Global Engineering Consultancy Centralises Contract Operations

A large global consultancy needed to replace fragmented contract processes with one central system that could support visibility, workflows, and reporting across the business.
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Challenges
6,000+

Contract documents requiring migration from fragmented SharePoint systems

40,000

Employees across multiple business units needing centralized contract visibility

Multiple

Business divisions operating with inconsistent contract management processes

"We just trip over stuff all the time. Contract lifecycle management has become essential operational infrastructure that we view as critical business functionality."

Technical Lead

Challenge

A major global engineering consultancy, faced significant operational challenges stemming from fragmented contract management processes across their complex organizational structure. The company operates through multiple business divisions including operations, projects, consulting, and digital services, spanning different geographic regions with sophisticated client relationships including BP Limited and ExxonMobil.

Their email-based contract request system lacked centralization, creating visibility gaps across business units and preventing effective contract oversight. The organization needed a robust solution to handle various contract types including NDAs, MSAs, call-offs, work orders, and software licenses while supporting their complex approval hierarchies and regulatory requirements.

Solution Search

A major global engineering consultancy selected Leah comprehensive CLM platform for its sophisticated integration capabilities and enterprise-scale features designed to handle complex organizational structures. The platform provides centralized contract repository functionality with advanced search capabilities, automated workflow management spanning multiple business units and geographic regions, and comprehensive reporting tools for stakeholder visibility.

Key technical capabilities include seamless CRM integration with Dynamics for automated metadata population, advanced approval workflow configurations supporting the consultancy's complex organizational hierarchy, cognitive search functionality for contract analysis and risk assessment, and enterprise-grade security with SSO integration and role-based access controls. The platform's generative AI capabilities, including the Leah tool for contract risk and compliance analysis, provide sophisticated automation beyond traditional CLM solutions.

The solution's technical architecture supports integration with existing enterprise systems including SharePoint for document storage, Oracle for financial reporting, and Mendix for governance approvals, ensuring comprehensive workflow automation across the consultancy's technology stack.

Why Leah

The organization approached this enterprise-wide deployment with a comprehensive 20+ month implementation strategy, recognizing the complexity of transforming contract management across a 40,000-employee global organization. The phased approach began with systematic data migration of over 6,000 contract documents from legacy SharePoint systems, ensuring data integrity and proper business unit classifications throughout the transition.

The implementation team coordinated sophisticated CRM integration development, working closely with Leah technical specialists to establish automated data synchronization processes. This eliminated duplicate data entry while providing seamless integration with existing customer relationship management workflows.

Leah provided extensive customer success support through weekly configuration sessions, hands-on training programs for business users, and dedicated technical support for complex integration challenges. The partnership approach included regular checkpoint meetings, escalation processes for technical issues, and collaborative problem-solving to optimize system configuration for the organization's unique requirements.

Rollout coordination involved systematic user training across multiple business units, with implementation leads conducting comprehensive training sessions and managing user adoption strategies. The team established proper governance frameworks and developed user documentation to support ongoing system utilization.

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"The CRM integration auto-populates all metadata from existing opportunity and account data, making the user experience much quicker without retyping information."

Technical Lead

Outcome

The organization has successfully established Leah as essential operational infrastructure, moving from fragmented email-based processes to centralized contract management across their global operations. The comprehensive reporting capabilities now provide stakeholders with unprecedented visibility into contract portfolios, supporting better decision-making across business units.

The CRM integration delivers immediate operational value through automated metadata population, streamlining contract creation processes and eliminating manual data entry errors. This integration success demonstrates the platform's capability to handle complex enterprise system requirements while maintaining data accuracy and workflow efficiency.

User sophistication continues to grow as rollout expansion progresses, with increasing demand for advanced features like cognitive search functionality. Implementation coordinators report that user questions are becoming more detailed and sophisticated, indicating successful adoption and growing system mastery across the organization.

The organization now has a robust foundation for scaling contract management operations, with enterprise-grade security, comprehensive audit trails, and sophisticated workflow automation supporting their complex business requirements. This transformation positions the organization for continued operational excellence in managing global engineering and consulting contracts.