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.

1. Open Source Contract Lifecycle 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 CIGNEX Technologies, Inc. | Do not distribute without permission 3

4. 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
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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
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6. Contract Management Practice
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7. 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
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8. 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
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9. Contract Lifecycle Management Solution
Based on Alfresco
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10. Contracts are Complex
Contract Document
Contract History
Metadata
Workflow Approvals
Correspondence
Compliance
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11. 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
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12. 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
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13. 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

14. 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
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15. 3 Great Questions – 3 Alfresco Books
FREE
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16. Contract Lifecycle Management Demo
Based on Alfresco
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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