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Change Control templates

Monday, March 1st, 2010

How will they help you? Change control is vital for any project. Without it your project may end up going over budget, scope and time, leading to unhappy clients and frustrated staff. Our change control templates will assist you in managing changes to your project. Who are they suitable for? ICT Vendors - ...

Customer Agreements Manual

Monday, March 1st, 2010

How will they help you? You've purchased our customer agreement templates.  Are you unsure of how to use them?  Do your employees know how to use them properly?  Do you have a lot of employees that will need to be briefed on how to use them?  Then the Customer Agreements Manual ...

Sign-up customers fast

Sunday, November 29th, 2009

Many vendors experience the same problem.  The sales people work hard to make a sale.  It starts with identifying a prospect, then making contact, building a relationship, explaining the offering, reaching the decision maker, submitting a proposal and then finally hearing that the proposal has been accepted.  The sale has ...

Customer Agreements should be cleverly structured

Sunday, November 29th, 2009

A modular approach should be followed.  Each Customer Agreement should be made up of: one or more Orders (this is defined to include a goods, licence, services or work order); and Customer Relationship Terms. All the commercial terms are in the Order and all the general terms are in the Customer Relationship Terms ...

The different kinds of orders explained

Sunday, November 29th, 2009

You get sales orders, purchase orders, and other kinds of orders.  What is the difference between them?  What is the difference between an order and an invoice?  These are questions that people often ask, so we thought we would give you some answers. The bottom line is that when you accept ...

Customer Agreement templates

Sunday, November 29th, 2009

How will they help you? The overall objective with your Customer Agreement is to sign-up customers fast and ensure that they are happy so that they: pay you quickly, want to do additional business with you, and refer you to others - resulting in more revenue and equity. This is achieved by effectively managing your ...

Horrible documents

Sunday, November 29th, 2009

Horrible documents cross my computer screen every day.  The same old templates get re-used and circulated. Why are they horrible? They are often too long - everyone complains about long documents. They are often badly structured - a really important commercial term (like "the fees") is hidden on page fifty ...

Get documents signed in seconds

Sunday, November 29th, 2009

Getting documents signed is often a time consuming and frustrating business.  It can take weeks to get a signature from each party on a document.  This is often how it plays out:  one party prints two copies of a document, signs both of them with a handwritten signature and posts ...

A modular approach to drafting

Sunday, November 29th, 2009

We often recommend and use a modular, object-orientated approach to drafting documents (like agreements and policies).  Akin to building a document out of lego blocks.  Not always, but often. It does not suit every agreement nor every offering.  We find that the following are some of the benefits to ...

Alternative Dispute Resolution clause

Thursday, November 19th, 2009

In a previous article we wrote about how the draft King Report recommended that an alternative dispute resolution (ADR) clause be incorporated in all contracts.  They recommended a clause, which we then converted into plain language.  We were delighted to hear that the King committee accepted our plain language version ...