SERVICES
Strategy, Selection, and Planning
A well-crafted strategy is crucial for a middle office’s success, setting direction, arriving at the best technological approach, and adapting to change for a competitive edge.
Give your stakeholders a digital transformation strategy they can believe in.
We closely collaborate with stakeholders, align goals and opportunities with our strategy, and demystify the process. This empowers them to embrace our path forward, and achieve business objectives.
Strategy Planning & Discovery
Implementation
Current State Assessment
POC - Prototype Planning & Development
Future State Planning
Requirements & Design
Roadmap
Template Deconstruction
Scope Identification
Systems Configuration
Supplier Evaluation & Selection
Systems Integration
ROI & Business Case Development
End User Functional Training
Policy & SOP Creation
Organizational Change Management
Template Rationalization
Production Support
Implementation Project Readiness
Operational Center of Excellence
Governance Design
A comprehensive set of services that extend beyond just great ideas
Our full suite of Strategy, Selection, and Planning services help our clients to make informed decisions, adapt to changing market conditions, and yield a successful outcome.
Results
Firms that move towards a “one-firm” operating model, by adopting disciplines like CLM and CPQ, are 2 - 3 times more likely to be in the top quartile of healthy and high-performing organizations.
9%+
Average impact to bottom-line performance from CLM
15%
Improvement in reports and analysis insights
20%+
Increase in negotiation effectiveness
Nearly50%
better success rate for moving to full maturity
Being expected to deliver in a modern world with an archaic process can sometimes put organizations between a rock and a hard place - but just as the middle begins to feel safe enough to accept some of the so-called radical thinking, ideas move to the middle and a new edge is created.
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Our all-encompassing strategy, planning and roadmap design services are tailored to address the critical early stages of your CLM journey.
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Approach
Our highly collaborative approach makes it easy to implement and adopt.
We work closely with stakeholders to identify pain points, develop custom strategies, and select the right technologies for success. Our team of experts empowers businesses to stay ahead of the curve by harnessing the power of technology for innovation and growth.
Our Clients’ Results
Firms that move towards a “one-firm” operating model, by adopting disciplines like CLM and CPQ, are 2 - 3 times more likely to be in the top quartile of healthy and high-performing organizations.
9+
Average impact to bottom-line performance from CLM
15%
Improvement in reports and analysis insights
20+
Increase in negotiation effectiveness
50%
Nearly 50% better success rate for moving to full maturity
Start Planning Today
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