Agiloft

Agiloft is used as our contract repository and lifecycle management tool. When a recruiter requests a new employment agreement, they complete a form in Agiloft which then populates and creates a print template from the information in the form. We then review and send the generated template to the employee for approval. Once approved, Agiloft sends the agreement through DocuSign for electronic signature. All contracts an related amendments are stored in Agiloft where they can be searched and reports ran on the data.

• We are able to generate and review a contract in 10 minutes and this previoulsy took about an hour
• We are able to perform searches and reports that we were not able to do before
• Eliminated the need for a second paralegal to review the first paralegal draft thus saving a lot of time
• Eliminated administrative steps for distribution of executed contracts to other departments

Smartsheet, DocuSign

• Better ability to find the contract you are looking for.
• Broke even within 8 months of switching to Agiloft even with implementation fees.
• Document compare saves time and mistakes.

Conga Contracts (formerly Novatus)

Microsoft Power BI, Qlik Sense, Microsoft Teams

We use it differently today than we did originally. But it is used to communicate to our stakeholders' project status as well as a knowledgebase for all related docs, etc. It has become our trademark in the marketplace for people to receive communications that have a consistent format. We feed it with reports from a field reporting tool and it aggregates them and sends them out. This platform allows us to perform <u>a lot</u> of tasks with less resources.

• Stakeholders - They want status updates - we actually get business because they like our reporting, big ROI
• It's not a negative impact, but we have gone down "rabbit holes" trying to make it work for applications where it isn't really suited because it is a great platform...understand its limitations
• ROI - The platform sends out a lot of communications, we would have to add staff to maintain

Intellect 8 BPM

Microsoft Project, Tableau Online

This system is being used across the whole organization; however, the Legal department is the main user. We have not yet rolled this out completely, as we are still fine-tuning it as we receive feedback from our core users. The goal is to use this system to manage both internal and 3rd party contracts across every department. Our current method is manual, meaning all drafting, reviews, approvals, and tracking are done by hand, through Microsoft Office, or via email for each agreement. We are hoping that Agiloft will reduce the turn around time for each contract and give us a simpler way to track the initiation of contracts through to expiry. Much of this we have already experienced through system testing. This should also allow us to get closer to a paperless system.

• Increased employee efficiency is by far the most noticeable impact. Contract generation time has been cut in half, if not more because the required fields on the request form eliminate the endless back and forth vial email.
• Increased Compliance Rate: Departments can now only obtain legal approval through Agiloft, which drastically reduces the number of contracts signed without legal review.
• One short term negative impact is training all employees on the system. This is time-consuming and sometimes met with hesitation by staff. But long term this increases efficiency across the board.

Thomson Reuters ProLaw

Thomson Reuters ProLaw, Adobe Acrobat DC

We use the Agiloft Contract Lifecycle Management for managing the contracts with vendors. We also use to renew them as soon as possible to allow for the highest number of discounts. The main business problem resolved by the software is replacing paper documentation. Another one would be replacing the Excel and Doc sheets. It has become significantly easier for new employees to understand the way the contracts work compared to having folders of contracts. During Covid, where "emergency situations" became more commonplace, regular changes in contracts are only possible through software like this one.

• It became easier to maintain contracts and not forget deadlines for renewal.
• In IT, we have not had any automatic contract renewals on worse terms.
• Onboarding employees to show the way contracts work became easier.
• Creating invoices in ERP became easier.

SPS Commerce Fulfillment and Ironclad

Microsoft 365 (formerly Office 365), SPS Commerce Fulfillment, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)