above barriers to realize true business transformation. Watch this webinar featuring Andrew Bartels, VP and Principal Analyst, Forrester and Ajay Agrawal, Founder and Chairman, SirionLabs to discover how AI is enabling improved business velocity, risk mitigation, and financial and business outcomes in commercial engagements.
For more information, visit https://www.sirionlabs.com/
This document outlines 10 best practices for deal management software according to Netage Solutions. The first best practice is to automate recurring deal pipeline reports so investment teams have up-to-date reports on Mondays without last minute preparations. The second is to track deal referrals by role to identify top sources. The third recommends integrating online data sources into the software using browser panels to access information without leaving the application.
The document describes several case studies for projects completed by Katpro Technologies Pvt Ltd involving the implementation of various solutions using Microsoft SharePoint and other technologies.
The first case study describes developing a corporate intranet on SharePoint for a retail company in Saudi Arabia to improve information sharing. The second case study involves creating a vendor and contract management system on SharePoint for a US automotive manufacturer. The third case study outlines developing a medical transcription management portal using Azure and other technologies for an Indian healthcare transcription company.
Searching for an Infrastructure Outsourcing Partner RDB Consulting
The Benefits of Outsourcing
Top-10 Tips Searching for an Infrastructure Outsourcing Partner
Understanding ROI in a DBA environment
Appropriate Service Level Agreement (SLA)
SPTechCon Austin session: Digital Signatures--Your most successful SharePoint...CoSign by ARX
This document discusses how digital signatures can help make a SharePoint project successful. It notes that digital signatures can make users, managers, IT, and executives happy by improving business processes, increasing adoption of SharePoint, saving money, and speeding up the organization. The document promotes a company called CoSign and their digital signature products, explaining how CoSign integrates with SharePoint and can provide benefits such as faster time to ROI through digitizing paper-based processes.
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Addressing Contract Management Needs with SharePoint
1. Addressing Contract Management Needs with
SharePoint
A webinar on the benefits of a SharePoint based eContracts
system with SharePoint’s document management, workflow,
and collaboration capabilities.
2. We think the Internet and the adoption FEATURED CUSTOMERS
OUR PASSION
of trends on the Internet are a leading
Indicator for the upcoming innovations in
the Enterprise. We are passionate about Products
helping our customers Interpret, leverage
and maximize the business benefits of • Purchasing Automation with SharePoint
these incremental or disruptive trends • eCommerce with SharePoint
and making it a reality in their operating • Contracts Management with SharePoint
environment.
SharePoint Add-Ons
• Delegate n Extend for Active Directory
OUR VISION
Be a leader in the adoption of new and
• SharePoint Room Reservation
significant trends in the technology
marketplace that influence our
• Resolve 2.0 for SharePoint
customer’s business. Pace ourselves to
the Urgent needs of our customers. Be a
Trusted Advisor. Add Value to every Services
relationship.
• Intranets 2.0
• SharePoint Application Development
• Idea and Innovation Management
Uncompromising focus on the success of Social Platforms & Social Media
•
PARTNERSHIPS
OUR VALUE
every relationship, project and solution. • Project Management & Collaboration
We go the extra mile, stay the extra night • Business Intelligence solutions
in our quest to help our customers
achieve the 110% results from the
investments they are making with us and
the solutions we build.
3. Some Interesting Facts
About 63% of transactions in today’s enterprise are not compliant with the contract’s
negotiated terms.
- Forrester Study
100% of organizations that have implemented electronic contracting would recommend doing
so to other corporations, and only 8% of respondents indicated that they were dissatisfied with
the results.
- IACCM Survey
90% of enterprises view effective contract management as either ‘very important’ or critical
to their overall success.
a $1 billion company with annual purchases totaling $500 million, of which
$400 million is under contract, loses $18 million every year due to lack of proper supplier
contract management.
- Aberdeen Report
4. Day in the Life of a Contract Administrator
The person I have too many
approving the back and forth emails
contract is on leave around contracts to
Say what? We keep track of
need to review all of
our contracts – it will
take sometime to pull We never knew that
all of them together the contract was up for
renewal. We have too
many contracts to keep
The version I have
track of
is outdated, I need to We have missed a
hunt for the latest few milestones on the
version. contract. We don’t
have a system to track
all of these
Is there a quicker
I’ve emailed it to all
way to get a signature
the stakeholders for a
than faxing it to them?
review and approval
5. The Biggest Pain Points in Contract Management
Authoring Inefficiencies & Inadequate & inaccurate information to authors on negotiated information such as
budgeting, services, and performance levels
Turnaround Delays Collaborating with stakeholders from multiple businesses, departments, units
Authoring issues: Non-availability of standard, updated templates, unique contract needs
Delayed review cycles: stakeholder unavailability, proof reading, formatting
Information assembly from and submitted to multiple systems via accounting, emails, fax
Storage, Access & Non-availability of single point for organized, searchable, & reportable contract information
Securely sharing of renewal, updates, obligations to multiple stakeholders
Sharing Issues Retrieval of audit trails and history is impossible as evidence
Storage of artifacts like multiple document formats, graphics and images
Integration with external systems like sourcing, payments, and ERP
Nonconformity to Poor visibility of metrics, performance levels and payments, penalties
Non-conformity goes unnoticed and unaccounted for resulting in loss of negotiated prices
Compliance & Obligations Overlooked compliance terms leading to loss of credibility, penalties imposed
Inability to track obligations or performance at a unit/department or enterprise level
Appropriate individuals are not informed of obligations and timelines
Overall increase in potential legal risk
6. Contract Automation Maturity Model
Continuous process evaluation with improvement efforts; Best of
Continuous breed systems implemented; Enterprise-wide adoption with active
Level 5 Improvement
participation
Systems integrated with related processes like sourcing and
accounting. Collaborative contract creation and management
Level 4 Integrated extended to suppliers
Formalized process with mandates and monitoring. Automated
contract management systems in place with well-defined ownership
Level 3 Measured and accountability
Basic processes in place. Formal storage and approval process. Limited
and time consuming tracking, ownership . Not a strategic initiative
Level 2 Structured
Usually manual and email based; Informal documentation; Very little
formal process
Level 1 Ad Hoc
7. eContract Overview
Built ground up on the SharePoint 2010 platform
Pre-built portal templates, workflow templates, and features
for common contracting scenarios
More than 50 “out of the box” features
Modular and business process driven
Ability to extend forms, business logic, data sources,
integrations
Extends SharePoint data, document, and content framework
with ease of SharePoint administration and management
Supports Active Directory Groups and User Security model
All solutions integrate “out of the box” with extranet portal
Continuous feature upgrades, improvements with a
dedicated product team focused on improving the product
Maintenance & support agreements allow customers to
Simplified Vendor Selection!
access our development and product engineering resources
on-demand for all solution level issues
8. Feature Summary
1. Creation & Documentation 3. Management & Governance 5. Access Control & Security
End user contract requisition with Well organized contract repository Item level contract permissions with
intuitive forms with identification privilege levels
Supporting content forms & Contract versioning and audit trails for User groups and accounts integrated
attachments for budgeting, scope of work, continuous tracking with Active Directory
deliverables, KPI Configurable contract metadata and Target audience group based display of
Auto- contract document generation categorization option reports, components, and actions
with standard templates Master Agreement and addendum
relationships.
2. Delivery & Approval Routing 4. Collaboration & Tasks 7. Monitoring
Contract sharing features for review, Alerts on milestones including renewal Monitoring of contract statuses from
approvals, signature collection, and and expiration dates, delivery timelines requisition to archival with time duration
reference Activity subscriptions for contract for each status
Workflow based approval routing events such as updates and status Reporting on contract performance
based on pre-defined conditions changes and turnaround time
Review and digital signatures from Auto task assignment for approvals SQL reporting server based report
external parties such as vendors and and other contract obligations creation
customers. Contract comments and discussion
boards for stakeholder interaction.
10. Incremental Approach towards Contract Management Adoption
“Most companies take a phased approach to rolling out CLM tools
rather than disrupt several important processes simultaneously .”
-Forrester Research
3. Best of Breed
Integration with organization’s existing
2. Optimizing master data from CRM, Accounting or ERP
systems.
Document automation with standard
1. Enabling templates and clauses
Process integration with sourcing
contracts (procurement), CRM (sales)
High levels of user awareness and Highly collaborative environment with
Centralized Contract Repository adoption of the system suppliers, partners collaborating on
Conversion and migration of existing Robust identification and workspaces, meeting spaces
contract to standard electronic formats categorization of contracts with ID, Third party digital signature
Basic categorization, search, and search, categorization and taxonomy implementation
identification features Workflows and tasks for approvals, Business Intelligence and advanced
Readily available with restricted access monitoring, and governance processes performance analytics
Contract views and basic status reports Supporting documents, information,
and attachments manageable within the
system.
12. SharePoint Extension Capabilities
Changing Business Process Easy configurable workflows with SharePoint Designer
Needs Condition & action based workflows
Out of the box notifications, Exchange integration
Out of the box audit rules with extension options
Drill down reporting capabilities with SSRS
Advanced Content Management External DB Connections through BCS
Needs Business Connector for Microsoft Dynamics
Built-in Microsoft Office document automation, with 2-way sync
Support for videos, images, office documents
List & content type driven metadata management
Configurable search with scope & rules
Collaboration & Transparency Collaborative workspaces
Needs Wiki based end-user content authoring
Calendaring, workspaces, discussion boards
Real-time dashboards and KPIs
14. Home Page The home page forms the landing
page of the application.
Components like announcements
and FAQs provide general
information to users.
1 The list of requisitions created by
2 the logged in user/requestor will
display in this web part. It provides a
quick view of the status and
information on the requisition.
2 Tasks assigned to the logged in
1 user like approval requests and
change requests will be displayed in
this web part.
15. Requisitions The requisition page shows a list of
all requisitions available filtered by
parameters such as status and
management regions.
The filtered views are hidden or
shown based on the logged in
user’s role
1 The requisition context menu
shows the item level actions which
2 can be taken on a contract based
on user permission.
2 Requisition attachments shows
for supporting documents and files
for each requisitions such as RFQs,
SOWs, etc.
1
16. Create Requisition Form
1 End users can place
requisitions with complete and
accurate information like
negotiated prices, scope of work,
KPIs, and supporting documents.
A checklist ensures that all the
details required for contract
1 creations is validated and available
before submission.
17. Requisition Approval
Built-in pre-defined approval
routing workflows creates tasks for
corresponding approval groups.
Approvers can review the
requisition, comment on them,
approve, reject, or request change
18. Create Master Agreements
Each contract can be related to a
master agreement. In this case,
these contracts form an addendum
to an existing agreement with the
vendor.
The master agreement governs the
overall terms and condition
between the company and the
vendor and the addendums are
created at a project or transaction
basis.
19. Contract Details
1 Contracts are automatically
created using templates and
information provided in the
requisition. These contracts can be
viewed from the browser.
2 For each contract, metadata
information is displayed based on
1
the logged in user.
Comments allow for collaboration
2 and tacit information sharing of
contracts.
20. Vendor Management 1 Vendors can be managed within
the application along with master
agreements, contact information,
product and service offerings.
1
21. Vendor Approval 1 Completed contracts can be
sent to external vendors and
customers for approval/
acceptance. These external users
can initiate a change request or
accept the contract.
Information like IP address and
signee information are captured on
acceptance.
22. Contract Lifecycle Management
BENEFITS
Increase organizational efficiency and productivity with a
faster, accurate contract creation, review, and
implementation process
Track contract usage and performance for better vendor
negotiations
Improve business relationships with reduced disputes with
vendors and customers
Increased adherence to compliance and legal policies
Automatic alerts for contracts approaching renewal dates or
expiration to better prepare for the next contracting cycle
Reduce maverick spending with improved visibility and self-
service contract reference capabilities
23. Our Collaborative Engagement Model
Implementation Plan Prototype & Design
Approach
· Workshop & Discussions
· Customization and
· Feature Prioritization Configuration
· Process Mapping Approach
· Review & Approval · Infrastructure/System
Set up
1 2
2
Consulting
OPTIMUS BT Team
Analysis
Technical
Support
IT
Other Teams
Customer Team
4
4 3
User Acceptance
Stabilize & Roll Out Testing:
· Deployment and · Solution
Support Implementation
· Training · Data Migration
· Go Live · Testing and
Stabilization