Docusign | Contract Lifecycle Management (CLM)

Experience Efficiency, Control, and Compliance Like Never Before!

Effective contract administration is essential for success in the ever-changing world of modern business. However, companies frequently find it difficult to optimize and streamline their contracting procedures. A comprehensive solution that revolutionizes contract management and raises business productivity to previously unheard-of levels is provided by DocuSign Contract Lifecycle Management (CLM) for Salesforce.

A quicker, more dependable contract workflow is made possible by the CLM’s sophisticated automation and smooth integration, which enables teams to minimize human labor, lower errors, and expedite approvals.

Understanding the Challenges


Businesses may face serious difficulties as a result of ineffective contract management procedures, such as:

Manual Processes

Conventional contract management techniques are frequently labor-intensive and manual, which causes delays and inefficiencies.

Lack of Visibility

It is challenging to track contract lifecycles and track performance when there is little insight into contract status and critical data.

Compliance Risks

Conventional contract management techniques are frequently labor-intensive and manual, which causes delays and inefficiencies.

What does DocuSign CLM do?

DocuSign CLM automates the creation, negotiation, approval, and upkeep of contracts in accordance with business-driven requirements. This establishes the foundation for incorporating AI into corporate strategy and operations and produces a centralized contract repository that supports metrics and natural language searching.

Workflows for Automated Contracts

Reduce human labor and greatly speed up the time to signing by introducing automated workflows to optimize the contract development, negotiation, and approval procedures.

A centralized repository for contracts

Keep a consolidated contract repository in Salesforce to facilitate contract data access and improve visibility throughout the entire company.

Monitoring of Compliance

By using automatic version control and pre-signature approvals, you may reduce risk and improve governance while guaranteeing adherence to legal and regulatory standards.

Analytics for Contracts

Utilize advanced analytics tools to gain practical insights into contract performance and trends, which will help with data-driven decision-making and contract process improvement.

Mobile centralized repository for contracts

With mobile-optimized functionality, you can make document signing easier at any time and from any location, enabling users to be productive while on the go.

Benefits of our DocuSign CLM

Faster Time to Value

Streamline contract processes with our pre-built solutions based on a compilation of needs across various industries with <8 weeks to go-live.

Hassle-free Implementation

Our small, agile team brings extensive expertise in DocuSign and Salesforce, ensuring a seamless implementation process.

Enhanced Accuracy and Consistency

Our small, agile team brings extensive expertise in DocuSign and Salesforce, ensuring a seamless implementation process.

Increased Productivity

Empower teams to achieve faster contract generation, faster negotiations, faster amendments/renewals, and faster approval times.

How We Work: Designing Your DocuSign CLM Roadmap 

Flowchart Design
1

Design

Present Situation Baseline: We start by getting a complete picture of your present situation, including how your company now drafts, receives, negotiates, signs, documents, and handles contracts. We can more accurately identify and rank opportunities for improvement in later phases if we have baseline measurements and specifics about your current process.
Finding Process Limitations and Customs: Conventions indicate "the way things have traditionally been done," whereas constraints reflect "what must be done." We may question conventional wisdom and make a compelling argument for switching to a more automated and efficient strategy by looking at your process drivers from these angles.
Affirmation of Process Outcomes: In order for us to establish priorities and areas of attention, it is crucial that you specify your intended objectives and results from the implementation. Your views are essential to our strategy since it focuses on addressing your unique problems and easing your pain points.
Architecture and Design of Future States: Where these components converge is the answer. After combining our research, we will provide your team with a customized solution that meets your goals and is feasible given your organization's technical limitations.

2

Implement

Findings and Needs Definition: The first objective is to begin the implementation with a clear plan outlining what must be done and by when. We accomplish this by using our Design methodology to create a future state that can be broken down into tactical project plans and a backlog of requirements and user stories that we can work on on your behalf.
Configuration and setup: In order to deliver the solution in brief, incremental bursts that allow for refinements to ensure we arrive at a solution that accomplishes what you initially set out to accomplish, we will work iteratively and collaboratively with your project team, using the project plan as the roadmap and the backlog as the recipe.
UAT/QA testing: For the solution to be initially adopted and to achieve the project's commercial goal, it is crucial that it not only satisfies the requirements but also the end users' usability criteria. A variety of actual users who will interface with the system after it goes live will participate in the collaborative testing process.
Launch and Post-Production Assistance: Achieving a successful go-live involves not just the technical parts of deployment and production instance setup, but also the change management components of getting end users ready and trained to use the new solution. Our strategy, known as "white glove," keeps us engaged during this crucial period to guarantee your success in the initial weeks of using the now-live service.

3

Optimize

Evaluating the present implementation of Docusign CLM: To make sure we measure twice before cutting once, we concentrate on unraveling and recording how your template and document launcher operate with your workflow and eforms, and how they relate to your folder structure, attributes, and reports.
Offering suggestions for integrating new Docusign CLM features and capabilities: We can give you a list of potential improvements that we can walk you through with a benefits analysis to help you make the right investments by using our in-depth knowledge of how your solution was put together along with our knowledge of the new features and functions that have been added to Docusign CLM since you first left.
Improving and solidifying your implementation: Drawing on our many years of experience, we have methods and design patterns that we have created to address frequent problems and mistakes that may arise in your implementation. In order to relieve you of the burden of continuously monitoring your workflows and reviewing intricate, technical error notification emails, we want to make the solution as hands-free as possible.
Finding best practices to make administration easier: Adapting production and in-flight solutions to changes in business logic is a necessary evil that can be nerve-racking and complex. We can assist you in identifying and implementing many of the usual modifications to your processes in ways that are simple to administer and don't require specialized, technical training.

4

Manage

Maintaining the lights: Our staff can take care of adding or deleting users, changing attributes, modifying or producing reports, and other routine administrative duties so your team doesn't have to.
Updates and modifications to templates: We can assist your team in mapping new fields from SFDC, modifying current templates, or even developing new templates to meet the demands of your evolving business and resulting requirements changes.
Workflow updates and modifications: We can make targeted, surgical changes to workflows to add new or remove existing actors, modify emails, or make other changes you may need to your business process. This will ensure a prompt response and the assurance that everything will continue to function after the update.
Ad hoc, special requests: If you have a common recurring special need that doesn't fit into a large project SOW and you don't want to commit to a year-long contract, let us know and we can work out a suitable arrangement for you.

DocuSign CLM Offerings

Are you curious about other ways that DocuSign CLM can improve your company’s operations? Examine the remedies listed below, and get in touch if any of the issues apply to your company.

CLM Health Check

  • Obstacles:
  • Limited user adoption
  • Processes that are inefficient and misaligned with current requirements
  • Configuration inconsistencies

CLM Enhance & Operate Challenges

  • Obstacles:
  • Necessary enhancements and updates
  • Enhancements & updates to make
  • CLM is outdated and unable to utilize new features

End-to-End CLM: From Lead to Cash

  • Obstacles:
  • Lengthy quoting process
  • Insufficient visibility into pricing and contracts
  • Prolonged time to revenue

CLM Custom Implementations

  • Obstacles:
  • Customized Integration
  • Tailored solutions to meet specific contracting requirements
  • Support for large-scale and global rollouts

CLM Solutions by Industry/Segment

  • CLM for HR
  • CLM for Sales
  • CLM for Insurance
  • CLM for Education
  • CLM for Procurement
  • CLM for Legal Services
  • CLM for Evergy & Utilities
  • CLM for Financial Services
  • CLM for Healthcare & Life Sciences
  • CLM for Construction & Engineering
  • CLM for Technology and Telecommunication
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