endorsedOngoing

Contract Management System Development for SaaS Provider

Services Covered:

Custom Software Development • DevOps

Industry

Software Development

Duration

67 months

Budget

50K - 199K

Start Date

1 January 2021

Team Size

1-5 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

76/100

Good

Project Capability Score (PCS) estimates how capable Sedin Technologies is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

CTI Solutions Inc

Vancouver, United States of America

Project Summary

Sedin Technologies developed a contract management and royalty accounting system for a SaaS/licensing provider, creating ContractPort records, an Excel business-plan template and integrations that automate conversion from business plan to deal memo to contract. The system integrates with a product-approval system (ProofTrak), processes licensee sales files and provides BI analytics dashboards. Sedin provided a local project manager (coordinating with an offshore PM), daily meetings and responsive collaboration, delivering a comprehensive solution that gave the client an edge over competitors.

Key Challenges

Develop a best-in-class contract management and royalty accounting system.
Add best-in-class BI analytics to the existing suite of applications.

Project Deliverables

Contract management system (ContractPort) with Salesforce feed
Business plan Excel template
Document upload and data extraction into ContractPort
Deal memo and contract generation workflows
Product approval integration with ProofTrak
Sales file processing and error reporting
BI analytics engine and dashboards

Project Solution

Built a complete contract management system integrated with a Salesforce feed to create records in ContractPort; implemented an Excel-based business-plan template for licensees, document upload and automated data extraction into ContractPort. Implemented workflows to convert business plans into deal memos and contracts, integrated contract data with the Product Approval System (ProofTrak) to manage product approvals and SKU synchronization, automated sales-file processing with error reporting, and delivered BI analytics dashboards. Project delivery included a local project manager coordinating with an offshore PM to facilitate discovery and daily collaboration.

Project Outcome

The client gained a more comprehensive system with more features than competitors, providing an edge in pursuing new business.
Local and offshore project management reduced ramp-up time and improved responsiveness through daily coordination.

Platforms

SaaS
CRM
Cloud

Tech Stack

Salesforce

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Sedin Technologies delivered a comprehensive system with the required features and the ability to wrap around the client's customers' needs. The team provides a local project manager who holds daily meetings with the client and leads to efficient collaboration. Sedin Technologies is responsive.”
Michael Jacobs
Business Development Manager
Date: 01/15/2024