The document discusses the challenges faced by Open Society Foundations in managing contracts across multiple jurisdictions and legal entities. It summarizes their transition to using the Apttus Contract Management platform to consolidate contract data from various systems into a single system. This has improved processes, provided global visibility into contract lifecycles, and enabled integrated reporting. Lessons learned include focusing analytics projects on key metrics and maintaining staff training on the new system.

1. © 2018 Apttus Corporation
#ApttusAccelerate
Rosemarie Howard, Open Society Foundations
Janos Csongor, Open Society Foundations
May 15, 2018
Deploying Analytics and
Dashboard Best Practices
#AccelerateMO

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Global Director of Applications
Open Society Foundations
Rosemarie Howard
Head of Legal Systems
Open Society Foundations
Janos Csongor

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About Us
40International Offices
167Countries
2,400Grants per Year
950MBudget

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Challenges at Open Society Foundations
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Multiple
Jurisdictions
Multi-Party
Agreements
Independent
Legal Entities
Need for Global
Reporting

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Where We Were
• Multiple contract systems used by entities
• Inconsistent approval process for routing,
authoring, and dollar thresholds
• Limited reporting capabilities, including
globally
• Little visibility into contract life cycle
• 20 of 30 contract types maintained in email
?

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Where We Are Now
• 600+ users across global offices and growing
• Migration of 10,000+ Contracts and 70,000+ Attachments
• Creation of 4,000 new Apttus contracts and growing
• Addition of 21,000 attachments since go-live
• Consolidated operational processes and data
• Integrated contract management with Apttus
• Secure and integrated approval, review, and signing

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Where We Are Going
Identify
Undersized
Agreements
Target Offline
Processes to
Integrate
Adjust Cycle
Time Reports
Integrating Analytics Into Decision Making
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Additional
Training

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Where We Are Going
Leveraging our Dashboards and Moving to Salesforce Analytics and Mobile

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AgreementsDashboard

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Key Benefits of Apttus Contract Management
Reduce Dependency on IT and Vendors
Enable Legal to create/adjust contract templates
Integrated with Salesforce Platform
Cross application data sharing

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Key Benefits of Apttus Contract Management
Dashboard Capabilities
Native dashboards or AI integration
Integrate Reports with Grants
Combine contracts and grants reporting
Internal Compliance
Manage internal compliance processes

12. © 2018 Apttus Corporation
Lessons Learned and Best Practices
• Begin your project with a focus on metrics!
• If you don’t know what you want to evaluate you may not be capturing enough
information for detailed reports and dashboards
• Only start with a focus on a few metrics at a time
• Create “roadshows” to maintain buy-in
• Hold regular training sessions to keep staff skills current

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Thank You