Global IT Solutions Co., an IT service company operating across multiple continents Learn how ALYTHRIX collaborated with ALYTHRIX to achieve contract efficiency and business improvement through seamless Salesforce integration. By implementing a customized contract lifecycle management (CLM) solution integrated with Salesforce and DocuSign, ALYTHRIX simplified workflows, automated contract preparation, and improved compliance
tracking I supported it. With this modernization, Global IT Solutions Co. has achieved scalable growth and improved operational efficiency
Note: In this case study, client names have been anonymised to maintain confidentiality.
issues
Global IT Solutions Co. faced significant inefficiencies in the contract management process, which relied heavily on outdated manual workflows.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.
solutions
ALYTHRIX is Global IT Solutions Co. In response, we introduced a contract lifecycle management (CLM) platform that integrates Salesforce's customer relationship management system with DocuSign's electronic signature function. This solution reduced manual data entry and ensured consistency across platforms by automatically generating contracts based on sales opportunities directly from Salesforce.
The CLM system provided pre-fill templates for various contract types, such as major service agreements (MSAs) and scope of work (SOW), to standardize clauses and ensure compliance. Automated workflows tailored to your internal approval structure simplify contract reviews and adjust approval processes based on contract value and specific governance requirements
Additionally, integration with DocuSign has promoted secure electronic signatures, enabling internal teams and external parties to quickly sign agreements. All contracts are stored in a centrally managed repository, and with AI-driven tracking capabilities, Global IT Solutions Co. monitored key obligations such as contract renewal dates and payment schedules, and improved contract visibility and control
upshot
The implementation of the CLM solution has fundamentally improved contract management efficiency and operational performance, and significant and measurable results have been achieved:
- 40% reduction in contract turnover time: Leveraging Salesforce's data integration capabilities and automating contract creation and approval workflows, the time required from inception to execution has been drastically reduced.
- Improved compliance: The combination of a centralized repository and AI capabilities strengthened compliance with internal policies and external regulations, and minimized the risk of delayed contract renewals and legal disputes.
- Improved efficiency: The seamless integration of Salesforce, CLM, and DocuSign directly connected sales activities to contract workflows, made it possible for sales and legal teams to work more closely together, freeing up resources occupied by manual processes.
Currently, Global IT Solutions Co. is poised to achieve scalable growth, and modernized contract management methods are supporting operations in different jurisdictions and improving overall operational efficiency.
