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Peter1020

Contracts, ajlsoft, sharepoint

BusinessTechnology
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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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