Improving Contract and Advanced Document Management with SharePoint and Shareflex including compliant archiving

Overview:

This webinar demonstrates how to transform SharePoint into an enterprise-grade contract management system using Shareflex. Learn to design metadata-driven contract repositories, implement automated approval workflows, establish compliant retention policies (GoBD, GDPR, SOX), and create audit-ready archiving processes. Through live demonstrations, discover practical solutions for version control, expiration notifications, value-based approval routing, and ERP/CRM integration-while understanding when specialized tooling delivers ROI beyond native SharePoint capabilities.

Why you should Attend:

Your contracts are managing themselves-and that's the problem. Million-dollar agreements sit in personal OneDrive folders with no renewal reminders. NDAs are shared with wrong people. Auto-renewal clauses roll over at unfavorable terms because nobody's tracking expirations. Legal can't find executed versions. Finance acts on outdated terms from email attachments. When auditors demand contract history with compliant retention proof, you'll scramble through dozens of sites with no audit trails. One missed compliance requirement triggers penalties. One unauthorized modification invalidates millions in legal protections. The question isn't whether your contract chaos will cost you-it's how much you'll lose before implementing proper governance.

Areas Covered in the Session:

• The Contract Management Challenge: Why generic SharePoint document libraries fail for contract governance and the business case for specialized solutions
• Shareflex Architecture Overview: How Shareflex extends SharePoint capabilities while maintaining native user experience and avoiding customization technical debt
• Metadata-Driven Contract Repositories: Designing content types, managed metadata, and custom properties that enable advanced search, filtering, and automated workflows
• Automated Lifecycle Workflows: Building approval routing based on contract value, department, and risk classification; triggering renewal reminders; managing amendment cycles
• Version Control & Amendment Management: Tracking contract iterations, maintaining audit trails for changes, linking amendments to master agreements, and preventing unauthorized modifications
• Compliance & Retention Policies: Implementing GoBD-compliant archiving for German organizations, GDPR-aligned retention schedules, legal hold capabilities, and immutable record management
• Advanced Search & Discovery: Enabling legal and procurement teams to quickly find contracts by party, value, expiration date, clause type, or custom business terms
• Integration Patterns: Connecting contract repositories to ERP systems for purchase order validation, CRM for customer agreement visibility, and finance systems for revenue recognition
• Notification & Alert Automation: Setting up expiration alerts, approval deadline reminders, milestone notifications, and escalation workflows for overdue reviews
• Reporting & Analytics: Building executive dashboards for contract portfolio visibility, tracking obligations and commitments, analyzing supplier performance, and monitoring compliance metrics
• Migration Strategies: Moving existing contracts from file shares, legacy systems, or scattered SharePoint sites into structured Shareflex repositories
• Security & Permissions: Implementing role-based access control, confidentiality classifications, Chinese wall scenarios, and external party limited access
• User Adoption Strategies: Leveraging familiar SharePoint interfaces while introducing power-user features; training approaches for legal, procurement, and business users

Who Will Benefit:

• Legal Operations Managers & Legal Department Leaders
• Contract Managers & Contract Administrators
• Procurement Directors & Sourcing Managers
• Compliance Officers & Records Managers
• SharePoint Administrators & Architects
• Information Governance Managers
• Enterprise Content Management (ECM) Specialists
• IT Directors overseeing document management initiatives
• Finance Controllers (contract-to-cash visibility)
• Risk Management Officers
• Business Process Owners (Legal, Procurement, Sales Operations)