Global IT Solutions Co., an IT service company operating on multiple continents Learn how they partnered with Execo to drive contract efficiency and operational improvements through seamless Salesforce integration. Execo helped streamline workflows, automate contract preparation, and improve compliance tracking by implementing a customized contract lifecycle management (CLM) solution integrated with Salesforce and DocuSign. With this modernization, Global IT Solutions Co. is now able to achieve scalable growth and operational efficiency.
Note: In this case study, client names have been anonymised to maintain confidentiality.
Global IT Solutions Co. faced significant inefficiencies in the contract management process, which relied heavily on outdated manual workflows. Agreements were often requested via email, reviewed by hand, and stored in different systems such as SharePoint or individual inboxes. This disorganized approach has led to delays, human error, and lack of visibility into contractual obligations.
Additionally, the company's global operations have increased in complexity, and contracts have to comply with various local legal standards. The lack of a centralized contract repository made it difficult for teams to track obligations and maintain compliance across jurisdictions. Agreements were often bottlenecks during the approval process, and critical renewal deadlines were missed, posing legal and operational risks.
Execo implemented an integrated contract lifecycle management (CLM) platform for Global IT Solutions and connected Salesforce for customer relationship management with DocuSign, an electronic signature function. The solution solved a key challenge by automating contract creation directly from Salesforce sales opportunities, 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 (SOW). This standardized conditions and ensured compliance. By automating workflows customized to the company's approval structure, contract reviews can now be streamlined and contracts routed based on contract value and specific governance needs.
Additionally, integration with DocuSign has made secure electronic signatures easier, enabling both internal teams and external parties to quickly execute contracts. Global IT Solutions Co. Since all contracts can now be centrally managed and AI-driven tracking of key obligations such as renewal dates and payment schedules, the visibility and management of contractual commitments has been enhanced.
The introduction of CLM solutions has fundamentally improved contract management efficiency and business performance, and significant measurable results have been achieved.
Global IT Solutions Co. is currently well-positioned for scalable growth due to a modernized contract management approach that supports operations across multiple jurisdictions and enhances overall operational efficiency.