Adaptive Contract Management and BPM Software

EnterpriseWizard Contract Management

EnterpriseWizard has everything you need to manage all your company's contracts while automatically integrating contract information into your other processes. Standalone contract management products may provide value by notifying the appropriate people when contracts are about to expire, but a contract management system is most useful when contract information is visible (and actionable) where it is needed throughout your enterprise.

For instance:

• Support technicians dealing with customers need to know the details of the customer's support contract -- whether it's valid, what it covers -- when taking support calls or working in the customer support system.
• IT personnel may need to see what computers a software license under contract is installed on when managing those assets or requesting support under that contract.
• The appropriate sales rep should be notified when contracts are coming up for renewal.

These are the kinds of relationships that are available and built-in with EnterpriseWizard's contract management system.

Whether you are the supplier of service contracts to your customers, or on the receiving end of service contracts from your company's vendors, EnterpriseWizard makes it easy to create new contracts and to associate them with assets, services, products, contacts, accounts, vendors, opportunities, and so on, so that the contract information is available from all the relevant areas in the system.

Benefits Reduce costs of contract maintenance by automating the contract renewal process with workflow and rules that notify the appropriate people when action is needed. Gain insight into upcoming contract renewal costs or revenues with easy-to-customize budget or forecast reports. Ensure that customers have valid support contracts before receiving service by making contract status and details visible when a support case is created for a customer. Manage any approvals needed for new contracts with automatic notifications and email approval capabilities.

EnterpriseWizard Has Everything You Need

Start simply with just contract management or add integrated customer support, sales automation, and other functions, with no per-module cost. EnterpriseWizard was designed to map any business process, from the simplest to the most complex, without programming. A robust feature set offers all the power needed for even the most sophisticated process.

The graphical workflow editor allows you to define the exact steps and automatic actions that should be executed at each stage of a contract process, using just your browser, without writing a line of code.

The business rules engine handles time-based notifications about expirations as well as a host of other automation. For instance, a rule could automatically close a new support ticket submitted by a customer without valid support and send an email to the customer and to his sales rep informing them that the contract needs to be renewed before the support ticket can be worked.

Find any contract information with full text search of contracts and their attached files.

Email integration and dynamic hotlinks provide users with active notifications and the ability to instantly edit the contract and add comments by simply clicking a link in the email.

Management reports provide insight into past or upcoming contract costs and revenues.

A full audit trail and documentation, automatically created for every contract meet Sarbanes Oxley compliance requirements, eliminating the need for manual document gathering by employees. Read a white paper on Reducing Costs of Government Compliance with Business Process Automation.

LDAP / MS Active Directory integration provides secure and centralized access control, while single sign-on allows users to login to the system without re-entering password information.

Web Services and REST API's provide a service-oriented architecture for full integration with other enterprise systems.