CASE STUDY Financial Services | Global
Top 10 Largest US Bank Simplifies Contract Lifecycle Management Evaluation With Expert Advisory
Client Need
- Eliminate gaps in the existing Contract Lifecycle Management (CLM), including hierarchy, e-signature integration, and alerts.
- Reduce manual processes and increase automation in contracts workflows.
- Obtain expert assessment of CLM solutions to improve efficiency.
Client Solutions
- Conduct a current-state assessment of the existing CLM system.
- Evaluate configuration and contracting processes for improvement opportunities.
- Provide actionable feedback on solution functionality.
- Advise on supplier selection and guide the client through the process.
Why Epiq
- The advisory team includes seasoned legal professionals and technical subject matter experts who understand both business and delivery aspects of CLM.
- Draw on experience from more than 300 global CLM implementations.
Results and Benefits
Streamline the CLM supplier selection process, narrowing options to the top three for the request for proposal (RFP).
Deliver detailed evaluation scorecards to assess functionality and ease of use.
Share insights from client demonstrations and Epiq expertise on usability.