The Challenge: Manual Processes Breaking Foundations
Data Redundancy & Errors: Manual entry across five disparate systems led to inaccuracies and wasted time.
Custom Agreements Bottleneck: High contract variability prevented standardization and slowed project kick-offs.
Spreadsheet Chaos: Tracking agreements on Excel spreadsheets caused data loss and hindered visibility.
Approval Confusion: No structured workflows led to unclear responsibilities and significant delays.
Scaling Limitations: Manual processes could not support rapid project growth or complex integrations.
The Solution Search: Choosing Volody
Integration Expertise: Needed deep connectivity with SAP, Salesforce, Laserfiche, and five other systems.
Customization & Scalability: Required a platform adaptable to unique workflows and growing volumes.
User Adoption Focus: Prioritized intuitive UI and role-based dashboards for rapid, organization-wide adoption.
Ongoing Partnership: Sought a vendor with agile support and continuous feature development.
Volody’s AI-powered CLM was selected for its industry-proven integration capabilities, flexible customization, and mission-critical support.
Implementation Blueprint: Constructing a Unified System
Duration: 12-week end-to-end deployment
Phases & Deliverables:
Integration & Migration (Weeks 1–4)
Deep systems analysis and API development for SAP, Salesforce, Laserfiche, etc.
Migration of 5,000+ legacy agreements with automated metadata extraction.
Workflow Standardization (Weeks 5–8)
Configured one-click document generation for cash flow statements and rent invoices.
Defined template approval processes to enforce internal policies and speed turnaround.
Intelligent Automation (Weeks 9–12)
Automated obligation management with custom MIS reports and dashboards.
Centralized repository rollout with advanced search and access controls.
Online collaborative drafting and version control for seamless negotiation.
The Results: A Solid Foundation for Growth
70% Productivity Increase: Streamlined workflows and eliminated manual errors.
5,000+ Contracts Managed: Unified storage and retrieval across all projects.
117 Custom Templates: Standardized for project types with configurable workflows.
100% Data Accuracy: Seamless system integration removed data redundancy.
Automated Reminders & Reports: Real-time visibility into obligations and deadlines.
The centralized CLM platform now underpins their project lifecycle, ensuring efficiency, control, and risk mitigation while enabling rapid expansion.
About the Client
A premier consulting firm offering assurance, tax, and advisory services in 140+ countries with 10,000+ professionals and ₹824Cr revenue, globally recognized for client satisfaction and high-quality solutions.
Company Size
₹824Cr Revenue
Industry
Consulting
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