White Paper. Contract Document Management with SharePoint. Conceive. Build. Succeed.

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "White Paper. Contract Document Management with SharePoint. Conceive. Build. Succeed."

Transcription

1 White Paper Contract Document Management with SharePoint Nobody wants to be kept awake at night by a contract management nightmare. Contracts can be complex with multiple draft versions, signed copies, variations and supporting documents. Contracts can have long lifecycles and outlast the people involved directly in the contract negotiation, leaving you wondering if you have the right version of a contract document or who approved a variation. This White Paper outlines many of the issues associated with managing contract documentation and how SharePoint can be used to standardise processes, reduce risk and improve contract visibility. Conceive. Build. Succeed.

2 Contract Management Challenges Managing contract documentation can be difficult and complex for many reasons. The consequences of having the incorrect contract documentation can be in the best case embarrassing and in the worst case costly. It is often only when a dispute arises that the contract documents are needed and in these cases it is essential to have the correct version. Common contract document management issues include: Locating the correct version of a contract. Is it the copy saved on the file server common drive, does a copy exist on someone s desktop or has it been updated and ed without being saved back to the network? Managing variations to existing contracts. Is this the master version of the contract document or has a variation been issued since this version was created? Does compliance documentation link back to a particular variation? Knowing when a contract is due for renewal or is about to expire. Which contracts should we start negotiating and when should we start doing this? Ensuing the correct terms of business have been used. Has this contract been created using the latest version of the template, or has someone cut and pasted from an obsolete document or template? Ensuring the correct person approve the contract before it was signed? Did the legal team review the contract? Did the person who signed off have permission to do so? Is there an audit trial to show who signed the contract document off before it was presented to a customer? Ensuring consistency when large numbers of contracts are involved and/or multiple contract managers. Is everyone following the correct procedure? Faulkner Information Services research estimates that 10% of signed copies of all executed contracts are lost. The legal or financial consequences of lost contracts or using the incorrect version of a contract can be substantial.

3 SharePoint Document Management Features SharePoint is a platform with functionality to build document and content centric solutions. Out of the box functionality is flexible and customizable, given users the ability to extend the capabilities themselves. SharePoint is tightly integrated with Microsoft Office, making it the number one choice for document management solutions globally. SharePoint document management features include: Document Libraries containers for holding documents. Meta data data about individual documents contained in a library. Information about the document can be recorded, driving the ability to search, sort and collate documents. Views custom views of documents within a library. Meta data can be used to create filtered views of documents relevant to a defined criteria e.g. documents modified by the current user, for a specific meta data field, date ranges etc Version control the ability to store multiple versions of the same document e.g. version 1 (full contract), version 1.1 (draft for circulation), version 1.2 (draft for approval) and version 2.0 (final version). Approval Workflows auditable workflows for document approval. This can be linked to version control e.g. when a major version is checked in, initiate an approval workflow before making the document visible to other users. Alerts users can subscribe to alerts on documents or document libraries ensure they know when documents of interest are updated or new items are added etc. Security documents and document libraries can be secured ensuring only those people authorised to view or contribute to a document can do so. Collaboration Microsoft Word 2010 or later features co- authoring, allowing multi- user editing of documents stored in SharePoint. Up to 16 people can simultaneously edit the same document. Search Full text searching of any content stored in SharePoint. Microsoft Dynamics CRM can use SharePoint as a document repository, allowing seamless linking of contract documents to associated CRM entities. CRM data can also be surfaced within SharePoint, allowing users to view data and documents from both systems in a single view. In this scenario SharePoint becomes the single source of truth for contract documents. SQL Server Reporting Services also supports integration with SharePoint, providing a method for viewing reports containing financial or other KPI data related to a contract in a one place.

4 Contract Management with SharePoint Many of Canterbury Business Solutions clients use SharePoint to manage contract documentation. Tailoring a solution to meet the needs and budget of individual clients is a key advantage of SharePoint. Small Business clients often use SharePoint Foundation to build simple but functional solutions with out licensing costs. Standard and Enterprise editions of SharePoint provide more advanced document management features as well as an extensive range of other capabilities including Business Intelligence, document automation, advanced search and collaboration features. How do our clients uses SharePoint for managing contracts? Document Classification with meta data and content types. Each contract must have a unique identifier that is stored as meta data against each document related to the contract, including drafts, signed off contracts, variations and compliance documentation etc. Improving visibility by creating custom document library views. The contract manager often wants to see a list of contracts due for renewal in the next 90 days and whether work has started on the renewal process. Meta data is used to record the relevant details. Managing versions via SharePoints version control. Draft documents can be edited without making them visible to end- users. Document owners can see old versions. Creating auditable processes using workflow. SharePoint document approval workflows are used to ensure final documents are signed- off by the correct person and that an audit trail is for approvals of documents and versions exists. Making SharePoint the authoritative source of contract documents, reducing the number of uncontrolled documents in circulation. This also allows the centralised management of contract document templates.

5 Conclusion Contract document management solutions standardise processes, reduce legal risks, improves compliance, lowers administration overheads and provides great visibility through out the contract life cycle. SharePoint can address many of the common issues associated with managing contract documentation using out of the box functionality. Key features including version control, meta data, approval workflows and alerting can be combined to build a solution that is flexible, extendable and works seamlessly with Microsoft Office. SharePoint s document management capabilities aren t limited to contract management. It is widely used for managing documents of all kinds from meeting agendas and minutes to policies and RFP s. Successful SharePoint document management implementations focus on specific document centric business functions. Trying to replace the file server with SharePoint is a mammoth task and rarely succeeds. We recommend starting with a discrete document management problem such as contract documentation before implementing document management more widely. Having said that, it is also important to take global requirements into account when designing the underlying information architecture. SharePoint comes in several flavours. Organisations with small budgets can get started with SharePoint Foundation. Those with more complex requirements or who want to use other advanced functionality can choose either the Standard or Enterprise editions on premise or cloud and hosted options. To find out more about SharePoint and managing documents and to learn more about our practical implementation recommendations, please contact the Canterbury Business Solutions team.

6 Building the System To implement a simple Contract Management Solution in SharePoint Standard or Enterprise Edition use the following steps: 1. Create a new SharePoint Site (the Team Site template is a good starting point) 2. Enable the Document Sets Site Collection Feature 3. Create a Document Library a. Under Library Settings, Advanced enable Content Types b. Add the Document Set Content Type to the library c. Create Content Types for each of the types of documents you would like to manage. Each content type can have a unique set of metadata fields a document template. Use the Document Set as the parent Content Type: i. Contracts ii. Variations iii. Tender/RFP/RFQ documents iv. Etc d. Make sure your meta data includes things like Contract Start Date, Review Date etc. This will be useful when creating views. 4. Make sure the Document Set content type has been added to the library (from Library Settings, under Content Types) a. Edit the Document Set Content Type and add any global metadata (applies to all items that might be stored e.g. ContractID) this will be inherited by each Content Type in the library. 5. Create Views on the document library. Try some of the following View settings: a. Filter By: use the review date to show items under review in the next 90 days b. Group By: group contracts together by supplier 6. Well done, you now have a basic solution to demo concepts. Advanced features To make the solution more scalable try implementing some additional SharePoint features: 1. Content Type Hub allows the same content types to be shared across multiple document libraries and to be managed from a central point. 2. Managed Metadata create a Term Store and build a taxomy that extends the solution to other types of documents. 3. Enable version control on the library. 4. Use Workflow to add approval functionality. 5. Turn on alerting to keep stakeholders informed of new or changed items. 6. Enabled the Document ID Site Collection Feature to add unique document ID s.

Record Management in SharePoint

Record Management in SharePoint Record Management in SharePoint JULY 2013 (please consult http://www.katprotech.com/whitepapers for the latest version of this paper) ABOUT KATPROTECHNOLOGIES: Katpro Technologies is an advanced technology

More information

Business 360 Online - Product concepts and features

Business 360 Online - Product concepts and features Business 360 Online - Product concepts and features Version November 2014 Business 360 Online from Software Innovation is a cloud-based tool for information management. It helps you to work smarter with

More information

SHAREPOINT 2016 POWER USER BETA. Duration: 4 days

SHAREPOINT 2016 POWER USER BETA. Duration: 4 days SHAREPOINT 2016 POWER USER BETA Duration: 4 days Overview This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan

More information

Extending SharePoint for Real-time Collaboration: Five Business Use Cases and Enhancement Opportunities

Extending SharePoint for Real-time Collaboration: Five Business Use Cases and Enhancement Opportunities Extending SharePoint for Real-time Collaboration: Five Business Use Cases and Enhancement Opportunities Published: December 2012 Evolving SharePoint for Real-time Collaboration: Contents Section Executive

More information

Presented by: Robert Crane BE MBA MVP director@ciaops.com

Presented by: Robert Crane BE MBA MVP director@ciaops.com Presented by: Robert Crane BE MBA MVP director@ciaops.com Twitter to #ciaops My twitter handle = directorcia Email to director@ciaops.com Agenda What is SharePoint? What is SharePoint Online? Availability

More information

Document Management. Document Management for the Agile Enterprise. AuraTech Pte Ltd

Document Management. Document Management for the Agile Enterprise. AuraTech Pte Ltd Document Management Document Management for the Agile Enterprise AuraTech Pte Ltd 30 Robinson Road, #04-01B Robinson Towers, Singapore 048546 http://www.consultaura.com PH: 6224 9238 Try it! Call AuraTech

More information

Microsoft SharePoint THE PLATFORM ENTERPRISES NEED

Microsoft SharePoint THE PLATFORM ENTERPRISES NEED Microsoft SharePoint THE PLATFORM ENTERPRISES NEED Presentation Outline Purpose of the Presentation The Right Team Introduction to SharePoint SharePoint as DMS SharePoint ac ECM SharePoint for Workflows

More information

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint

The archiving activities occur in the background and are transparent to knowledge workers. Archive Services for SharePoint Archive Services for SharePoint Provides the configurable environment for archiving files and folders from one or more work-in-progress repositories (provided by WSS or MOSS) and transferring them to the

More information

Managing Records in SharePoint

Managing Records in SharePoint Managing Records in SharePoint Notice This document contains confidential and trade secret information of RecordPoint Software ( RPS ). RecordPoint Software has prepared this document for use solely with

More information

Claims Management for the London Market

Claims Management for the London Market for the London Market is a complete lifecycle claims solution, driving efficiencies and speed of handling claims. It guides claims handlers through the complex process of dealing with the progress of a

More information

Advanced SharePoint Tools to Enhance Project Management

Advanced SharePoint Tools to Enhance Project Management Advanced SharePoint Tools to Enhance Project Management Haniel Croitoru, MSc, PMP, PMI-ACP OCTO B E R 17, 20 13 Agenda Introduction The need for technology in the PM s life SharePoint in a nutshell Advanced

More information

Records Management and SharePoint 2013

Records Management and SharePoint 2013 Records Management and SharePoint 2013 SHAREPOINT MANAGEMENT, ARCHITECTURE AND DESIGN Bob Mixon Senior SharePoint Architect, Information Architect, Project Manager Copyright Protected by 2013, 2014. Bob

More information

10 Things IT Should be Doing (But Isn t)

10 Things IT Should be Doing (But Isn t) Contents Overview...1 Top Ten Things IT Should be Doing...2 Audit Data Access... 2 Inventory Permissions and Directory Services Group Objects... 2 Prioritize Which Data Should Be Addressed... 2 Remove

More information

Top Five Ways Any Business Can Benefit from Box

Top Five Ways Any Business Can Benefit from Box Top Five Ways Any Business Can Benefit from Box Every business, no matter what size, has documents and information that are the foundation of the company. Team members need to access and collaborate on

More information

THE FUTURE OF COLLABORATION

THE FUTURE OF COLLABORATION THE FUTURE OF COLLABORATION Dell + Microsoft Office SharePoint Server 2007 SIMPLIFYING IT Microsoft Office SharePoint Server 2007 is one of the most valuable tools for today s businesses, letting you efficiently

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud SharePoint Services Core offer 22 services in this area: 1. SharePoint Forms SharePoint comes with out-of-the-box web-based forms that allow for data to be captured for your

More information

Office SharePoint Server 2007

Office SharePoint Server 2007 Top 10 Benefits of WSS 3.0 Office SharePoint Server 2007 1. Improve team productivity with easy-to-use collaborative tools Connect people with the information and resources they need. Users can create

More information

Implementing SharePoint 2010 as a Compliant Information Management Platform

Implementing SharePoint 2010 as a Compliant Information Management Platform Implementing SharePoint 2010 as a Compliant Information Management Platform Changing the Paradigm with a Business Oriented Approach to Records Management Introduction This document sets out the results

More information

G-Cloud 7 Service Description Document. Third Party Services. Zendesk Licences 1. Zendesk Services (Consulting) 2. Nexus Pro Licences & Services 3

G-Cloud 7 Service Description Document. Third Party Services. Zendesk Licences 1. Zendesk Services (Consulting) 2. Nexus Pro Licences & Services 3 CONTENTS Zendesk Licences 1 Zendesk Services (Consulting) 2 Nexus Pro Licences & Services 3 GlobalTester Licences & Services 4 Service Clarity 5 Copyright Clearvision-CM 2015 0 ZENDESK LICENCES (HOSTED)

More information

Contract Management The Mavericks Won t Like This!

Contract Management The Mavericks Won t Like This! Contract Management The Mavericks Won t Like This! Keith Wallis How Much Did That Project Cost? Real Life Example Original contract amount $500K Variations scope changes not visible Total variations =

More information

Enterprise Risk Management

<risk> Enterprise Risk Management Global Resources... Local Knowledge is vital in supporting business continuity across diverse and challenging environments and operating models. By consolidating risk management activities into a single,

More information

EOH: A MICROSOFT PARTNER Enterprise Content Solutions

EOH: A MICROSOFT PARTNER Enterprise Content Solutions EOH: A MICROSOFT PARTNER Enterprise Content Solutions In the information and customer age, organisations like yours must obtain a platform powerful enough to meet your enterprise-wide requirements for

More information

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012

Customer Timeline - New in Summer 2012. Web Lead Capture - New in Summer 2012. Built-In Dashboards - New in Summer 2012 What s New Maximizer CRM 12 Features New Mobile Access User Interface Enhanced Mobile Access Appointment Management Enhanced Web Access User Interface Improved Web Access Speed & Navigation LinkedIn Integration

More information

Business Proposition. Digital Asset Management. Media Intelligent

Business Proposition. Digital Asset Management. Media Intelligent Business Proposition Digital Asset Management Executive Summary º º The Changing Face of Digital Asset Management Today, a true enterprise-class DAM solution must be the core component of an integrated

More information

Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW

Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions OVERVIEW About this Course This course provides SharePoint developers the information needed to implement SharePoint solutions

More information

Enterprise Program Management Service

Enterprise Program Management Service Enterprise Program Service Customer presentation 06/07/2012 Agenda Overview The Situation The Services The Benefits Experience 2 Enterprise Program requirements A suitable Enterprise Program solution for

More information

Hosted SharePoint. OneDrive for Business. OneDrive for Business with Hosted SharePoint. Secure UK Cloud Document Management from Your Office Anywhere

Hosted SharePoint. OneDrive for Business. OneDrive for Business with Hosted SharePoint. Secure UK Cloud Document Management from Your Office Anywhere OneDrive for Business with Hosted SharePoint Secure UK Cloud Document Management from Your Office Anywhere Cloud Storage is commonplace but for businesses that want secure UK Cloud based document and records

More information

ITAR Compliant Data Exchange

ITAR Compliant Data Exchange ITAR Compliant Data Exchange Managing ITAR Data Across Collaborative Project Teams WebSpace Customers Aerospace & Defense Manufacturing High Tech & Contract Manufacturing Automotive Manufacturing Medical/

More information

Organise Your Business

Organise Your Business Organise Your Business Second CRM On Demand Customer Relationships A Business Introduction Presentation June, 2013 Organise AND Improve What is Business Improvement Boosted win rates by 27% Improved sales

More information

MICROSOFT DYNAMICS CRM

MICROSOFT DYNAMICS CRM MICROSOFT DYNAMICS CRM SERVICE DEFINITION G-CLOUD Commercial-in-Confidence civil.lockheedmartin.co.uk SECTION 1 LOCKHEED MARTIN S MICROSOFT DYNAMICS CRM CAPABILITY INTRODUCTION Lockheed Martin offers a

More information

Developing Microsoft SharePoint Server 2013 Advanced Solutions

Developing Microsoft SharePoint Server 2013 Advanced Solutions Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Page 1 of 9 Developing Microsoft SharePoint Server 2013 Advanced Solutions Course 20489B: 4 days; Instructor-Led Introduction

More information

Developing Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489

Developing Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489 Developing Microsoft SharePoint Server 2013 Advanced Solutions MOC 20489 Course Outline Module 1: Creating Robust and Efficient Apps for SharePoint In this module, you will review key aspects of the apps

More information

Less paper less costly way to manage documents! Document and Process Management System

Less paper less costly way to manage documents! Document and Process Management System Less paper less costly way to manage documents! and Process System What is AVILYS (eng. Hive) Processes and documents in each organisation are very closely related. Managing them is not an easy task at

More information

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform

The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform The Recipe for Sarbanes-Oxley Compliance using Microsoft s SharePoint 2010 platform Technical Discussion David Churchill CEO DraftPoint Inc. The information contained in this document represents the current

More information

Microsoft Office SharePoint Server (MOSS) 2007 Overview

Microsoft Office SharePoint Server (MOSS) 2007 Overview Microsoft Office SharePoint Server (MOSS) 2007 Overview for Technology Manager Wei Wang MOSS Technical Expert Consultant shangmeizhai@hotmail.commsiw 17.04.2010 - Seite 1 Agenda Collaboration Portal Search

More information

SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led

SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led Course Description This 4-day SharePoint 2013 Boot Camp is the most comprehensive SharePoint User training course available. Users that have basic

More information

SharePoint 2013 for Business Process Automation

SharePoint 2013 for Business Process Automation SharePoint 2013 for Business Process Automation Course Number: 12966 Category: SharePoint Duration: 3 Days Course Description This three-day instructor-led course teaches business professionals how to

More information

SHAREPOINT NEWBIES Claudia Frank, 17 January 2016

SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 SHAREPOINT NEWBIES Claudia Frank, 17 January 2016 AGENDA WHAT IS SHAREPOINT? SHAREPOINT 2013 KEY FEATURES Data Connectivity Business Connectivity Services Import Data without Code User driven solutions

More information

SharePoint Governance Execution

SharePoint Governance Execution SharePoint Governance Execution by Edward Cedeno 1 Agenda SharePoint Governance Execution 1 Principles for Successful SharePoint Governance Execution 2 SharePoint Governance Execution Challenges Tools

More information

W H I T E P A P E R E X E C U T I V E S U M M AR Y S I T U AT I O N O V E R V I E W. Sponsored by: EMC Corporation. Laura DuBois May 2010

W H I T E P A P E R E X E C U T I V E S U M M AR Y S I T U AT I O N O V E R V I E W. Sponsored by: EMC Corporation. Laura DuBois May 2010 W H I T E P A P E R E n a b l i n g S h a r e P o i n t O p e r a t i o n a l E f f i c i e n c y a n d I n f o r m a t i o n G o v e r n a n c e w i t h E M C S o u r c e O n e Sponsored by: EMC Corporation

More information

Title: Harnessing Collaboration: SharePoint and Document Management

Title: Harnessing Collaboration: SharePoint and Document Management Title: Harnessing Collaboration: SharePoint and Document Management News Outlet: ECM Connection Author: Bob Dickerson Author Bio: Bob Dickerson is vice president of DocPoint Solutions, a subsidiary of

More information

CONTRACT MANAGEMENT PLANNING KIT

CONTRACT MANAGEMENT PLANNING KIT CONTRACT MANAGEMENT PLANNING KIT KEEPING UP IN A CHANGING ENVIRONMENT In an ever changing regulatory environment, it is imperative to have transparency and visibility built into your contract management

More information

CRM: Retaining Your Customers: Preventing Your Competitors

CRM: Retaining Your Customers: Preventing Your Competitors CRM: Retaining Your Customers: Preventing Your Competitors Krittapon Victor Indarakris Founder & CEO Blue Intelligence (Thailand) Co., Ltd. October 30, 2007 Microsoft CRM October 30 th, 2007 1 Core Microsoft

More information

SharePoint Services: Using Workflows

SharePoint Services: Using Workflows SharePoint Services: Using Workflows Table of Contents INTRODUCTION TO WORKFLOWS... 1 WHAT ARE WORKFLOWS?... 1 WORKFLOWS THAT ARE INCLUDED IN OFFICE SHAREPOINT SERVER 2007... 2 ABOUT ADDING A WORKFLOW

More information

Urbancode Deploy Overview

Urbancode Deploy Overview Urbancode Deploy Overview Continuous delivery challenges facing customers 2 *Data based on UrbanCode customer survey Multi-Platform Application Deployment Automation Visibility and automated control of

More information

Mitra Innovation Leverages WSO2's Open Source Middleware to Build BIM Exchange Platform

Mitra Innovation Leverages WSO2's Open Source Middleware to Build BIM Exchange Platform Mitra Innovation Leverages WSO2's Open Source Middleware to Build BIM Exchange Platform May 2015 Contents 1. Introduction... 3 2. What is BIM... 3 2.1. History of BIM... 3 2.2. Why Implement BIM... 4 2.3.

More information

MYRIAD. Planning Content Types in SharePoint. People F Portals F Processes TECHNOLOGIES. Prepared by Alana Helbig

MYRIAD. Planning Content Types in SharePoint. People F Portals F Processes TECHNOLOGIES. Prepared by Alana Helbig MYRIAD TECHNOLOGIES Planning Content Types in SharePoint Prepared by Alana Helbig People F Portals F Processes Summary One of the most common problems in any organisation today relates to the management

More information

Enterprise Document Management

Enterprise Document Management The Challenge of Enterprise Document Management and On-demand Access Document management controls the life cycle of documents how they are created, reviewed, and published, and how they are ultimately

More information

6/21/13 MPUG LunchNLearn Full Lifecycle Project 2013 Presented by: Richard Courtney & Dave Fischer, Milestone Consulting Group

6/21/13 MPUG LunchNLearn Full Lifecycle Project 2013 Presented by: Richard Courtney & Dave Fischer, Milestone Consulting Group 6/21/13 MPUG LunchNLearn Full Lifecycle Project 2013 Presented by: Richard Courtney & Dave Fischer, Milestone Consulting Group Agenda Project Server 2013 is a very robust product. We ll take a look at

More information

Planning and Budgeting Cloud Service

Planning and Budgeting Cloud Service Planning and Budgeting Cloud Service You don t know what you don t know Andrew Mason Qubix International Ltd 1 Today s Topics The Challenges 5 Steps To Planning Brilliance Planning and Budgeting Cloud

More information

DE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions

DE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions DE-20489B Developing Microsoft SharePoint Server 2013 Advanced Solutions Summary Duration Vendor Audience 5 Days Microsoft Developer Published Level Technology 21 November 2013 300 Microsoft SharePoint

More information

Detecta SQL Server Monitoring Solution

Detecta SQL Server Monitoring Solution Detecta SQL Server Monitoring Solution 2016. Contents Abstract........................................... 3 The Problem........................................ 3 History............................................

More information

Everything you need to know about pitch, proposal and RFP management software

Everything you need to know about pitch, proposal and RFP management software Breeze Proposals Everything you need to know about pitch, proposal and RFP management software info@qorusdocs.com 1 Contents Introduction...3 What is proposal management software?...4 Meeting quality and

More information

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality.

Case Management. itouch Vision. This document gives an overview of Case management and discusses the different features and functionality. itouch Vision Case Management This document gives an overview of Case management and discusses the different features and functionality. For further information about implementation and pricing please

More information

Using SharePoint to Manage Project Documentation

Using SharePoint to Manage Project Documentation Using SharePoint to Manage Project Documentation Oakwood Systems Group, Inc. Lloyd Miller, PMP Director of Delivery Assurance Glenn Goldberg, VTS-P SharePoint Practice Manager Oakwood Vision & Mission

More information

1 Executive Summary... 3. 2 Document Structure... 4. 3 Business Context... 5

1 Executive Summary... 3. 2 Document Structure... 4. 3 Business Context... 5 Contents 1 Executive Summary... 3 2 Document Structure... 4 3 Business Context... 5 4 Strategic Response... 6 4.1 Exploiting SharePoint... 6 4.2 Improving Business Effectiveness... 7 4.3 Improving Governance...

More information

Extending Dynamics CRM with BPM processes using PNMsoft s Sequence Kinetics TM

Extending Dynamics CRM with BPM processes using PNMsoft s Sequence Kinetics TM Extending Dynamics CRM with BPM processes using PNMsoft s Sequence Kinetics TM Sequence Kinetics BPM Suite for Dynamics CRM Sequence Kinetics for Microsoft Dynamics CRM is a Intelligent BPMS (Business

More information

How to Secure Your SharePoint Deployment

How to Secure Your SharePoint Deployment WHITE PAPER How to Secure Your SharePoint Deployment Some of the sites in your enterprise probably contain content that should not be available to all users [some] information should be accessible only

More information

One solution, countless benefits

One solution, countless benefits www.exordia.co.za One solution, countless benefits exsam New generation strategic asset management PwC s exsam is built to empower the strategic management of diverse assets. 2 exsam One solution, countless

More information

Case Management powered by Microsoft Dynamics CRM

Case Management powered by Microsoft Dynamics CRM - From case capture to resolution powered by Microsoft Dynamics CRM CasePoint is a Solution that combines the best of the Microsoft Dynamics CRM with purpose-built functionality to deliver complete case

More information

IT Initiatives Workflow Automation Solution

IT Initiatives Workflow Automation Solution IT Initiatives Workflow Automation Solution Windows SharePoint Services / Biztalk Server - Case Study The Summary The Business Solutions Group (BSG) of the bank s information technology division acts as

More information

Simple Solutions to Improve Document Management & Control

Simple Solutions to Improve Document Management & Control Simple Solutions to Improve Document Management & Control In today s business market, organization is crucial to achieving success. In fact, this key element to success nearly outweighs the influence of

More information

How to Set Up and Use PeopleSoft Procurement and Supplier Contracts

How to Set Up and Use PeopleSoft Procurement and Supplier Contracts How to Set Up and Use PeopleSoft Procurement and Supplier Contracts Keith Olander Director Product Management SCM PeopleSoft Copyright 2014 Oracle and/or its affiliates. All rights reserved. Oracle Confidential

More information

True Enterprise Content Management (ECM) & BPM SUITED FOR HEALTHCARE, TELECOM, BANKING, INSURANCE & HIGH SECURITY INDUSTRIES

True Enterprise Content Management (ECM) & BPM SUITED FOR HEALTHCARE, TELECOM, BANKING, INSURANCE & HIGH SECURITY INDUSTRIES True Enterprise Content Management (ECM) & BPM SUITED FOR HEALTHCARE, TELECOM, BANKING, INSURANCE & HIGH SECURITY INDUSTRIES SHARE INFORMATION, STREAMLINE WORKFLOWS, MAXIMIZE PRODUCTIVITY Freedoc is an

More information

Describe how to utilize the Publishing API to access publishing settings and content.

Describe how to utilize the Publishing API to access publishing settings and content. CÔNG TY CỔ PHẦN TRƯỜNG CNTT TÂN ĐỨC TAN DUC INFORMATION TECHNOLOGY SCHOOL JSC LEARN MORE WITH LESS! 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Duration: 5 days About this Course

More information

Anthony Caragol Gonzalo Escarrá

Anthony Caragol Gonzalo Escarrá Anthony Caragol Gonzalo Escarrá #SWCEvents Agenda SWC Introduction Unified Communications Technology Landscape Introduction of Skype for Business 2015 Demonstration Getting Started About SWC Technology

More information

Developing Microsoft SharePoint Server 2013 Advanced Solutions

Developing Microsoft SharePoint Server 2013 Advanced Solutions Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Course Details Course Outline Module 1: Creating Robust and Efficient Apps for SharePoint In this module, you will review key

More information

LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO

LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO LET K2 SHOW YOU WHAT MICROSOFT SHAREPOINT CAN REALLY DO WHY K2 APPIT FOR SHAREPOINT OUTPERFORMS OTHER SOLUTIONS WHAT S MISSING FROM SHAREPOINT? Microsoft SharePoint 2013 has a lot of great new features,

More information

Digital Document Processing

Digital Document Processing Digital Document Processing Digital Document Processing A well-planned, centralised and efficient system for managing physical and electronic documents can significantly speed up business processes, enhance

More information

PIVOTAL FOR GRANT MANAGEMENT

PIVOTAL FOR GRANT MANAGEMENT PIVOTAL FOR GRANT MANAGEMENT DATA SHEET Granting requires you to have robust processes to manage and assess eligibility of applicants and their applications, and balancing this off against demands for

More information

SharePoint 2010. A practical approach for CPAs

SharePoint 2010. A practical approach for CPAs SharePoint 2010 A practical approach for CPAs Bright ideas. Smart solutions. technology-solutions.gma-cpa.com Agenda SharePoint overview and editions Sites and document management ERP integration and workflow

More information

16 Signs You Might Need SharePoint

16 Signs You Might Need SharePoint 16 Signs You Might Need SharePoint Utilizing SharePoint s collaboration features, it is easier than ever for everyone to work off the same document stored in one location. What is SharePoint? SharePoint

More information

DOCUMENT MANAGEMENT STANDARDISED FILING STRUCTURE

DOCUMENT MANAGEMENT STANDARDISED FILING STRUCTURE Business-So ware for People Business- Software for People cc dms WEB-BASED ACCESS AUTOMATIC DOCUMENT ARCHIVING COLLABORATION AUTOMATIC INDEXING DOCUMENT MANAGEMENT WITH SHAREPOINT DRAG & DROP FILING CONSISTENT

More information

Sharepoint vs. inforouter

Sharepoint vs. inforouter Sharepoint vs. inforouter Introduction The purpose of this document is to compare the functionality and capability of Microsoft SharePoint Server vs. inforouter. Microsoft quote some pretty impressive

More information

SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led

SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led Course Description Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect

More information

SHAREPOINT SERVICE DEFINITION. G-CLOUD Commercial-in-Confidence. civil.lockheedmartin.co.uk

SHAREPOINT SERVICE DEFINITION. G-CLOUD Commercial-in-Confidence. civil.lockheedmartin.co.uk SHAREPOINT SERVICE DEFINITION G-CLOUD Commercial-in-Confidence civil.lockheedmartin.co.uk SECTION 1 LOCKHEED MARTIN S SHAREPOINT CAPABILITY Lockheed Martin offers a full end to end service, delivering

More information

Key Benefits of Microsoft Visual Studio Team System

Key Benefits of Microsoft Visual Studio Team System of Microsoft Visual Studio Team System White Paper November 2007 For the latest information, please see www.microsoft.com/vstudio The information contained in this document represents the current view

More information

The modern not for profit HOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE

The modern not for profit HOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE The modern not for profit HOW TO LEVERAGE SHAREPOINT AND CLIENT MANAGEMENT SOFTWARE We love this stuff Started in 2003 We love this stuff We love this stuff We love this stuff Today, 33 staff Specialise

More information

Integrating MDM and Business Intelligence

Integrating MDM and Business Intelligence Integrating MDM and Business Intelligence Scott Adams Director, Microsoft Business Intelligence Hitachi Consulting UK 1 9 th September 2014 Radisson Blu Portman 22 Portman Square London W1H 7BG United

More information

Course Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions

Course Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Solutions Course Outline: Course 20489B: Developing Microsoft SharePoint Server 2013 Advanced Learning Method: Instructor-led Classroom Learning Duration: 5.00 Day(s)/ 40 hrs Overview: This course provides SharePoint

More information

Sage CRM Contract Manager Gain full control over contract lifecycles with Sage CRM

Sage CRM Contract Manager Gain full control over contract lifecycles with Sage CRM Sage CRM Contract Manager Gain full control over contract lifecycles with Sage CRM Enbu Consulting has unrivalled, direct practical knowledge and experience with the Sage CRM system over many years. CRM

More information

Solutions Pocket Book for Touchstone

Solutions Pocket Book for Touchstone Solutions Pocket Book for Touchstone Solutions at a glance EASY Documents This popular workflow solution features a direct integration with Microsoft Visio to simply map any process to deliver a fast result.

More information

Software Solutions. Microsoft Dynamics CRM. SoftASA Business Software. masventa Business GmbH Von-Blanckart-Str. 9 52477 Alsdorf

Software Solutions. Microsoft Dynamics CRM. SoftASA Business Software. masventa Business GmbH Von-Blanckart-Str. 9 52477 Alsdorf Software Solutions SoftASA Business Software Microsoft Dynamics CRM masventa Business GmbH Von-Blanckart-Str. 9 52477 Alsdorf Tel. 02404 91391-0 Fax 02404 91391 31 rainer.wendt@masventa.de www.masventa.eu/en

More information

PNMsoft Sequence Ticketing Solution (PSTS)

PNMsoft Sequence Ticketing Solution (PSTS) PNMsoft Sequence Ticketing Solution (PSTS) PNMsoft Sequence Ticketing Solution (PSTS) is a software solution built on an industry leading Business Process Management platform. It enables organizations

More information

Anthony Caragol Lync MVP. Gonzalo Escarrá Lync Technical Lead

Anthony Caragol Lync MVP. Gonzalo Escarrá Lync Technical Lead Anthony Caragol Lync MVP Gonzalo Escarrá Lync Technical Lead Agenda SWC Introduction Unified Communications Technology Landscape Introduction of Lync 2013 Demonstration Skype for Business Getting Started

More information

Digital Marketplace - G-Cloud

Digital Marketplace - G-Cloud Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We

More information

SaaS business experience platform for content lifecycle management

SaaS business experience platform for content lifecycle management Tango INTRODUCING Tango SaaS business experience platform for content lifecycle management Rethink and reshape your approach to customer correspondence Tango is a SaaS platform that creates variable business

More information

secure intelligence collection and assessment system Your business technologists. Powering progress

secure intelligence collection and assessment system Your business technologists. Powering progress secure intelligence collection and assessment system Your business technologists. Powering progress The decisive advantage for intelligence services The rising mass of data items from multiple sources

More information

The Webcast will begin at 1:00pm EST. www.gig-werks.com

The Webcast will begin at 1:00pm EST. www.gig-werks.com Workflow throughout the Enterprise for Legal Firms and Departments The Webcast will begin at 1:00pm EST www.gig-werks.com Today s Presentation: Introduction & About Gig Werks Gig Werks Experience with

More information

What is SharePoint? Dux Raymond Sy, PMP

What is SharePoint? Dux Raymond Sy, PMP What is SharePoint? Dux Raymond Sy, PMP The Reality of Information Management On a piece of paper, identify three challenges you ve faced in managing information For example: Multiple tools Difficult to

More information

ENTERPRISE CONTENT MANAGEMENT. Trusted by Government Easy to Use Vast Scalability Flexible Deployment Automate Business Processes

ENTERPRISE CONTENT MANAGEMENT. Trusted by Government Easy to Use Vast Scalability Flexible Deployment Automate Business Processes ENTERPRISE CONTENT MANAGEMENT Trusted by Government Easy to Use Vast Scalability Flexible Deployment Automate Business Processes ENTERPRISE CONTENT MANAGEMENT. Maintain complete control of the information

More information

Secrets to Improving Sales Contract Management

Secrets to Improving Sales Contract Management Secrets to Improving Sales Contract Management The livelihood of any successful organization lies with effectively managing agreements with customers, suppliers and partners. A company s ability to effectively

More information

eng_pdf.indd 1 13-10-2010 09:27:30

eng_pdf.indd 1 13-10-2010 09:27:30 360 gives you control over the flow of information. 360 helps private- and public-sector customers to control, manage and share information and documents with a user interface they already know. It doesn't

More information

Enterprise Content Management

Enterprise Content Management Enterprise Content Management SOCIAL DOCUMENT COLLABORATION SOLUTIONS Share information, streamline workflows, maximize productivity Solgenia Freedoc is a multi-channel, enhanced enterprise file sync &

More information

COMMITTEES. Electronic management system of decision processes and associated documents for managing boards

COMMITTEES. Electronic management system of decision processes and associated documents for managing boards COMMITTEES Electronic management system of decision processes and associated documents for managing boards What does it do for You? Increases efficiency of meetings and optimizes work with associated documents

More information

Intelligent Dashboards made Simple! Using Excel Services

Intelligent Dashboards made Simple! Using Excel Services Intelligent Dashboards made Simple! Using Excel Services Presented by: Asif Rehmani, SharePoint Server MVP Trainer/Solution Architect asif@sharepointsolutions.com Who am I? One of the founders of Chicago

More information

SMART ARCHIVING. The need for a strategy around archiving. Peter Van Camp

SMART ARCHIVING. The need for a strategy around archiving. Peter Van Camp SMART ARCHIVING The need for a strategy around archiving Peter Van Camp I.R.I.S. mission I.R.I.S. mission : Increase our customers productivity and knowledge through helping them better manage their documents,

More information

Introduction to Records Management in SharePoint 2013

Introduction to Records Management in SharePoint 2013 Introduction to Records Management in SharePoint 2013 Real World tips and tools to build out your SharePoint 2013 Records Management System Noorez Khamis @nkhamis http://www.khamis.net March 10 th, 2015

More information

Click to edit Master title style. Microsoft SharePoint and the Future of ECM

Click to edit Master title style. Microsoft SharePoint and the Future of ECM Click to edit Master title style Microsoft SharePoint and the Future of ECM Presentation to The First Annual AIIM Western Regional Conference November 2, 2007 Content + Context = Collaboration TM Agenda

More information

Microsoft Dynamics CRM 2011 for Manufacturing. For all your customer relationship needs

Microsoft Dynamics CRM 2011 for Manufacturing. For all your customer relationship needs w Microsoft Dynamics CRM 2011 for Manufacturing For all your customer relationship needs ConsultCRM: Manufacturing ConsultCRM: Manufacturing Introduction The Power of Productivity Manage complex sales

More information