Create workflows for approvals of contracts before they are signed using Efecte’s visual workflow automation. Approvals are recorded as a dedicated record, to better protect against tampering.
Fine-grained permission management allows an access hierarchy using folder trees and dedicated permissions, even on a single field value, for reading, updating, or deletion purposes.
Trigger notifications ahead of important contract milestones. Such as renewal obligations, notice periods, upcoming expiry dates, or agreed price checks to ensure important contract deadlines aren't missed.
| Replicate your exact approval chain without any compromises.
| Automatic escalations based on the contract price, type, or location.
| Send automated alerts to approvers to decrease reaction time.
| Store approvals with contracts and as dedicated files to improve security.
| Use roles to ensure access without compromising security.
| Create logs of every modification or even view of a data card in Efecte.
| Build multi-level folders to manage similar or related documents.
| Monitor and modify role permissions in real-time to simplify auditing.
| Automate alerts based on information recorded with the contract.
| Include multiple alerts for the same or different dates.
| Use if/then clauses to stop alerts after needed actions are taken.
| Create notification groups for projects or departments.
Designing, planning, delivering, and operating IT services can be complicated. Receiving and processing employee incidents and requests can be a time-consuming endeavor. By implementing a comprehensive solution that digitalizes and automates your services, you can dramatically improve your organization's efficiency and throughput.
Excellent customer service is no longer a differentiator, but a necessity. It is essential to implement customer-specific, automated workflows to delight your customers effectively.
Employee experience and retention are quickly becoming a key priority for every organization. HR departments are looking to re-organize, centralize, and automate repetitive questions to allow their team to focus on developing transformational projects instead of simple requests.
The amount of information, processes, and systems used through an organization's departments are quickly expanding in scale and complexity. The need for a central and integrated system to manage all of the data and processes surrounding these services is quickly becoming critical.
Enterprise Contract Management is a Community Solution which includes one template with various classes for different enterprise contract management cases. Dedicated classes store data of the actual contract, both contract parties, confidentiality, relevant dates such as expiry or renewal dates, liabilities, and options.
You can learn more about our solution classifications here ».
Interested in having a demo or learning how Efecte can help? Send us a message, and we will have one of our experts get back to you.