Automating Contract Management Workflow Template

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Save time and boost efficiency by automating recurring contract management tasks. This template guides you through identifying, prioritizing, and automating key tasks to free up time for strategic activities.

By implementing these workflow automation templates, Contract Managers can enhance productivity and focus on high-value tasks that drive business success.

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Automating Contract Management Workflow for Priority Matrix

Automating Contract Management Workflow in Priority Matrix

Streamline recurring contract management tasks with workflow automation templates.

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Proposed Tasks

Critical & Immediate

  • Create a Test Workflow
    ☐ Create a test workflow for a simple task ☐ Test the workflow to ensure it is functioning as expected
  • Identify Recurring Tasks
    ☐ Identify all recurring tasks in the contract management process ☐ List down the frequency and time taken for each task
  • Prioritize Tasks for Automation
    ☐ Based on the frequency and time taken, prioritize the tasks for automation ☐ Consider the complexity of the tasks as well
  • Refine the Test Workflow
    ☐ Based on the test results, refine the workflow ☐ Repeat the testing and refining process until the workflow is satisfactory

Important but not Immediate

  • Create Workflows for All Priority Tasks
    ☐ Create workflows for all the prioritized tasks ☐ Test each workflow ☐ Refine the workflows based on test results
  • Research Automation Tools
    ☐ Research different tools that can be used for workflow automation in contract management ☐ Compare their features, cost, and ease of use
  • Select Automation Tool
    ☐ Select the most suitable tool based on the research ☐ Consider getting a trial version if available

Less Important but Immediate

  • Implement the Workflows
    ☐ Implement the workflows in the contract management process ☐ Train the team on using the workflows
  • Monitor the Workflows
    ☐ Monitor the workflows for any issues or inefficiencies ☐ Make necessary adjustments

Less Important & Not Immediate

  • Evaluate the Impact
    ☐ Evaluate the impact of the workflows on time savings and efficiency ☐ Adjust the workflows if necessary based on the evaluation