Contract Review

Reduce risks while meeting your customers' expectations

Ensuring your entire team is on the same page about customer orders and agreeing delivery times isn’t easy. That’s why we’ve created this solution – to help you reduce risks and future liabilities. It makes contract review easy to complete on even if you can’t find time to meet. And there’s no more ambiguity on what was promised to the customer or disagreements on delivery dates.

With Unifize, every contract review is a dedicated conversation. That makes it easy to bring the right teams, like engineering, production or quality, into the conversation. Import POs , contracts, terms or complaints as inputs. Keeping on top of due dates and assigning accountability is a breeze. Our customizable checklist captures delivery dates, products, quality inspections and other terms. Create tasks for any special items you need to track, and assign ownership to the right person. And it connects to other processes like customer inquiries, feasibility and APQP.

Manage all your contract review records with charts by owner, status, or due date. Create special charts or reports based on underlying data, like customer, or product type. Implement continuous improvement by reflecting on your contract review process to see what worked, and what didn’t.

Built for Contract Review

Manages the core contract review process, including the following steps:

  • Requirement definition
  • Feasibility analysis
  • Risk analysis
  • Corrective & preventive actions
  • Order acceptance
  • Work order creation
  • Customer/sales clarifications

Key capabilities - we've covered everything

Create a cross-functional team

Each contract review is a real-time conversation. Specialist teams can added manually or automatically.

Create accountability for each contract review

By assigning ownership to each contract review, you can make sure that everyone is on the same page.

Create and resolve clarifications

Each clarification is a distinct conversation, which ensures everything is transparent and on time.

Create stock indents for special materials

Some POs require custom parts. Place and execute stock indents from within each contract review.

Identify risks and create mitigation plans

Whenever risks on delivery, price or capability are identified, add them to a checklist and define preventive actions.

Create work orders on completion

When processes are related, it adds context to the production and engineering teams. Helps implement corrective actions.

Make deliverables and due dates unambiguous

Since data and conversations are fully traceable, there is no more passing the buck on deliverables and due dates.

Manage contract reviews on a dashboard

Drill down into contract reviews that are taking too long. Spot cycle time trends - and figure out the bottlenecks.

3x reduction in process cycle times

85% fewer email follow-ups

Drive single-point accountability

70% fewer meetings and prep. time

100% visibility on a single system

Process efficiency

Collaborate around processes faster and more effectively

Focus on one objective at a time with a distinct conversation for every process record

Improve response times and reduce email clutter with real-time, asynchronous chat

Measure wasted time in conversations using for every record

Building teams

Drive ownership across multiple teams

Get the right people focusing on the right problem with a dedicated team for every record

Increase accountability and improve outcomes with negotiable & transparent ownership

Identify bottlenecks and balance your team’s load using owner-wise progress charts

Data collection

Improve speed and reduce errors with collaborative data entry

Bring data collection to every conversation using configurable forms

Identify data errors in real-time using conversational data-entry notifications

Improve traceability and compliance using printable forms and QR codes that permanently link back to Unifize

Rapid adoption

Increase engagement inside and outside the organization

Work from the shop floor, the office or remotely on a cloud-based mobile and desktop application

Extend the application to suppliers and customers using interactive emails and compact partner portals

Measure adoption and usage of individuals across multiple usage parameters with user analytics

Reduce follow-ups

Help your team know what to do, when and why

Bring clarity to every team member on their pending tasks and priorities on the intelligent control center

Enable better context and eliminate conflicts with flexible due dates, status and priority

Reduce the headache of coordinating and following up with proactive, automated reminders

Actionable insights

Get end-to-end visibility of all conversations and process data

Understand processes and progress trends using configurable charts and dashboards

Dive deeper into roadblocks or data using drill-down snapshots and click-through conversations

Conduct further analysis on your favorite tools by downloading to spreadsheets

Easy configuration

Get setup or modify any process with a few clicks

Easily map to your existing processes and make rapid changes with configurable process templates

Enable data collection by adding configurable forms to each process

Create workflows with automatic team creation, custom statuses, and process triggers

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