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“Can You Handle It?”         SharePoint and Contract Lifecycle ManagementJonathan RaltonCorridor Consulting
Jonathan RaltonCorridor ConsultingSHAREPOINT +CONTRACT LIFECYCLE MANAGEMENT
OUTLINE Setting the Stage Orientation Solid, Strong, and Scalable Satisfies Critical Business Needs Accelerator or De...
SharePoint + Contract Lifecycle Management          SETTING THE STAGE
ME
ABOUT ME   Job    Principal Consultant    Technical Product Manager    Corridor Consulting    www.corridorconsulting.co  ...
ABOUT ME   Education    Computer Science/    Photography    Boston CollegePRESENTER
ABOUT ME   Education    Information Technology    Northeastern UniversityPRESENTER
FIND ME                      JONATHAN RALTON   Email    jonathan.ralton@    corridorconsulting.com   Twitter    @jonralt...
ABOUT ME   Beagle Mix    Beagles of    New England States    www.bonesbeagles.orgK9
FIND ME                      BAILEY   GPS    Tagg – The Pet Tracker    www.pettracker.comK9
YOU
   Who are you?              Why are you here?   What are your roles?      What do you hope to learn?AUDIENCE
US
CHALLENGE       Can SharePoint support the       industrial strength demands      of an enterprise’s large-scale     contr...
ARGUMENT      SharePoint natively provides a         rich feature set that can        help solve a multitude of       crit...
POSITIONING    Microsoft has successfully positioned    SharePoint as a strategic information          management platform...
QUESTIONS What is Contract Lifecycle Management  (CLM)? How can it be impacted by SharePoint?
SharePoint + Contract Lifecycle Management                    ORIENTATION
CONTRACT LIFECYCLE     MANAGEMENT
CONTEXT                   People          Technology        Process
APPLICATION    People           Process       Technology• Sourcing        • Standardize   • Organize  Professionals   • St...
DEFINITION          Apply technology to drive           standardization across,          greater control over, and        ...
LIFECYCLEInitiation   Creation   Negotiation   Execution   Post
GOALS1.   Streamline the authoring process2.   Ease the mechanics of negotiation3.   Aid compliance tracking4.   Reduce ov...
GOALS1.   Streamlining the authoring process      Use  of clause libraries and improved       collaboration slash contrac...
GOALS2.   Easing the mechanics of negotiation        Track revisions, comments, related documents,         and communicat...
GOALS3.   Aiding compliance tracking      Integrationwith transactional systems ensures      that orders use the correct ...
GOALS4.   Reducing overall contracting costs      Features such as automatic reminders of      upcoming expiry dates and ...
BENEFITS Lower procurement costs Increase revenue Lower administration costs Ensure compliance Minimize risks Meet o...
IACCM                               NACM   International Association for      National Contract    Contract & Commercial...
SharePoint + Contract Lifecycle ManagementSOLID, STRONG, AND SCALABLE
THE “INFORMATION   Topic 1OPERATING SYSTEM”
REDUCING COSTS Represents a new evolution in application  development and delivery Referred to as the “information opera...
REDUCING COSTS By leveraging the foundational capabilities of  SharePoint, it is now possible to deliver  solutions with ...
REDUCING COSTS   Core Functionality     Document   Management and Version Control     Workflow and Notifications/Alerts...
REDUCING COSTS   Web Part Framework     Search     Filtering/Sorting     ContentAggregators     Business Intelligence...
SCALABLE FOR GLOBAL   Topic 2         OPERATIONS
VOLUME ISN’T AN ISSUE                        Scalability        Volume
VOLUME ISN’T AN ISSUE                                                 SharePoint                                          ...
Market Survey“How Businesses are Using      67%Microsoft SharePoint in theEnterprise”                     Deployed ShareP...
VOLUME ISN’T AN ISSUE   Self-Service
RICH DATA STRUCTURES   Topic 3
REFLECT COMPLEX CONTRACTING NEEDS• Reflective           of an enterprise class CLM system’s metadata requirements  • Provi...
REFLECT COMPLEX CONTRACTING NEEDS           Content            Types                        Hierarchy          Inheritance
REFLECT COMPLEX CONTRACTING NEEDS   Web Application       Site Collection          Site               Site Content Typ...
REFLECT COMPLEX CONTRACTING NEEDS   An unlimited number of levels can be introduced depending upon your    preferences, t...
REFLECT COMPLEX CONTRACTING NEEDS   Use metadata to…     Drive views     Expose via search     Drive reports     Pres...
REFLECT COMPLEX CONTRACTING NEEDS   Use content types to…     Maintain consistency across libraries and lists     Isola...
STRONG SECURITY    Topic 4    CAPABILITIES
SUPPORTS CONFIDENTIALITY Secured Content Made Available by Role Full Audit Trail and Version History Secured Sockets La...
SharePoint + Contract Lifecycle ManagementSATISFIES CRITICAL BUSINESS NEEDS
BASIC WORKFLOW DESIGN   Topic 1                TOOLS
COMMON ROUTING EASILY FACILITATED   SharePoint Designer     Actions     Conditions   Visual Studio
FULL TEXT AND FIELD   Topic 2  BASED SEARCHING
METADATA, FULL TEXT, AND BEYOND Ability to search on specific columns Full text indexing iFilters for other file format...
LINE OF BUSINESS   Topic 3     INTEGRATION
POWERFUL CAPABILITIES WITHIN Business Data Catalog (BDC) Business Connectivity Services (BCS)
POWERFUL CAPABILITIES WITHIN Data validation in SharePoint Integrate workflow and data Retrieve SharePoint content in L...
MULTI-LINGUAL   Topic 4
SUITABLE FOR GLOBAL USE     As the largest provider of business productivity software, Microsoft is the most well equipped...
SUITABLE FOR GLOBAL USE 38 Languages Multiple Currencies Language Conversion Workflows     Thisis not translation    ...
SharePoint + Contract Lifecycle ManagementACCELERATOR OR DECELERATOR
UNPRECEDENTED   Topic 1     ADOPTION
“More inquiries have comeToby BellVice President, ResearchGartner                            into Gartner for SharePoint  ...
BUSINESS, END, AND IT USERS ALIKE   Adoption is accelerated when your users    1.   Find the software comprehensive and f...
BUSINESS, END, AND IT USERS ALIKE   Adoption is being fueled by     Business  Users     Executives     IT Professionals
RICH AND DEEP SET OF   Topic 2        CAPABILITIES
TOO MUCH FLEXIBILITY A robust toolset out-of-the-box Do-It-Yourself Many ways to do the same thing Plenty of rope to h...
TOO MUCH FLEXIBILITY Blessing and a Curse Offer something to get started with
GOVERNANCE   Topic 3
ACCELERATE WITH STANDARD ADOPTIONGovernance generally encompasses a range   of best practices and techniques that     spea...
ACCELERATE WITH STANDARD ADOPTION     Control                   Flexibility
ACCELERATE WITH STANDARD ADOPTION  Governance in SharePoint does not stop        after it has been defined.
RESOURCE CONTENTION   Topic 4
ALTERNATIVES MAY BE REQUIRED Limited pilot launch Garner higher level of executive support Consider hosting SharePoint ...
CONFLICTS WITH LEGACY   Topic 5             SYSTEMS
SERVER- AND CLIENT-SIDE   Server-Side     Upgrades   Client-Side     Browsers
SharePoint + Contract Lifecycle Management  CONCLUDING THOUGHTS
IN SUMMARY   Scale and volume can flex to accommodate the largest enterprises while the rich    data structures are refle...
BOTTOM LINE    SharePoint is one of the most widely      deployed repositories, given its        showcase characteristics:...
SharePoint + Contract Lifecycle Management                  WRAPPING UP
UNOFFICIAL SPONSOR
RAFFLE
was made possible by the generous       support of the following sponsors…And by your participation…   Thank you!
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
SPSNH12 - SharePoint + Contract Management
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SPSNH12 - SharePoint + Contract Management

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SharePoint Saturday New Hampshire - September 22, 2012

Publié dans : Logiciels, Business
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SPSNH12 - SharePoint + Contract Management

  1. 1. “Can You Handle It?” SharePoint and Contract Lifecycle ManagementJonathan RaltonCorridor Consulting
  2. 2. Jonathan RaltonCorridor ConsultingSHAREPOINT +CONTRACT LIFECYCLE MANAGEMENT
  3. 3. OUTLINE Setting the Stage Orientation Solid, Strong, and Scalable Satisfies Critical Business Needs Accelerator or Decelerator Concluding Thoughts
  4. 4. SharePoint + Contract Lifecycle Management SETTING THE STAGE
  5. 5. ME
  6. 6. ABOUT ME Job Principal Consultant Technical Product Manager Corridor Consulting www.corridorconsulting.co mPRESENTER
  7. 7. ABOUT ME Education Computer Science/ Photography Boston CollegePRESENTER
  8. 8. ABOUT ME Education Information Technology Northeastern UniversityPRESENTER
  9. 9. FIND ME JONATHAN RALTON Email jonathan.ralton@ corridorconsulting.com Twitter @jonralton LinkedIn www.linkedin.com/in/ jonathanraltonPRESENTER
  10. 10. ABOUT ME Beagle Mix Beagles of New England States www.bonesbeagles.orgK9
  11. 11. FIND ME BAILEY GPS Tagg – The Pet Tracker www.pettracker.comK9
  12. 12. YOU
  13. 13.  Who are you?  Why are you here? What are your roles?  What do you hope to learn?AUDIENCE
  14. 14. US
  15. 15. CHALLENGE Can SharePoint support the industrial strength demands of an enterprise’s large-scale contract management activities?
  16. 16. ARGUMENT SharePoint natively provides a rich feature set that can help solve a multitude of critical business problems.
  17. 17. POSITIONING Microsoft has successfully positioned SharePoint as a strategic information management platform for mission critical business applications.
  18. 18. QUESTIONS What is Contract Lifecycle Management (CLM)? How can it be impacted by SharePoint?
  19. 19. SharePoint + Contract Lifecycle Management ORIENTATION
  20. 20. CONTRACT LIFECYCLE MANAGEMENT
  21. 21. CONTEXT People Technology Process
  22. 22. APPLICATION People Process Technology• Sourcing • Standardize • Organize Professionals • Streamline • Automate• Legal Department
  23. 23. DEFINITION Apply technology to drive standardization across, greater control over, and clearer visibility into an entire contract portfolio.
  24. 24. LIFECYCLEInitiation Creation Negotiation Execution Post
  25. 25. GOALS1. Streamline the authoring process2. Ease the mechanics of negotiation3. Aid compliance tracking4. Reduce overall contracting costs
  26. 26. GOALS1. Streamlining the authoring process  Use of clause libraries and improved collaboration slash contract creation time when compared with old-fashioned emailing of redlined attachments  Increase contract volume without increasing staff  Reduced contract turnaround time
  27. 27. GOALS2. Easing the mechanics of negotiation  Track revisions, comments, related documents, and communications
  28. 28. GOALS3. Aiding compliance tracking  Integrationwith transactional systems ensures that orders use the correct price, and that companies claim the rebates and volume discounts to which they are entitled
  29. 29. GOALS4. Reducing overall contracting costs  Features such as automatic reminders of upcoming expiry dates and tracking of complex contracts with multiple enrolments, addenda, and amendments can free up legal resources to focus on more technical tasks
  30. 30. BENEFITS Lower procurement costs Increase revenue Lower administration costs Ensure compliance Minimize risks Meet obligations Improve employee productivity
  31. 31. IACCM NACM International Association for  National Contract Contract & Commercial Management Association Management www.ncmahq.org www.iaccm.orgORGANIZATIONS
  32. 32. SharePoint + Contract Lifecycle ManagementSOLID, STRONG, AND SCALABLE
  33. 33. THE “INFORMATION Topic 1OPERATING SYSTEM”
  34. 34. REDUCING COSTS Represents a new evolution in application development and delivery Referred to as the “information operating system” by Steve Ballmer, CEO of Microsoft Allows business solutions to be created in an accelerated fashion
  35. 35. REDUCING COSTS By leveraging the foundational capabilities of SharePoint, it is now possible to deliver solutions with an advanced starting point. As a platform with feature-rich capabilities, SharePoint greatly reduces costs when used to deploy mission critical business applications.
  36. 36. REDUCING COSTS Core Functionality  Document Management and Version Control  Workflow and Notifications/Alerts  Item-Level Security  Metadata  Collaboration Tools
  37. 37. REDUCING COSTS Web Part Framework  Search  Filtering/Sorting  ContentAggregators  Business Intelligence/KPI/Dashboarding
  38. 38. SCALABLE FOR GLOBAL Topic 2 OPERATIONS
  39. 39. VOLUME ISN’T AN ISSUE Scalability Volume
  40. 40. VOLUME ISN’T AN ISSUE SharePoint 2010 SharePoint 2007 SharePoint 2003 SharePoint 2001
  41. 41. Market Survey“How Businesses are Using  67%Microsoft SharePoint in theEnterprise” Deployed SharePointGlobal 360 enterprise-wide  27% Utilize > ½ of the documents stored in SharePoint to support mission critical business processesVOLUME ISN’T AN ISSUE
  42. 42. VOLUME ISN’T AN ISSUE Self-Service
  43. 43. RICH DATA STRUCTURES Topic 3
  44. 44. REFLECT COMPLEX CONTRACTING NEEDS• Reflective of an enterprise class CLM system’s metadata requirements • Provides a platform for a consistent metadata construct • Administratively allows for additional flexibility • Each contracting group is going to have unique needs
  45. 45. REFLECT COMPLEX CONTRACTING NEEDS Content Types Hierarchy Inheritance
  46. 46. REFLECT COMPLEX CONTRACTING NEEDS Web Application  Site Collection  Site  Site Content Type  Site Column  Library  Item  Metadata  List  Item  Metadata
  47. 47. REFLECT COMPLEX CONTRACTING NEEDS An unlimited number of levels can be introduced depending upon your preferences, though levels of inheritance are tied to site structure and taxonomy. Metadata elements can be defined once within a particular level and then automatically flow, or inherent, downward to child content types. Each content type can be locked down in accordance with your requirements. Each metadata element can have its own attributes such as required/not required and format type (e.g.: text, integer, choice list, lookup, etc.) In addition to metadata, additional attributes and functions can be associated with content types. Examples include standardized document templates, workflows, retention schedules, and audit policies.
  48. 48. REFLECT COMPLEX CONTRACTING NEEDS Use metadata to…  Drive views  Expose via search  Drive reports  Preserve information  Trigger workflow  Etc.
  49. 49. REFLECT COMPLEX CONTRACTING NEEDS Use content types to…  Maintain consistency across libraries and lists  Isolate workflow, policies, and other settings  Etc.
  50. 50. STRONG SECURITY Topic 4 CAPABILITIES
  51. 51. SUPPORTS CONFIDENTIALITY Secured Content Made Available by Role Full Audit Trail and Version History Secured Sockets Layer (SSL) Protection Authentication Provider Support Microsoft Based Security Firewalls
  52. 52. SharePoint + Contract Lifecycle ManagementSATISFIES CRITICAL BUSINESS NEEDS
  53. 53. BASIC WORKFLOW DESIGN Topic 1 TOOLS
  54. 54. COMMON ROUTING EASILY FACILITATED SharePoint Designer  Actions  Conditions Visual Studio
  55. 55. FULL TEXT AND FIELD Topic 2 BASED SEARCHING
  56. 56. METADATA, FULL TEXT, AND BEYOND Ability to search on specific columns Full text indexing iFilters for other file formats Federated searching capability FAST Search
  57. 57. LINE OF BUSINESS Topic 3 INTEGRATION
  58. 58. POWERFUL CAPABILITIES WITHIN Business Data Catalog (BDC) Business Connectivity Services (BCS)
  59. 59. POWERFUL CAPABILITIES WITHIN Data validation in SharePoint Integrate workflow and data Retrieve SharePoint content in LoB systems Surface LoB data in SharePoint
  60. 60. MULTI-LINGUAL Topic 4
  61. 61. SUITABLE FOR GLOBAL USE As the largest provider of business productivity software, Microsoft is the most well equipped vendor to accommodate the demands and rigor associated with multiple languages and localization support.
  62. 62. SUITABLE FOR GLOBAL USE 38 Languages Multiple Currencies Language Conversion Workflows  Thisis not translation  Content defined in multiple languages and managed centrally through a publishing process
  63. 63. SharePoint + Contract Lifecycle ManagementACCELERATOR OR DECELERATOR
  64. 64. UNPRECEDENTED Topic 1 ADOPTION
  65. 65. “More inquiries have comeToby BellVice President, ResearchGartner into Gartner for SharePoint than any other product since Gartner’s inception.”BUSINESS, END, AND IT USERS ALIKE
  66. 66. BUSINESS, END, AND IT USERS ALIKE Adoption is accelerated when your users 1. Find the software comprehensive and flexible 2. Truly enjoy their work with and utilization of the software 3. Gain real business value out of it
  67. 67. BUSINESS, END, AND IT USERS ALIKE Adoption is being fueled by  Business Users  Executives  IT Professionals
  68. 68. RICH AND DEEP SET OF Topic 2 CAPABILITIES
  69. 69. TOO MUCH FLEXIBILITY A robust toolset out-of-the-box Do-It-Yourself Many ways to do the same thing Plenty of rope to hang yourself
  70. 70. TOO MUCH FLEXIBILITY Blessing and a Curse Offer something to get started with
  71. 71. GOVERNANCE Topic 3
  72. 72. ACCELERATE WITH STANDARD ADOPTIONGovernance generally encompasses a range of best practices and techniques that speak to the business, functional, and technical dimensions of properly implementing any major platform.
  73. 73. ACCELERATE WITH STANDARD ADOPTION Control Flexibility
  74. 74. ACCELERATE WITH STANDARD ADOPTION Governance in SharePoint does not stop after it has been defined.
  75. 75. RESOURCE CONTENTION Topic 4
  76. 76. ALTERNATIVES MAY BE REQUIRED Limited pilot launch Garner higher level of executive support Consider hosting SharePoint externally
  77. 77. CONFLICTS WITH LEGACY Topic 5 SYSTEMS
  78. 78. SERVER- AND CLIENT-SIDE Server-Side  Upgrades Client-Side  Browsers
  79. 79. SharePoint + Contract Lifecycle Management CONCLUDING THOUGHTS
  80. 80. IN SUMMARY Scale and volume can flex to accommodate the largest enterprises while the rich data structures are reflective of complex contract needs. Security is strong and will support contract confidentiality even with a native implementation. Search can satisfy most tasks, although administrative assistance is required for configuration and the resulting implementation may not narrow down results as much as desired in the long run. SharePoint’s native workflow functionality satisfies basic requirements. Multi-language support is extremely strong and can even justify the project on its own if a requirement. Integration to LoB systems can be more manual in the early stages of a project. This is an area that can be automated in later phases with solid business justification.
  81. 81. BOTTOM LINE SharePoint is one of the most widely deployed repositories, given its showcase characteristics: being highly scalable, searchable, and secure.
  82. 82. SharePoint + Contract Lifecycle Management WRAPPING UP
  83. 83. UNOFFICIAL SPONSOR
  84. 84. RAFFLE
  85. 85. was made possible by the generous support of the following sponsors…And by your participation… Thank you!

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