Discover how Global IT Solutions Co., an IT services company with operations across multiple continents, partnered with Execo to drive contract efficiency and operational improvements through seamless Salesforce integration. By implementing a customized Contract Lifecycle Management (CLM) solution integrated with Salesforce and DocuSign, Execo helped streamline workflows, automate contract generation, and improve compliance tracking. This modernization positioned Global IT Solutions Co. for scalable growth and operational efficiency.
Note: The client’s name has been anonymized in this case study to protect their confidentiality.
Problem
Global IT Solutions Co. faced significant inefficiencies in their contract management processes, which relied heavily on outdated manual workflows. Contracts were often requested via email, reviewed manually, and stored in disparate systems like SharePoint and individual inboxes. This disorganized approach led to delays, human errors, and a lack of visibility into contract obligations.
Additionally, the company's global operations added a layer of complexity, requiring contracts to comply with different regional legal standards. The lack of a centralized contract repository made it difficult for teams to track obligations or maintain compliance across jurisdictions. Contracts often experienced bottlenecks during approval processes, and crucial deadlines for renewals were sometimes missed, posing legal and operational risks.
Solution
Execo implemented an integrated Contract Lifecycle Management (CLM) platform for Global IT Solutions Co., connecting Salesforce for customer relationship management with DocuSign for e-signature capabilities. This solution addressed key issues by automating contract generation directly from sales opportunities in Salesforce, thereby reducing manual data entry and ensuring consistency across platforms.
The CLM system also used pre-populated templates for various contract types, such as Master Service Agreements (MSAs) and Statements of Work (SOWs), which standardized terms and ensured compliance. Automated workflows customized for the company’s internal approval structure helped streamline contract review, routing contracts based on their value and specific governance needs.
Furthermore, the integration with DocuSign facilitated secure electronic signatures, enabling both internal teams and external parties to execute contracts quickly. A centralized repository for all contracts, combined with AI-driven tracking for key obligations like renewal dates and payment schedules, provided Global IT Solutions Co. with increased visibility and control over their contractual commitments.
Results
The implementation of the CLM solution delivered significant, measurable outcomes that fundamentally improved contract management efficiency and operational performance:
- 40% Reduction in Contract Turnaround Time: Automation of contract creation and approval workflows reduced the time needed from initiation to execution by leveraging Salesforce's data integration capabilities.
- Improved Compliance: The centralized repository, combined with AI capabilities, ensured better adherence to internal policies and external regulations, minimizing missed renewal deadlines and the risk of legal disputes.
- Enhanced Efficiency: The seamless integration between Salesforce, CLM, and DocuSign directly connected sales activities to contract workflows, allowing sales and legal teams to work more cohesively, freeing up resources that were previously tied up in manual processes.
Global IT Solutions Co. is now well-positioned for scalable growth, with a modernized contract management approach that supports their multi-jurisdictional operations and enhances overall operational efficiency.
