Contract Insight Solution Features- Four Business Solutions

Contract management software features for full contract lifecycle management

End-to-end, enterprise-grade, web-based contract management software solution
Manage any type of contract, committal, agreement, patents, leases, licenses
Manage revenue contracts, expense contracts, master/sub contracts, milestones, task orders, action items and more
Track important contract data fields (with user configurable fields based on type of contract)
Track supplier/client data including dates, alerts, text, amounts, and related contract information
Easy to use contract creation and contract templating. A re-usable starting point for contract initiation
Quickly create contracts from a web browser and/or your PDA web phone
Contract managers, project managers, and key decision makers can access centralised contract data from any web-browser
Link and associate contracts together for master and sub contracts or contract renewal terms
Centralise and track contracts according to your standard codes, categories, departments, locations and more
Track contract workflow processes and approval statuses
Easily renew contracts with a click of the mouse and link to previous terms to retain history
Meet your contract compliance, audits and governance such as Sarbanes Oxley [SOX], ISO, and other regulatory requirements
Online user manuals, e-learning videos, demos and full help system

Create and draft contracts from contract management database templates

User-defined contract templates with field merging
Define various templates based on contract type and risk
Define mergeable user-defined fields for easy contract drafting
Fully featured online rich-text editor for contract template creation (includes formatting with fonts, tables, grids, images, headers, footers, page-breaks, watermarks, HTML and more)
Establish templates from Microsoft Word
Integration of data-driven fields
Track versions of each contract
Compare versions of each contract with red-lining
Negotiate online with your clients and vendors via the vendor/client gateway portal
Collaborate and solicit input from team members, employees, vendors and/or clients
Generate Microsoft Word and PDF contracts based on your standard contracts

Advance email alerts, calendar alerts and workflow tasks

Provide e-mail notifications for contracts, tasks, milestones, action items, payments
Keep users up-to-date via advanced notification system; automatic reminders sent to key stakeholders
Assign employee responsibility to track and manage workflow processes and tasks
Create simple and recurring tasks
Define task escalations
Easily manage contracts and tasks from configurable dashboards
Create global and pre-defined tasks by contract type, department/division, status changes for workflows
Create rules-based workflow processes to trigger workflow events and tasks
Track checklists and milestones

Track key vendor, customer and contract information

Information tracked and managed via a secured Vendor/Client Portal
Track vendor/client information; Score vendors and measure contractor performance
Support vendor/client logins to request new contracts, review notes and upload documents
Track employee information and vendor risk management
Collaborate online, track unlimited notes and comments
Accept external contract requests over the web
Track contract information for vendor and client personnel (incl. name, department, e-mail, phone fax, address, and custom add-on fields)
Monitor news alerts on any of your vendors/clients
Map to clients via a web/GIS mapper
Attach unlimited documents, files and scanned images to vendors/clients with notes and version tracking
Link to parent and subsidiary companies
Collect contract data via the web through a web browser
Import and export vendor, customer and supplier data

Fully configurable

Create unlimited user-defined fields on the contract, vendor, employee, financials, tasks and other important screens
Assign fields based on contract type
Order the fields on many screens to meet your organisation’s needs
User-definable drop down and multi-select boxes
User-definable text entry fields (single line and multi-line)
User-definable date fields
User-definable money, currency, number and decimal fields
Define help messages (pop-ups) for each field
Define field display labels for each field
Set fields to be required as well as having default values
All fields (both system and user-defined) are searchable and can be reported on
Configurable user specific dashboards and management views

Track files and documents

Attach and track contract documents, scanned files, work orders, task orders
Attach scanned documents, Word documents, Excel, E-Mails, Text Documents, PDF, TIF files
All text-based documents include full-text searching
Track files and documents with document notes, track history, change and version tracking
E-Mail contract files and documents directly from the system

Track price, budget and transactions

Track contract costs and pricing information
Track income and expense transactions and compare against budget amounts
Generate budget alerts for spend management control
Add user-defined GL codes and custom fields for financial tracking
Track procurement and solicitation-related information

Searching and reporting

Search and create flexible analysis on any data field with ad-hoc report builder and query tool
Open database architecture for system integration via web services builder
Create flexible reports using Contract Insight’s online report designer
Schedule ad-hoc report views to be e-mailed on scheduled intervals
Design full and customisable reports with Insight Report Builder
Quickly produce contract analysis reports including high/low priced contracts, contract counts and averages by any category.

Multi-level security

Create administrators, end-users, read-only users, and group access to your contracts
Secure contracts individually or by department/division
Assign contracts from one employee to another (with bulk transfers)
Trigger workflow process tasks from employee, department, amount or any other data field on the contract screen.

Support and training

Full support included with the annual support and/or hosted subscription
Full user manuals and documentation included
User-definable field level help and pop-up (mouse-over) messages
Full onsite and online live instructor-led training classes
Train-the-trainer programs available
Bulk and large volume training available
Full administrator and technology training offered
Online e-video and learning tutorials

State-of-the-art technology platform

Built using Microsoft’s latest C-Sharp web programming language for faster screen loads, system stability, and increased security
Uses Microsoft’s SQL Server Database to store and retrieve data faster and more reliably
Option to integrate security with Active Directory (client-deployed model)
End-user access to the system from a modern web browser such as Internet Explorer
Can merge with your back office systems via database integration, web services and data synchronisations
Rapid deployment of contract management SaaS (Software-as-a-Service hosting) option, or installed on your servers (behind the firewall). Four offers a fully secured and redundant CISCO network for hosted clients.

Helpful Information

What is SaaS?

Software as a service (SaaS /sæs/) is a software licensing and delivery model in which software is licensed on a subscription basis and is centrally hosted. SaaS is also known as on-demand software, web-based software, or web-hosted software.

What is a workflow processing engine?

A workflow engine is a core technique for task allocation software, such as business process management, in which the workflow engine allocates tasks to different executors while communicating data among participants.

What is a GIS mapper?

GIS also known as geographic information system is a computer system made for capturing and displaying positions on the earth’s surface and portraying data in many different ways on maps. Its main job is to help in analysing groups of data and in finding correlations or patterns.

What is a GL code?

General ledger codes (or GL codes) are used for recording company assets, income and expenses. They are used as short-hand references for recurring accountancy data and can make it easier to locate specific figures.

What is Microsoft’s C-sharp web programming?

C# is an object-oriented, component-oriented programming language. C# provides language constructs to directly support these concepts, making C# a natural language in which to create and use software components. Since its origin, C# has added features to support new workloads and emerging software design practices.

What is MS-SQL Server database?

Microsoft SQL Server is a proprietary relational database management system developed by Microsoft. As a database server, it is a software product with the primary function of storing and retrieving data as requested by other software applications—which may run either on the same computer or on another computer across a network (including the Internet). Microsoft markets at least a dozen different editions of Microsoft SQL Server, aimed at different audiences and for workloads ranging from small single-machine applications to large Internet-facing applications with many concurrent users.

What is SQL?

Structured Query Language, is a domain-specific language used in programming and designed for managing data held in a relational database management system, or for stream processing in a relational data stream management system.

Contract Insight Features

At a glance

In detail