1. Product Capabilities and Services
Contract AdvantageTM
Product Capabilities and Services
Copyright 2015 © Great Minds Software.

2. Contract Lifecycle Management (CLM)
Legal
Negotiations
Approval Workflows
Archiving
Operations
Sales or
Purchasing
Commitment
Compliance &
Audit Trail Management
Performance Measurement
Renegotiation and Renewal
Dispute Resolution
Finance

3. Where things are today... Where are the contracts? Who does what?
Legal
Operations
Customer or
Supplier
Seller or Buyer
No central view of contracts
Therefore, a difficult overall business intelligence
Where are the contracts?
Who does what?
Have our suppliers fulfilled their obligations?
Finance

4. Contract Advantage Great Minds Software, Inc.
Founded in 1984
Technology Consulting
Software Development Group
Product Lines
Contract Advantage
Multiple Product Portals and Modules
Implementations
SaaS Hosting on GMS Servers
Installed at Client Site
Locations
New York, NY, USA
Reading, UK

5. Contract Advantage Product Background
Sixth generation product (DOS, Windows, Client Server, Web, Web 6.0) originally developed for a pharmaceutical company in 1988
Permits growth from department to enterprise
Available as an “out-of-the-box” solution or as a semi-custom implementation to address specific departmental and functional needs, including:
Information Systems
Procurement
Legal Affairs
Facilities Management
Supports Data Import and Export

6. Contract Advantage Benefits
Over 28 years of Contracts expertise
A proven Contract Management system
500+ customers ~5,000+ users worldwide
Contract Management Software is our focus
Flexibility driven by customer needs
Scalability – organization and platforms
Industry expertise
Healthcare, Financial Services, Pharmaceuticals, Education, Telecom, Associations, Services, Hi-Tech, Manufacturing, Intellectual Property, Licensing and more…

7. Contract Advantage Characteristics
Database
SQL Server 2005, 2008, 2012
Workstation
IE 8, IE 9, IE 10 and IE 11
Portals – IE and Safari
Advantage Alert
HTML Action Alerts
Detail, Summary Alerts and Reminders
Additional Portals and Modules
Contract Request Portal™
Self-Service Contracts Portal™
Digital Signature Module™

8. Contract Advantage Core Product Overview
Data Elements
700+
User-Defined Tables, Pages and Fields
Searchable Fields
All Fields Searchable
Key Words, Full Text Search of Documents
Reports
120+ Standard Reports
User-Defined Reporting
Contracts
Unlimited
Tracks both Active and Archived Contracts
Users
Named and Concurrent User Licensing
Site and Enterprise Licensing
Full Edit Access and View Only Users

9. Contract Advantage Key Features
Full Text Search
Extensive Data Elements
Electronic Workflow
Contract, Document and Generation
Templates for Contracts, Workflow and Documents
Contract Diary
Automatic Alerts and Reminders
Contract and Related Document Repository
Clause Library
User-Defined Dashboard and Contract Selection Display

10. Contract Advantage Flexibility
Supports a wide range of industries and business functions
Rename fields to suit exactly how your company operates--new names flow through screens and Reports
Create Contract Structure Templates to display only those pages and fields desired by Contract Type
Develop user-defined drop-down menus and data fields to reflect your terminology and tracking needs
Create custom pages and fields to meet your company’s needs

11. Contract Advantage Actions
Permits Creation of one-time & recurring Actions
You create one deliverable Action and indicate the frequency—the system creates the recurrences for you!
Reminders go out on the exact date indicated
Generate multiple Early Warnings (i.e., 90, 60, 30)
Update deliverable Actions from the User-defined Dashboard
Set Automatic Alerts to go out periodically or on the spot
See and update upcoming deliverable Actions from the Open Actions window

12. User-Defined Dashboard

13. Contract Advantage Filtering and Searching
Each User can Customize the Contract Selection Screen
Searches on Over 400 Fields—Individually or in Combination
Permits Updating Deliverables from the Dashboard or Open Actions Window
Conducts Full Text Searches on Attached Documents
Reporting is done on the Product of Your Search
Each User may Save Queries and Run them at a later date

14. Flexible Searching

15. Contract Advantage Open Actions Window

16. Contract Advantage Reporting
Over 120 Reports—each can be Run Various Ways
User-Defined Reporting—Public or Private Reports
All Tables Export to Excel and XML
Every Grid Exports to Excel as a Report
Reports Export to Excel, Word or PDF
Reporting is done on the Product of Your Search
Queries may be Saved, Run and Exported to Excel as a Report at a later date

17. Contract Advantage Sample Expiration Report

18. Contract Advantage Sample Saved Query

19. Contract Advantage Sample Query Exported to Excel

20. Contract Advantage Templates
The System Provides Multiple Template Options to Save Time:
Contract Structure Templates—You decide which pages and fields to display by Contract Type
Contract Pre-Filled Templates—You create cookie-cutter Contract Record forms that may have the Contract Language already in them.
Contract Agreement Templates—You save Agreement Documents to be used again and again
Workflow Templates—You create Project or Approval Templates for specific situations for repeated use
Document and Templates—You save Letters and s to send individually or for mass distribution

21. Contract Advantage Workflow
Three Workflow Types are available to set up automatic processing of contracts/amendments or projects:
General Workflows—Workflows not Associated with a Contract and are most often used for projects
Contract Workflows—Workflows directly associated with a Contract Record and these may be Approval Workflows relating to a New Contract/Amendment, Work Order, Task Order or Project
Digital Signature Workflows—Using the Digital Signature Module, these Automate the Contract or Amendment Execution Process

22. Contract Advantage Sample Workflow

23. Contract Advantage Sample Workflow Report

24. Contract Advantage Sample Workflow Task Notification

25. Contract Advantage My Tasks Area

26. Contract Advantage Document Repository Features
Keep all Contract-Related Documents in one place
Store all Document Versions and History
Perform Version comparisons
Organize the Documents in Folders logical to you
Full Text Search all Documents
Control User Access to Documents and Repository Features through Security Settings
All Document Repository Features are available throughout the system.

27. Contract Advantage Contract Document Repository

28. Contract Advantage Document Versioning
Stores all Versions
Does Version Comparison
Versions can be saved
with Track Changes on

29. Contract Advantage Document Generation
Text may be Typed in or Copied and Pasted
Language may be Imported from:
Clause Library
Documents on your PC or Network
Other Contracts
Merge Codes can be saved to produce Documents with all relevant data
Contract Documents can be generated with Logo
Contract Documents can be produced in Word or PDF format

30. Contract Advantage Contract Clauses Area

31. Contract Advantage Clause Library Import

32. Contract Request Portal™
Accessible by All Business Users on Your Active Directory—Anyone can place a request
Request Types are Customizable—You set up the fields and indicate instructions, so the Business User provides you with the all the information you require
Coupled with Contract Advantage—begins Contract Processing and Automation
Automation Process Flow follows…

33. Contract Request Portal

34. Self-Service Contracts Portal™
Accessible by all Business Users on the Active Directory
Stores Templates Ideal for Cookie-Cutter Contracts
Contains Templates to Initiate Complex Contract Process
You decide information required for each Contract
Saves Legal, Contracting and Procurement Time and Effort
Coupled with the Digital Signature Module, Automates the Execution and stores the signed Contract for you!
Once executed, the system automatically creates Contract Record
Process Flow Chart follows…

35. Self-Service Contracts Portal

36. Digital Signature Module™
GMS partners with DocuSign™ to:
Automate Contract/Amendment Execution
Automatically place Signed Contract Document in the Contract Record
Notify all Designated Individuals
Send Executed Contract/Amendment Document to appropriate personnel

37. Digital Signature Module Sample DigSig Workflow

38. Contract Advantage Technology
Microsoft Visual Studio
MS .NET 3.5
Crystal Reports 2008, SAP Crystal Reports (2011)
Adobe Acrobat 8, 9, X, XI
Microsoft Office 2003, 2007, 2010, 2013
SQL Server 2000, 2005, 2008, 2012
SMTP for Alerts and all
MS Indexing Service / Search Service