The City and County of San Francisco implemented managing customer contracts in fluid

Summary

The City and County of San Francisco implemented managing customer contracts in fluid. This allows their users to get relevant information for each contract at a glance without having to run queries or navigate to multiple pages.

Customer comments

The City and County of San Francisco (CCSF) implemented the Manage Contracts page as a tile within the Customer Contracts homepage, giving users a snapshot of activity related to customer contracts in their My Contracts list.

The page includes information about:

The contract setup.
Billing and revenue amounts with details about previous, current, past due, and future.
Exceptions.
Related recent invoices which can be configured by the user.
Vouchers.
Expense reports.
Revenue journals.

There are also small visualizations that do not require additional setup.

This page is particularly helpful for grants-related rate-based contracts. Seeing the revenue and billing information along with recent activity on one page gives relevant information for each contract at a glance without having to run queries or navigate to multiple pages.

Processes can be kicked off from this page as well.

Since internal policies limit the number of tiles and homepages, the City and County of San Francisco created a link to this page in the Customer Contracts navigation collection, which was a simple configuration.