1. Contract Lifecycle Management - Onboarding New Departments to Supplier Contracts 
Mark Olson
Session

2. Intermountain Healthcare
22 Hospitals
185 Clinics
37,000 Employees
Utah and Southern Idaho Market

3. Mark Olson Business Applications Manager Intermountain Healthcare
6 years of PeopleSoft Experience in Maintenance Management, Asset Management, Supplier Contracts, and Item Management

4. Agenda Supplier Contracts Implementation Plan
Business Process Flow and Job Shadowing
System Process and demo
Document Library
Security
Approval Workflow
Signing
Reporting
Testing
Training
Conversion
Go Live
DEMO – Contract Request (intake form)

5. Business Process Flow and Job Shadowing
“See first to understand, then to be understood.”
- Stephan Covey -

6. Document Library
Let the Business create the library, takes longer for the implementation but it saves time later
Binds
Clause and Section creation.
Question and Question Groups
Wizard
Configurator
Purchasing Contracts (contract entry)
Adhoc Document
Document Type

7. Security & Approval Workflow
Contract Manager or Leads (mange the process)
Contract Administrators (Authors)
Contract Legal Team
Contract Requesters
Contract Reviewers
Approval Workflow
Query user Lists
Document Type Paths
Monitor Approvals to change approvals and restart

8. Reporting Pending Approval Report Current Status Report
Turn around time report, history of how long it takes to each step
Provides training opportunity
Helps the Contracting business Owners know how long to inform their stakeholders contracts will take.

9. Testing Test the whole process User acceptance testing
Convert contracts and do an amendments (Amend Contract with Amendments)

10. Training Business should train on the system
Job aids should be created
How to request a Contract
How to Collaborate
How to Approve
How to Sign
Communication

11. Go Live – Lesson Learned
Reports – there are always reports stakeholders need that are critical. Talk to the compliance and lawyers about their needs
Be on site if possible.
Test more than you need, think of negative testing.
Train to as close to go live as possible.
Amend Contract with Amendments Option is the best option to Amend Converted Contracts, allows to run the contract to through the wizard.
Create Excel to CI for Document Header and Supplier Contracts User Preference
User Preferences can be a lot to manage with using Adhoc documents for Contract Request Intake

12. Improvements and Value
Transparency of each contract to all users
Physicians Contracting had 12 Contracting Authors, now we have 5 Authors.
Patient Safety had a full time employee managing the contracts now they have 10 hours a week.
Providers in our Insurance should see about 35% reduction through attrition.
Many contracting departments want to use the system because they see time savings in their business process

16. Demo of Contract Request Intake

17. Questions

18. Please complete a session evaluation
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Mark Olson
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