Value-Added Services

Integration

UpsideLive’s flexible interface can be integrated with many existing applications to complement your business processes. Our trained IT Specialists will guide you through the integration while providing feedback on how to effectively manage and maximize the benefits of your joint application. We aim to make the end result as seamless as possible with little or no maintenance. Working with what you already have only makes sense – let us integrate your application(s) with UpsideLive to enhance and augment your capabilities.

Some commonly integrated applications include:

Enterprise Resource Planning (ERP) / Financial Systems:

• SAP
• PeopleSoft
• Oracle
• Microsoft Dynamics
• Quicken Products
• Agresso

Customer Relationship Planning (CRM):

• SalesForce.com
• Siebel
• Pivotal

UpsideLive has connectors that allow for integration to virtually any system. For more details on integration possibilities, please contact the UpsideLive Technical Support Center at LiveInfo@UpsideLive.com

Data Migration

We understand that you want to get up-to-speed and use UpsideLive / UpsideLive LITE for your contract needs as soon as possible. This is why we offer an automated Data Migration service to help you enter your contracts into UpsideLive / UpsideLive LITE. For organizations needing customized or individualized migration services, UpsideLive / UpsideLive LITE has a dedicated data migration team that can assist. Please contact the Customer Support Center at LiveInfo@UpsideLive.com.

UpsideLive Contract Service Offerings – Doing More with Less

UpsideLive users are invited to take advantage of the following services that drive the concept of “doing more for less” – by offering the ability to bring order and administration to volumes of contracts and other documents at a vastly reduced cost. Services are provided by our alliance partner, UnitedLex, the leader in contracts consulting, analytic and outsourcing solutions. For more information about UnitedLex services, please contact LiveInfo@UpsideLive.com.

Level I – Services that are highly relevant to the organization of your contract data and that maximize the initial use of your UpsideLive contracting environment:

A. Contract abstraction / data entry
Your contract data is summarized and/or uploaded into the desired data repository. Software tools and, when necessary, trained paralegals and lawyers provide for the review and summary of your data to maximize the value and usability of the information.

B. Template cleansing
UnitedLex lawyers review the complete range of your contract templates and provide best practice supplemental and/or alternative clauses to drive consistency and efficiency – and maintain alignment with company risk and business development objectives.

C. Template population (providing best of breed forms)
Best practice standard contract templates are provided to address the fundamental business contracting needs of your company. The standard templates may be downloaded from the UpsideLive environment and may be used “out of the box” or customized to address specific company needs.

D. Risk review/compliance/conformance
UnitedLex lawyers review small to large volumes of contracts according to defined business and legal rules, noting conformance to risk and other business parameters. Deviations are noted and summarized, and follow up action is taken based on corporate objectives.

Level II – Services that are highly relevant to UpsideLive users in the day-to-day aspects of their businesses:

E. First draft contract creation based on basic terms (using agreed upon templates)
UnitedLex contract professionals work on your behalf to prepare first draft contracts – adding bandwidth and capability to your team - within approved corporate guidelines. Drafts are created based upon system templates and carefully designed checklists. Company attorney involvement occurs only when internal or external users request terms outside of the defined parameters.

F. Individual contract administration - coordinating the cycle until signing
UnitedLex contract professionals help manage your contract lifecycle through signing – by understanding the key steps within your contract process and ensuring proper terms and approval are obtained before presentment for signature – freeing up internal resources to focus on more value-added tasks.

G. Negotiation (based on defined, limited parameters)
UnitedLex contract professionals interact with your business partners and customers to drive contracts to completion. All actions occur within defined ranges of risk and business objectives. Your company legal team members review and approve for final signature – after all the administrative aspects have been completed.

H. Change control & admin
UnitedLex contract professionals manage most post signing administrative functions, including amendments, assignments and renewal notification and resolution. Most companies do not address these areas in a complete, consistent and systematic fashion – leading to discrepancies and loss of opportunity.

I. Contract perfection (ensure all elements are present/complete) and upload
UnitedLex contract professionals review all contract terms and confirm that elements for completion and signing are present – all open items are tracked, monitored and managed to drive completion in corporate approved time frames.

J. Ongoing input of third party forms
Database integrity, completeness and accuracy are maintained with the input of all third party agreements to your data repository. Through automation or manual entry depending on complexity, each agreement is reviewed and uploaded according to approved corporate guidelines – with the result that you never miss or have to hunt for an agreement.

K. Service Level Agreement (SLA) management
UnitedLex lawyers and other contract professionals monitor contract SLAs to ensure that bargained for value is received and that payment only occurs when an obligation arises. Contracts ranging from simple to multi hundred page outsourcing agreements are monitored according to contract terms – and necessary outreach and, as necessary, steps around change control are taken to ensure contract compliance.

L. Termination and close out
UnitedLex contract professionals review and monitor agreements about to expire or that have expired and ensure the proper resolution and execution of close out steps – including the return of confidential information or materials and that final payments are received as applicable. Risk and unintended liabilities are eliminated.

M. Monitoring and reporting
UnitedLex contract professionals monitor and track the post execution lifecycle and provide complete contract transparency to company legal and business resources. Consistent dashboard and other detailed contract reporting provide company legal and business professionals the ability to make timely and value add decisions.

N. Auto offer outreach to third parties
UnitedLex contract professionals review key contract provisions for date triggered or program/campaign designed sales opportunities – sales opportunities are identified and salesperson follow up is triggered.

O. RFP monitoring and response
UnitedLex contract professionals monitor all relevant websites and web postings for RFP opportunities and present to internal sales or administrative teams. UnitedLex contract professionals can then prepare the bulk of standard response items to dramatically accelerate RFP response times.

P. Renewal monitoring and processing
UnitedLex contract professionals monitor and process each renewal opportunity according to business objectives.

Q. Mass agreement review (M&A / post merger integration)
UnitedLex lawyers and other contract professionals are able to review large volumes of documents relating to merger and acquisition activity and upload to your Upside Live repository – as part of diligence or post merger integration. Diligence and integration teams have real time access to the information they need to drive greater deal efficiency and effectiveness.

R. Rebate / fee management
UnitedLex contract professionals ensure proper channel and customer management – accordingly, all rebate and fee related contract provisions are monitored and validated and, as appropriate, facilitate administrative billing and/or refund processing.

S. Novation / Third party transition
UnitedLex lawyers and contract professionals address the challenge of volume based contract novation and the full range of assignment activity. These services greatly accelerate and simplify the process of migrating and/or optimizing small to large contract portfolios.