Author Archives

I am a software engineer, business and systems analyst, program manager, and technical architect with a passion for delivering business strategy and technology. Over the past 15 years I have partnered with dozens of employers and clients to achieve goals across the corporate landscape.

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Get Sales Contract Title into Search with SharePoint Deisgner Workflow

  By Christopher Brotsos on August 29, 2018 • ( 2 )

  

  As we further evaluate the Contract Lifecycle Management (CLM) system in Office 365 and SharePoint, observe that the SharePoint Search results are returning the “Name” property of Sales Contracts when running searches. This is not useful because we want to… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Site Navigation with Managed Metadata

  By Christopher Brotsos on August 27, 2018 • ( 1 )

  

  As you continue following Sales in building their business management system in Office 365 and SharePoint, recall where they (i.e. Sales) and IT left off when creating sites for the Intranet (everything in green is created). We’ll mirror this site… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Setting up the Home Page

  By Christopher Brotsos on August 26, 2018 • ( 4 )

  

  The Sales CLM site in Office 365 SharePoint is focused solely on the contract lifecycle management process. It’s not meant for collaboration on broader sales initiatives, isn’t intended for cross-team projects, isn’t supposed to be used for driving other process,… Read More ›

• Office 365 and SharePoint – CLM Task Views

  By Christopher Brotsos on August 22, 2018 • ( 0 )

  

  What holds true, regardless of whether you build your business management system in Office 365 and SharePoint or on another platform, is that many pieces of your end product will depend on reports. Whether its performance tracking, ROI evaluation, status overviews, revenue… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – The Contract Document Library Template

  By Christopher Brotsos on August 13, 2018 • ( 0 )

  

  You have taken several steps to setup your IA following best practices for Office 365 and SharePoint. That is, defining the Intranet site hierarchy, site content types, site columns, lists, views, and so on. This foundational work was necessary in… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Continuing Workflow with SharePoint Designer

  By Christopher Brotsos on August 10, 2018 • ( 1 )

  

  You’ve now configured a workflow to automatically create the first task in the chain of approvals that push a contract through its Contract Lifecycle Management (CLM) system in Office 365 and SharePoint. The lifecycle and first workflow are covered in the… Read More ›

• Office 365 and SharePoint – Contract Management (CLM) – Starting Workflow with SharePoint Designer

  By Christopher Brotsos on August 6, 2018 • ( 3 )

  

  Stepping out of the scenario for a moment – I had planned to title this post “Business Management in Office 365 and SharePoint – Starting with Microsoft Flow”. But, after building this part of the solution with Microsoft Flow and… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Creating the Sales Contracts Library with a Calculated Date Field

  By Christopher Brotsos on July 31, 2018 • ( 0 )

  

  This post will move on to creating the Sales Contracts document library for the Contract Lifecycle Management (CLM) system. It will be a condensed version of the Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Creating the Customers List… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Creating the Customers List and Much More

  By Christopher Brotsos on July 30, 2018 • ( 1 )

  

  At this point, tou should have a background on the scenario: following a Sales team as they use Office 365 and SharePoint to build a Contract Lifecycle Management (CLM) system as an example of how to, overall, facilitate business management in… Read More ›

• Office 365 and SharePoint – Sales Contract Lifecycle Management (CLM) – Taxonomy with Content Types and Site Columns

  By Christopher Brotsos on July 26, 2018 • ( 4 )

  

  The next steps in Office 365 and SharePoint are to create the Site Content Types and Site Columns needed to define the structure of soon-to-be-created lists and libraries. This helps define a reusable classification and taxonomy framework through which the organization can… Read More ›