Client Goal
IQVIA Health & Clinical Research, USA
Revive their stalled Conga contract lifecycle management (CLM) implementation
Eliminate human error in contract review and approvals
Ensure 100% accurate contract terms
Integrate external programs into core Salesforce
Implement automatic version control
THE PROBLEM
IQVIA had numerous agreements, each with their own requirements. Contracting was entirely manual: proposal templates would be edited, redlined by legal and contract teams and the client, then stored in a cloud storage directory. Having no automatic version control meant users had to save proposal drafts manually, bloating storage and making final versions difficult to find. Each step of the process required users to manually email the next person in the chain, delaying a proposal every time a team member needed to take a coffee break or a sick day.
IQVIA needed a contract lifecycle management system that could handle the incredibly specific needs of their business, while accelerating the contracting process and making life easier for their sales, contracting, and legal teams. They tried for 18 months to implement a Conga solution that would take care of this for them but could only manage to build infrastructure for one type of agreement. CommerceCX gave them a minimum viable product in 60 days.
THE SOLUTION
We knew from the very beginning how important it would be for us to understand IQVIA’s business processes; to create a sleek, well-running CLM implementation, you must understand the complexity of the processes it has to capture. After working closely with IQVIA for a few weeks, we came up with a complete CLM solution that automated many of the steps of their contracting process, which left more breathing room for those tasks that had to remain manual.
