Implemented an automated approval workflow and secure signing processes
Eningeering and IT Services Company offers solutions designed to enhance and maximize the operational performance of its customers.
Simplified the contract review process, ensuring compliance and efficiency
Increased visibility into contract statuses and history, facilitating better decision-making
Standardized request forms were introduced, leading to more uniform and streamlined contract initiation processes
Executive Sponsor
Industry
Products
Services
Challenges
Customer faced complexities in their contract approval process
The absence of an audit trail for contracts sent via email posed risks of compliance issues and limited traceability
A lack of KPIs hindered the ability to monitor and improve the contract management process effectively
Results
Uptima implemented the following solutions:
Deployed DocuSign CLM and eSignature to streamline contract management process
Developed an automated approval workflow tailored to their specific needs, allowing for efficient and controlled contract approvals based on various criteria
Integrated DocuSign eSignature to ensure secure and traceable contract signing processes