inContracts

Complete Deal Management Solution

Intelometry’s inContracts is designed to streamline every aspect of the deal closure and contracting process, from initial contract addenda setup to post-deal contract management. The platform includes a suite of robust tools that allow users to generate deal-specific contract addenda and manage the entire deal closure process efficiently, without the need for additional development. inContracts supports multi-level contract approvals and features a contract builder workflow that captures all essential contract parameters, including cost of goods sold (COGS), contract volumes, and more. The platform is also equipped to handle mass market deals, speeding up the setup and capture of contracts for matrix priced deals where customer usage and attributes are determined post-deal.

Dynamic Post-Deal Management

Once a deal is closed, inContracts continues to serve as a vital tool by providing functionalities for triggering enrollments and managing all aspects of post-deal contracting. These include layering hedges, adding meters, and handling evergreens, cancellations, and renewals. Additionally, the system generates essential risk and volume reports for mid-office functions and provides invoicing determinants for back-office operations.

Advanced Addenda Setup and Generation

• Customizable Document Creation: Users can draft addenda and associated documents directly in MS Word and import them into the system via the user interface, ensuring flexibility and ease of use
• Robust Configuration Options: Define addenda inserts and tables seamlessly through the user interface without additional development
• Integrated Addenda Features: Tie structured product options and labels directly to addenda, showing passthrough and included charges based on the price quote

Efficient Addenda Generation

• Automated Document Population: Once configured, addenda and associated documents automatically populate during the quote process, with fields and tables filled based on selected options
• Flexible Document Handling: Generate contracts as single or multiple documents in PDF or MS Word formats. Post-quote, users can modify and save changes to contracts through the user interface to accommodate new deal negotiations

Streamlined Deal Closure

inContracts offers comprehensive tools to manage the entire deal closure process:

• Contract Approval and Capture: Easily manage contract status, last-minute changes, and import signed documents
• Enrollment and Data Management: Initiate enrollment requests, use enrollment data to update flow dates, and handle add/deletes
• Risk and Compliance Reporting: Generate detailed risk reports and ensure compliance throughout the deal process

Ongoing Contract Management

After the deal closure, inContracts provides robust tools for ongoing contract oversight:

• Renewals and Hedge Management: Manage detailed views of contract obligations, including renewals, evergreens, and layered hedges
• Seamless Integration with Billing Systems: Effectively pass all necessary information to facilitate invoicing and configure invoice settings and distribution rules
• Complex Volume Management: Handle complex hedge volumes and other intricate contractual details

This updated framework of inContracts by Intelometry ensures a streamlined, efficient, and comprehensive management of energy contracts, from initiation to renewal, empowering businesses to optimize their contracting processes and align with market demand.