Often one of the most rewarding parts of digital transformation is the ability to create key business data. After implementing a digital contract lifecycle management system you will have lots and lots of data at your disposal. This article looks at how you can use Microsoft Power BI to analyze the data to make informed decisions.
You can quickly create reports which link directly to your information. In the example below the contracts for a particular legal entity are filtered with the click of the mouse. The information that was imported into MS Power BI includes a link to the…
The book No Cost Contract Automation (LegalBot Press, IBSN 9783952540800) proposes a different approach. Build your own! The latest advances in no-code / low-code software like Microsoft’s Power Automate make this possible without professional IT help.
The book provides a blueprint and step-by-step instructions on how to build your own digital contract lifecycle management system. If you complete all the steps in the book you will have a complete system ready to use. There are no limits to the system. You are free to develop, change, add or adjust it as much as you want. The result is a fully…
Do you need to create a wildcard search in Microsoft PowerApps. There is no native support for wildcard searches in PowerApps. But below is one possible solution on how to make it work.
ForAll( Split( TextInput.Text, “*” ) As SplitMe,
Collect( newCollection, Filter( [Your Data Source], Trim(SplitMe.Result) in [Your Data Source Column])
If you are still using email approvals in your company you should stop. In no time at all you can build a sophisticated approval system using the built in Approval connector in Microsoft Power Automate.
Why use Power Automate for approvals?
Reason 1: It’s free (if you have Microsoft 365 Business then you already have it)
Reason 2: Email, Smart Phone app with notifications and Teams. Power Automate integrates into multiple communication channels.
Reason 3: Dynamic approval routing. No more hard coding of approval routing. You can use Power Automate to build dynamic approval routing based on logic.
It happened again! You missed the notice period of your contract. You can stop this from happening by setting up an automatic reminder notice.
Chapter 9 of the No Cost Contract Automation book shows how you can configure your existing Microsoft 365 for Business software to send notification emails. This is the most asked for feature of a contract management system. In this article we’ll take a closer look at how you can create it.
The first thing we set up is a reminder date column in the contract data record.
To use the HTTP Connector in Power Automate you need a premium license. I figured out an awesome hack that lets you send an HTTP request to APIs without the premium license. The only limitation is the REST API needs to be without any authentication.
To set up the feature we will use the OneDrive for Business “Upload file from URL”. I find this connector is really useful in general even when used without this hack. You can use it to download any file that is publicly available on the Internet. This includes web pages.
To set up the REST…
A common question that comes up when building PowerApps is whether it is possible to use SharePoint as a data source. The answer is yes. However, when you have lots of data — over 500 rows — there are some limitations. I have applied these principles in the official PowerApp for my No Cost Contract Automation project.
In the test shown in the GIF below we have a scenario with 10,080 rows of data being imported into our PowerApp from a SharePoint list. There are 268 companies / customers and 168 of those companies each has several projects (60 in…
When I first started working with contract automation over five years ago I was searching the Internet for ways to automatically insert text into Word documents. All I could find was demos and video instructions using Visual Basic, Building Blocks or other complicated methods to insert fields. These methods did not work for me. Either they needed me to learn a new programming language, which took way too much time, or they did not achieve the flexibility I needed.
I wanted to be able to have other people enter information directly into the contract templates. I had lots to do…
For the past two years I have been using Microsoft Power Automate to automatically deliver standard emails both internally and externally. The reason I started working this way was because I wanted to speed up some admin type work that took a lot of time. This article looks at some of the advantages and disadvantages of using Power Automate as well as the structure of some example automatons.
Power Automate is an automation service that lets you create workflows not only between Microsoft apps (e.g. Outlook, Word, Excel, file storage)…
Computers can process information a lot more quickly than humans. If you can make computers work for you when drafting contracts you will drastically speed up your contract drafting.
The key types of information you need for contract drafting are document format (e.g. templates), party details, commercial details and alternative clauses. Think about where you keep all those details today. To set up an efficient contracting process you should have that information at your fingertips.
One example is agreement templates. Most people use templates and would never dream about starting an agreement from scratch. But how long does it take…