Overview of the Atamis CM module introducing the main features.

Getting contract renewal reminders through the Renewals Dashboard, setting up an email alert for a single contract and setting up an email alert for a group of contracts.

Working with Tasks and Events including creating, updating and closing tasks, using resource planning, creating events (including multi-user and recurring events), using calendars and synchronising with Outlook.

Working with Documents in Atamis incorporating two approaches: Notes and Attachments and Content Libraries (including document previews, version control, document encryption and user access permisions).

Using different types of Contract, creating parent/child relationships and creating custom page layouts for different types of contract (with Record Types).

Creating Contract Variation orders using two approaches: Contract Variations List and Parent/Child Relationships.

Extending contracts using two approaches: updating the Main Contract and creating a separate Extension Contract.

Risk profiling contracts, using the Risk Register, maintaining an Issue Log, and escalating and monitoring Risks and Issues.

Using Atamis Contract Compliance Rules to set the Supplier on a Contract and change the Start and End Dates of a Contract. Also covers: addressing areas of off-contract spend, dealing with duplicate Suppliers and dealing with Suppliers that have many Contracts.

Recording savings negotiated on Contracts and reporting on and forecasting savings.

Recording benefits relating to Corporate Social Responsibility or Social Value, reporting on and forecasting benefits and setting up Benefit Types.

Getting started with Contract KPIs: creating a KPI scorecard template and scheduling KPIs.

Completing KPI outcomes when performance reviews are due.

Tracking contract performance trends and identifying poorly performing contracts.

Using the Supplier Portal to enable Suppliers to enter self-scoring KPIs and service levels; applying Service Credits (penalties and incentives)