| Selectica Contract Performance Management Features |
| Contract Management Dashboard |
| Personalized Dashboard |
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Personalized dashboard for contract status, open tasks, searching, and reports. Includes a calendar and individual alerts for expiring contracts and task deadlines. |
| Central Contract Repository |
| Central Contract Repository |
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Centralized, web-based document management environment for contracts and attachments. |
| Search |
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Full-text & Boolean keyword search of business terms and attachments. Includes filtering and querying. |
| Attachments |
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Attach native, scanned, and faxed documents for all major file types (Word, PDF, Excel, PPT, image files, and more). |
| Electronic Fax Loading |
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Load existing contracts, including third-party contracts, into the Selectica repository via Fax. Faxes are automatically converted to fully searchable PDF format and attached to the corresponding contract. |
| Alerts |
| Notifications and Tasks |
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Email notifications based on contract dates, expirations, renewals, key events, tasks, and approvals, as well as updates from external systems. |
| Custom Email Alerts |
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Create custom email content to be included whenever an email is sent from our system, whether based on a workflow event, a compliance alert, a business rule, or a scheduled report delivery. The email can contain direct links to the associated records. |
| Contract Creation and Authoring |
Microsoft Word-based
Contract Authoring |
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Create and edit contracts in Microsoft Word. |
| Contract Creation Wizard |
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Generate contracts in Microsoft Word by answering conditional questions in a web-based wizard, allowing experienced users as well as non-contract professionals to create contracts with company-approved clauses and contract language. |
Clause Library and
Template Library |
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Searchable, reportable contract repository of clause language used in boilerplates that can be inserted directly into contracts. |
| Third-party contracts |
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Import third-party contract documents in MS Word and extract critical business variables. |
| Workflow |
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Highly configurable workflow and rules based on your business needs. Supports serial, conditional, and parallel processes. |
| Approvals |
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Multistep approval tasks at any stage of a serial, parallel, or conditional workflow. Each approval task can be adjusted according to ANY business terms such as amount of contract, start date, payment terms, type of agreement, and more. |
| Contract Process Management |
| Self-Service Composer |
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Create and control your own processes for Contracts, Boilerplates, Approvals, Tasks, Notifications, User Accounts, Rules and more - without requiring expensive IT or professional services resources. |
| Approval Processes |
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Generate approval processes for both serial and parallel processes that adjust according to specified business terms such as amount of contract, start date, payment terms, and type of agreement. |
| Dashboard Composer |
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Set up unique contract compliance alerts and performance analysis reports for any or all contract types. |
| Reporting |
| Ad-Hoc Reporting |
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Simple-to-use Ad-Hoc reporting tool allows for rapid, on-demand report generation. |
| One-Click Access |
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One-click access from report results to the contract records themselves, for the monitoring of compliance and the support of the auditing process. |
| Charting and Dashboard |
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Reports feature charting capabilities and display on a user's personalized dashboard. |
| Contract Compliance |
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Full audit trail provides the ability to see who made what changes to a record - down to the field level. |
| Contract Analytics |
| Contract Analytics |
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Selectica Contract Analytics enables multidimensional analyses of contract and off-contract data, including data from third party transactional systems, data repositories and traditional business intelligence applications. Unlike other commercially available analytics tools, Selectica Contract Analytics was built specifically to handle contract-specific information. |
| Excel Interface |
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Microsoft-Excel front end to data cube. Data and fields that are added to Selectica CPM are automatically updated in the Contract Analytics module, reports, and Dashboards. |
| Integration |
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The Contract Analytics engine can be used to power standard external report writers such as Crystal Reports, Cognos, Adobe, and Business Objects. |
| Security |
| Security |
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Strong network (128 bit SSL) and data security. Enveloped in a uniform security model, the contacts and associated data stored within the CPM Solution are protected by the same rules and permissions whether accessed through the browser, PDA, Web Services, or reports. |
| Permissions |
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The Selectica solution provides permission-level access to both data and menu functions. The Selectica Solution has been tested and certified by Netsec security testing and in IBM performance labs. |
| Integration |
| Integration |
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Strong SOA platform enables bi-directional integration with back-office systems such as ERP, CRM, SRM, and Procurement systems, as well as Business Intelligence tools such as Crystal Reports, Cognos and Business Objects via Web Services, JDBC or custom integration. |
| Deployment Options |
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| Deployment Options |
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On-Demand, Hosted, or On-Site. Learn more about Deployment Options >> |