The document outlines a webinar presentation on a contract management solution. The presentation agenda includes discussing business issues, an overview of the solution, its components, and how to get started. It then provides details on the solution's document creation, editing, approval workflow, search functionality, and capture methodology. Key implementation efforts like requirements gathering, taxonomy definition, testing, and training are also summarized.

1. Contract
Management
Solu0on
Webinar
Presenta,on
July
26,
2011

2. Agenda
• Business
Issues
• Solu,on
Overview
• Solu,on
Components
• How
to
get
started
• Ques,ons
and
Answers

3. Business
Issues
• Standardized
Contracts
• Edi,ng
documents
during
workflow
• Managing
the
Approval
Process
– Electronic
Signatures
(Database
and
Physical)
• Tracking
Documents
during
the
process
• Managing
Executed
Contracts
– When
to
start
the
next
review
– Expiring
Documents
– Execu,ng
Renewals

4. Solu,on
Overview

5. Document
Crea,on
&
Edi,ng
The
user
clicks
the
Open
from
Alfresco
link
to
access
Alfresco.

6. Document
Crea,on
&
Edi,ng
(1)
Opening
the
document.
1. Select
the
document
2. Click
Open
(2)
NOTE:
By
default
the
document
will
be
checked
out
.

7. Document
Crea,on
&
Edi,ng
If
the
user
removes
the
from
the
MaUer
Document
checkbox,
they
will
have
the
ability
to
navigate
through
all
folders
and
sub
folders
where
they
have
access.

8. Document
Saving
When
the
Save
to
Alfresco
window
opens,
it
will
be
pre-­‐
populated
with
the
loca,on
the
document
was
opened
from
(1)
as
well
as
the
proper,es
that
were
previously
entered.
The
user
can
then
update
the
proper,es
or
comments
.
1.
User
clicks
Save

9. Document
Approval
Workflow

10. Incoming
Executed
Document

11. Setup
for
Review

12. Add
Appropriate
Proper,es

13. Dashboard
–
Review
Document

14. Review
Documents

15. Access
Document
From
The
Dashboard
The
document
does
not
appear.

16. Search
-­‐
Advanced

17. Search
-­‐
Advanced

18. Search
-­‐
Results

19. How
to
get
started
• Iden,fy
External
System
Integra,ons
• Iden,fy
Document
Template
Inventory
• Solu,on
Requirements
– Required
Workflows
&
Func,onal
Roles
– Security
Matrix
(ACLs)
– Solu,on
Taxonomy
• Document
Proper,es
• Document
Storage
or
Folder
Organiza,on
– Iden,fy
Document
Intake
Needs
– Scanning,
Faxing
– E-­‐mail

20. Alfresco
Components
• Workflow
• Rules
&
Behaviors
• Aspects
• Kofax
Release
Script

21. Key
Project
Components
• Solu,on
Requirements
• Migra,on
Of
Exis,ng
Contracts
• Contract
Crea,on
Process
• Staged
Goal
Live
-­‐
Phases

22. User / Business Efforts
Solu,on
Methodology
Functional
Requirements Test Plan
Education Requirements Training
Agenda Traceability
Workbook Document Material
Presentation Workspaces Matrix
Education Review Define Key Test Focused
Education Requirements
and Project Taxonomy Functionality Solution User
Workshop Workshop
Preparation Prototype Needs Functionalty Training
Education Preparation Business Process
Users are provided
Users, usually via a - Inflows Utilizing the The information Utilizing test plans Training is usually
with a business level
conference call, are - Creations information gathered during the and scripts created segmented by
education of the
informed of what will be - Outflows gathered from the requirement workshops from the functional role,
solution that will be
covered in the Education - Work Efforts workshops, screen and the information requirements enabling it to be
delivered as well as
Workshop as well as the prototypes are from the prototyping will document, the more focused.
the process. The Taxonomy
Requirements created. provide the information solution will be put
education
Workshop(s). - Structural / File for the Functional through both user
workshop(s) cover
Storage Requirements and technical
Project Preparation various topics such
- Document Document. testing.
as Web Content,
The appropriate team Identification
Document, Digital
project team members (Metadata)
Asset and Records
will review and identify Management. Security Policies
overall project team Document Capture
members, scope, - Functional Roles
topics will also be - User Groups
communication plan and covered
initial meeting schedule. - User Communities
Technical Efforts
Functional Requirement Deployment
Software & Specifications Source Code Plan
CSA
Hardware Workspaces & Scripts
Current Infrastructure Prototype Solution Design and Customizations & Deploy
State Analysis Installation Creation Architecture Configurations Solution
Staff Skill Assessment Create Initial Object Model Technical specifications for the
Review existing Filestore Create Initial Taxonomy previously defined user
Review SW & HW Environment requirements.
Security Environment
System Inventory

23. Document
Capture
Methodology

24. Thank
Your
for
Your
Time
• Jason
Jolley
– Director,
Applica,on
Development
– Office
Phone:
973-­‐625-­‐7721
– mailto:
jjolley@microstrat.com