Implementor’s Story: Configuring Contract Workflows for Higher Education

02/8/19

Contract workflows for higher education

The Challenge: Missed Renewals and an Inefficient Process

CobbleStone’s award-winning contract management software, Contract Insight™, is a fully configurable system, able to meet any industry’s needs with a few configurations.  Both large and small educational institutions, from community colleges to leading universities, use Contract Insight as their preferred education contract management software.  Learn from this real-world example how one of Washington’s largest higher education institutions chose Contract Insight as their contract management system and utilized the user-friendly software’s configurability to set up the system to meet their needs.

A public institution of higher education, consisting of tens of thousands of students each year, was facing the challenge of how to effectively alert certain Contract Insight users when a contract was up for renewal.  Deadlines and payments were being missed, causing process bottlenecks, and the university felt they were losing control of contract timelines. 

It’s important for universities to be aware of contract-related deadlines as they deal with countless vendors, partners, and other counterparties.  Ensuring the university’s staff gets notified of renewal dates was extremely important to the university and they needed a solution that would provide that functionality.

The Solution: Contract Workflow Configurations and Alerts

Roman, a Contract Insight Implementor at CobbleStone, helped the university by showing them how to easily configure their contract workflow criteria so that when a contract is up for renewal the correct parties are notified.  The university was able to apply this knowledge and recreate additional steps independently, adjusting their system as needed. Now, every time a contract is up for renewal, the appropriate parties are notified via email, and in their contract management system dashboard, giving them ample time to take action.  This educational institution can now focus on workday tasks with ease, knowing they will be notified next time they have a contract renewal approaching.

About the Implementor

Roman has been a software implementor at CobbleStone since 2015 with experience working forRoman From CobbleStone Software leading online service providers as a technician.  He works with clients during optimization sessions, handling about 30 unique situations every month.  He finds Contract Insight’s Ad-Hoc Reporting feature to be especially useful to the clients he works with and always looks forward to helping organizations take full advantage of the software features Contract Insight has to offer.

Contract Insight for Educational Institutions

With CobbleStone’s Contract Insight contract management software, colleges, universities, and school systems can eliminate process bottlenecks, standardize contract authoring, and simplify cross-departmental contract management.  Public educational institutions can use Contract Insight for better transparency and accountability for public contracts, records, and documents.  Contract Insight makes it easy to comply with FOIA (Freedom of Information) requests and regulations by using a Public Access Portal, providing the public with a self-serve tool to retrieve the information they need.

Contact us today to take advantage of training with CobbleStone.  Take full advantage of your Contract Insight system by learning how to effectively use advanced features of our software and new release updates.

Request a CobbleStone Software Demo

Rosemary Shields

Written by Rosemary Shields

Rosemary Shields is a Marketing Coordinator at CobbleStone Software.

Post a Comment

Website Graphics_Collage for Website Module copy
RESERVE MY SEAT
REGISTER TODAY

Lists by Topic

see all