dolphin contract lifecycle manager for sharepoint
TRANSCRIPT
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A typical Fortune 5000 organization has between 15,000 and 40,000 contracts.
Most are hard to find. 10% are lost each year.-Faulkner Information Services
Contract Management Challenges
WHERE ARE YOUR CONTRACTS?
PDFsWord
EmailsIntranet Portals
Shared Folders
Local and Network Drives
Diverse locationsMultiple formats
• No Search, Visibility• Version control
Lack of Productivity, Poor Efficiency
Contract Management Challenges
CONSISTENCIESAND EXCEPTIONS
RISK MANAGEMENT
PerformanceCommitments & Obligations
NotificationsApprovals
CreationContract Types
Lost Contracts
Inconsistent• Structure• Clauses • Terminology
Varying and ad hoc approval workflowNo Audit Trails
Missed Renewals
Non-Compliance
Contract Management Challenges
Major Airline fails internal controls audit. Cause: Poor contract oversight
60%
Proportion of corporate litigation related to contract disputes*
*Fulbright & Jarowski – annual litigation survey 2010
Global white goods manufacturer spends $150 Million terminating an unwanted supplier agreement that had renewed automatically
RISKS ARE REAL, MEASURABLE
THE CONTRACT LANDSCAPE INVOLVES MOST DEPARTMENTS – NOT JUST LEGAL Supplier / Vendor
Customers
Real Estate
Employee / Contractor
Others….
Contract users have many faces Procurement
Human Resources
Asset Management
Supply Chain
Regulatory
Finance
Operations
Legal
IT
Etc.
Affiliates
INTRODUCING
powered by
COVERS THE FULL CONTRACT LIFECYCLE
Pre-contract documents
Contract Negotiation Signedcontract
Proactive management of agreement
Obligations End of contract Retain as record
80% of companies view this stage as contract management
Contract Contract
Pre-Award Phase Post-Award Phase
DOLPHIN DEMO
DASHBOARD
Provides high level oversight
…..and detailed insight into information such as contract tasks, alerts, and obligations due
Gives easy access to your contracts
.
CONTRACT CREATION OPTIONS
Build from scratch
There are multiple ways to create contracts in Dolphin
Upload existing contract
Use Templates Clause Library and Picker
Self ServiceContract Request workflow
SEARCHING
Powerful and comprehensive search capability
Can search document content
Can also search on Contract Metadata
SEARCHING CLAUSES
Visibility of all contracts that have had clauses inserted
Can also search by specific clause usage
POST AWARD TRACKING
As well as Obligations Management can also track and manage related KPI metrics
REPORTING
Variety of report formats available
Standard SQL reporting tools can be used to deploy custom reports.
REPORTING
Variety of report formats available
Standard SQL reporting tools can be used to deploy custom reports.
REPORTING
Variety of report formats available
Standard SQL reporting tools can be used to deploy custom reports.
REPORTING
Variety of report formats available
Standard SQL reporting tools can be used to deploy custom reports.
DOLPHIN CONTRACT MANAGER
Outlook Integration
Advanced Reporting
Advanced Workflow
Digital Signatures
Self Service Contract Creation
Contract Discovery Migration & Analytics
(Some ) Optional Advanced ModulesPackaged Application
Dolphin is supplied in a packaged, standard version.
Extensive functionality ‘out of the box’.
Quick to implement, easy to use.
Providing process and control of the Contract Lifecycle
DOLPHIN SUMMARY
Pre-contract documents
Contract Negotiation Signedcontract
Proactive management of agreement
Obligations End of contract Retain as record
80% of companies view this stage as contract management
Contract Contract
Pre-Award Phase Post-Award Phase
CROSSINGTHE CHASM
24
SEAL CDISCOVERY PROCESSESContract Discovery and Review is a key part of any Dolphin implementation
Discover contracts in various Electronic File & Content SystemsContracts discovered regardless of file type (tif, gif, word, etc.)
Collection
Searchable PDFs createdKey contract elements identified and extracted
Extract to Secure Repository
Data reviewData correctionContract approvalReview process as light or detailed as needed
Manual Review
Key contract data, clauses & PDFs pushed to Dolphin for on going review and obligation management
View & Analyze
Migration to Dolphin
SEAL CONTRACT DISCOVERY
Procurement
SalesHuman Resources
Property
Documents scanned: 203,246Contracts found: 7,510
Find contracts
Copy and build a central database… …that is fully searchable… ...and automatically extract terms … manual Review and update
Contract
< Key Meta
Data >
Pull directly into Dolphin
Contract
< Key Meta
Data >
MIGRATE INTO DOLPHIN
Rapidly populate Dolphin with permissioned folders and existing and legacy contracts with metadata
.
Contract
< Key Meta Data
>
DEFINE CONTRACT TYPESTO REFLECT YOURCONTRACT ARCHITECTURE
Allows for Multiple Contract Types.
Can define Contract Metadata requirements for each contract type.
Selections provided ‘out of the box’ … …you can also add your own contract metadata fields if required.
Standard and custom metadata is defined to characterizeContract Types
THE OPPORTUNITYSeal
Contract Discovery & Migration
Dolphin
Full Contract Lifecycle Management
Navantis
Services particularly SharePoint
WinningCombination
NAVANTIS AT A GLANCE
//Case Studies
"Before the ECM system, our people spent hundreds of hours in searches, wasting valuable time. Our new enterprise system connects multiple platforms and document types. We are able to confidently store, archive and retrieve exactly what we need each and every time."
EFFICIENT DOCUMENT MANAGEMENT
//Case Studies
"Deploying Microsoft SharePoint 2010 has provided us with a significant increase in search capability. The Navantis-built solution has helped us consolidate information sources into one unified system to provide an integrated user experience."
Lori Greco, GBS-Global Business Solutions
MINING A WEALTH OF DIGITAL DATA
“We have a lot of SharePoint partners at Microsoft – there is one that stands out – Navantis. I highly recommend”Jon C. Arnold, Managing Director, Worldwide Power & Utilities Industry, Microsoft
“As the former CIO of a large utility in the Western US, I know the value of working with a strong Microsoft services partner. The Navantis utility team has been brought into numerous of our accounts to facilitate conversations about developing a web strategy on SharePoint technology – they are experts in their field”.Jerry Thomas, Microsoft Power & Utility Leader, Western USA
MICROSOFTREFERENCES
“We recently engaged with Navantis at Nexen Oil and Gas for a large SharePoint 2010 deployment. Given the deployments of SP10 are still relatively new amongst our Oil & Gas customers the client picked Navantis based on experience, existing customers, partnerships and knowledge of the SP10 platform.” David Epp, Director Oil & Gas Microsoft Canada
“Navantis maintains all of the Canadian web properties and our own SharePoint 2010 intranets at Microsoft Canada – they have done this for 8 years”Jason Wakeam, Director of Industry Solutions - Microsoft Canada
“I have been working with Navantis across Canada for 6 years. They are a partner I implicitly trust for the design, build, and deployment of corporate intranets and internet sites built on our SharePoint 2010 platform.”John Amyotte, Digital Marketing Platform Sales Specialist - Microsoft Canada
AWARD HIGHLIGHTS
IT BusinessTop 100 Professional
Services Firms
Branham300Top 250 Canadian
Technology Company
Branham300Top 250 Canadian
Technology Company
2006 2008 2009 2010 20112007
Global Microsoft Award
Canadian MicrosoftAward
Partner AwardsNovell MigrationGlobal Partner
of the Year
Partner AwardsAdvanced Infrastructure
Global Partner of the Year
World Partner AwardsInformation Worker, Enterprise Content Management and
Forms, Global Partner of the Year
World Partner AwardsFinalist
Information Worker Solutions,
Office Solutions Development
Partner of the Year
Partner AwardsTech Innovation
Partner of the YearFinalist
Partner AwardsNetwork Infrastructure
Global Partner of the Year
World Partner AwardsGlobal Security
Partner of the Year
Impact AwardsInfrastructure
Solution of the Year
Impact AwardsInformation WorkerSolution of the Year
Impact AwardsCRM
Solution of the Year
Impact AwardsMicrosoft Choice
Partner of the Year
Impact AwardsUnified
Communications Partner of the Year
Impact AwardsDynamics CRM
Partner of the Year
Impact AwardsInformation Worker Solution of the Year
Finalist
Invited to join Microsoft Gold
CertifiedExcellence Program
TechNet Innovation Awards
Team Winner
TechNet Innovation Awards
IT Professional of the Year
Impact AwardsUnified
Communications Solution of the Year
Impact AwardsSoftware Dev
Partner of the Year
Branham300Top 25 CanadianIT Professional
Services Company
Branham300Top 25 Mover &
Shaker
2012
World Partner Awards Country Partner of the
Year – Canada
World Partner Awards Microsoft Dynamics CRM Partner of the
Year – Finalist
World Partner Awards ALM Partner of the
Year – Finalist
Branham300Top 20 Mover &
Shaker
2013
World Partner Awards Microsoft Dynamics CRM Partner of the
Year – Finalist
World Partner Awards Pre-Sales Technical
Specialist Partner of the Year Award – Mark AuCoin
Profit 500Canada’s Fastest-
Growing Companies
2013 Inner Circle for Microsoft Dynamics member.
2013 President’s Club for Microsoft Dynamics member.
WHERE TO START• Focus on a single line-of-business
Dolphin Contract
Manager Pilot
Seal Contract Discovery
Full Dolphin Rollout
Seal Contract Migration
Seal Contract Discovery
Dolphin Contract Manager
Seal Contract Migration
