Your Contract Management Data Template
Your Contract Management Data Template
- Recommended attributes to collect
- Key contract management activities to track
- Practical extraction guidance
Contract Management Attributes
| Name | Description | ||
|---|---|---|---|
|
Activity
ActivityName
|
The name of the specific business process step or event that occurred. | ||
|
Description
This attribute describes the task or milestone that was completed at a specific point in time, such as 'Contract Drafted' or 'Legal Review Started'. The sequence of these activities forms the basis of the process map. Analyzing activities is crucial for understanding what work is being done, how frequently different steps occur, and in what order. It allows for the identification of common process paths, deviations, and rework loops, like repeated 'Contract Revised' activities.
Why it matters
It defines the steps in the process, allowing for the visualization of the process flow and the identification of bottlenecks and rework.
Where to get
Typically derived from task status changes, audit logs, or event tables within the SAP Ariba Contracts module.
Examples
Internal Review StartedContract ExecutedAmendment InitiatedContract Closed
|
|||
|
Contract ID
ContractId
|
The unique identifier for each contract workspace, serving as the primary case identifier. | ||
|
Description
This attribute serves as the primary case identifier, linking all activities and events throughout the contract's lifecycle. It allows for the reconstruction of the end-to-end journey for each individual contract, from creation to closure. In process mining, every event with the same Contract ID is considered part of the same process instance. This is fundamental for analyzing process variants, calculating cycle times, and identifying bottlenecks specific to individual contracts or contract types.
Why it matters
It is the essential key for tracking a contract's complete journey, enabling all case-level analysis and process flow visualization.
Where to get
This is a core identifier in SAP Ariba Contracts, typically found in all contract-related tables and views as the Contract Workspace ID.
Examples
CW2023-00123CW-MSA-45892CW2024-FIN-001CW19876
|
|||
|
Event Timestamp
EventTime
|
The precise date and time when an activity or event occurred. | ||
|
Description
This timestamp marks the start of each activity in the contract management process. It is a critical component for all time-based analysis, including calculating cycle times, durations, and waiting times between steps. By ordering events based on this timestamp, process mining tools can accurately reconstruct the sequence of activities for each contract. This enables the analysis of process performance over time and the identification of time-related bottlenecks, such as delays in the legal review stage.
Why it matters
This attribute is fundamental for calculating all time-based metrics, such as cycle times and waiting times, and for correctly ordering process events.
Where to get
Found in event logs, audit trails, or status change history tables alongside the activity information in SAP Ariba Contracts.
Examples
2023-04-15T10:22:05Z2023-05-01T14:00:12Z2023-05-20T09:30:00Z
|
|||
|
Contract Type
ContractType
|
The classification of the contract, such as MSA, NDA, or SOW. | ||
|
Description
This attribute categorizes contracts based on their legal or business purpose. Common types include Master Service Agreement (MSA), Non-Disclosure Agreement (NDA), or Statement of Work (SOW). Analyzing the process by contract type is essential for understanding process variations. Different types of contracts often have different approval paths, SLAs, and complexity levels. For example, an NDA might have a very simple, fast-tracked process, while an MSA may require multiple levels of legal and financial review. This attribute is a key filter for dashboards to compare cycle times and compliance rates across different contract categories.
Why it matters
It allows for the segmentation of analysis, revealing how different types of contracts impact process flow, complexity, and duration.
Where to get
This is a standard classification field available in the contract workspace details in SAP Ariba Contracts.
Examples
Master Services AgreementNon-Disclosure AgreementStatement of WorkSales Agreement
|
|||
|
Contract Value
ContractAmount
|
The total monetary value of the contract. | ||
|
Description
This attribute represents the financial value of the contract agreement. It is a key metric for understanding the business impact and risk associated with each contract. In analysis, contract value can be used to prioritize high-value contracts for closer monitoring or to identify trends in business volume. The 'Executed Contract Value Trend' dashboard uses this attribute to aggregate the value of contracts signed over time, providing insight into business performance. It is also valuable for root cause analysis to see if high-value contracts follow a different, perhaps slower, process.
Why it matters
It quantifies the financial impact of contracts, enabling value-based analysis, prioritization, and business performance tracking.
Where to get
Consult SAP Ariba Contracts documentation. This is a standard field on the contract workspace, often labeled 'Amount' or 'Contract Value'.
Examples
150000.0025000.501200000.00
|
|||
|
Department
Department
|
The business department that initiated or owns the contract. | ||
|
Description
This attribute specifies the organizational department, such as Sales, IT, or Procurement, that is responsible for the contract. It provides an essential business context for analyzing the process. Segmenting the process analysis by department helps identify department-specific behaviors, bottlenecks, or compliance issues. For example, it can reveal if the contract approval process is significantly slower for the Sales department compared to others, prompting a targeted investigation into their specific practices.
Why it matters
It allows for process segmentation by business area, helping to identify department-specific bottlenecks and performance variations.
Where to get
Typically found in the contract header or workspace details in SAP Ariba Contracts. It may be linked to the contract owner's user profile.
Examples
SalesInformation TechnologyProcurementLegal
|
|||
|
Event End Time
EventEndTime
|
The timestamp indicating when an activity was completed. | ||
|
Description
This attribute captures the completion time of an activity. While StartTime marks the beginning, EndTime marks the conclusion, making it possible to accurately measure the duration of activities that are not instantaneous. In analysis, the difference between EndTime and StartTime provides the processing time for an activity. This is essential for detailed bottleneck analysis, helping to distinguish between time spent actively working on a task versus waiting time between tasks. For example, it allows precise measurement of the 'Legal Review' activity duration.
Why it matters
It enables the precise calculation of activity processing times, which is crucial for identifying bottlenecks and measuring resource efficiency.
Where to get
Consult SAP Ariba Contracts documentation. This may be available in audit logs or task completion records.
Examples
2023-04-16T11:45:10Z2023-05-03T17:21:09Z2023-05-20T10:05:00Z
|
|||
|
Legal Counsel
LegalCounsel
|
The assigned legal team member responsible for reviewing the contract. | ||
|
Description
This attribute specifically identifies the lawyer or legal professional assigned to the contract's legal review tasks. This is often a more specific role than the general user who performs other activities. This attribute is essential for the 'Legal Review Workload & Efficiency' dashboard. It allows for tracking the number of contracts assigned to each counsel, their average review time, and the overall throughput of the legal department. This helps in balancing workloads, identifying high-performing individuals or practices, and optimizing the allocation of legal resources.
Why it matters
It enables detailed analysis of the legal review stage, helping to manage legal team workload, identify bottlenecks, and improve efficiency.
Where to get
Consult SAP Ariba Contracts documentation. This may be captured in task assignment details or as a specific role within the approval flow.
Examples
s.jonesm.riverad.chen
|
|||
|
User
UserName
|
The name or ID of the user who performed the activity. | ||
|
Description
This attribute identifies the individual responsible for completing a specific task or activity in the contract lifecycle. This could be the contract owner, a legal reviewer, or an approver. Analyzing by user helps in understanding workload distribution, individual performance, and identifying opportunities for targeted training. For example, in a Legal Review Workload dashboard, this attribute is used to see how many contracts each legal counsel is handling and their average review time.
Why it matters
It provides visibility into workload distribution and user performance, enabling resource management and efficiency analysis.
Where to get
Found in audit trail or event log tables in SAP Ariba Contracts, often associated with a 'Changed By' or 'User ID' field.
Examples
john.doejane.smithlegal_team_member_1
|
|||
|
Activity Duration
ActivityProcessingTime
|
The duration of time spent on an activity, calculated from its start and end times. | ||
|
Description
This attribute measures the actual time spent on a specific activity, calculated as the difference between the EventEndTime and EventTime. It represents the active working time for a task. This is a fundamental metric for performance analysis. It is used in bottleneck analysis dashboards to pinpoint exactly which steps are consuming the most time, such as a lengthy legal review or negotiation. It also feeds into KPIs like 'Average Legal Review Cycle Time' and helps differentiate between processing time and waiting time, providing a more accurate view of process efficiency.
Why it matters
It precisely measures how long each process step takes, which is critical for identifying bottlenecks and analyzing resource efficiency.
Where to get
This is a calculated attribute, derived by subtracting the EventTime from the EventEndTime during data transformation.
Examples
P1DT2H23M5SP3DT1H36MPT45M
|
|||
|
Contract Expiration Date
ContractExpirationDate
|
The date when the contract is set to expire. | ||
|
Description
This attribute stores the official expiration date of the executed contract. It is a critical piece of data for managing the contract's lifecycle post-execution. This date is the foundation for the 'Contract Obligation and Renewal Status' dashboard. It is used to trigger alerts for upcoming renewals or expirations, ensuring that contracts do not lapse unintentionally. Analyzing this data helps organizations proactively manage their contract portfolio, mitigate risks associated with expired agreements, and capitalize on renewal opportunities.
Why it matters
It is critical for proactive lifecycle management, enabling timely renewals, preventing unintended lapses, and managing obligations.
Where to get
This is a standard field in the contract workspace, typically found in the header or term details section in SAP Ariba Contracts.
Examples
2025-12-31T23:59:59Z2024-08-15T23:59:59Z2026-06-30T23:59:59Z
|
|||
|
Contract Status
ContractStatus
|
The current overall status of the contract in its lifecycle. | ||
|
Description
This attribute indicates the current high-level state of the contract, such as 'Draft', 'In Review', 'Executed', 'Expired', or 'Terminated'. This differs from the activity, which is a single event, while the status represents the state over a period of time. This attribute is crucial for dashboards like 'Contract Obligation and Renewal Status', providing a snapshot of the current contract portfolio. It helps in identifying stalled contracts and managing lifecycle events like renewals and expirations. Analyzing transitions between statuses can also reveal bottlenecks or inefficiencies in the process.
Why it matters
It provides a high-level view of a contract's current state, which is vital for portfolio management, status tracking, and lifecycle analysis.
Where to get
This is a primary status field on the contract workspace header in SAP Ariba Contracts.
Examples
DraftIn ApprovalExecutedExpired
|
|||
|
Counterparty Name
CounterpartyName
|
The name of the external party, such as a supplier or customer, to the contract. | ||
|
Description
This attribute identifies the other party involved in the contract. It could be a vendor, a client, or a partner. This information adds crucial business context to the contract management process. Analyzing by counterparty can help identify patterns related to specific partners. For instance, negotiations with certain counterparties may consistently take longer, indicating a need for standardized templates or pre-negotiated terms. It can also be used to assess relationship health and supplier performance across the contract portfolio.
Why it matters
It enables analysis of process performance based on the external party, helping to identify negotiation difficulties and manage supplier relationships.
Where to get
This information is typically stored in the supplier or customer information section of the contract workspace in SAP Ariba Contracts.
Examples
Acme CorporationGlobal Tech Inc.Innovate Solutions LLC
|
|||
|
Is Rework
IsRework
|
A flag indicating if an activity is a rework or repetition of a previous step. | ||
|
Description
This boolean attribute is set to true if an activity, such as 'Contract Revised', occurs more than once within the same contract case. It helps to explicitly identify and quantify rework loops in the process. This flag is crucial for calculating the 'Contract Rework Rate' KPI and for visualizing rework in the process map. By filtering on this attribute, analysts can quickly isolate contracts that required significant revision, investigate the root causes, and measure the impact of rework on overall cycle times. It highlights inefficiencies in the drafting and negotiation phases of the process.
Why it matters
It quantifies rework, making it easy to measure process inefficiencies, analyze their root causes, and track improvements over time.
Where to get
This is a derived attribute, calculated during data transformation by detecting repeated activities within the same case.
Examples
truefalse
|
|||
|
Last Data Update
LastDataUpdate
|
The timestamp indicating when the data for this event was last refreshed or extracted. | ||
|
Description
This attribute records the date and time of the last data pull from the source system. It is not the time the event occurred, but rather when the record was loaded into the process mining platform. This information is vital for data governance and for understanding the freshness of the analysis. It helps users know if they are looking at the most current data and is essential for managing incremental data loads.
Why it matters
It ensures users understand the recency of the data, which is critical for accurate and timely process analysis and monitoring.
Where to get
This timestamp is generated and added during the data ingestion process into the process mining tool.
Examples
2024-05-21T02:00:00Z2024-05-22T02:00:00Z
|
|||
|
Region
Region
|
The geographical region associated with the contract or counterparty. | ||
|
Description
This attribute defines the geographic area, such as North America, EMEA, or APAC, to which the contract applies. This is often determined by the location of the counterparty or the business unit owning the contract. Segmenting the process by region allows for the identification of regional differences in performance, compliance, and process behavior. For example, analysis might show that contract cycle times in the APAC region are longer due to specific regulatory review steps. This insight helps tailor process improvements and resource allocation to regional needs.
Why it matters
It enables geographical analysis to identify regional variations in process performance, cycle times, and compliance.
Where to get
Consult SAP Ariba Contracts documentation. This may be a field on the contract workspace or derived from the counterparty's address.
Examples
North AmericaEMEAAPACLATAM
|
|||
|
SLA Adherence Status
SlaAdherenceStatus
|
Indicates whether a review activity was completed within its defined SLA. | ||
|
Description
This attribute categorizes review activities as 'Met', 'Breached', or 'N/A' based on their completion time relative to the 'SLA for Review'. It is calculated by comparing the 'ActivityProcessingTime' to the target SLA duration. This provides a clear and immediate assessment of performance against service level agreements. It is the core metric for the 'Internal and Legal Review SLA Adherence' KPI and dashboard. By visualizing this status, managers can quickly see the percentage of compliant reviews and drill down into breaches to understand the causes.
Why it matters
It directly measures performance against service targets, enabling clear monitoring of SLA compliance and quick identification of breaches.
Where to get
This is a derived attribute, calculated during data transformation by comparing ActivityProcessingTime with SlaForReview.
Examples
MetBreachedN/A
|
|||
|
SLA for Review
SlaForReview
|
The target duration or deadline for completing a review activity. | ||
|
Description
This attribute defines the agreed-upon service level agreement (SLA) for specific review tasks, such as 'Internal Review' or 'Legal Review'. It represents the target time within which the review should be completed. This attribute is essential for the 'Internal and Legal Review SLA Adherence' dashboard and KPI. By comparing the actual time spent in review against this target, organizations can measure compliance with internal service levels. This helps in identifying systemic delays, holding teams accountable, and ensuring the review process does not become a major bottleneck.
Why it matters
It sets the performance target for review activities, enabling the measurement of SLA compliance and the identification of delays.
Where to get
Consult SAP Ariba Contracts documentation. This might be configured within the approval workflow rules or templates.
Examples
P3DP5DP10D
|
|||
|
Source System
SourceSystem
|
The system of record from which the data originates. | ||
|
Description
This attribute identifies the source system where the event data was generated. For this process, it will consistently be 'SAP Ariba Contracts'. Including this attribute is a best practice for data governance and traceability. It becomes particularly important when merging data from multiple systems, ensuring clarity on data provenance and helping to troubleshoot data quality issues.
Why it matters
It provides crucial context about data origin, ensuring traceability and enabling multi-system analysis.
Where to get
This is typically a static value added during the data extraction and transformation process to label the dataset's origin.
Examples
SAP Ariba Contracts
|
|||
|
Total Contract Cycle Time
TotalContractCycleTime
|
The total time elapsed from the creation of the contract workspace to its final execution. | ||
|
Description
This calculated attribute measures the complete end-to-end duration for a single contract. It is typically calculated as the time difference between the first and the last activity, often 'Contract Workspace Created' and 'Contract Executed'. This is a primary key performance indicator, 'End-to-End Contract Cycle Time'. It provides a high-level measure of the overall efficiency of the contract management process. It is used in dashboards to track performance over time and to compare cycle times across different contract types, departments, or regions, helping to identify major areas for improvement.
Why it matters
It provides the ultimate measure of process speed and efficiency, summarizing the performance of the entire contract lifecycle in a single metric.
Where to get
This is a calculated metric computed at the case level within the process mining tool or during data transformation.
Examples
P35DP12DT5HP90D
|
|||
Contract Management Activities
| Activity | Description | ||
|---|---|---|---|
|
Contract Activated
|
Represents the point at which an executed contract becomes active and its obligations become effective. This is often triggered by a status change after execution, sometimes on a specified effective date. | ||
|
Why it matters
Signals the start of the post-execution management phase. It is the trigger for monitoring obligations and is crucial for the 'Obligation Adherence Rate' KPI.
Where to get
This is typically inferred from the Contract Workspace 'Status' field changing to 'Active'. This may happen automatically after execution or be a manual step.
Capture
Track the timestamp when the contract 'Status' field changes to 'Active'.
Event type
inferred
|
|||
|
Contract Closed
|
This is a terminal activity where the contract is formally closed in the system. This can occur after expiration, termination, or successful completion of all obligations. | ||
|
Why it matters
Marks the final end of the contract's lifecycle. It is a critical end event for measuring the full lifecycle duration and ensuring proper close-out procedures are followed.
Where to get
This is inferred from the Contract Workspace 'Status' field changing to 'Closed', 'Terminated', or 'Expired'. This can be an automatic or manual status change.
Capture
Track the timestamp when the contract 'Status' field changes to a terminal state.
Event type
inferred
|
|||
|
Contract Executed
|
The formal execution of the contract, when all required signatures have been obtained. This transitions the contract from an in-process document to a legally binding agreement. | ||
|
Why it matters
This is the primary success endpoint for the pre-signature process. It is fundamental for calculating 'End-to-End Contract Cycle Time' and 'Average Contract Approval Cycle Time'.
Where to get
This event is captured from the final completion status of the signature task in the Ariba workflow, especially when integrated with an e-signature tool. The Contract Workspace status also changes to 'Executed'.
Capture
Use the final signature task completion timestamp or the status change to 'Executed'.
Event type
explicit
|
|||
|
Contract Workspace Created
|
This activity marks the initiation of the contract management process. A Contract Workspace is created in SAP Ariba, serving as the central repository for all documents, tasks, and communications related to a specific contract. | ||
|
Why it matters
This is the primary start event for the end-to-end process. Analyzing the time from this activity to execution is crucial for measuring the overall contract lifecycle duration.
Where to get
This event is captured from the creation date of the Contract Workspace project object. It is a fundamental timestamp available in the contract header or project data.
Capture
Use the creation timestamp of the Contract Workspace object.
Event type
explicit
|
|||
|
Internal Approval Completed
|
Marks the successful completion of all required internal approval tasks for the contract. This signifies that the contract is ready for final signature, pending counterparty agreement. | ||
|
Why it matters
This is a critical milestone before execution. The time between this event and final execution highlights any delays in obtaining external signatures or finalizing the document.
Where to get
Captured from the completion timestamp of the final approval task in the Ariba workflow. The system logs when the entire approval flow is successfully concluded.
Capture
Use the completion timestamp of the overall approval flow task group.
Event type
explicit
|
|||
|
Legal Review Started
|
Indicates that the contract has been formally submitted to the legal department for review. This is often a distinct, mandatory task within the overall approval workflow. | ||
|
Why it matters
Legal review is frequently a major bottleneck. Measuring its duration is critical for the 'Average Legal Review Cycle Time' KPI and for optimizing legal resource allocation.
Where to get
This is captured from the start of a specific 'Legal Review' task in the Ariba workflow. The system logs the timestamp when the task is assigned or started.
Capture
Identify the start timestamp for tasks specifically assigned to the legal team or role.
Event type
explicit
|
|||
|
Amendment Initiated
|
This activity marks the beginning of a formal amendment to an active contract. This typically involves creating a new version or a sub-project linked to the original contract workspace. | ||
|
Why it matters
The frequency and timing of amendments provide insights into contract stability and changing business needs. It is key for the 'Amendment and Termination Trends' dashboard.
Where to get
This is an explicit action where a user initiates an 'Amendment' process on an existing contract, which is logged by the system.
Capture
Capture the creation event of a contract amendment workspace or task.
Event type
explicit
|
|||
|
Compliance Task Completed
|
Signifies the completion of a scheduled post-execution task, such as a compliance review or an obligation check. These tasks are set up to ensure ongoing governance. | ||
|
Why it matters
Tracking the completion of these tasks is essential for measuring the 'Obligation Adherence Rate' and ensuring the organization meets its contractual commitments.
Where to get
Captured from the completion timestamp of specific follow-up tasks or obligation-related tasks within the Contract Workspace.
Capture
Use the completion timestamp of post-execution tasks configured in the workspace.
Event type
explicit
|
|||
|
Contract Drafted
|
Represents the initial creation or upload of the primary contract document into the workspace. This is often the first major content-related action after the workspace is set up. | ||
|
Why it matters
Tracking this activity helps understand the time taken to prepare the initial draft. Delays at this stage can significantly impact the overall cycle time.
Where to get
This can be inferred from the creation timestamp of the first version of the main agreement document in the Contract Workspace's document folder.
Capture
Identify the timestamp of the first document version uploaded to the workspace.
Event type
inferred
|
|||
|
Contract Renewed
|
Indicates that an active contract has been successfully renewed. This process often results in the creation of a new contract workspace that succeeds the original one. | ||
|
Why it matters
Helps in analyzing contract retention and renewal efficiency. It's a key outcome in the contract lifecycle, indicating a continued business relationship.
Where to get
This can be captured when a new contract is created with a relationship link (e.g., 'renewal of') to the expiring contract. It is often an explicit user-driven action.
Capture
Identify the creation of a new contract linked as a renewal to an existing contract.
Event type
explicit
|
|||
|
Contract Revised
|
This activity occurs when a new version of the main contract document is created or uploaded. It typically happens in response to feedback from internal review, legal review, or counterparty negotiations. | ||
|
Why it matters
The frequency of revisions is a direct measure of rework. Tracking this activity is essential for calculating the 'Contract Rework Rate' and identifying opportunities to standardize language or processes.
Where to get
Inferred from the document management system within the Contract Workspace. Each time a new version of the main agreement document is saved, a timestamp is created.
Capture
Use the creation timestamps for document versions greater than one.
Event type
inferred
|
|||
|
Counterparty Approval Received
|
Indicates that the external party has formally agreed to the contract terms. This is typically captured through an integrated e-signature solution or a manual update upon receiving a signed document. | ||
|
Why it matters
This activity confirms mutual agreement and is the final step before the contract is considered legally executed. It is a key milestone for finalizing the agreement.
Where to get
This can be an explicit event from an e-signature tool like DocuSign, which logs a 'Completed' status. It could also be inferred from a manual status change to 'Signed by Counterparty'.
Capture
Capture the completion event from the integrated e-signature provider's logs.
Event type
explicit
|
|||
|
Internal Review Started
|
This activity signifies the start of the internal review and approval workflow for the contract draft. The document is routed to relevant stakeholders, such as finance or operations, for their feedback. | ||
|
Why it matters
Marks the beginning of a potential bottleneck. Analyzing the duration of this phase is key to identifying delays in the internal review process and supporting the 'Internal Review SLA Adherence' KPI.
Where to get
This event is typically logged when a review task is created and assigned within the SAP Ariba workflow engine. The task status changes to 'In Progress' or a similar state.
Capture
Capture the timestamp when a review task is initiated in the contract's approval workflow.
Event type
explicit
|
|||
|
Negotiation With Counterparty
|
Represents the phase where the contract is shared with the external party for negotiation and redlining. This activity might be captured by a manual status change within the workspace. | ||
|
Why it matters
Provides visibility into external negotiation cycles, which can be unpredictable. Measuring this phase helps quantify the 'Average Negotiation Cycles' and identify complex negotiations.
Where to get
This is often inferred when the workspace status is manually changed to a state like 'Negotiation' or 'With Supplier'. Alternatively, it could be inferred from when a document is sent to an external contact.
Capture
Track changes in the Contract Workspace status field to values indicating external review.
Event type
inferred
|
|||