We at Dolphin Software have designed a highly flexible and feature-rich Contract Management solution by taking on board feedback from contract management professionals and leading independent experts that will allow you to use the system out-of-the-box with minimal customisation.
However, the system is also flexible enough to be tailored to the exact requirements of each customer if required.The table below lists some of the standard features and functions in each core module of Dolphin Contract Manager:
| SYSTEM |
OPTIONAL |
| Built on Microsoft Office SharePoint Server (MOSS) 2007 & SharePoint 2010 |
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| Designed for multi-lingual support |
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| Support for off-line working |
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| Secure and scalable |
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| Support for all contract types |
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| Role-based security and user access profiling |
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| Web based with zero footprint |
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| Automated user administration |
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| Integration with third party systems (ERP, CRM & ECM) |
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| DISCOVER |
OPTIONAL |
| Auto-discover contract documents saved on Windows file share drives |
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| Identify duplicate copies of contracts |
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| OCR and index contract documents so that they can be searched |
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| Auto-extract key contract terms and milestone data |
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| Migrate legacy contract documents and milestone data automatically to the Dolphin Contract Manager system |
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| CREATE |
OPTIONAL |
| Self-service wizard-driven contract authoring for non-legal users |
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| Smart templates for MS Word (auto-capture of contract metadata) |
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| Contract request forms and workflows |
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| STORE |
OPTIONAL |
| Central electronic repository for all contracts and supporting documents |
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| Version control |
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| Role-based security |
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| Comprehensive contract metadata management |
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| Intelligent linking of metadata with contract variable data |
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| Contract homepage and dashboard |
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| Comprehensive legal clause library |
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| Contract amendment management |
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| Multi-level contract relationship support |
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| Support for Document Encryption and Digital Signatures |
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| Third party ECM integration support for Records Management and Archiving |
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| Contract Obligations and Critical Dates Management |
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| Comprehensive search functionality |
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| Time stamped notes |
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| Fax to folder |
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| e-mail to folder |
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| APPROVE |
OPTIONAL |
| Comprehensive workflow functionality for internal contract review & approval |
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| Automatic task-based alerts (e-mail, system notifications and SMS alerts supported) |
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| Graphical workflow designer |
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| Approve/reject workflow tasks via email |
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| NEGOTIATE |
OPTIONAL |
| Secure electronic workspace for external contract negotiation |
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| Version controlled contract repository |
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| Document level access control and security |
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| Support for real-time collaboration |
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| Contract/deal-specific tasks and calendars |
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| REPORT |
OPTIONAL |
| Ad hoc and pre-configured management reports |
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| Automatic task-based alerts (e-mail, system and SMS supported) |
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| Intuitive report building interface for business users |
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| Report scheduling |
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| Save reports and queries |
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| Export report data to MS Excel® |
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| KPI reporting |
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| Management information dashboards |
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| Contract Performance Management (Actual vs Planned reporting) |
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