Multinational Leading Investment Management Company
Headquartered in Germany, this global investment management firm leverages deep market expertise and worldwide research to create both core and custom investment solutions. By managing multiple strategies, they help clients achieve diverse investment objectives through informed and strategic decision-making.
The Challenge
The company aimed to establish a new contracting model tailored for investment profiles. The existing contracting and operations processes were slow, manual, and inefficient, especially regarding document merging and approval workflows. A streamlined, automated solution was necessary to enhance operational efficiency and approval accuracy.
The Solution
Shiftlogic implemented Conga CLM (Contract Lifecycle Management) to facilitate easy contract generation with automated document merging. The Contract Wizard streamlined the contracting process, while Conga Approvals introduced complex logic to accelerate the approval workflow, ensuring a smooth and efficient process.
Services Provided
Dipti Kalaria led the comprehensive solution design over a six-month program, addressing the full scope of business requirements and guiding the project to a successful go-live.
Results
With the new contracting process in place, the company gained a scalable solution that improved accuracy and compliance. The automated document generation accelerated negotiations, while the optimised approval process sped up legal clearances, enhancing the overall efficiency of contract management.
Ready to Make the Shift?
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