Contract generator

data

Objective

A medical company needs to update the result of negotiated prices in the central IT systems and prepare the contract/proposals to be sent to the customer. Previously, this was done in a manual process that was both labour-intense and error-prone. The client sought an automated solution in order to simplify the workflow, while at the same time improving its effectiveness.

2

Technical solution

An Excel-based tool designed to:

  • Import data from sales negotiation tool
  • Create upload files for central IT systems with one-click functionality
  • Create contracts (in MS Word), based on a configurable contract generator
  • Allow detailed customization per contract
impact

Result

  • Full process (data import/upload, contract creation) was automated, taking employees minutes instead of 4-6 hours per contract
  • Contracts were standardized and aligned with the Legal department, reducing legal risk significantly
  • Flexible, easy-to use contract configurator allows ongoing adjustment of all four contract types.
Industry
Healthcare & Pharma
Tool type
Custom-made tools
d2i effort
15 days
Tools involved
Excel
Word
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