Customizable Client Services

System Planning

Contract Solution Planning Services guide organizations in assessing contract management software needs and requirements. Your organization can benefit from a successful deployment and implementation by leveraging CobbleStone's decades of experience with hundreds of successful contract management software implementations.

Implementation

CobbleStone system admin users can start entering in their organization’s vendors, customers, employees and contracts the same day. For more advanced client’s with complex business rules, CobbleStone offers professional services to assist with implementation and configuration. Our software is flexible and may be configured with user-defined fields, configured workflows, automated alerts.  This helps organization configure the system rules to their specific needs, and we are here to help.”

Training

CobbleStone Software training sessions and courses are available for all of our customers. We provide training that will benefit new users seeking guidance, seasoned users requiring a refresher course, and advanced users looking to tackle some of the more complex areas of our systems.

Support

We provide our clients with a suite of support and maintenance offerings geared to ensuring they take full advantage of Contract Insight™ Contract Management Software. Our support offerings are staffed by highly trained professionals who are always available to ensure that any issues are quickly resolved. CobbleStone support staff is trained to help you and your organization easily adapt and respond to changes in how you do business.

CobbleStone Software System Planning

System Planning

Steps to a successful contract software implementation

Needs Assessment Plan

Our staff of highly qualified contract software professionals will perform an in-depth needs assessment of your organization's current contract management business processes. These assessments usually occur through several meetings with key business users and stakeholders.

Throughout the discovery and information gathering phase, we lay out your contract management processes, existing physical and logical systems, and your actual contracts. Each area helps clarify and identify all necessary elements to ensure an effective and efficient deployment of Contract Insight™. 

We provide proven recommendations specific to your organization by drawing from our history of successful contract lifecycle implementations. These best-practices and recommendations are intended to optimize your utilization of Contract Insight™ in the following key areas:

Vendor Selection & Registration is Easy with CobbleStone Software

Training & System Configuration Plan, Implementation, & Departmental Configuration 

 

Vendor Selection & Registration is Easy with CobbleStone Software

Contract Reporting, Monitoring, & Modeling

 

Vendor Selection & Registration is Easy with CobbleStone Software

Data Conversion/Import Services 

Vendor Selection & Registration is Easy with CobbleStone Software

Contract Data Field Tracking & Contract File Standardizing

 

Vendor Selection & Registration is Easy with CobbleStone Software

Contract Workflow, Dashboard Management, & Task Configuration

 

Vendor Selection & Registration is Easy with CobbleStone Software

Systems Integration Overview

 

Vendor Selection & Registration is Easy with CobbleStone Software

Vendor/Customer Management

Vendor Selection & Registration is Easy with CobbleStone Software

Security, Permissions, & Alert Email Notifications

 

Implementation Plan

Rapid Deployment Methodology

Our Decades of Experience Matters

For larger deployments, a comprehensive implementation plan is provided to your organization, detailing the steps for a smooth transition from your existing contract management system to CobbleStone Software's state-of-the-art Contract Insight™ system. Plans typically reflect a phased implementation approach, however details vary based on your organization's desired time frames for implementation, from installation and configuration to testing, training, and "go live".

CobbleStone's rapid deployment methodology represents decades of experience and feedback from successful deployments of our contract lifecycle management software to organizations of all sizes. We have refined its makeup and utilization to ensure effective, efficient, and consistently high results in streamlining the contract management software deployment process into an easy-to-follow procedure. At CobbleStone, we believe that your success is our success.

Our highly qualified and experienced professionals have assisted CobbleStone Software clients of all sizes with their deployments and implementations. Each of our team members has an in-depth understanding of "best practices" in contracting processes as well as the capabilities of our Contract Insight™ Contract Management Software Solutions. CobbleStone Software offers a proven CLM implementation methodology developed from the ground up for deploying Contract Insight™, with consistent quality and a repeatable positive experience for our customers.

CobbleStone Software Implementation

CobbleStone Customer Support 

Assistance with Contract Insight™ When You Need It

Convenient Support Options

CobbleStone Software provides customers with a suite of support and maintenance offerings geared to ensuring our customers take full advantage of Contract Insight™ Contract Management Software. Our support offerings are staffed by highly trained professionals who are always available to ensure that any issues are quickly resolved. In addition, our support staff is trained to help you and your organization efficiently adapt and respond to changes in how you do business.

CobbleStone Software's support options include:

  • 24/7 Email, Supporting Ticketing Center and Phone Help Desk support
  • Web-based support
  • Web-based access to the latest online documentation

If you are in need of support or assistance with your Contract Insight™ Software Solution, our knowledgeable support representatives are here to assist you!

CobbleStone Software Support

Contact CobbleStone Software

If you need assistance with Contract Insight™, our knowledgeable support representatives are here to assist you.

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