DocuSign CLM Success Story

Overview

About the Client

• The client is a leading provider of advanced contract lifecycle management solutions tailored specifically for businesses across industries. Their platform delivers a comprehensive suite of tools designed to streamline contract creation, negotiation, execution, and management. With features such as automated workflows, seamless eSignature integration, and robust compliance tracking, the client empowers organizations to efficiently manage their contracts while minimizing risks and reducing time-to-value.
• In addition to their core contract management capabilities, the client offers advanced reporting and analytics tools, enabling businesses to gain critical insights into contract performance and key metrics. Their solutions are highly customizable and scalable, adapting to the unique operational requirements of each organization. By integrating effortlessly with enterprise systems such as CRM, ERP, and procurement platforms, and offering dedicated training and onboarding services, the client ensures that businesses can maximize efficiency and enhance contract lifecycle visibility, ultimately driving overall success and compliance.

The challenge       

• The client faced significant challenges in managing contract lifecycle processes across multiple countries, particularly in calculating key milestones such as work anniversaries, without the ability to use coding or scripts within document templates. The client needed to apply conditional logic directly within the merge tags, but the lack of flexibility in the templates made it difficult to ensure accuracy and consistency when calculating contract milestones like work anniversaries based on the contract start date and duration.
• In addition to the challenges with contract calculations, the client faced inefficiencies in their contract workflows. The approval processes, document generation, and clause management were not streamlined, resulting in delays and bottlenecks. The client needed a more integrated and optimized workflow solution to reduce manual tasks, improve collaboration, and ensure faster, smoother contract completion.

Our solution 

• To resolve the client’s challenge with calculating work anniversaries, we researched and explored the functions supported by Word templates with merge tags in DocuSign CLM. We applied conditional logic within the templates, adding conditions based on the Contract Start Date and Duration to automate the calculation of work anniversaries. This approach ensured that anniversaries were calculated correctly for various contract durations, including different timeframes such as months, days, or years, without manual errors.
• To address the workflow inefficiencies, we implemented automated workflows for approvals, document generation, and clause management, reducing bottlenecks and delays. By integrating the system with the client’s existing tools, we ensured smooth data flow across departments. Training sessions were conducted to help users adopt the optimized workflows and utilize the new form and document generation features, enabling faster contract processing and improving overall operational efficiency.

Technology & tools used

DocuSign CLM Platform:

• Served as the central tool for managing contract lifecycles, including the creation, negotiation, and finalization of agreements.
• Enabled features like clause management, workflow automation, and compliance tracking to streamline operations.

Form Libraries and Merge Templates:

• Form Libraries were used to create standardized forms for efficient data collection.
• Merge Templates enabled dynamic document generation by integrating data with pre-configured templates.

Workflow Automation:

Implemented to automate approvals, notifications, and contract routing processes, reducing manual efforts.

Reporting and Dashboards:

Provided insights into contract performance metrics such as processing times and bottlenecks, helping the client make informed decisions.

Integration Tools:

Seamlessly connected DocuSign CLM with CRM platforms like Microsoft Dynamics 365, ensuring unified data and efficient contract tracking.

Results

The impact and outcome            

Streamlined Contract Processes:

Automated workflows and standardized forms reduced manual efforts, significantly improving the efficiency and accuracy of contract creation and management.

Enhanced Visibility:

Custom dashboards and reports provided real-time insights into contract turnaround times and workflow bottlenecks, enabling better decision-making and proactive issue resolution.

Improved Compliance and Accuracy:

Compliance tracking and document generation tools ensured that contracts adhered to regulatory standards, reducing risks and enhancing trust.

Operational Efficiency and Scalability:

The integration with CRM platforms and improved user adoption enabled seamless operations, supporting the client’s growth and scalability.