The ICI Experience for Microsoft Teams and provides the ability to manage contracts within Microsoft Teams to improve collaboration across teams and contract stakeholders. Accessing the ICI platform within the worlds’ fastest growing collaboration tool helps teams:
Gain visibility into contract actions and exceptions with automatic Teams notifications and alerts.
Leverage conversation agents to perform contract management tasks.
Use rich cards to inject contractual data into comments and notes.
Guide users to perform a variety of contract management tasks, using BOT input menus.
The ICI Experience utilizes the Icertis Contract Management Lightning Ready Salesforce app available on the Salesforce AppExchange. This app allows Salesforce customers and users to access the Icertis platform’s functionality from within Salesforce to:
Create and process self-service contracts from within accounts, opportunities or quote screens.
Make use of structured forms to speed contract creation.
Enable contract management functionality across a variety of use cases.
Stay up-to-date with chatter notifications on contract milestones.
Leverage a rules-driven engine to govern contract authoring, workflow and approvals.
Get real time visibility into contract milestones without leaving the Salesforce application.
The ICI Experience for Workday provides access to the ICI platform directly from the Workday application. With contract management seamlessly integrated into the procure-to-pay process, sourcing professionals gain the ability to:
Manage the data, policies and processes for procuring goods and services: from requisitioning to awarding, and from contract authoring to analysis.
Identify and assess risk by automatically tracking commitments, expiries, deviations and other contract obligations from within the Workday interface.
Provide a consistent user experience across both applications with shared foundations, such as inherited security policies.