Contract Lifecycle Management in SharePoint and Office 365 with Nintex

Joseph GiegerichPresident, Managing PartnerGIG WERKS

Christian HolslinEnterprise Architect, Director of Client ServicesGIG WERKS

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About Gig Werks

Solution expertise for full Microsoft Stack

Microsoft Office 365, Microsoft SharePoint, Cloud Applications, Business Intelligence

Solution expertise for full Nintex Stack

Nintex Workflow, Nintex Forms, Nintex Hawkeye, Nintex Document Generation, Nintex Workflow Cloud

Industry business solution expertise

Professional services, Legal firms and Departments, Facilities management, Architecture/Engineering/Construction (AEC), Financial services, Healthcare and Pharmaceutical

Awards and recognition

Microsoft Gold Partner since the firm’s beginning in 2001

Virtual Technology Specialists for the Microsoft New York Enterprise Group

5 time Microsoft SharePoint Technical Excellence Partner award winner

Approved vendor of Microsoft Legal and Corporate Affairs group (LCA)

Invited into the Partner Evidence Program for SharePoint 2007, 2010, 2013 & 2016

Nintex Partner award winner

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Objectives for digital transformation

Closer to customers

More efficient

More agile and innovative

More competitive

More profitable

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A few of our mutual customers

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Benefits and ROI of Nintex

Digitally Transform the Enterprise with NintexNintex Workflow for Office 365 and SharePoint enables organizations to extend business process automation to more people, places and devices, delivering workflow for everyone. Nintex Workflow adds a drag-and-drop workflow designer, advanced connectivity, and rich workflow features to give customers more power and flexibility.

Transform legacy systems and processes to advanced workflows and forms

Reusable templates and modules

Share and align business practices across teams

Reduced IT burden

Efficiency gains and reduced processing costs

View real-time status of workflows

Measure and improve business performance

Built-In ROI calculator

Ease of use with Lazy Approval

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What is Contract Lifecycle Management

• According to Wikipedia, Contract Lifecycle Management (CLM) is the proactive, methodical management of a contract from initiation through award, compliance, and renewal. Implementing CLM can lead to significant improvements in cost savings and efficiency.

• We use terms like: • Cradle to grave• Governed process• Records management

• While this is all applicable, the successful implementation of a CLM is unique to each circumstance. Each situation has different priorities and different criteria of success for the various roles in that process.

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Why Contract Lifecycle Management

SalesSignificant efficiency gains in the assembly of a contractSimplified management of contracts, start to finish to renewalManage & check status across multiple contracts & processes from creation to closeQuicker contract turnaroundAvoid errors and typos through automation Ensures contracts go through proper internal channels

PricingSignificant efficiency gains in the review & approval of contractsEnsures pricing approves of contract before going to a clientVisibility into upcoming contract renewalsSimplified user experience: notifications & the contracts dashboard make it easy to stay on top of approval tasks

LegalDrives significant time savings & efficiency by simplifying review & approval of contractsEnsures legal approval of contract before going to a clientEasy to find and access contracts and contractual termsSimplified user experience: notifications & the contracts dashboard make it easy to stay on top of approval tasksVersion Control

ClientQuicker turnaround & processing of contracts & agreementsSign & approve contracts electronically and never need to leave OutlookSecure External Communication

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Goals of implementing a CLM

• Automate contract and document generation

• Governed, secure cradle-to-grave management

• Reporting of all contract lifecycle stages

• Connect users, business units in a seamless collaborative solution

• Avoid “one size fits all”

• Drive agile and rapid development of a solution designed for your enterprise needs

• Driving efficiency and accuracy by eliminating rekeying of information

• Extend the ROI of existing technology investments

• Extensible value across business units

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Two approaches to CLM-Point vs. Platform

Reusable

Extended value to other business units

Scales horizontally and vertically

Leverage existing technology investment

Flexible: “The last 20%”

Best-of-breed

Vertically tiered

Industry specific

Predictable results

Speed to market

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Contract Lifecycle Management with Nintex

• Nintex drives agility• Nintex connects systems• Nintex automates content

• Nintex connects users and decision makers through workflow

• Nintex informs through dynamic reporting

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Connect information across the enterpriseAssemble content with pre-built Nintex Connectors to:

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Controlled delivery, tracking, and reporting of contracts, and documents

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Extend value across the enterpriseWith the ability to automate the creation of:

ContractsQuotesRFP’sProposalsAccount plansInventory reportsActivity logsCase history

Pipeline reviewsRenewalsResponse lettersWork order summariesNDA’sMSA’sLicensing agreementsConsumption reports

Financial pitch booksStatements of adviceAnnual reportsInvoicesQuote metricsForecastsBusiness reviewsCommission reports

Legal adviceTerms and conditionsCustomerCorrespondencesNotifications for doctorsPharmacists and customersProject summariesCandidate profilesRepair orders

Consistent DeliveryCreate DocumentsAny content, any source

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The CLM process with Nintex

Initiating a contract from SharePoint, CRM, or Salesforce

Generating and managing contracts with Nintex and SharePoint

Distribution of contracts with Workflow for Signature CLM reporting with Nintex Hawkeye

A day in the life with Nintex CLM—demo

Christian HolslinEnterprise Architect,Director of Client Services

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