Icertis Corporate Presentation
Transcript of Icertis Corporate Presentation
Icertis confidential
Icertis Corporate Presentation
CLM| AI | Blockchain | App Ecosystemfuture ready – beyond table stakes – investment in innovation
Nov. 26, 2020
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SEATTLE NEW YORK/NEW JERSEY
PUNE
SILICON VALLEY
Founded 2009
12 Offices Worldwide
2 Development Centers
3 Support Centers
1,300+ Employees
7.5 Million Contracts Managed
Forbes AI 50 List, 2019 & 2020
Seattle Business Magazine Top 10 Washington Companies to Work For
Icertis at a glance
STUTTGART
ZURICH
FRANKFURTLONDON
PARISSOFIA
SINGAPORE
SYDNEY
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Trusted by the world’s top companies
3
IT / ITES / TELECOMAUTOMOTIVE/TRANSPORTATION
RETAIL/CONSUMER BANKING/FINANCE/INSURANCEMANUFACTURING/DISTRIBUTION
PHARMA/HEALTHCARE
4 of word’s 5 largest manufacturing
companies
5 of word’s 8 largest pharmaceutical
companies
4 of word’s 7 largest software
companies
4 of word’s 8 largest consulting services
companies
ENERGY/ENGINEERING
7.5 Million +Contracts
40 +Languages
90 +Countries
$1 Trillion +Contract Value
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Icertis Scored the Highest for Current CLM Product OfferingICERTIS RECOGNIZED AS A 2019 LEADER
• The Icertis Contract Management (ICM) platform received the highest score possible (5.0) in 17 out of 22 current offering criteria – more than any other vendor in the evaluation.
• “Its contract creation, contract repository, contract approval, contract fulfillment tracking, importing of existing and third-party contracts, and support for both buy-side and sell-side contracts continue to be outstanding,” the report notes about ICM.
• “Icertis has continued to improve its CLM product since it ranked as a Leader in our 2016 Forrester Wave and has acquired a series of Fortune 100 clients as a result,” according to Forrester.
Download the full report here
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ICM Portfolio: Apps, Experiences & Integrations
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Icertis Contract Management (ICM) Platform
Intelligent Contract Setup
Contract Operations
Governance, Risk & Compliance
Reporting & Dashboards
Ad
van
ced
An
alyt
ics
ICM Experiences
ICM Business Applications
Sourcing / Supplier
Relationship Management
Obligation Management
Clinical Trials & Budgeting
Collaboration Portal
Promotions & Rebates
IntegrationAdapters
AI-Infused Core Services
GDPR Compliance
Proposals Management
ICM AI Applications
DiscoverAI NegotiateAI VisualizeAI
Icertis Contract Management (ICM) Platform
• All types, global structure• Configurable metadata• Agreement relationships• Role-based access
• Template & third-party paper• MS Word based editing• Conditional language inclusion• Version management & history
• Risk profiling• Deviation analysis• Commitment management• Terms enforcement
• Contract performance mgmt.• Third-party collaboration• Mobile application• E-Sign, Integration to ERP/CRM
• Alerts & notifications• Key word and full text search• Tasks list• KPIs & reports
Contract Setup
• Clause library • Template management• Approval rules• Contracts repository
Governance Model Contract Operations
Risk & Compliance Advanced Features Dashboard & Visibility
TemplateAuthoring
ContractCreation
ContractReview
ContractApproval
ContractExecution
ContractLifecycle
ContractExpiry
A unique & inspired user interface for ease of use and adoption across the enterprise
End-to-End Contract Lifecycle Management
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Legacy Migration
• Icertis has legacy migration APIs.
• The bulk migration can be done via excel utilities that levergae the bulk API or via direct integration to
existing repositories.
• Icertis also leverages AI to extract data and clauses and performs the migration.
Thank youFuture Ready – beyond table stakes – Investment in Innovation
ICM | AI | Blockchain | App Ecosystem
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Session 1: #13. Contract Management Process
Synopsis: Contract Management:
• Show an overview of the creation of a contract to its approval
• Demonstrate the capability to upload files up to 2GB
• Show the capability to create parent-child linkages (for example, link OpCo's Local Implementation
Agreements to its correspondent Group Frame Agreement (GFSA))
• Demonstrate the capability to migrate contracts to the new platform including attachments, team
members, key contract header details and linkage to parent contracts
• Demonstrate contract workflow functionality including:
• ability to choose a performer for the next step by a current step’s performer
• ability for a workflow performer to either approve or reject himself and if required choose to consult a delegate
for opinion before approving or rejecting a workflow step
• ability to lock contract header details when contract is in approval process
• Ability to upload documents only at selected workflow steps
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Session 1: #13. Contract Management Process Continued …
Synopsis: Contract Management:
• Demonstrate how to extract key contractual themes for analysis on scanned contracts e.g. impact of GDPR on 10 contracts
• Show how to analyse positions across these contracts in regard to new regulations and best practice clauses
• Show how to highlight deviations from best practice standard clauses
• Demonstrate how to highlight critical clauses based on key words e.g. limitation of liability
• Show how to recommend actions that a business user or lawyer can act upon
• Show the capability to automatize the contract migration process (contracts that need to be migrated to this new platform)
• Demonstrate the capability to restrict Group Frame contract access to users from opcos depending on whether they have been added
to a contract team or not
• Demonstrate ability to author contract documents involving procurement users, business users, legal reviewers and suppliers
including:
• Ability to track all changes
• Ability to compare different versions
• Ability to use standard templates and determine different authoring workflow paths depending on whether a template has been used or
not
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Session 2: #12. Document Management Capabilities
Synopsis: Document Management capabilities:
• Show how to combine emails and documents into a single project file
• Demonstrate how to search for a specific contract for a client using a keyword
search
• Show how to edit the document that you’ve found
• Show have document track changes works
• Show how to change access rights to a document