ContractPodAI CLM Implementation

Together, let's achieve meaningful results and drive your success.

ContractPodAi Delivery Methodology

Whether you leverage a third-party consulting partner or engage the ContractPodAi Delivery team to guide you through your CLM implementation, you will find it to be a structured experience based on knowledge gleaned from hundreds of projects.


  • Align stakeholders on vision and objectives
  • Establish governance and ways of working together
  • Formally kick off the project


  • Requirements validation workshops
  • Map end-to-end business processes
  • Integration design
  • Document configuration requirements
  • Sign-off on the Solution Design


  • Configure platform per approved design
  • Migrate legacy contracts
  • Setup integrations
  • Perform testing
  • Develop training materials


  • User acceptance testing
  • End user training
  • Production deployment
  • Go-live readiness


  • Monitor usage and adoption
  • Provide post-go-live support
  • Transition to continuous improvement
  • Plan next phases

Elevate Your Contract Maturity with ContractPodAi

A lack of customer readiness is the primary reason for implementation challenges and unsuccessful CLM projects. We can help you proactively determine your readiness with our Contract Maturity Model (CMM) assessment. It involves an evaluation of seven best practices in contract lifecycle management.

CLM Readiness

Relevant teams must be informed, engaged, and prepared before implementation, making the rest of the journey smoother. We’ll help you with readiness activities, such as current state assessment, taxonomy design, template rationalization, and migration planning.

Change Management

As you move closer to rolling out the CLM solution, you will need to consider additional structured change management activities like stakeholder communication, journey mapping, and training.

Maturity Assessment

We can help you determine your CLM maturity with our Contract Maturity Model (CMM) assessment. It involves an evaluation of seven best practices in contract lifecycle management.

Got questions? Get Answers.

We can support either model and are happy to advise you based on your needs and goals.

Your ContractPodAi project team will include a project manager, solution architect, configuration team and enablement lead.

Based on a comprehensive scoping, each implementation is unique. We welcome the opportunity to thoroughly scope your project in more detail. We do offer guides for overall implementation effort and costs during initial conversations.

Step 1: Make design decisions – Which contracts are in-scope for migration? Will expired contracts be migrated? Will the migration be phased based on priority contracts?
Step 2: Gather the data – Where are contracts stored today? Are you confident you have visibility into all in-scope contracts? Can you start collecting all of the in-scope documents?
Step 3: Ready to load – Organize contracts based on a taxonomy, working with our dedicated migration team.

Absolutely. Most of our customers choose to use user management tools and this is scoped as part of the greater implementation.