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Sp Contracts Ts

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Information about Sp Contracts Ts

Published on September 17, 2008

Author: Peter1020

Source: slideshare.net

Description

Contracts, ajlsoft, sharepoint
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SharePoint and Ajlsoft Document A Contract Automation Solution Simple and flexible approach to provide the ability to automate and analyze contract data and documents Peter Ward Thom Staudacher

Session Agenda Productivity Gap The What, The How, The Automation Typical Company Scenario The Flow of Information Current Situation Demo Session Review Questions

Productivity Gap

The What, The How, The Automation

Typical Company Scenario

The Flow of Information

Current Situation

Demo

Session Review

Questions

INFORMATION PROCESS Desktop Productivity Coordination & knowledge sharing is difficult Business apps are hard to access Can’t find information or people Content is out of date & poorly managed Too much paper and manual process Poor data visibility Structured Unstructured Unstructured Work Unstructured The Productivity Gap ERP CRM Relational Database Office Applications

Coordination & knowledge sharing is difficult

Business apps are hard to access

Can’t find information or people

Content is out of date & poorly managed

Too much paper and manual process

Poor data visibility

The “What” Contract Management Software Part 2 – Analysis-SharePoint (Dashboard) Part 1 – Contract Automation Rules Dynamics CRM

Contract Management Database Contract Management Software Data Checklist Automated Contracts

Demo- Contracts Options Scenarios The Players

Current Situations - With this company Observations can include: Lack of defined approval processes, ownership and responsibility of terms Silo-based, no flows from sales-pricing-contracting-delivery Paper-based with little automation to assist with day to day work Higher probability for risk and errors Excess “non-value added” work by all stakeholders and lack of productivity Desire to improve: Create more efficient processes (quicker response and identifiable metrics) Greater customer satisfaction Automated contract request submission tool via Outlook email submissions Shared contract status tracking Query and reporting capabilities

Observations can include:

Lack of defined approval processes, ownership and responsibility of terms

Silo-based, no flows from sales-pricing-contracting-delivery

Paper-based with little automation to assist with day to day work

Higher probability for risk and errors

Excess “non-value added” work by all stakeholders and lack of productivity

Desire to improve:

Create more efficient processes (quicker response and identifiable metrics)

Greater customer satisfaction

Automated contract request submission tool via Outlook email submissions

Shared contract status tracking

Query and reporting capabilities

Inflow Of Information Sale is complete Issue tracking Ownership Accountability Workflow Contract type established Ownership assigned Information pushed into the contract Rules established Legal Contracts Contract complete CRM updated Relevant parties notified

Issue tracking

Ownership

Accountability

Workflow

Contract type established

Ownership assigned

Information pushed into the contract

Rules established

CRM updated

Relevant parties notified

Pain Points Too much cutting and pasting Too many emails with different version attachments Errors on the contracts A continuous fire drill with contract management Her day can be summarized as busy, but not fully productive Her Desire Contract automation, with information flowing from 1 system to another A single place to assign contacts and tasks relating to contracts Single entry, not double entry of information Workflow To obtain a wide angle perspective of contracts processes and data, and be able to zero in on critical issues that require actions Standardized business rule process Demo- Contract Automation

Pain Points

Too much cutting and pasting

Too many emails with different version attachments

Errors on the contracts

A continuous fire drill with contract management

Her day can be summarized as busy, but not fully productive

Her Desire

Contract automation, with information flowing from 1 system to another

A single place to assign contacts and tasks relating to contracts

Single entry, not double entry of information

Workflow

To obtain a wide angle perspective of contracts processes and data, and be able to zero in on critical issues that require actions

Standardized business rule process

Demo- Contract Automation Pain Points Wants contracts processed faster Feels contracts get held up in legal, which affects his teams compensation Wants better customer satisfaction Dealing with the contracts department is a major distraction on his actual job. His Desire Better discovery of contract information Enable more timely delivery Accountability on contract process Less telephone tag with contract managers and legal

Pain Points

Wants contracts processed faster

Feels contracts get held up in legal, which affects his teams compensation

Wants better customer satisfaction

Dealing with the contracts department is a major distraction on his actual job.

His Desire

Better discovery of contract information

Enable more timely delivery

Accountability on contract process

Less telephone tag with contract managers and legal

Pain Points There’s growth in the business, but there are labor intensive bottle necks. Quality control- risk and errors on controls His Desire Standardized repeatable process Integration of technology Create metrics Develop a platform for growth. Demo- Contract Automation

Pain Points

There’s growth in the business, but there are labor intensive bottle necks.

Quality control- risk and errors on controls

His Desire

Standardized repeatable process

Integration of technology

Create metrics

Develop a platform for growth.

Masters Service Agreement (MSA) contract, non Express (negotiation) workflow In The Example 2 Word documents Contract Master (“check list”) -Editing MSA contract- End result Demo Business logic Integration of the documents/ SharePoint/ SalesLogix Dashboard displays Issue tracking Assignments Accountabilities Contract Master MSA End result sent to client CRM Business logic defined Populated from CRM

Masters Service Agreement (MSA) contract, non Express (negotiation) workflow

2 Word documents Contract Master (“check list”) -Editing MSA contract- End result

Demo

Business logic

Integration of the documents/ SharePoint/ SalesLogix

Dashboard displays

Issue tracking

Assignments

Accountabilities

DEMO

Session Review Key Benefits Improve efficiency and reliability Customer satisfaction Integration from server based to desktop based activity Improve accountability and accuracy Relevant To Other Documents SOW Software license agreements Insurance Inspection reports Legal Human resources

Key Benefits

Improve efficiency and reliability

Customer satisfaction

Integration from server based to desktop based activity

Improve accountability and accuracy

Relevant To Other Documents

SOW

Software license agreements

Insurance

Inspection reports

Legal

Human resources

Questions

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