RetailCLM Readiness

Getting a retailer ready before the platform arrived

The work before the work, fixing process and templates first, so the implementation that followed went in clean instead of fighting old habits.

40%

fewer cycle delays after cleanup

standard template set, agreed up front

surprises carried into the build

⚠ Placeholder case study — client name and figures pending sign-off.

Challenge

Buying a platform won’t fix a broken process

The retailer was about to implement a CLM on top of inconsistent templates, unclear approvals, and contracting habits that varied by team. Dropping software onto that would have just made the mess move faster.

Approach

Fix the process, then automate it

We standardized templates, mapped the approval paths people should actually follow, and cleared the ambiguity that caused delays, before a single workflow was configured. The readiness work set the spec the implementation would build to.

Result

An implementation with nothing to rework

When the platform went in, it matched a process the business had already agreed on. Cycle delays dropped, and the rollout avoided the back-and-forth that usually eats the first few months.

Doing the unglamorous cleanup first is the reason the implementation actually stuck. We weren’t automating chaos.

Head of Procurement

Retailer (placeholder)

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