Optimize Your Contract Lifecycle Management with the CLM Health Check and Unlock the Full Potential of Your CLM System
Your organization has already invested in a Contract Lifecycle Management (CLM) solution, but are you truly maximizing its value?
At Marshfield Consulting, we specialize in helping organizations like yours enhance their existing CLM implementations by evaluating not just the system itself, but the entire contract management environment.
Our CLM Health Check goes beyond a standard assessment—it’s a comprehensive review designed to deliver actionable insights and strategic improvements that align with your business goals.
Why Choose the CLM Health Check?
- Comprehensive Process Review: We don’t stop at analyzing your CLM solution. Our evaluation covers both the technology and the people that participate in the pre-CLM, CLM, and post-CLM processes. Our goal is to ensure the people and the system are designed to support each other for overall seamless CLM operations and efficiency across the board.
- Expert-Driven Recommendations: With our deep expertise in CLM technology and contract management operations, we provide recommendations that are both practical and impactful—whether it’s implementing AI enhancements, optimizing workflows, addressing system architecture issues, or even just identifying gaps in end user training.
- Flexible Engagement: Tailored to your needs, our Health Check can be as targeted or broad as necessary, from a single workflow analysis to a full-scale system review.
Download the CLM Health Check Overview
Key Differentiators
Holistic Approach: Unlike typical assessments that focus solely on the CLM software, we analyze the entire contract lifecycle, including upstream and downstream processes. This ensures that your entire contract management ecosystem is optimized for success.
- In-Depth Technical Expertise: Our team brings a unique blend of technical acumen and business insight, allowing us to identify inefficiencies like technical debt, process misalignment, and underutilized features that may be holding your organization back.
- Actionable Outcomes: We don’t just deliver a list of findings; we provide clear, prioritized recommendations with associated business value. Our roadmap includes a phased approach to improvements, with cost estimates, sequencing considerations, and dependencies to guide your next steps.
- Value-Added Engagement: Should you choose to move forward with our recommendations, half of the initial Health Check fee is credited toward the implementation work, making it a shared investment for long-term success.
Our Process
1. Interview: We begin by understanding your current solution, gathering feedback from key stakeholders, and identifying pain points, and confirming the goals of the health check process. From there, we engage with end users, legal teams, admins, and other key actors to understand role-specific challenges and gather insights using a consistent 10 question survey
2. Inspect: To provide highly granular and specific recommendations, our team will deep dive into the solution to identify ways to streamline, harden, and/or better align the solution with intended use case.
- Technical Analysis: Review your existing configurations, workflows, and integrations for optimization opportunities.
- User Adoption & Training Assessment: Examine user feedback, training guides, and admin support structures.
- Pre & Post-CLM Process Evaluation: Assess how pre and post-CLM processes impact the overall efficiency.
3. Analyze: Perform deep-dive offline reviews of solution configurations, reporting data, and workflow metrics to synthesize our findings into insights and create a vision and a prioritized product backlog that will guide future enhancements and investments.
4. Report: Deliver a detailed report outlining the next steps, recommended adjustments, and cost estimates for implementation.
5. Remedy: Unlock the value contained within the recommendations and work with the Marshfield team on a project or support engagement to address some or all of suggested recommendations.
Who Should Consider a CLM Health Check?
This offering is ideal for organizations that:
- Have implemented a CLM solution but aren’t seeing the expected ROI.
- Experience inefficiencies, bottlenecks, or user adoption challenges within their contract management processes.
- Need expert guidance on how to take their CLM solution to the next level with the latest technologies and best practices.
If you’re in need of a revamped approach to Contract Management, take the first step toward optimizing your CLM solution and driving better business outcomes with Marshfield Consulting.
Contact us to schedule your CLM Health Check and discover how we can help you unlock the full potential of your contract management system.
