Open Source Contract Lifecycle Management
                Webinar

         Open Source ECM Solutions
         A Corporate Overview
Agenda

     Introductions

     About CIGNEX Technologies, Inc.
      Contract Management Practice Intro

     Contract Lifecycle Management Solution
       Overview

     CLMS Demonstration

     Q/A

           ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   2
About CIGNEX




©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   3
CIGNEX - Company Overview
 Specialized Company – Open Source ECM
    9 Years experience in implementing Enterprise Content Management solutions
    250+ employees
    World-Wide Offices: USA -- (California, New Jersey), India, Singapore,
    Malaysia, Thailand and UK

 Expertise
    130+ Solution Implementations + Authored 2 Alfresco, 2 Liferay and 1 Plone
    Book
    Platinum Partner of Alfresco
    Technology Experts on Alfresco, Liferay, Drupal, Plone, Intalio and
    MuleSource
    Migration from Broadvision, Vignette, ATG, Fatwire and Documentum to Open
    Source

 Engagement Model
    Flexible – Onsite, Off-site and Hybrid
    Full Life Cycle Projects or Work with In-house teams
    Agile or Waterfall



                      ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   4
CIGNEX Drivers & Focus

content management                                                                  records management
document management                                                                contract management

    Ensure Strategic
                                                                               Implement with
  Business Alignment
                                                                               Unmatched Expertise


                                                                               Offer Flexible,
 Provide Value-added
                                                                               Comprehensive Services
            Solutions



portals                                                                                           dashboards
integrations                                                                                     collaboration
                        ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                   5
Contract Management Practice




         ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   6
Our Contract Management Expertise



8 Years in Contract Management Domain

Industries Covered: Pharma, Bio Tech, Diagnostics,
Energy, Defense, Manufacturing, FMCG

Involved In Business Analysis, Design,
Implementation, Roll out, Product Management

Open Source Contract Management Solution



              ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   7
Example Work In Contract Management

         Central Contract Repository for both buy side and sell side contracts
         Roche spent a lot of time in contract negotiations and in contracting process
         Provided a central process with reporting capabilities and authoring of contracts
         with process improvements


         Procurement system handling Master Procurement Agreements with PO Details
         The system enabled Sempra to calculate and manage the spend details for the
         procurement department
         Established a Centralized Contract Repository


         Central Contract Repository with audit trails for Legal agreements.
         Includes contracts involving various business units within the company
         Agreements include Assets, Materials Transfer, CDA, Consultancy, Marketing,
         Distribution, etc



         Central Contract Repository with IP Agreement management
         Included integration with Genentech’s SAP systems for Master data and workflow



         Central contract repository with the ability to quickly launch boiler plate
         agreements using kiosk type functionality
         Provided template based contracts for standard and high risk agreement types

         Central contract repository to manage their procurement agreements, integration
         with vendor master
         Provided contract analysis to measure performance of contracts, best vendors,
         etc

         Central contract repository to manage their IP Agreements
         This includes Agreement request to Create Agreement scenario


          ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission             8
Contract Lifecycle Management Solution

                                                                               Based on Alfresco




            ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                 9
Contracts are Complex
                                    Contract Document


  Contract History
                                                                                                  Metadata




                                                                                              Workflow Approvals
Correspondence



                                                Compliance




                     ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                        10
CIGNEX Contract Lifecycle Management Solution
                             Contracts Live a Complex Lifecycle
                                                                                              •Drafting
                                                                                              •Reviews, Approvals
                                                      Contract                                •Validations
•Spend Details                                        Creation                                •Storage, Audit Trails
•Preferred Suppliers
•Resource Optimization
•Process Improvements


                         Contract                                                       Contract                     •3rd Party Approvals
                         Analysis                                                      Negotiation                   •Redlining
                                                                                                                     •Versioning
                                                                                                                     •Activation




                               Contract                                    Contract
   •Amendments, Renewals     Administration                                Execution
   •Commitments
                                                                                                        •Capture signatures
   •Notifications / Alerts
                                                                                                        •Setup Expirations
   •Search & Reports
                                                                                                        •Central Repository
   •Terminations




                               ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                                  11
Drafting Best Process Workflow
    Applicable to
    Draft New
    Agreement action
   New Agreements
    created in the
    system

    Multiple activities
   Draft agreement
   Internal reviews
   Internal approvals
   External
    negotiations
   Collect signatures
   Activate Agreement




     Activity             Description                                               Default Responsible Owner
     Draft Document       Prepare documents                                         Contract Manager
     Reviews              Review agreement language based on                        Reviewers
                          clause level reviews
     Approvals            Approve based on Approval authority /                     Contract Approver
                          Corporate policies
     Negotiations         Negotiate with external party                             Contract Manager

                                    ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission      12
CIGNEX Contract Lifecycle Management Solution

             Agreement Lifecycle Actions & Status
Action                Status                         Description
File an Agreement     Filing                         Enter executed (post-signature) agreement
                                                     into CLMS application.
Draft New Agreement   Draft                          Create, draft, review/approve and negotiate
                                                     agreement in CLMS application prior to
                                                     execution.
Cancel                Cancelled                      Cancel pre-execution agreement (i.e., while in
                                                     Draft status).
Activate              Active                         Indicate agreement is execute and activate
                                                     automatic expiration & renewal business rules.
Activate Amendment or Superceded                     Previous version of agreement superceded by
Activate Renewal                                     new amendment or renewal version.
n/a                   Expired                        Agreement’s expiration date reached.
Terminate             Terminated                     Agreement terminated by either party prior to
                                                     expiration date.



                          ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission
CIGNEX CLMS Solution Roadmap
Draft or File Legacy
Metadata
Wizard
Notifications
Simple Filing Workflow
Simple Draft Workflow                                    Import reconciliation
Lifecycle, Auto-Renewal                                  Redlining
Versions                                                 Edit logs
Simple Search and                                        Negotiation
Reporting                                                Canned Reports
Master Data (Party, Product)                             Obligations, Payments
Contract Templates                                      (Commitments)
Security
  Version 1             Version 2                            Version 3                                 Version 4



                    Maintain Contract Types
                                                                                                 Templates and Master
                    Maintain Notification Templates
                                                                                                Clause Library
                    Additional Master Data Structures
                                                                                                Template Lifecycle
                   (Profile)
                                                                                                Contract Type Lifecycle
                    Advanced Security
                                                                                                Language related workflow
                    Validation and compliance
                                                                                                Run time metadata
                    Pull through data
                                                                                                Intelligent Documents
                    Events, Milestones (Commitments)
                    Advanced Search and Reporting
                    Legacy Migration
                           ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                           14
3 Great Questions – 3 Alfresco Books
               FREE




          ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   15
Contract Lifecycle Management Demo

                                                                              Based on Alfresco




           ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                 16
Integration Points
               CLMS is the Center of the World!
                                                                            Reports




             Active Directory

                                    Contracts



Products /
 Services                                                  Spend                            DOA Approvals
                                                           Details
                                  PO based               recorded in
                                 on Contract              Contract

               Suppliers

                                                                                                    Payment
                                                                                                    System
                                                                          Send Payment
                                             Purchasing                   on 3-way match
                                                   PO’s
                                                                           Mark Payment
                                                 Receipts                      Sent
                                                 Invoices

                           ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission
Next Steps

Contact Us
  Free 1 hour consulting on CLMS!
  Email – sales@cignex.com for more information
  Email – arun@cignex.com to reach me directly
  Web -
  http://www.cignex.com/site/solutions/Suites/contracts
  _management

Resources
  CLMS Readiness Questionnaire
  One Pager on CLMS




                ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission   18
Published Works

   Liferay Portal for Enterprise
   Intranets
                                                                                         Alfresco 3 ECM
     Dr. Jonas Yuan; May 2008                                                            Implementation
     www.packtpub.com
                                                                                           Fully revised covering
                                                                                         Alfresco Surf and more!
   CIGNEX distributed 1000                                                                 www.packtpub.com
   FREE copies to Plone
   Community
     CIGNEX CTO Munwar
   Shariff, co-author
     www.plonelive.com                                                                   Liferay Portal 5.2
                                                                                         Systems Development
                                                                                           Dr. Jonas Yuan; June
                                                                                         2009
   First book written on                                                                   www.packtpub.com
   Alfresco Enterprise Content
   Management
     Munwar Shariff, Jan 2007
     www.packtpub.com



                ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission                              19

Contract lifecycle management webinar with cignex 22 apr2010

  • 1.
    Open Source ContractLifecycle Management Webinar Open Source ECM Solutions A Corporate Overview
  • 2.
    Agenda Introductions About CIGNEX Technologies, Inc.  Contract Management Practice Intro Contract Lifecycle Management Solution Overview CLMS Demonstration Q/A ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 2
  • 3.
    About CIGNEX ©2009 CIGNEXTechnologies, Inc. | Do not distribute without permission 3
  • 4.
    CIGNEX - CompanyOverview  Specialized Company – Open Source ECM 9 Years experience in implementing Enterprise Content Management solutions 250+ employees World-Wide Offices: USA -- (California, New Jersey), India, Singapore, Malaysia, Thailand and UK  Expertise 130+ Solution Implementations + Authored 2 Alfresco, 2 Liferay and 1 Plone Book Platinum Partner of Alfresco Technology Experts on Alfresco, Liferay, Drupal, Plone, Intalio and MuleSource Migration from Broadvision, Vignette, ATG, Fatwire and Documentum to Open Source  Engagement Model Flexible – Onsite, Off-site and Hybrid Full Life Cycle Projects or Work with In-house teams Agile or Waterfall ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 4
  • 5.
    CIGNEX Drivers &Focus content management records management document management contract management Ensure Strategic Implement with Business Alignment Unmatched Expertise Offer Flexible, Provide Value-added Comprehensive Services Solutions portals dashboards integrations collaboration ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 5
  • 6.
    Contract Management Practice ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 6
  • 7.
    Our Contract ManagementExpertise 8 Years in Contract Management Domain Industries Covered: Pharma, Bio Tech, Diagnostics, Energy, Defense, Manufacturing, FMCG Involved In Business Analysis, Design, Implementation, Roll out, Product Management Open Source Contract Management Solution ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 7
  • 8.
    Example Work InContract Management Central Contract Repository for both buy side and sell side contracts Roche spent a lot of time in contract negotiations and in contracting process Provided a central process with reporting capabilities and authoring of contracts with process improvements Procurement system handling Master Procurement Agreements with PO Details The system enabled Sempra to calculate and manage the spend details for the procurement department Established a Centralized Contract Repository Central Contract Repository with audit trails for Legal agreements. Includes contracts involving various business units within the company Agreements include Assets, Materials Transfer, CDA, Consultancy, Marketing, Distribution, etc Central Contract Repository with IP Agreement management Included integration with Genentech’s SAP systems for Master data and workflow Central contract repository with the ability to quickly launch boiler plate agreements using kiosk type functionality Provided template based contracts for standard and high risk agreement types Central contract repository to manage their procurement agreements, integration with vendor master Provided contract analysis to measure performance of contracts, best vendors, etc Central contract repository to manage their IP Agreements This includes Agreement request to Create Agreement scenario ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 8
  • 9.
    Contract Lifecycle ManagementSolution Based on Alfresco ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 9
  • 10.
    Contracts are Complex Contract Document Contract History Metadata Workflow Approvals Correspondence Compliance ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 10
  • 11.
    CIGNEX Contract LifecycleManagement Solution Contracts Live a Complex Lifecycle •Drafting •Reviews, Approvals Contract •Validations •Spend Details Creation •Storage, Audit Trails •Preferred Suppliers •Resource Optimization •Process Improvements Contract Contract •3rd Party Approvals Analysis Negotiation •Redlining •Versioning •Activation Contract Contract •Amendments, Renewals Administration Execution •Commitments •Capture signatures •Notifications / Alerts •Setup Expirations •Search & Reports •Central Repository •Terminations ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 11
  • 12.
    Drafting Best ProcessWorkflow Applicable to Draft New Agreement action  New Agreements created in the system Multiple activities  Draft agreement  Internal reviews  Internal approvals  External negotiations  Collect signatures  Activate Agreement Activity Description Default Responsible Owner Draft Document Prepare documents Contract Manager Reviews Review agreement language based on Reviewers clause level reviews Approvals Approve based on Approval authority / Contract Approver Corporate policies Negotiations Negotiate with external party Contract Manager ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 12
  • 13.
    CIGNEX Contract LifecycleManagement Solution Agreement Lifecycle Actions & Status Action Status Description File an Agreement Filing Enter executed (post-signature) agreement into CLMS application. Draft New Agreement Draft Create, draft, review/approve and negotiate agreement in CLMS application prior to execution. Cancel Cancelled Cancel pre-execution agreement (i.e., while in Draft status). Activate Active Indicate agreement is execute and activate automatic expiration & renewal business rules. Activate Amendment or Superceded Previous version of agreement superceded by Activate Renewal new amendment or renewal version. n/a Expired Agreement’s expiration date reached. Terminate Terminated Agreement terminated by either party prior to expiration date. ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission
  • 14.
    CIGNEX CLMS SolutionRoadmap Draft or File Legacy Metadata Wizard Notifications Simple Filing Workflow Simple Draft Workflow Import reconciliation Lifecycle, Auto-Renewal Redlining Versions Edit logs Simple Search and Negotiation Reporting Canned Reports Master Data (Party, Product) Obligations, Payments Contract Templates (Commitments) Security Version 1 Version 2 Version 3 Version 4 Maintain Contract Types Templates and Master Maintain Notification Templates Clause Library Additional Master Data Structures Template Lifecycle (Profile) Contract Type Lifecycle Advanced Security Language related workflow Validation and compliance Run time metadata Pull through data Intelligent Documents Events, Milestones (Commitments) Advanced Search and Reporting Legacy Migration ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 14
  • 15.
    3 Great Questions– 3 Alfresco Books FREE ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 15
  • 16.
    Contract Lifecycle ManagementDemo Based on Alfresco ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 16
  • 17.
    Integration Points CLMS is the Center of the World! Reports Active Directory Contracts Products / Services Spend DOA Approvals Details PO based recorded in on Contract Contract Suppliers Payment System Send Payment Purchasing on 3-way match PO’s Mark Payment Receipts Sent Invoices ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission
  • 18.
    Next Steps Contact Us Free 1 hour consulting on CLMS! Email – sales@cignex.com for more information Email – arun@cignex.com to reach me directly Web - http://www.cignex.com/site/solutions/Suites/contracts _management Resources CLMS Readiness Questionnaire One Pager on CLMS ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 18
  • 19.
    Published Works Liferay Portal for Enterprise Intranets Alfresco 3 ECM Dr. Jonas Yuan; May 2008 Implementation www.packtpub.com Fully revised covering Alfresco Surf and more! CIGNEX distributed 1000 www.packtpub.com FREE copies to Plone Community CIGNEX CTO Munwar Shariff, co-author www.plonelive.com Liferay Portal 5.2 Systems Development Dr. Jonas Yuan; June 2009 First book written on www.packtpub.com Alfresco Enterprise Content Management Munwar Shariff, Jan 2007 www.packtpub.com ©2009 CIGNEX Technologies, Inc. | Do not distribute without permission 19