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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 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
INFORMATION PROCESS Desktop Productivity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Structured Unstructured Unstructured Work Unstructured The Productivity Gap ERP CRM Relational Database Office Applications
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 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Inflow Of Information Sale is complete ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Legal Contracts Contract complete ,[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Demo- Contract Automation
Demo- Contract Automation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Demo- Contract Automation
[object Object],In The Example ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Contract Master MSA End result sent to client CRM Business logic defined Populated from CRM
DEMO
Session Review ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions

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Sp Contracts Ts

  • 1. 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
  • 2.
  • 3.
  • 4. The “What” Contract Management Software Part 2 – Analysis-SharePoint (Dashboard) Part 1 – Contract Automation Rules Dynamics CRM
  • 5. Contract Management Database Contract Management Software Data Checklist Automated Contracts
  • 6. Demo- Contracts Options Scenarios The Players
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13. DEMO
  • 14.