Using insight CMDB for Contract Management

Patrice Champet
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 30, 2021

Hi there,

We are thinking of using Insight for our Contract management.
I don't find any documentation on this kind of use case for Insight.

The big picture is

1- Negociation, planification and follow up are made on with Jira Issue
2- Jira Issue is linked to a Contract Object in Insight
3- Contract Object may linked to licences or contractors Object in Insight 
4- We have reminder and Jira Issue open automatically on due dates

I have then no doubt that we will be able to use Jira and insight reporting tools.

What do you think ?

Do you have any idea, recommendation or experience to share ?

 

1 answer

1 accepted

1 vote
Answer accepted
Manon Soubies-Camy
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
August 30, 2021

Hi @Patrice Champet,

You sure can use Insight for contract management as you described. I would add the following attributes to a Contract object:

  • Status - to quickly see if a contract is active or not
  • Owner - to know who should be notified internally when the contract is expiring
  • Contact - to know who is our contact on the contractor side

Hope this helps,

- Manon

Patrice Champet
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
September 21, 2021

Thanks @Manon Soubies-Camy, it confirms our first idea.

Do you know if Insight is still available for Jira Software DC ?

Moon May 15, 2024

Hi @Patrice Champet ,could you please share how you accomplished this task in Jira Service Management or Jira? I ask because I recently designed the contract information under asset in JSM, but encountered several limitations. This made me wonder if designing contract management under JSM is the best approach. I would be grateful for your advice.

Erin Collins-Valiantys
Contributor
June 28, 2024

Hi @Moon I'm interested in hearing the limitations you faced. Can you share?

Moon August 21, 2024

Hi @Erin Collins-Valiantys , it shows the asset ID instead of my asset attribute value in JSM.

Patrice Champet
Rising Star
Rising Star
Rising Stars are recognized for providing high-quality answers to other users. Rising Stars receive a certificate of achievement and are on the path to becoming Community Leaders.
August 23, 2024

Hi @Moon 

I guess that there is a clear design to be done and a classification of the data you need for managing contracts.
To my current understanding Assets is more to be used to store some metadata regarding the contract and lifecycle of the contract it self.
Especially if you are going to have several activities that may be linked to the contract object it self.
Then other contract information, as far as you don't need them to manage contract lifecycle or dependency (with providers for instance) should be on the contract it self the may remain a file or a confluence page link to the asset.

Suggest an answer

Log in or Sign up to answer