Contract Lifecycle Management (CLM) Transformation & Optimization

Maximizing the Value of Your Icertis CLM Investment

Implementing and optimizing Icertis CLM can be complex, often leading to frustration, poor adoption, and inefficiencies. Many organizations find themselves struggling with underutilized systems, misaligned processes, and change resistance.

Services

CLM Optimization & Adoption

Duration: 4-6 weeks

Pricing: Fixed Fee, $15K-$25K

Best for: Organizations struggling with inefficient Icertis implementations, low adoption, or misalignment with business goals.

What is included:

  • CLM maturity assessment & roadmap.

  • Contract process mapping & automation recommendations.

  • Stakeholder engagement & change impact analysis.

  • Strategic recommendations for system

CLM Rescue & Recovery

Duration: 3-6 months

Pricing: $10K - $20K/month (retainer) or milestone-based

Best for: Companies with failed or stalled implementations that need to regain momentum.

What is included:

  • Root cause analysis of implementation challenges.

  • Hands-on project management to reset implementation.

  • Vendor negotiation, streamline signoff process, & escalation strategy.

  • Change management & training to ensure adoption.

  • Stakeholder alignment & communications

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Executive Advisory & Fractional CLM Leadership

Duration: Ongoing (6-12 months)

Pricing: $8K - $12K/month (retainer)

Best for: Companies needing high-level CLM leadership but not ready for a full-time hire.

What is included:

  • Acting Fractional CLM Director and Change Management Director to oversee strategy.

  • Vendor negotiations & contract governance.

  • Executive change leadership & stakeholder management.

  • Quarterly CLM performance reviews & optimization plans.

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Book a free consultation to discuss your CLM challenges and explore the best path forward.

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Why Our Approach Works

Most CLM challenges are not just technical, they are people problems. Implementing a contract management system without a strong adoption strategy leads to low utilization, compliance gaps, and operational inefficiencies.

  • We fix broken implementations by aligning CLM technology with business goals.

  • We drive change adoption so that your teams use the system effectively.

  • We bridge the gap between IT, legal, and business stakeholders for better CLM outcomes.

 Case Study: Optimizing Icertis CLM for a University Healthcare System

  • A leading University Healthcare System implemented Icertis CLM with high expectations. Initially, stakeholders were enthusiastic about the system, eager to streamline contract management and enhance compliance. However, as users engaged with the platform, frustration grew.

    Key challenges included:
    ✔ Overwhelming Notifications – Users were bombarded with excessive alerts, leading to disengagement.
    ✔ Clunky User Experience – Navigation inefficiencies and complex workflows slowed adoption.
    ✔ Adoption Decline – High initial enthusiasm faded as inefficiencies became apparent.

  • We stepped in to course-correct the implementation and ensure the system delivered on its original promise.

    Our approach included:
    ✔ Voice of the Customer Analysis – Conducted user interviews and system audits to identify key friction points.
    ✔ Notification Optimization – Reconfigured settings to eliminate alert fatigue while maintaining critical notifications.
    ✔ Workflow Streamlining – Simplified processes to reduce manual effort and improve efficiency.
    ✔ Training & Change Management – Provided targeted user training to improve adoption and usability.

  • With the system stabilized, we are now preparing for Phase 2, focusing on:

    ✔ Enhancing CLM Features – Implementing additional improvements based on direct user feedback.
    ✔ Icertis CLM + ERP Integration – Aligning contract management with a major ERP system to improve data flow and reporting.
    ✔ Advanced Automation & AI Optimization – Leveraging Icertis capabilities for contract insights, compliance tracking, and risk mitigation.

  • ✔ Reduced Notification Overload – Users now receive only relevant alerts, improving engagement.
    ✔ Streamlined Workflows – Tasks are completed faster with fewer system bottlenecks.
    ✔ Increased Adoption & Confidence – Teams are more efficient and aligned with CLM best practices.
    ✔ Strategic Roadmap for Growth – The Phase 2 integration with ERP will further enhance automation and scalability.

Key Takeaway: CLM Optimization is an Ongoing Process

Even a well-designed CLM system requires post-implementation refinement to drive long-term value. By focusing on usability, automation, and integration, we helped this University Healthcare System turn initial frustration into long-term efficiency and scalability.

📩 Struggling with CLM adoption or integration? Let’s optimize your system for success!

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