SP Contract Tracker: Simple and Effective Contract Tracking

SP Contract Tracker works smoothly within Microsoft 365, using SharePoint, Power Platform, and Teams to make managing contracts easier and more efficient. Here’s how it helps:

Centralized Contract Repository: All contracts are securely stored in a SharePoint document library, offering advanced search and document management capabilities for quick access and organization. 
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Automate Contract Lifecycle Process: The Staff Portal helps contract owners draft, review, and approve contracts while keeping everything organized by department.​

Proactive Reminder System: SP Contract Tracker automates email notifications for renewals, expirations, and obligation deadlines, helping to maintain compliance by keeping contracts up-to-date.

ACCESS CONTRACT RESOURCES

Real-Time Reporting: With SP Contract Tracker, contract staff can track statuses in real-time through list views, calendars, and Power BI Dashboards, providing essential visibility for contract management for legal compliance and financial exposure.

​Flexible and Customizable: Built on SharePoint and the Microsoft Power Platform, SP Contract Tracker is easily customizable by power users without code, making it adaptable to unique requirements for compliance management in manufacturing and contract management system for not-for-profits.

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Key Features
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Create Contracts in Microsoft (Office) 365

Use Microsoft (Office) 365/Teams Word powerful document creation features to develop policy documents, manage versions and addendums, collaboration and more.​

Automate Reviews, Approvals

Automate document cycle stages of reviews, approvals and implementing the contract are automated through Power Automate workflows. Easily set your own custom notifications.

Built-In Security and Governance

Permissions for contract authoring, and change management processes by role are managed through Active Directory.  Security features like encryption, virus protection and more are part of Microsoft (Office) 365.

Central Repository for Contracts

Once Approved, automate policy publishing, conversion to PDF and copy to Published Policies Library, for employee access via the MyPolicies portal.
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Track Obiligations and Milestones

Many contracts include obligations for deliverables, periodic payments or other tasks.  You can track one to many obligations per contract and automate notifications and reminders even at this detail level.

Contract Administration

Manage and track expiration, renewal, and retention. Reminder notifications to contract owners. Policy calendar for upcoming renewals and dashboards for management reporting.
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Flexible to meet your needs

Support for ongoing contracts and new ones. Customizable approval processes and role-based governance using Microsoft (Office) 365 Power Platform tools.​

Contracts ​Dashboard

Report on contracts status, contract compliance and upcoming renewals using the Contracts Dashboard in Power BI.

My Contracts Portal

Provide a central point for relevant employees to Search, browse and reference contract terms in read-only mode . 

So, what are the benefits?

1. Next Level Contract Management

2. Contract Reporting and Analytics

3. Contract Request Tracking

4. Collaborate with Counterparties

5. Customization & Scalability

6. Security & Compliance

1. Next Level Contract Management

Contract Tracker helps you organize and automate contracts, agreements, risk documents, and obligations all in one place. It works smoothly with your company’s systems and lets you create, track, and manage contracts from anywhere, on any device. Built on Microsoft 365, it keeps everything familiar and easy to use while making contract management simple and stress-free!

2. Contract Reporting and Analytics

​Contract analytics and reporting​ are built into Contract Tracker. Create contract tracking reports based on key contract dates, financials, and data fields with e-mail reporting included. Automated alerts remind team members of upcoming contracts, high-risk vendors, compliance reports, and more so you never miss a key date, or lose a contract, again.

3. Contract Request Tracking

 Our powerful contract request engine facilitates employees, staff members, and counter-parties to submit new and renewal contract requests​, collect and configure important contract data fields, attach and review important contract documents, route approvals via flexible workflow, monitor contract approvals, e-mail reminders, approve contract requests, and convert to a contract record without losing or re-keying data. It can really be that simple. 

4. Collaborate with Counterparties

Easily collaborate with vendors, customers, and business partners. Securely share documents, negotiate, obtain electronic signatures, and send bulk signature invitations. Track contract expectations and performance with user-friendly charts and grids. Proactively manage risk across the organization.

5. Customization & Scalability

Our solution is tailored to seamlessly adapt to diverse organizational structures, ensuring a perfect fit for your unique needs and requirements. Whether you're a small team or a large enterprise, our applications are natively built on Microsoft (Office) 365 and SharePoint and scalability is effortless.  We can grow with your organization.

6. Security & Compliance

Contract Tracker is a Platform as a Service (PaaS), meaning it keeps your data secure within Microsoft 365, where you stay in control. Unlike other cloud services, you fully own your information. Our system helps protect your important policies and sensitive documents, making sure everything follows industry rules and stays safe and compliant.​

​Natively Built on Microsoft (Office) 365

​SP Marketplace products represent a paradigm shift in business applications, meticulously crafted as no-code modules on the robust Microsoft (Office) 365 Platform. Harnessing the power of SharePoint and Microsoft Teams, this approach unfolds a spectrum of benefits:

​Native
Integration​

​​All documents, data, and the entire product ecosystem reside seamlessly within your Microsoft (Office) 365 Tenant, avoiding dependence on third-party clouds and ensuring heightened data security.
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Seamless Sign-Ons and Governance

​​Authentication and governance seamlessly integrate with your existing Active Directory, providing a cohesive user experience aligned with your organizational structure.
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Enhanced User
​Adoption​​

​​Integrated into your Microsoft (Office) 365 environment, our solutions achieve higher user adoption rates, becoming an intuitive extension of daily operations for your teams.
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Tailored
Customization​​​

​Empowering Power Business Users, our products offer 100% customization flexibility, allowing organizations to tailor the solution to their unique needs without complex coding.
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Future-Proof Evolution

​Evolving in harmony with the Microsoft (Office) 365 Platform, our products stay at the forefront of innovation, continually leveraging new capabilities introduced by Microsoft (Office) to ensure sustained relevance and efficiency over time.

Utilize SP Contract Tracker to manage Contracts and Compliance on Microsoft (Office) 365

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