Document assembly and contract automation specialists

Contract lifecycle management using DealManager

Exploit the critical business information within your contracts.

Manage the information in your contracts over their lifecycleDeal Manager is an enhanced user interface to Business Integrity’s DealBuilder product set which exploits the unique metadata and transaction management functions of DealBuilder Server. It is an entirely web-based application that provides a customizable workspace in which users can create, manage and analyze documents, throughout their lifecycle.

The workspace is entirely configurable and provides users with functions to create, edit, redraft, approve, analyze and report on documents and the business information that is held within them.

Deal Manager is designed to integrate easily with other information and content management systems. It can be deployed in its own right as an independent application. Alternatively it can be used as an application design template within another host system.

Business Integrity has broad experience in integrating its products in this way. Projects successfully undertaken include all the leading document and content management systems, case management and workflow applications, Enterprise Resource Planning (ERP) tools and Customer Relationship Management systems.


Contract management solutions

Architecture
Deal Manager is an entirely web-based interface to DealBuilder Server to provide enhanced document creation and document metadata management.

Customization
Deal Manager's look-and-feel is controlled by a set of cascading style sheets, as well as easy-to-use Microsoft .NET web page controls.

Integration with DealBuilder Server
Deal Manager presents a wrap-around web interface for communicating with DealBuilder Server and offers pre- and post document creation functions to the user. Deal Manager communicates with the DealBuilder Server through a standard COM interface. To offer a complete Microsoft .NET web application, Deal Manager bypasses the use of DealBuilder Server's standard set of ASP pages and re-implements these using Microsoft .NET web forms applications.

Deal Manager Custom Integration
Deal Manager is entirely written using Microsoft .NET web programming technology, and can be integrated to existing information systems using standard .NET methodology.

Data
Custom extension of Deal Manager can be implemented using Microsoft .NET methodology, which means that any data transfer methods supported by Microsoft .NET framework can be considered. These include data retrieved from database or xml files.

Security
The security model is based on the standard Microsoft .NET features and Windows integrated security.

Deal Manager Functions
Create, view, edit business or process specific projects, each of which can contain a cluster of metadata and associated documents Version control of the data used to create and update documents, mail-based routing.

Document Output Formats
Deal Manager uses the standard DealBuilder Server for document generation, which supports the direct generation of RTF, HTML, XML and TEXT formats. An additional add-on component handles the generation of .pdfs.

Technical info on our contract management component

Web Application Server

Minimum hardware requirements and software options for the database server to support the Deal Manager application server:

  • Intel Pentium 4 (or equivalent) 2.0GHz
  • 512Mb RAM
  • Windows 2000 Server / 2003 Server

Recommended for the Web Application Server in an operational corporate wide deployment:

  • Intel Xeon Dual Processor 3.0GHz or similar
  • 1Gb RAM
  • Windows 2003 Server
  • IIS 6.0

Database Server

Minimum hardware requirements and software options for the Deal Manager database server:

  • Intel Pentium-4 2.0GHz or similar
  • 512Mb RAM
  • Windows 2000 Server / Windows 2003 Server
  • Microsoft SQL Server 2000.

Recommended hardware requirements and software for Deal Manager database:

  • Intel Xeon Processor 2.0GHz or similar
  • 1Gb RAM

SQL Server 2000

 

 

 

 

 

 

 

Business Integrity - Leaders in document automation, document assembly, contract lifecycle management