Our CLM expertise tailored to your CLM journey
Integreon has developed a portfolio of CLM support options, which deliver the post-implementation support required to ensure that the processes, tools, systems, and people work together as intended.
- 24/7 global support
- Scale up or down as needed
- Smooth and efficient delivery
Service Support
Post-Deployment Management:
- Clause library and template configuration and maintenance
- Operations support for legal and business stakeholders, including approval or signature routing and triggering relevant notifications
- Vendor release testing and user training
Data Management:
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Repository management ensuring up-to-date and centralized storage, including:
- Contract review, ingestion and abstraction
- Data hygiene and updates
- Duplicate checking, folder creation, and parent-child relationship management
- Tailored reports & visualizations aligned with your organization’s goals
- Ongoing data management recommendations and best practice insights
System Adoption:
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Process and functional CLM helpdesk for on-denmand support, icluding:
- Providing and managing up-to-date training modules and guides for all user groups
- Answering questions and guiding global users on how and why to make the most of the CLM platform
- Handling the intake, triage, and troubleshooting of user issues
- Assist with Vendor ticket resolution, and reporting system bugs
- Track and document the user experience to identify trends and process improvements
CLM Project Challenges
There are many reasons why a contract lifecycle management project can feel overwhelming
In-house teams burdened with CLM process admin activities
- Configuring templates and keeping clause libraries updated with the right versions in use.
- Chasing signatures and uploading signed agreements
- Managing, testing, and training on vendor system releases
No access to informed decision-making
- Key contract tags and terms are not accurately or consistently extracted or entered
- Parent/child contract relationships are not maintained or connected for cross-account viewing
- Reports and dashboards are not designed to deliver comprehensive, intuitive insights
Struggling with system adoption and change management
- No tracking on system usage, user satisfaction, or productivity
- Insufficient training and user issue support
- Insufficient process and functional support
Where to find help
Most companies deploying a CLM system invest in the initial implementation. The big mistake is in thinking that the project is a one-time event. In reality, contract lifecycle management is a continuing process, imposing an ongoing effort on the organization that requires both resource and expertise to handle. Underestimating that effort or trying to support it within the existing legal team is one of the major reasons why CLM implementations are so frequently attacked for their poor success rates.
Bottom line: a CLM tool is not a plug-and-play solution, but an organizational transformation. Finding the resources and expertise to support that transformation within your organization can be a daunting prospect – doing so may not be realistic, let alone cost-effective.
Partnering with the right service provider can guarantee that the required know-how and staffing are available to produce the targeted value on budget.
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