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Dean Health Plan

Dean Health Plan is the major health care provider in Wisconsin. The health care provider has been using opensourceCM for contract management since June 2006.

The Need

Dean has many thousands of contracts, mostly with various clinics, hospitals, individual doctors, pharmacies, and other health facilities (eye, dental, etc). These contracts are periodically re-negotiated, so the document organization (where do I find my most recent contract with clinic X?) and the contract term sheet (what are the terms provided by clinic X for eye care?) are the major challenges.

The Fit

Dean VP of IT at the time has found opensourceCM via Navitus, a subsidiary of Dean that has been using opensourceCM successfully, and gave you a good reference. Our initial objectives were (a) efficiencies across the organization, and (b) compliance (secure, reliable back up). We checked several systems that were not so flexible. opensourceCM was by far the most flexible in its ability to address all of our complicated caveats. They need to be organized smartly so that the data is registered correctly and so that later one can search and find contracts based on the fields.
Great Features & Easy Customization
opensourceCM is utilized heavily for search, reporting, and mass emailing. Various departments had problems searching for documents and producing timely reports.



There are various situations where opensourceCM is very helpful. An officer in another department was looking for a provider contract under a name that was not 100% correct. So he could not find it based on the filing system. We used opensourceCM full-text search and we found the contracts and the provider. In another situation, we were looking for a certain term that should have been coded in the term sheet, but was not there. Again, we used full-text search and found the contract. In yet another situation, the compliance officer was looking for contracts where "audit" was mentioned. We helped her by trying some smart queries. For her this was definitely better than running around the company to collect her papers. opensourceCM has really served our entire organization very well!


ETS - Educational Testing Service

ETS develops, administers and scores more than 50 million tests annually in more than 180 countries, at more than 9,000 locations worldwide.

Business Need

As the world's largest private educational testing and measurement organization, ETS (Educational Testing Services) required a more effective way to view and manage their contracts globally. ETS selected opensourceCM Contract Manager to gain visibility and immediate access to thousands of contracts. In addition, the application enables the management of contract terms and obligations such as dates, events and milestones.


"We were impressed by opensourceCM's service and product flexibility. The company was attentive to our needs, configured a fully functional evaluation version of the system for us, and supported our testing group through a lengthy evaluation process. Their attitude, in addition to the robustness and flexibility of the system, convinced us that this was the best overall offering for us."



Williams Sonoma

For over 50 years Williams-Sonoma has been the America's premier retailer of specialty home furnishings including Williams-Sonoma, Pottery Barn and West Elm. With over 500 stores, eight catalogs, three ecommerce websites and 1,000's of vendors, managing contracts is a critical issue. Williams-Sonoma was looking for a solution to consolidate contracts, search for provisions, and track contract events.

"opensourceCM Contract Manager has provided us with 360 degree visibility in one easy-to-access repository. We can search for contracts and terms quickly saving time and headaches."

– Eric Strait, Associate Counsel Williams-Sonoma



opensourceCM has had a long and productive relationship with LexisNexis Group and its publisher Matthew Bender & Company, Inc., a leading provider of analytical legal research information in print, CD-ROM, and via the Internet. Matthew Bender's authoritative, comprehensive, and accurate legal information spans every major practice area and is authored by leading experts in the legal community. The company offers more than 1,500 publications in print and electronic formats to subscribers in more than 160 countries.

Business Need

opensourceCM personnel have put their data-conversion and data-management expertise to work on a variety of Matthew Bender projects, most recently developing a program to convert Matthew Bender's treatise data for use on both the LexisNexis dial-up legal research system and®, the company's flagship Web-based legal service. Prior to this effort, openSource played a key role in helping Matthew Bender to extract treatise and primary source data from multiple formats and platforms and to convert that data to generate a uniform and cohesive electronic product.

Why opensourceCM?

In addition to these data-conversion initiatives, opensourceCM has also developed tools to assist in the processing and maintenance of Matthew Bender data. For example, automated quality-control tools that make use of web technology allow editors to see at a glance a list of production problems in a publication or to monitor the structure of an entire publication even before it has gone through the production cycle. opensourceCM's efforts helped Matthew Bender reduce production costs and shorten time to market while at the same time improving quality and consistency in production.

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