01 | Contract Management Overview | |||
02 | Approaches to Using OnBase for Contract Management | |||
03 | WorkView to Manage Complex Data Objects | |||
04 | Process Control Checklists | |||
05 | Initiation | |||
06 | Routing and Revisions | |||
07 | Revision History and Versioning | |||
08 | Transition from Initiation to Execution | |||
09 | Reporting and the Contract Renewal Process | |||
10 | Q and A |
11 | Final Assessment |
One of the most requested OnBase solutions for Hyland’s Professional Services Group is a way to manage contracts from creation to closing or renewal. This solution requires more than just scanning a document into an OnBase system. More realistically, this complex process involves multiple knowledge workers and professionals to collaborate and communicate to make sure the process is a success (and legal).
In this course, we will study how a combination of Workflow, WorkView, Outlook Integration, and Collaboration modules can be leveraged together to form a robust and powerful contract management solution.
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