Organize your contract on the cloud€¦ · HR: Create employee contracts with standard company...

Contract ManagementOfferings

Compliance

Risk

Governance

Organize your contract on the cloud

OptimusBT Infotech Pvt. Ltd [email protected] | www.optimusbt.com

Take your first steps with Contract Administration:

Centralized repository where contract records can be accessed through intuitive search.

Email alerts and dashboard reminders that help proactively manage contract timelines.

Immersive yet concise reports that provide deep insight on complex contract lifecycles.

Secure data accessibility through robust user permission controls.

Outlook Add-in which facilitates contract record creation, review workflows, and approval processes from the comfort of your inbox.

Conditional risk labelling helps to flag high-risk contracts based on parameters such as contract value, counterparty type, and clauses. Compliance workflows that enforce stringent review process in order to achieve complete conformity. Audit Trail - Tracking and historic reporting of each and every activity

that has occurred throughout a contract’s lifecycle.

Streamline & $ave through Contract Lifecycle Management:

Uncover risks and remain compliant with Risk & Compliance:

Request workflows that seamlessly manage requests for amendments, extensions, renewals, and reviews.

Pipeline module that accelerates legal review, risk evaluation, business approval, and contract negotiation processes.

Finalization module that enables systematic tracking of approved, signed, and active contracts.

DashboaDashboard notifications and email triggers that assist in review/ approval tasks, and contract milestone/obligation fulfilment.

Cycle time metrics that identify bottlenecks at various stages of a contract lifecycle.

eSignature - Integration with online signature connectors such as EchoSign, DocuSign, and RightSignature.

Our Solutions

Create quality contracts through Clause Libraries & Authoring:

Terms & Clauses library allows you to store custom terms and clauses.

eContracts Author App is a Word Add-in feature that enables you to add stored custom terms and clauses to your Microsoft Word contract document.

Major & Minor versioning makes it easier to track many versions of a contract document.

Document Redlining captures edits made on your contract document.

Cleanup Tool is a Word Add-in feature that incorporates negotiation etiquette by refining indi vidual remarks and revisions of your contract document

Quick and easy contract creation with Document Automation & Workflows:

Automated formatting through standardized language allows non-legal users to swiftly draft contract document templates.

Conditional routing of review and approval workflows based on contract value, business area, and other parameters.

Serial & Parallel routing and Multiple Stage options for review and approval workflows.

Maximize value through Financials & Obligations:

Contractual revenue and spend tracking with projection reports of financial breakdowns.

Integration with order and payment systems maintain a trail of all financial transactions.

Obligation Calendar prompts configurable alerts and reminders.

Multi-regional support with Global Implementations:

Contract Areas help to globally manage contracts across various jurisdictions and multiple business units

Standardized regional contract templates that aid cross-geographical business deals.

Multi-industry support through Industry Solutions:

Pharma & Lifesciences Oil & Gas Supply Chain & Logistics Healthcare

Our Solutions


Legal: Create global and regional playbooks to manage enterprise risks. Streamline workflow processes to save 80% of contract review and negotiation time. Track changes and generate audit reports throughout a contract lifecycle.

Sales: Close deals faster through self-service contracts formulated using standard templates. Automated approval routing that help businesses move fast whilst maintaining control.

Revenue Management: Manage and regulate potential revenues forecasted from related contracts. Ensure compliant payment as per channel contract terms.

Procurement: On-board vendors efficiently and negotiate with them in a collaborative environment. Manage spends and forecast expenditure accurately using planned contractual obligations. IT: Regulate expenses through timely reminders of upcoming asset renewals or expiries. Manage software licensing agreements optimally by proper adherence to terms and conditions.

Logistics & Supply Chain: Track all negotiated obligations, rebates, and discounts from suppliers. Control all global supply chain contracts.

HR: Create employee contracts with standard company policies and special clauses. Track contractual changes during employee contract reviews. Obtain approvals through automated workflows.

Control all global supply chain contracts.

HR: Create employee contracts with standard company policies and special clauses. Track contractual changes during employee contract reviews. Obtain approvals through automated workflows.

Target Functions


Consulting: Contract Lifecycle & Administration. Legal Compliance & Governance. Risk Management IT Infrastructure

Project Implementation: Fast Track Implementation. Phased Rollout by Module Implementation. Phased Rollout by Business Unit/Geography Contract Discovery > Implementation Design > System Configuration > Solution Deployment

Configuration & Solution Delivery: Governance and Administrative Configuration Services. Functionality and Process Delivery Services.

Enterprise Data IntegEnterprise Data Integrations: Integrations with ERP, CRM, SharePoint, SQL Database, Project Server, Legacy Systems, and Electronic Signature. ETL (Extract, Transform, and Load) Services. Training & User Onboarding: Educational resources and Training materials. Onboarding Kick-Off > Discovery & Scoping > Building The Foundation > Go-Live & Beyond.

Contract Migration: Structural Configuration > Data Extraction, Cleansing, Verification, and Transformation > Test Migration > Final Execution.

Support: Designated Support Engineers. Knowledge Base & Online Support Portal. Live Phone Support. IT Infrastructure Support

Our Services


Organize your contract on the cloud€¦ · HR: Create employee contracts with standard company...

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