Boards for Contract Renewals

[Stephen.whittle]

We use boards a lot in our org but mainly in the context of requests however, in this instance we have created a board for the lifecycle management of our contracts specifically tracking progress of renewals. 

My question is, can we use advanced logic to automatically add a contract items to a respective board lane (two lanes on the left highlighted) using some criteria such as contract end date -N and an where statement for specific contract value for the 'High Value' lane. The idea being all contracts of a value of less than say £150k and were due for renewal in <3 months would appear in the '3 months or less' lane. Any contracts with a value of >£150k and were due for renewal in <6 months. When doing this with requests we can use the BPM to drive this logic but obviously do not have a BPM managing our contracts. 

If this is not possible then we would use a report to send us the desired two outputs and manually move them to the correct lane. I wanted to check the art of the possible before we invest any effort in that manual process to reduce the overhead on our contracts manager. 

[AlexTumber]

@Stephen.whittle thanks for your post.

As you say there is no current use of business processes within Supplier Manager. This will change when we introduce lifecycle processes (as they are in Document Manager) although this is currently planned as an enterprise only feature. Once lifecycle processes are available, we will have the ability to offer the functionality and logic required to automatically move cards across a board.

In the short term, the only thing I can recommend is the contracts expiry report which can be found on the supplier contracts landing page. This gives a view of how close the contracts are to expiry, regardless of value.

Alex

[Stephen.whittle]

Thanks for such a quick response. I thought this would be the case so will proceed with the report driven approach. 

[Gerry]

@AlexTumber

The other alternative would be to add a "boards style" view of contracts based on some dynamic criteria like we do in the tasks and a couple of other places. I can see that being very useful as a visual aid for contract management. 

Gerry

 

[AlexTumber]

Yes that's certainly possible. I will feed back the requirement to our product and development teams.

Alex

[Stephen.whittle]

Thanks both, if you are able to keep us updated in this chain re any timelines when appropriate I would be grateful. 

[Gerry]

@Stephen.whittle

Upcoming feature in the new admin solution center is our published roadmaps so you will be able to see everything thats in the pipeline. 

Gerry

[Stephen.whittle]

@Gerry Music to our ears! This has been something I have been feeding back for some time. Normally chewing @DanielRi's ear off about things like this! 

 

@Adrian Simpkins for awareness

[Gerry]

@Stephen.whittle

Each application will get something that looks like this, you will be able to see whats in the accepted backlog, the 90-day commit, whats in progress and what has been completed in the last 90 days.  Lots of customers have been asking for this, so its nearly here... not all apps will have this straight away, but we our expanding each project to include this information. 

Gerry