Our tried and tested process!
Every business is unique. You may also have certain systems already in place.
The purpose of this step is to develop a better understanding of your business and your current contracting possesses.
Scope and proposal
Once we have a better understanding about what you need, we will prepare a detailed proposal for your consideration.
We now start creating a contract creation framework tailored to your needs.
We also start configuring the approval processes and electronic signature workflows.
If contracts need to be converted to plain language, this will also happen during this step.
We now start training the people that will be using the system.
Depending on the support and maintenance package you select, we also now start building a knowledge base for your users.
The knowledge base contains, videos, how-to guides and other information that will help them get going with the system.
By now we have a better understanding which data in your contracts are valuable to you.
We now start building custom dashboards to provide you with real-time insights into your business.
Your system is now up and running.
Building any integration with any CRM, ERP or other system happens at this step.