CLM Platform Success Packs
CLM Platform Success Packs:
tailored to your CLM journey
You have just implemented your CLM system. Now the journey really begins. Our CLM Packs are designed to help you reach peak performance.
CLM platforms have been attracting plenty of investment from corporate law departments with the promise of digital transformation. But they are also notoriously challenging; getting a total return on that investment takes a lot of work. Integreon has designed a portfolio of CLM success packages, which deliver the post-implementation support required to ensure that the processes, tools, systems, and people work together as intended.
The Challenge
There are many reasons why a contract lifecycle management project can feel like an entire mountain range to climb, with the peaks just getting higher:
In-house teams burdened with CLM process admin activities, such as:
- 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 because:
- 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 because of the:
- 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.
Service Pack Starter
What every CLM needs to succeed is now available in a defined, affordable services Pack. This is what you will find in every CLM Pack:
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:
-
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:
-
Process and functional CLM helpdesk for on-demand support, including:
- 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
The right CLM Pack will get you to your destination
You can choose from one of our existing Packs or work with us to build a solution that fits your organization’s needs, depending on your company size, languages, resource mix, or your phase in the post-implementation journey.
Bronze monthly benefits
- Support of up to 15 CLMUsers
- Support of 30 Helpdesk tickets
- Upload and tagging of 100 new docs
- Generation and update of 5 reports
- Creation of 1 new template and maintenance of up to 10 existing templates
- Testing of 1 system configuration
- Testing of 4 Vendor releases per year
Silver monthly benefits
- Support of up to 50 CLM users
- Support of 100 Helpdesk tickets
- Upload and tagging of 300 new docs
- Generation and update of 5 reports
- Creation of 1 new template and maintenance of up to 20 existing templates
- Testing of 1 system configuration
- Testing of 4 Vendor releases per year
Gold monthly benefits
- Support of up to 200 CLM users
- Support of 400 Helpdesk tickets
- Upload and tagging of 1000 new docs
- Generation and update of 10 reports
- Creation of 2 new templates and maintenance of up to 50 existing templates
- Testing of 2 system configuration
- Testing of 4 Vendor releases per year
Take our CLM Effectiveness Assessment Survey by clicking below and you can get an immediate assessment outline with recommendations for maximizing your CLM system and investment. Share your experience with CLM implementation and, in return, get valuable suggestions and insights on how to start or continue your path to CLM success.
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A Comprehensive Solution for CLM Platform Management
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:
- Repository management ensuring up-to-date and centralized storage, including:
- Contract review, ingestion and tagging
- 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:
- Process and functional CLM helpdesk for on-demand support, including:
- 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