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Considering a Contract Management Platform? opensourceCM account on-boarding process

Contract management on-boarding process

Our clients that are considering contract management software tend to be leery of the implementation and on-boarding process. Time and again we hear potential customer’s concerns about how on-boarding process works. How much effort needs to be put into it, how long it will take, what kind of training is involved, what are the technical requirements, and how much we, as the service provider are committed to the success of the process. These questions’ validity is enhanced when considering a contract management platform that will become the central repository for all of your company’s contracts.

The opensourceCM on-boarding process is indeed an important and substantial task, however, knowing what the process really entails might just set your mind at ease....

Most companies, who have yet to implement a true contract management solution, rely on an assortment of tools to track their contracts’ life cycles. Contracts are archived using one tool, and meta-data is retained using another, while the framework holding both components together is yet another. In many cases the descriptive meta-data for each contract is stored on a spreadsheet. This meta-data is also known as the contract details or profile, or contract term sheet. Each company has its own organizational process, and hopes to find a solution that will fit their needs most closely.

On-boarding goal:

To establish the opensourceCM account based on the client's needs and processes related to its internal contract lifecycle management flow and to insure the full operation and functionality of the account.

Scope of time and general guidelines:

Based on the the client's interview information and their understanding of the workflow the clients demand, we set up the framework of the opensourceCM account. The entire "system analysis and set-up" will include guiding hours as needed. We believe that this will provide the time to insure that your administrator/s will able to manage the account and assist other users to use it as well as to assure you are satisfied with the flow of the account. It is necessary that the elected administrator/s on the client's side (they are actually kind of project manager/s) will be available and oriented to learn and understand the functionality of the system. With our support and technical team the account will be designed and tailored to the specific needs drafted during the system analysis phase. Changes and adjustments can be made with the administrator/s and team while moving along the process.

Phase 1 of PoC: System analysis | configure and sketch the design of opensourceCM account.

Phase 2 of the PoC: Pre-production phase | Setting up the account.

Implementing all technical issues relevant to your account by our technical team and teaching your administrator/s and insure full understanding of the system's working methods and functionalities based on the design conducted at the system analysis phase. Here we will be providing full and unlimited use of our contract management system to any organization.

The service designs a Contract Authoring workflow, Multi language OCR and Indexing, Inside the document search and scheduled reports, Calendar and notifications workflow, support SSO (single sign on) and encrypted secured access. If you need a Negotiation Deal-Rooms and Users Data-Rooms (internal / External) or Flexible Bidding System with Advance Q&A and API (Application Processes Interface) Library with Google DOCS, BOX.COM, SalesForce, MS-Dynamics, NetSuite, OKTA, QuickBooks, Zoho CRM, Dropbox, DocuSign to mention just a few.

Phase 3 of the PoC: Production phase: | Insuring your satisfactory from the design and workflow of the account.

Our team will guide and consult your administrator/s (based on our mutual time schedule) on how to use the system. We will insure full understanding of the system's working methods and functionalities based on the design conducted at the system analysis phase.

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