Key outcomes
6x more contracts reviewed using Summize
Faster extraction of key clauses through the playbook feature
More accurate and consistent contract reviews
Objective
Day Wireless Systems is the largest, full-service wireless integrator on the West Coast of the United States. They provide design, construction, licensing, sales, rentals, installation, and maintenance for a wide range of wireless voice, data and video organizations. Founded in 1969, they have 28 locations and over 300 employees across California, Oregon, Washington, Idaho, and Wyoming.
With no formal contract process in place, the Director of Presales and Contracting was determined to find a CLM solution to bring their documents into the 21st century. They wanted a solution that could accurately pull key clauses and information quickly alongside a secure and information-rich contract repository.
The playbook element within Summize was something we didn’t even realize we needed. It has allowed us to pull detailed summaries quickly, helping us to instantly identify what matters to us and transforming the way we operate as a department.
Solution
To streamline processes and digitalize the contract lifecycle, Summize created a legal front door for Day Wireless Systems using a Microsoft Teams integration. Using the Summize Microsoft Teams Add-In, users across the business can safely create a contract using pre-set criteria from the legal team without submitting a request. Requests for reviews are also more straightforward, and the legal team now reviews, on average, 20% more contracts than they did before Summize was implemented.
Summize’s contract repository also provides an intuitive and manageable centralized location for all of Day Wireless Systems' contracts. It contains advanced search capabilities, allowing users to search for answers quickly and easily.
I used to review and approve approximately four contracts a week before using Summize. Now I can do 25. The amount of time it has saved us is fantastic and has freed me up to do more high-level activities.
Outcome
Summize has created a more simplified and exact contract lifecycle process for Day Wireless Systems without changing their existing ways of working. The intelligent automation of Summize’s CLM solution has meant that contracts that would often take weeks to review and approve now only take a couple of hours.
Summize’s powerful data engine has given Day Wireless Systems instant access to improved decision-making and actionable insights. Implementing a CLM solution has improved their contract process, reducing risk and increasing cost savings.
Summize has ticked every box and more, and I can’t wait to continue rolling it out to our wider business.
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