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供應鏈與運營

合約管理的對帳、標準化及數據可見性改善

一家物流公司透過對帳合約、標準化條款及改善數據可見性,簡化了其運營,從而提升了合規性和效率。

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該客戶是一家資產輕型的運輸和物流服務公司,年收入達600億人民幣,服務高科技產業,並透過其卡車運營和報關提供物流服務。

除了管理設備、貨物和物資的運輸外,該公司還負責在整個過程中遵守稅收、關稅及合規標準和實踐。在合作開始時,該公司以紙本形式代表超過20,000份客戶合約,並採用離線流程進行對帳。

多份包含多個時間表和附錄的協議和合約促進了所有公司的運營。該客戶面臨帳單和結算問題以及其他財務和運營挑戰,需要對其合約組合進行對帳,標準化合約文件中使用的語言、條款和條件,並確保適當的人員能夠訪問相應的合約數據,以支持各種商業行動和活動。

1. 收集每家公司運營所需的客戶協議、時間表變更協議和個別公司層級的商業條款;

2. 確認任何重疊並了解每份協議如何影響帳單、結算和運營流程;

3. 確定所有類型協議中的非標準語言,特別是識別定價和結算方法中的不一致性;

4. 驗證合約的合規性和績效要求,並解決任何相關問題;改善合約文件中信息的可見性,以提高運營效率和洞察力。

我們的解決方案

MERCURY的合約管理專家與客戶團隊緊密合作,全面檢視現有的合約環境。

1. 收集合約文件並將其集中存放於單一資料庫中,提高可及性,使團隊能夠識別運作中的合約執行版本;

2. 審查合約以找出與四家舊有公司的重疊協議;

3. 確認具有非標準定價和結算條款的合約,並與總法律顧問和運營經理合作,標準化條款並根據需要重新談判;

4. 重新編寫公司的合約管理操作程序,為客戶提供標準定價和結算機制及折扣流程的藍圖,為合併組織提供一致的指導;

5. 將合約定價、結算數據和到期日期整合到公司的運輸管理平台,並設計觸發系統以改善運營控制。

我們的影響

1. 高度可及的合約資料庫:將文件集中組織在一處,使客戶能夠改善對所有合約的可及性,簡化對運作文件的訪問,並識別任何重疊的協議,以促進四家收購公司的整合。

2. 針對關鍵合約條款的可見性和洞察力:在公司的管理系統中提供合約數據,使客戶團隊成員能夠獲得所需的信息,例如定價、結算機制和到期日期,從而大幅改善帳單和結算的準確性。

3. 合約文件的鏈接還使公司能夠改善合約的執行,滿足績效和監管合規要求,更好地理解和管理任何責任和風險。顯著增強的運營控制:快速洞察重要合約數據促進了更好的運營反應和決策。例如,平台內建的觸發器幫助公司改善運營控制,例如要求合約在良好狀態下才能接受商業簽署。

4. 為一致性和效率設計的合約手冊:制定全面的合約管理政策,包括標準化的定價和折扣結構及互動的變更管理策略,使公司能夠建立紀律性的合約管理流程,並在合併實體中一致使用,以促進效率和合規性。

Frequently Asked Questions

What challenges did the logistics company face with its contracts?

The logistics company faced several challenges, including billing and settlement issues, operational inefficiencies, and compliance difficulties due to managing over 20,000 client contracts in paper form. The lack of a standardized approach to contract language and terms also contributed to inconsistencies in pricing and settlement methodologies.

How did the company improve data visibility through contract management?

The company improved data visibility by gathering all contract documents into a single repository, which enabled better accessibility and identification of operative versions. By integrating contract pricing, settlement data, and expiration dates into its transportation management platform, the company ensured that critical contract information was readily available to support operational decisions.

What impact did standardizing contract terms have on the company?

Standardizing contract terms helped the company streamline its processes, reduce inconsistencies, and enhance compliance across its operations. This led to improved billing accuracy, better enforcement of contracts, and a clearer understanding of liabilities and risks, ultimately driving operational efficiency.

What role did technology play in the contract management process?

Technology played a crucial role by allowing the company to integrate contract data into its transportation management system, which included triggers for operational control. This integration facilitated rapid insight into important contract provisions and improved decision-making, ensuring that contracts were in good standing before acceptance.

What was the outcome of the contract management reconciliation project?

The outcome of the project was the creation of a highly accessible contract library, enhanced operational control, and the establishment of a contract playbook for consistency and efficiency. These improvements not only streamlined contract management processes but also fostered better compliance and operational response within the organization.