Contract management from creation through execution and monitoring 26 july 2011
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Contract management from creation through execution and monitoring 26 july 2011
- 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
- 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
- 11. Setup for Review
- 13. Dashboard – Review Document
- 14. Review Documents
- 15. Access Document From The Dashboard The document does not appear.
- 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
- 24. Thank Your for Your Time • Jason Jolley – Director, Applica,on Development – Office Phone: 973-‐625-‐7721 – mailto: jjolley@microstrat.com