Users across the organization wanted more visibility and standardization in the contracting process: It was hard to know where contracts were in the workflow. In addition, outdated language and templates were used inadvertently. As a result, adoption of the system was low, slowdowns were common and staff efficiency was directly impacted.

“We selected the Icertis Contract Intelligence platform because of its flexible workflow, the transparency it provides users into our contracting process and its intuitive user interface,” says Marybeth Dixon, Senior Manager of Corporate Systems & Financial Operations at MassTech.

“We use the system not just for contracting, but also for procurement, the pre-contract approval process, contract invoicing and contract compliance. As we’re funded through public investments, it’s critical that we move projects quickly and efficiently, while also providing the necessary internal and external openness that is expected of a public agency.”

“The flexibility of the system allows us to have many different types of agreements and to easily see the relationships between them,” says Dixon. “Our users are now able to see where their agreements are in the workflow process, something we were lacking in the past. Having standardized templates in Icertis has further streamlined our internal processes, as all of the legal and contracting language is kept current in these templates.”

Over 75% of employees now use the contract intelligence software & system, whether to initiate, approve or view contracts. Additionally, the agency’s finance department reports increased oversight due to the system’s automated checks on the financial aspects of contracts prior to payment.