Blogs

Congratulations to the 2024 Pacesetter Awards Customer Winners!

By Linda Frembes posted 23 days ago
🏆 We are thrilled to announce the winners of the 2024 Pacesetter Customer Awards! 🏆 These outstanding Agiloft customers have pushed the boundaries of what’s possible with Agiloft CLM, automating their way to new levels of efficiency and creating seamless contract processes. Congratulations to our winners in the following categories: 🌟 Connector: Brittany Lees, Health Catalyst. Brittany created countless efficiencies in Health Catalyst's sales organization by integrating Agiloft with Salesforce and their CPQ. 🌟 Data Liberator: Jim Gallo, National Geographic Society. Jim used Agiloft to unlock data from ...

5 Tips for Maximizing User Adoption for Your CLM System

By Linda Frembes posted 05-01-2024
Effective contract lifecycle management (CLM) systems are indispensable tools for legal operations team. However, the realized value of CLM lies in the adoption rate among an organization’s users. Yes, a CLM system can streamline workflows and processes, track and enhance compliance, and drive cost savings (among other great business benefits), but achieving these benefits requires widespread user adoption and the continuous feedback from an active user base. We offer these five tips to get you on the right path for a vibrant and active CLM user ecosystem: User-Centric Design Reviews: A CLM system that is unintuitive and not user-friendly ...

Join Us at ACC Legal Ops

By Linda Frembes posted 04-11-2024
If you are attending ACC Legal Ops in Chicago next week, please be sure to join us after a day of learning and networking at The Hampton Social! Raising the Bar with Agiloft When: Monday, April 15, 2024, from 7:00 to 9:00 PM Where: The Hampton Social , 164 E. Grand, Ave, Chicago. Please be sure to RSVP. See you there!

Here to Help: Agiloft Resources at Your Fingertips

By Linda Frembes posted 12-18-2023
It's that time of year when things start to wind down and tasks like organizing that mess called your desktop (both IRL and on your computer) start making their way to the top of the list. One thing that I like to do as part of my year-end cleanup is bookmarking all of the browser tabs that I have had open for months. The habit of seeing a good resource and then leaving that tab open for too long is shared by many, I know. So while you are organizing and bookmarking too, I thought I would share some Agiloft customer resources that you can add to your browser bookmarks: Searching the Agiloft Community is a great way to find information based on all content ...

What the Best Agiloft Admins Are Doing

By Linda Frembes posted 11-09-2023
Owning a system from end-to-end can be a tough task. “What are other Agiloft Admins doing?” is often a question that we hear when we speak to customers looking to solve an issue, to debut a new workflow to end users, or to benchmark their CLM activities against others in the industry. The Agiloft Customer Community is one of the many ways we connect Admins to each other, as well as customer-focused content and events such as the recent webinar hosted by Myles Van Leuven, Agiloft’s Vice President of Customer Advocacy. In Turning your Agiloft Admin into the MVP of Your Organization , Van Leuven spoke with Lauryn Haake, President and Founder ...

A 2023 CLOC EMEA Summit Preview

By Marianne Chrisos posted 08-30-2023
This month, we’re heading to London. From September 18-19, we’ll be joining legal operations experts from around the world at Royal Lancaster London, in the heart of Hyde Park, for the CLOC EMEA Summit . CLOC is a community of legal leaders who support and challenge one another to help solve the industry's most pressing issues; CLOC EMEA is a can’t-miss event for legal professionals who operate into or out of the EMEA region. Why should you attend CLOC EMEA Summit? Connect : This event bring 400+ people across industries to one place. This means plenty of conversations, insights, perspectives, and connections with like-minded peers in the industry ...

Coffee Chat and CLM: Join us for a conversation all about integrations

By Marianne Chrisos posted 08-24-2023
Agiloft’s main priority is helping maximize the value of your CLM investment. We understand that CLM integration capabilities are key in helping to streamline your workflow and boost productivity and we have made recent improvements to greatly expand integration opportunities with Agiloft. That's why we're excited to invite you to a Coffee Chat focused on integration capabilities. September 20, 2023 12 pm EST Online - Zoom (Link to be provided) What to Expect Imagine sipping on your favorite cup of coffee as you listen to how other Agiloft customers have utilized Agiloft’s flexible integrations. Whether it's connecting with CRM, ERP, or ...

2023 Summer Release: Innovating with AI, integrations and more

By Marianne Chrisos posted 08-22-2023
On August 15 th , Agiloft’s Product Team took to the virtual stage to host a webinar on the 2023 Summer Release. Here are the highlights on what they shared about this innovative release. Product Vision The Agiloft vision is to build connected, intelligent, and autonomous contracting processes that enable companies to unlock the value of contract data and accelerate their businesses. Here’s how we we’re executing on that vision. More autonomy: We’re prioritizing features that enable more autonomy, like self-service options. Standardized and interoperable: This is a critical capability that will improve the exchange of information ...

Five Ways to Tune Up Your Agiloft KB Right Now

By Linda Frembes posted 08-07-2023
Summer here in the Northern Hemisphere usually means that we all get to slow down a bit and take some time to make a dent in our task list. As an administrator for our community platform, that usually means that I have a moment to tackle some of the important items that keep the community running smoothly – and the same can be true for Agiloft administrators and KBs! The community moderators and I came up with this handy list of five things that you can do to tune up your KB right now. Taking some time to tighten up some settings to improve performance or revamping some page visuals can make a big difference to your end users. Take them one at a time or power ...

New Community Experience Coming this Week

By Linda Frembes posted 07-31-2023
"There is nothing permanent except change." — Heraclitus I am so excited to announce a new community experience that is coming your way this week! Starting tomorrow, you will notice that there is a totally new page design in the community. The team has been hard at work to transition our site to a more modern, more user-friendly design across all platforms, including mobile. What's New? One major change will be the views that you see when you are logged out versus logged in . The new homepage for folks who are not logged in yet features more content at-a-glance than what we offer now: From this page, you can find our Support Portal easily ...

Your Complete Guide to Data Integrations

By Marianne Chrisos posted 07-27-2023
Though Agiloft CLM is a powerful tool for legal, sales, procurement, and any other departments that handle contracts, it’s much more powerful to use it with integrated data from across data and departments. In short, it was not meant to be a one-department solution; it was created to provide visibility across your organization through different platforms, allowing the right people to access the right data at the right time. That’s why our CLM offers an extensive library of no-code integrations that connect seamlessly to critical business applications like Microsoft Dynamics, Oracle, SAP, Coupa, Workday and 400 more. Why integrations? ...

When Hollywood Meets CLM

By Linda Frembes posted 07-19-2023
You may have heard that Hollywood is on strike – two unions representing writers and actors (Writer’s Guild of America (WGA) and Screen Actors Guild – American Federation of Television and Radio Artists (SAG-AFSTRA), respectively) are currently walking the picket lines. Many of the news stories surrounding the unified strike revolves around production shutdowns and the impact on Hollywood-adjacent professions like craft services, set drivers, agents, and the like. So, imagine my surprise when a familiar phrase caught my eye when reading articles about the strike: force majeure . 👀 What is force majeure? A force majeure clause is common in ...

Tips for Creating Awesome HTML Reports

By Patrick Farrell posted 07-14-2023
HTML reports are an easy way to show information to users . H TML reports are “ native, ” so to speak (not native to an operating system, though), in that they can be rendered via any web browser . Why is that an advantage? Opening an HTML report is instan taneous as elements are interpreted by a web browser very quickl y . Excel, Word , and PDF files all require a cumbersome application to open them. H TML reports can be easily rendered in Excel or Word by cutting and pasting if users insist on using Excel or Word. Need a quick start guide on how to generate an HTML report ? ...

Top Ways to Engage Agiloft End Users

By Marianne Chrisos posted 07-14-2023
Engaging end users is crucial for the successful adoption and utilization of Agiloft’s CLM. When end users are fully engaged, they become champions of the software, driving its usage and maximizing its benefits. Here are our top ideas to help you engage Agiloft end users and ensure their active participation in the contract management process. 1. Explain the Why When it comes to change, users want to know why they’re being asked to learn something new and what the benefit is for them and the organization at large. You can easily share this overview which demos Agiloft’s benefits, features, and functionality. 2. Provide Comprehensive Training ...

5 practices of most engaged CLM users

By Marianne Chrisos posted 06-22-2023
Contract management is a critical enterprise business process that can impact everything from revenue to risk. Agiloft CLM is a foundational step in automating processes, but simply having a CLM system in place isn't enough; to truly get the most out of your investment, you need engaged users who are committed to using the system to its fullest potential. This is also referred to as maximizing user adoption. Here are five practices of the most engaged CLM users: 1. Consistent use of the system : The most engaged CLM users are those who consistently use the system for all contracts, regardless of size or complexity. They also understand the importance of having ...

Top 3 Advantages of Creating and Developing a Contract Ops Role

By Marianne Chrisos posted 05-31-2023
Contracts are at the heart of every business - they govern relationships with customers, suppliers, partners, and more. Even with a powerful CLM managing contracts can be a complex and time-consuming process, which is why many companies are now creating and developing a contract ops role. This can lead to a distinct competitive advantage. Better risk management: Contracts are a critical tool for managing risk, but only if they are managed effectively. Agiloft can provide a powerful tool that helps ensure automation, data governance, and much more. A contract ops role like an Agiloft admin can help ensure that contracts are properly reviewed, negotiated, ...

Introducing: Admin On-Demand

By Marianne Chrisos posted 05-12-2023
At Agiloft, we firmly believe that admins are the heart of a successful CLM system. Having a CLM administrator can dramatically improve contract management across your organization, as Agiloft admins are responsible for managing and maintaining their organization’s Agiloft system. With an admin, you get increased efficiency and productivity by having a point person who can help handle any organization-specific needs, such as creating customizations, managing user access and permissions, ensuring data accuracy and integrity, running reports, and providing training and support to users. But not every organization has the time or resources for a dedicated admin. ...

What do we mean by “unlocking data” in CLM and why does it matter?

By Marianne Chrisos posted 04-27-2023
The idea of unlocking data in contract management refers to the process of making all relevant information within a contract easily accessible and usable by a business. This includes not only the terms and conditions of the contract, but also any relevant data points and metrics that are contained within it. By having more insight into that data – and being able to use it to make decisions not just in legal or procurement, but across the entire organization – businesses can gain a better understanding of the value and risks associated with their contracts, as well as identify potential areas for improvement or optimization. There are several reasons why unlocking ...

Agiloft University: Your Path to Mastering Contract Lifecycle Management

By Marianne Chrisos posted 04-20-2023
Successful contract operations can help move organizations beyond the foundational stage of automating their contract management processes to connecting the data that is hidden in those contracts to key people and processes, helping to establish a significant competitive edge. But contract management and operations are more than using the right technology; the people are part of the equation, too. To help users achieve maximum value from Agiloft and be wildly successful in contract management, we’ve rolled out a comprehensive learning program: Agiloft University. With the increasing complexity of business processes and regulations, organizations need advanced ...