Following the completion of his Business Information Systems degree at Northern Kentucky University, Coleman obtained his Agiloft certification in the Summer of 2020 and has since worked at JHensley Consulting. Coleman later received his MS in Information Systems at Northwestern University. Professionally, he has participated in all parts of the Agiloft implementation services that JHensley Consulting offers - from initial discovery to ‘Go Live’ - consulting with various clients to determine and satisfy their business requirements. Much of Mr. Sweeney's work has focused on implementation and maintenance of clients' Agiloft Systems. He has also functioned as a project manager on several implementation projects. Coleman looks forward to continuing his career and honing his skills with current and future clientele.
Coleman has has added functionality for further ease of document generation and fulfilled requests for new points of data entry from their system into their agreements.
This project implemented a Contract Lifecycle Management System with an extensive clause library able to populate over 100 different insurance policies across several states. Coleman also created and implemented an expansive set of automated print templates for new loan types. It included a full task workflow to track and assign required tasks to each person on the legal team as the company expands their services into new states. It also provided an audit trail for the company to see when clauses were changed and confirm that the responsible department for that clause approved the new language.
This project implemented a Contract Lifecycle Management system that integrated with the company’s procurement system to assist with synchronizing their Purchase Orders with the correct Contract ID in Agiloft. It also prevented users from being able to send out a contract from Agiloft until the PO was approved in the other system. The project included a signing authority matrix for each department so legal team members would also choose the correct internal signer for the company. This implementation also included the Word ACA and Outlook ACA (Agiloft Contract Assistant).
This project involved creating new workflows for an existing Agiloft client, updating the GUI, and revising existing notifications, fields, and system logic. The new workflows included a workflow by department and a workflow by location. Each workflow involved an approver matrix that outlined the approval authority for both contract amount and term. A contract would be required by everyone in the approver chain – from the bottom to the top – until it reached a person who could approve both the amount and the term length. As a catchall, if no one in the chain had approval authority for the full amount or the length of term, it would be sent to the CEO for approval.
This project for an existing Agiloft client involved adding new fields and extra system logic so the legal team could have better insight into high priority approvals needing their attention. It also involved creating additional automation to flag approvals on their second pass (or higher) through the system to highlight them.
This project for an existing Agiloft customer was to implement the survey functionality in the system to allow the company to internally gather results from their executive team. The system was designed to send a monthly survey to the executive team, show them their answers from the previous month, and allow them to update/change any of their answers. This provided the company with additional reporting and metrics they could use internally to improve their processes.
This project involved creating self-service print templates that included several unique fields and conditional logic depending on the contract type.
This project involved process enhancements along with revising Agiloft permissions to allow stakeholders access to contracts connected to their associated projects. The permission structure was broken down by groups and team permission inside Agiloft, so that only certain members could change fields or access confidential information. Coleman created a projects table to assist in the assigning of team members to a specific project to increase the visibility and collaboration on each project.
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