Contract intELIEgence

User Guide

About Contract intELIEgence

Contract intELIEgence is a cloud-native, multi-tenant Contract Performance Management platform designed for organisations that need to create, manage, monitor, and optimise contracts across their full lifecycle. It supports both buy-side (supplier-facing) and sell-side (customer-facing) contracts within a single, role-based environment.

The platform covers the entire contract journey — from initial creation (manual, template-based, AI-powered, or bulk import) through active management (SLA tracking, performance monitoring, cost tracking) to governance, approvals, electronic signatures, and service portfolio aggregation.

Key capabilities include: automated RAG (Red/Amber/Green) indicators driven by SLA performance, integration with external databases and Sage ERP, DocuSign electronic signatures, AI-powered contract data extraction, department-based approval workflows, and multi-dimensional cost tracking.

About This Guide

This user guide covers 20 operational modules across five areas: Platform Configuration, Contract Hub, Contract Toolkit, Tracking & Monitoring, and Administration. Each module guide includes step-by-step instructions with screenshots, field descriptions, prerequisites, tips, and troubleshooting.

The guide is organised in two ways. The sidebar on the left lists all modules in setup dependency order — modules you need to create first are at the top. The flow cards below are organised by what you want to accomplish — creating contracts, tracking performance, managing approvals — each showing the module chain you need to follow.

If you are setting up the platform for the first time, follow the Getting Started sequence below. If you are looking for a specific module, use the sidebar. If you want to understand a particular workflow, choose a flow card.

Platform Architecture

PLATFORM CONFIG — Organisation · Users · Notifications · Connectors · Governance · Audit Logs BUSINESS ENTITIES Departments · Suppliers · Customers · Cost Center TRACKING ENTITIES KPI · SLA · Perf Tracker · Cost Tracker · Service Manager External Systems DB · API · DocuSign Manual Template+Builder AI Capture CONTRACT lifecycle · approval · hub Change Request Doc Signature OUTPUT DATA RAG Status SLA Logs Performance Data Cost Data Signed Docs Audit Trail ANALYTICS — Dashboard · Reports · Data Visualisation · System Calendar Platform layers Business entities Tracking entities Output data Analytics
Quick Start by Role

Select your role to see which modules and flows are most relevant to you.

Admin
Full platform access. Set up everything, manage users, configure governance. When assigned as Department Admin, approve contracts for that department.
Super User
Create contracts, configure SLAs and tracking. Contracts require Admin approval.
End User
View-only access to contracts and data in your assigned department.
Customer
External portal access — view your sell-side contracts and invoice profiles.
Portal: My Contracts, My Profile
Receives: DocuSign NDAs, contract notifications
Supplier
External portal access — view your buy-side contracts and MOU status.
Portal: My Contracts, My Profile
Receives: DocuSign MOUs, contract notifications
First-time setup
Complete these modules in order before creating contracts.
Contract Creation Flows
Manual contract creation
Create buy-side or sell-side contracts with full field control.
Supplier/CustomerContractSLA assignment
Template-based creation
Standardised contracts from Word templates with DocuSign.
AI contract capture
Upload PDF, AI extracts data, sync to create contract.
PDF uploadAI extractionSyncContract
Bulk import
Import contracts, customers, suppliers, departments from Excel.
Download templateFill ExcelImport
Monitoring & Tracking Flows
SLA & RAG tracking
Monitor contract health with SLA rules driving RAG indicators.
Performance tracking
Track KPI metrics over time with trend charts.
Cost tracking
Monitor usage costs per commodity, location, department, user.
Service portfolio
Group contracts into services with aggregated RAG, cost & alerts.
ContractsService ManagerService Flow
Governance & Change Flows
Department approvals
Super User → Department Admin approve/reject workflow.
Change requests
CCR to change contract value or end date with approval.
ContractCCRApproval
Document signatures
DocuSign flow for contracts, NDAs, MOUs.
BuilderDocuSignDoc Signature
Analytics & Insights
Dashboard
At-a-glance portfolio summary — contract counts, RAG health, upcoming expiries, financials.
Dashboard — the first screen after login
Reports
Predefined standard reports and custom ad-hoc report builder.
Reports — standard + custom cross-module reports
Data Visualisation
Interactive hierarchy graphs, side-by-side comparisons, and portfolio performance views.
Data Visualisation — explore contract relationships visually
System Calendar
Consolidated calendar of all key dates — contracts, services, reviews, expiries.
System Calendar — aggregates dates from all modules