Case Studies
OnSolve
How OnSolve Solved Contract Management and Reduced Legal Assistance by 28%
Overview
A leading critical event management software provider tapped Marshfield Consulting to consolidate contract management systems and build automations that enable Sales reps to choose appropriate terms and review options for numerous deal types — drastically improving contract completion times, trust in data accuracy, and visibility into contract status.
The Challenge
As OnSolve acquired several tech companies, its Legal and Sales teams struggled to navigate multiple contract management systems, processes, and repositories as demand for their products grew. Many contracts necessitated time-consuming manual steps across creation, routing, and review, directly impacting their ability to efficiently close new business and renewals.
Without a systemized approach to contract management, Legal lacked oversight of contracts under review and could not establish KPIs to measure the length of contract review cycles, spot process bottlenecks, and identify areas for process improvement. On top of the additional work required to maintain multiple contract repositories, the potential for manual error brought data integrity into question.
After evaluating existing technologies and multiple vendors, OnSolve selected Salesforce to serve as a single source of truth and Docusign CLM as the company’s contract lifecycle automation tool. But the scope of the implementation and limitations of both systems’ out-of-the-box capabilities exceeded OnSolve’s in-house capabilities.
Marshfield’s Solution
OnSolve’s Sales, Legal, and Revenue Ops teams.
“When OnSolve started working with Marshfield, new business was the priority during 2020 and 2021,” Sylvia recalled. “By 2022, our focus needed to shift to renewals. And Marshfield was invaluable in identifying ways to streamline these processes.”
To speed up renewals while effectively mitigating risk, Marshfield designed a workflow that offers Sales reps the ability to request different types of
contract modifications directly in Salesforce and automatically kick off the appropriate review process. For standard updates within a defined set of
terms and approved boilerplate, no review is required. When Sales creates custom requests, the workflow triggers specialized approvals. Recognizing Sales’ need to stay in the CRM, Marshfield customized Salesforce functionality to add signature requests after a document has been sent for review, sparing Legal from making these modifications manually.
Benefits & Results
1.7 days.
day needs. We’re supported at every level by the entire Marshfield team.”
Stats
28%
reduction in assistance needed from Legal
1.7 days
average completion time for contracts with standard terms
24,000+
documents generated and workflows initiated
About OnSolve
OnSolve is a leading critical event management provider that proactively mitigates physical threats, allowing organizations to remain agile when a crisis strikes. Using the most trusted expertise and reliable AI-powered risk intelligence, critical communications, and incident management technology, the OnSolve Platform enables enterprises, SMB organizations, and all levels of government to detect, anticipate, and mitigate physical threats that impact their people, places, and property
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