Streamlining Contract Creation Process Using Component Interface
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Posted by Quest Customer Learning Team
- Last updated 12/10/23
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Presented at RECONNECT Dive Deep 2021
Session ID: 100790
Contract entry has become a very long and daunting process as our customer contracts are getting more complicated. To address this challenge, we implemented a csv file upload process to create contracts utilizing Component Interface. The new process has saved our company many hours of manual work every month. This presentation will discuss why we needed to implement the new process and show how we got it done.
Objectives:
•The manual entry of a contract was taking more than 30 hours of user’s time.
•We implemented a csv upload process which uses 10 different component interfaces to create contracts, add amounts and discounts, rev plans, bill plans, projects, milestones and renewals.
•Challenges –
•Lack of real time contracts to test in lower environments as the associated projects did not exist there.
•We had to add a lot of validations to the process to avoid process failures.
Presented by:
Jyotsna Sajja, Jack Henry & Associates
Cheryl Prifti, Jack Henry & Associates
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