2. C
A typical Fortune 5000 organization has between
15,000 and 40,000 contracts.
Most are hard to find. 10% are lost each year.
-Faulkner Information Services
Contract Management Challenges
3. WHERE ARE YOUR
CONTRACTS?
Diverse locations
Multiple formats
• No Search, Visibility
• Version control
Lack of Productivity,
Poor Efficiency
Contract Management Challenges
6. Major Airline fails internal controls audit.
Cause: Poor contract oversight
60%
Proportion of corporate litigation related to
contract disputes*
*Fulbright & Jarowski – annual litigation survey 2010
Global white goods manufacturer spends $150
Million terminating an unwanted supplier
agreement that had renewed automatically
RISKS ARE REAL, MEASURABLE
7. THE CONTRACT LANDSCAPE INVOLVES
MOST DEPARTMENTS – NOT JUST LEGAL
Supplier / Vendor
Customers
Real Estate
Employee / Contractor
Others….
Procurement
Human Resources
Asset
Management
Supply Chain
Regulatory
Finance
Operations
Legal
IT
Etc.
Affiliates
9. COVERS THE FULL CONTRACT LIFECYCLE
Pre-contract
documents
Contract Negotiation Signed
contract
Proactive
management
of agreement
Obligations End of
contract
Retain as
record
80% of companies view this stage
as contract management
Contract Contract
Pre-Award Phase Post-Award Phase
20. DOLPHIN CONTRACT MANAGER
Dolphin is supplied in
a packaged, standard
version.
Extensive functionality
‘out of the box’.
Quick to implement,
easy to use.
Providing process and control of the Contract Lifecycle
21. DOLPHIN SUMMARY
Pre-contract
documents
Contract Negotiation Signed
contract
Proactive
management
of agreement
Obligations End of
contract
Retain as
record
80% of companies view this stage
as contract management
Contract Contract
Pre-Award Phase Post-Award Phase
24. 24
SEAL CDISCOVERY PROCESSES
Contract Discovery and Review is a key part of any Dolphin implementation
Discover contracts in
various Electronic File &
Content Systems
Contracts discovered
regardless of file type
(tif, gif, word, etc.)
Collection
Searchable PDFs
created
Key contract
elements identified
and extracted
Extract to Secure
Repository
Data review
Data correction
Contract approval
Review process as
light or detailed as
needed
Manual Review
Key contract data,
clauses & PDFs
pushed to Dolphin
for on going review
and obligation
management
View & Analyze
Migration to
Dolphin
25. SEAL CONTRACT DISCOVERY
Procurement
Sales
Human
Resources
Property
Documents scanned: 203,246
Contracts found: 7,510
Find contracts
Copy and build a central database…
…that is fully searchable…
...and automatically extract terms
… manual Review and update
Contract
< Key
Meta
Data >
Pull directly into Dolphin
Contract
< Key
Meta
Data >
27. DEFINE CONTRACT TYPES
TO REFLECT YOUR
CONTRACT ARCHITECTURE Allows for Multiple
Contract Types.
Can define
Contract Metadata
requirements for
each contract
type.
Selections
provided „out of
the box‟ … …you
can also add your
own contract
metadata fields if
required.
Standard and custom
metadata is defined
to characterize
Contract Types
30. //Case Studies
"Before the ECM system, our
people spent hundreds of
hours in searches, wasting
valuable time. Our new
enterprise system connects
multiple platforms and
document types. We are able
to confidently store, archive
and retrieve exactly what we
need each and every time."
EFFICIENT
DOCUMENT
MANAGEMENT
31. //Case Studies
"Deploying Microsoft
SharePoint 2010 has
provided us with a significant
increase in search capability.
The Navantis-built solution
has helped us consolidate
information sources into one
unified system to provide an
integrated user experience."
Lori Greco, GBS-Global Business Solutions
MINING A
WEALTH OF
DIGITAL DATA
32. “We have a lot of SharePoint partners at Microsoft
– there is one that stands out – Navantis. I highly
recommend”
Jon C. Arnold, Managing Director, Worldwide Power & Utilities
Industry, Microsoft
“As the former CIO of a large utility in the Western
US, I know the value of working with a strong
Microsoft services partner. The Navantis utility
team has been brought into numerous of our
accounts to facilitate conversations about
developing a web strategy on SharePoint
technology – they are experts in their field”.
Jerry Thomas, Microsoft Power & Utility Leader, Western USA
MICROSOFT
REFERENCES
33. “We recently engaged with Navantis at Nexen Oil
and Gas for a large SharePoint 2010 deployment.
Given the deployments of SP10 are still relatively
new amongst our Oil & Gas customers the client
picked Navantis based on experience, existing
customers, partnerships and knowledge of the
SP10 platform.”
David Epp, Director Oil & Gas Microsoft Canada
“Navantis maintains all of the Canadian web
properties and our own SharePoint 2010 intranets
at Microsoft Canada – they have done this for 8
years”
Jason Wakeam, Director of Industry Solutions - Microsoft Canada
“I have been working with Navantis across Canada
for 6 years. They are a partner I implicitly trust for
the design, build, and deployment of corporate
intranets and internet sites built on our SharePoint
2010 platform.”
John Amyotte, Digital Marketing Platform Sales Specialist - Microsoft
Canada
34. AWARD HIGHLIGHTS
IT Business
Top 100 Professional
Services Firms
Branham300
Top 250 Canadian
Technology Company
Branham300
Top 250 Canadian
Technology Company
2006 2008 2009 2010 20112007
Global
Microsoft
Award
Canadian
Microsoft
Award
Partner Awards
Novell Migration
Global Partner
of the Year
Partner Awards
Advanced Infrastructure
Global Partner
of the Year
World Partner Awards
Information Worker,
Enterprise Content
Management and
Forms, Global Partner
of the Year
World Partner Awards
Finalist
Information Worker
Solutions,
Office Solutions
Development
Partner of the Year
Partner Awards
Tech Innovation
Partner of the Year
Finalist
Partner Awards
Network Infrastructure
Global Partner
of the Year
World Partner Awards
Global Security
Partner of the Year
Impact Awards
Infrastructure
Solution of the Year
Impact Awards
Information Worker
Solution of the Year
Impact Awards
CRM
Solution of the Year
Impact Awards
Microsoft Choice
Partner of the Year
Impact Awards
Unified
Communications
Partner of the Year
Impact Awards
Dynamics CRM
Partner of the Year
Impact Awards
Information Worker
Solution of the Year
Finalist
Invited to join
Microsoft Gold
Certified
Excellence Program
TechNet Innovation
Awards
Team Winner
TechNet Innovation
Awards
IT Professional of
the Year
Impact Awards
Unified
Communications
Solution of the Year
Impact Awards
Software Dev
Partner of the Year
Branham300
Top 25 Canadian
IT Professional
Services Company
Branham300
Top 25 Mover &
Shaker
2012
World Partner Awards
Country Partner of the
Year – Canada
World Partner Awards
Microsoft Dynamics
CRM Partner of the
Year – Finalist
World Partner Awards
ALM Partner of the
Year – Finalist
Branham300
Top 20 Mover &
Shaker
2013
World Partner Awards
Microsoft Dynamics
CRM Partner of the
Year – Finalist
World Partner Awards
Pre-Sales Technical
Specialist Partner of the
Year Award –
Mark AuCoin
Profit 500
Canada’s Fastest-
Growing Companies
2013 Inner Circle for
Microsoft Dynamics
member.
2013 President’s
Club for Microsoft
Dynamics member.
35. WHERE TO START
• Focus on a single line-of-business
Dolphin
Contract
Manager Pilot
Seal Contract
Discovery
Full Dolphin
Rollout
Seal Contract
Migration
Seal Contract
Discovery
Dolphin Contract
Manager
Seal Contract
Migration
Use this slide to highlight statistics/important numbers or percentages.
Use this slide to highlight statistics/important numbers or percentages.
Use this slide to highlight statistics/important numbers or percentages.
Dolphin Contract Manager is designed and built on the Microsoft SharePoint platformCompelling business application for organizations that have already deployed SharePointRapid end user adoption because of the standard Microsoft look and feel of the system
Contract Management solutions like Dolphin Contract Manager address the two key processes in contract management:Pre-award process: all about contracts as paper or electronic documents. DCM provides tools to discover, import and create contracts as well as tools to streamline approval process and a central repository to store contract documents. This is where 80% of companies stop in the contract process. Post-award process: all about what is contained within the contract, what has been committed to and are key milestones and deliverables or commitments being met. Alerts, reports and dashboards allow business users to have access to digestible and timely management information so that they can manage contracts the way that they were negotiated. Most solutions focus on only one phaseDolphin provides a unique end-to-end view of CLM, it’s supports the whole Contract Lifecycle Management process
Contract Management solutions like Dolphin Contract Manager address the two key processes in contract management:Pre-award process: all about contracts as paper or electronic documents. DCM provides tools to discover, import and create contracts as well as tools to streamline approval process and a central repository to store contract documents. This is where 80% of companies stop in the contract process. Post-award process: all about what is contained within the contract, what has been committed to and are key milestones and deliverables or commitments being met. Alerts, reports and dashboards allow business users to have access to digestible and timely management information so that they can manage contracts the way that they were negotiated. Most solutions focus on only one phaseDolphin provides a unique end-to-end view of CLM, it’s supports the whole Contract Lifecycle Management process
Dolphin Contract Manager is designed and built on the Microsoft SharePoint platformCompelling business application for organizations that have already deployed SharePointRapid end user adoption because of the standard Microsoft look and feel of the system
Use this slide to highlight statistics/important numbers or percentages.
Use this slide to highlight statistics/important numbers or percentages.
Ontario Power Generation required a creative, cost-effective solution for migrating and housing millions of their documents, each with its own metadata and annotations. With multiple stakeholders, various systems, manual processes, disparate documents, siloed departments and strict security requirements, a robust, scalable and secure platform was mandatory. Documents were currently stored in multiple formats on various servers and independent intranets and searching for information challenged staff members daily, impacting productivity and morale.An Enterprise Content Management (ECM) system would provide the foundation for OPG to address its document management needs; however, due to the complexities of the OPG environment, a Proof of Concept – a self-contained working model of the solution - was created and housed to prove out the viability and value. To maximize client satisfaction, the SAP integrated, Enterprise Content Management (ECM) solution was rapidly delivered, completed in less than six months, without workflow interruption.The implementation of Microsoft Office SharePoint Server 2007 with SAP and the migration of existing documents drove considerable business value, from substantial savings for cost of ownership and for future custom development, as well as consistency with enterprise-wide strategy for document management.
Following a merger, the resulting company, Joy Global Inc., needed to ensure that its 600,000 employees could communicate and collaborate with each other using a single intranet portal. The company's intranets were deeply split across divisions using outdated technology. JGI needed a solution that would support a global workforce and eliminate the out of date intranets which consumed large amounts of time on support and maintenance.The new JGI solution combines a corporate communications portal along with an employee center, establishing a single, easy to navigate site for all relevant information, including everything that governs the employee's relationship with the company. Of prime importance is the ability for all business owners to manage their own content. This enabled corporate governance and regional influences to co-exist, providing all users with accurate, up-to-date, information.Departmental, cross-functional and global project teams now have a place to work together toward common goals. Business owners can update their own content so that all information is accurate and timely. IT can serve the business strategically, focusing on higher value activities rather than consumed with updating and maintaining legacy technologies. A logical structure and solid use of metadata enables fast and relevant search results. A multi-phase approach to implementation has delivered the new technology in manageable chunks – easily consumed by all stakeholders. Most important, the emphasis on corporate culture and usability has driven high user adoption across the corporation.