IAM Accelerator – Contract Management Plans
What it is: structured, approved and versioned plans for managing, implementing and concluding the contract.
How it works
- Three plan types: Management Plan (activities and frequencies per management area), Implementation Plan (start-up checklist), Conclusion Plan (closing checklist).
- The Management Plan is pre-filled from the management level and contract type (Accelerator 2).
- Each plan template comes with standard values per contract type.
- The contract manager adjusts the plan in a Web Form.
- Doc Gen generates the plan document.
- The contract owner approves it through Maestro, recorded with name and timestamp.
- Every new version is stored, so earlier versions stay visible.
- On approval, the planned activities are created in Accelerator 15 and Accelerator 18.
What's prebuilt: three plan templates with standard values; pre-fill logic from the management level; approval workflow; version history; hand-over to the work schedule.
Customer configures: plan structure, standard values per contract type, approvers.
Standard: CMS™ 2.1.1 (finalise plan, obtain approvals) and 4.1.2 (plan contract performance). Also matches local standards that prescribe separate management, implementation and conclusion plans.
Value: everyone works from one approved plan, and every change can be traced.
Back to Docusign.com

