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Icertis

Icertis readiness, assessment and migration for legal departments

Our professionals have helped legal departments get ready for Icertis, assess deployments that were not delivering, improve the contracting process around it, and migrate contracts onto or off it.

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    Icertis  ·  Readiness  ·  Assessment  ·  Process Improvement  ·  Migration  ·  Americas  ·  EMEA

    Home » Legal Solutions » CLM Implementation » Icertis

    How we help

    How we help with Icertis.

    1. 01

      Readiness and maturity

      Before a Icertis implementation: ownership, intake, templates, data, and how mature the contracting process is.

    2. 02

      Assessment

      An independent view of a Icertis deployment that is not delivering, with a reset plan.

    3. 03

      Process improvement

      Playbooks, approval frameworks and intake designed so Icertis automates a process that works.

    4. 04

      Migration to and off

      Contracts and data moved onto Icertis, or off it to another platform.

    Readiness and maturity

    Readiness and maturity: the two things buyers forget.

    Readiness

    Whether the organization is ready to adopt: who owns the contract, who has to use the system, where intake lives, and whether templates and contract data are in a state a CLM can use.

    Maturity

    Where your contracting process sits today: standard templates, playbooks, an approval matrix and clear escalation paths. A CLM automates the process you have, so a less mature process needs design work first.

    Migration

    How we migrate contracts onto or off a platform.

    1. 01

      Discover

      Find every agreement and every field in the current system, and review a sample early.

    2. 02

      Scope

      Decide what goes in live, what is archived read-only, and what is discarded.

    3. 03

      Map and normalize

      Agree the attributes and taxonomy, clean up counterparties, and get business sign-off on every mapping.

    4. 04

      Load and validate

      A first full load, checked against the source by the people who know the contracts.

    5. 05

      Cut over

      A final load of everything changed since, then a period of close support.

    Our professionals have delivered migrations from more than 15 legacy platforms, including SharePoint, iManage, Salesforce, Ariba and custom-built systems.

    Case study

    Rescuing a stalled CLM rollout at a Fortune 1000 financial services firm.

    A global financial services firm had spent over a year on its CLM implementation without a successful go-live, with several technology teams, consultants and vendors involved. Our professionals diagnosed and stabilized the program, evaluated 30 core templates, hardened workflows with the Salesforce team, and ran testing for every persona, leaving an accountable plan to roll out CLM for 30+ contract types.

    Read the case study →

    Who you work with

    The practitioners on your engagement.

    Gary Wheeler, CLM & AI Lead, Swiftwater & Company

    Gary Wheeler

    CLM & AI Lead

    Has built CLM programs and created legal ops teams for multiple Fortune 500 companies, including Home Depot and Cox. Delivery experience across Docusign CLM and Onit CLM.

    Bob Frostad, PMO Director & DMS Lead, Swiftwater & Company

    Bob Frostad

    PMO Director & DMS Lead

    30+ years, 15+ at Microsoft, previously in Kroll’s document management group. Leads complex cross-platform data migrations and authored Swiftwater’s data migration method.

    Danish Butt, Managing Director, Swiftwater & Company

    Danish Butt

    Managing Director

    20+ years, including Huron Consulting and Morae Global. Advises chief legal officers and business technology leaders on where contract work belongs across the platforms they already run.

    Frequently asked questions

    How do you help with Icertis?

    Our professionals have helped legal departments with readiness and maturity before a Icertis implementation, assessed deployments that were not delivering, improved the contracting process around the platform, and migrated contracts onto or off it.

    How do you help before a Icertis implementation?

    By checking readiness and maturity: who owns the contract, where intake lives, whether templates and contract data are usable, and how mature the contracting process is. Fixing those first is what keeps an implementation on schedule.

    Can you assess a Icertis deployment that is not delivering?

    Yes. We run an independent assessment of the build, the process and adoption, align the stakeholders on one target model, and reset the plan with clear owners and acceptance criteria, as we did for the Fortune 1000 financial services firm in our case study.

    Can you migrate us onto or off Icertis?

    Yes. We migrate contracts and their data in five phases: discover, scope (live, archived or discarded), map and normalize with business sign-off, load and validate against the source, and cut over with a final load of anything changed since.

    Planning, fixing or leaving Icertis? Talk to a practitioner.

    Book a Discovery Call