About Jade Global
Jade is a trusted IT services partner for global enterprises to accelerate their digital transformation journey. Jade function as a trusted advisors to help them make the right technology decisions.
Jade services include business application implementations, integrations, software product engineering, cloud services, technology advisory, testing, and managed services. They have domain expertise in a variety of industries including manufacturing, high-tech, energy, pharmaceuticals, and warehouse distribution.
Challenges
- No inter department harmonization, due to which approvals were time consuming.
- Unable to maintain track of correct contract version.
- No defined SLA and TAT for stakeholders.
- Minimum visibility of contract's status to management.
- No central repository for documents.
- Unable to synchronise the CRM with Manual Process
Need
- Need to integrate contracts with CRM (Initiation point for Contracts).
- Streamlined processes between Sales and Legal.
- Clarity for Sales and Legal on the progress of a Contract.
- Automating approval workflow based on type of contracts.
- Adhering to defines SLA and TAT for each team.
- Capture approval history.
- Dashboard for Business heads for insights on contracts.
- Standardizing Contract Templates.
Win
- Integration of Salesforce with Agiloft via Dell Boomi. Provided teams to stay on top of the contract progress and take next best action.
- Contract Synchronization between Salesforce and Agiloft.
- Automation of approval workflow based on contract type. Capturing Approval history for all contracts.
- Clear representation of active contracts and expired contracts. On-time notifications for renewal.
- Rich Data insight with dashboard for all management personnel.
- Reduced the count of missed renewal and contracts requiring immediate attention/action.
- Integration with Outlook and MS Word to minimize Legal's effort for contract creation.
- Improved tracking of clauses and version control of contracts.
Partner
Virtuos is a Gold Partner for Agiloft, has rich experience in implementing complex solutions and our team has delivered and surpassed customer's expectations always.
