Why Implementation can Make-or-Break Your CLM (and how to avoid it)

In-house legal teams at enterprise companies face unique challenges that require efficient and effective contract lifecycle management (CLM) software. But the crucial task isn’t just about choosing the right software. The implementation process also plays a significant role in ensuring user adoption and the ultimate goal; the smooth running of business operations. There are several tips and tricks to make your CLM software implementation as smooth as possible.

Streamline and Simplify

First, it's best to start small. Deploying the CLM software in lesser-stakes areas allows you to test the waters without causing disruption in high-stakes areas. This step-by-step approach minimizes risks and allows you to learn from any mistakes early in the process.

Next, ensure that all stakeholder roles are clearly defined. Contract management involves multiple parties with similar and conflicting needs, and it's not uncommon for responsibilities to overlap. Clearly defining roles from the start can help prevent any confusion or delays down the line.

Training is another vital aspect of the implementation process. To make sure the software is used correctly and to its full potential, offer distinct training tailored to different user groups and specific workflows. This fosters a better understanding of the software and optimizes usage.

Measure twice, cut once.

Equally important is defining specific success measures and outcomes. This sets clear expectations, keeping everyone in sync and maximizing the benefits of the CLM software. Remember to prioritize progress over perfection, especially during data migration. Avoid wasting time cleaning up irrelevant files or data and focus on moving forward.

It's also vital for teams not to wait until they're stuck before asking for help. The most successful teams are those who are proactive in seeking assistance. Inviting resources to troubleshoot alongside them helps to quickly identify and solve potential issues.

Unfortunately, project leaders often underestimate the helpfulness and competence of support teams provided by vendors. These teams are experts in their field and can provide invaluable support during implementation. Having confidence in navigating hurdles is crucial, but asking for help when needed is equally important. Looking for a vendor who offers best-in-class, continued support throughout your implementation journey is a must.

Prioritize progress, not perfection.

Implementing CLM is an essential task that has substantial impacts on large enterprise companies. By starting small, defining roles, offering tailored training, setting clear success measures, prioritizing progress over perfection, and not being afraid to ask for help, you can ensure a successful, smooth, and efficient CLM software implementation. Request a demo of LinkSquares to learn how we can help you streamline and simplify your legal operations with contract lifecycle management.