How Utah tracks contracts negotiations
- By Sara Friedman
Negotiating contracts for 16 grants and incentive programs keeps the Utah Governor’s Office of Economic Development busy. Although it tracks a wide range of GOED programs ranging from outdoor recreation infrastructure to technology startups, the agency doesn’t have the staff or resources of large organizations.
Using Salesforce customer relationship management tool, GOED officials can manage the awards, but they found that without a dedicated contract management tool, some contracts got lost in the shuffle of routine business or stalled in the negotiation process, which created more work for staff who had to redo contracts.
Working with Conga, an application provider for Salesforce users, GOED can now manage the entire contract process through Salesforce, enabling electronic signatures through DocuSign and integrating information from a variety of sources.
Conga Contracts provides a cloud-based add-on to Salesforce that keeps track of the negotiation process rather than relying on tracking changes in Microsoft Word.
“Under the old system, one party could forget to turn on the track changes which necessitates a line-by-line comparison for due diligence by our legal team,” GOED’s Salesforce Administrator Jaron Janson told GCN. “It was a time-consuming process and hard to keep track,” he said.
Now, workflows changes can be automatically reported in real time to all agency officials involved. GOED estimates Conga Contracts will improve contract generation by 30 to 40 percent, with further improvements expected to the negotiation and conclusion phases.
“It increases the efficiency and also provides better analytics for the agency in terms of determining where the contracts are in development and being able to track how the negotiation process unfolds,” Janson said. “We are able to do the complete delivery process through Salesforce for all of the different programs that we have.”
Sara Friedman is a reporter/producer for GCN, covering cloud, cybersecurity and a wide range of other public-sector IT topics.
Before joining GCN, Friedman was a reporter for Gambling Compliance, where she covered state issues related to casinos, lotteries and fantasy sports. She has also written for Communications Daily and Washington Internet Daily on state telecom and cloud computing. Friedman is a graduate of Ithaca College, where she studied journalism, politics and international communications.
Friedman can be contacted at firstname.lastname@example.org or follow her on Twitter @SaraEFriedman.
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