CLM Implementation Checklist

So finally, you have decided to move from manual contract management to contract automation with an intelligent CLM solution? Congratulations! Implementing CLM technology, and ensuring its success, is a collective responsibility. Implementing any new software solution can be time-consuming and tiring. However, when implementing a CLM system, it’s crucial to remember to be realistic about timing and expectations. For organizations considering a CLM system as part of their digital transformation journey, the time is NOW.

CLM Implementation Checklist

According to a recent Forrester survey, “CLM has universally gone from a nice-to-have to a critical-to-have in a post-COVID world.” 

A key component of the CLM journey is clearly defining roles and activities and forming a governance structure to monitor this program. A team that can take complete ownership of both implementation and adoption of the CLM system is vital for the program’s success. 

Every organization has a different level of CLM maturity. The CLM maturity process necessitates much work and coordination with many parties from the early phases without a CLM through advanced AI extraction and contracts analysis. However, regardless of your CLM process maturity level, the below checklist is a comprehensive guide for CLM implementation success.

Regardless of your CLM process maturity level, this CLM implementation checklist is intended to help you ensure successful implementation. 

Access this checklist by completing the form and clicking “Download Now.”