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Case Study Category: Apttus

mountain landscape

Rocky Mountain PBS

  • The client made a commitment to the donors of creating efficiencies in their organization with the merge of two separate avenues of business, radio and television
  • One of the final pieces to that commitment was to consolidate their donor management process. This work included migrating over 50,000 donors, over 180,000 pledges, and all supplemental payment, premium, and show information into one donor management system
  • Rocky Mountain PBS needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy donor system into the correct format for the target donor system located within Salesforce without disruption to sustaining donors, without loss of a single dollar of pledge monies, and without loss of historical pledge drive data
phone screen with apps

Global Social Networking Service

  • Fast growing, leading Silicon Valley-Based Social Networking Service had an existing Apttus CLM implementation that suffered from low adoption, unnecessary customization and under-utilization of key Apttus functionality such as Advanced Approvals, X-Author and Clause Libraries. They sought to address these issues and bring three new business units onto the solution.
  • The Client engaged Statera to provide a new ground-up design emphasizing leveraging out-of-box functionality, X-Author, an optimized Template, Merge Field and Clause Library.
typing

UK Based Information Company

  • The primary purpose of this project was to utilize the Apttus X-Author for Excel (XA) application to insert Excel spreadsheet data into Salesforce.com (SFDC) using source data originating from an third party website that collects the data on behalf of the client
  • The XA enhancement to the existing spreadsheet functionality should allow users to import the source data and create new Account, Contact, Asset Line Item, and other related Fulfillment and Billing Management records for online orders placed for magazine subscriptions, webinars and seminars
construction crane

Commercial Construction Industry Software Applications

  • The client makes over 2 million contracts per year with construction industry professionals to collect, verify, and maintain data on over 165,000 bidding projects and more than 70,000 planning projects in the US and Canada
  • Every document they receive runs through their “optical character recognition” technology to allow searching plans and specifications by keyword and CSI code. They use the latest technology to significantly improve the usability of the construction market data for their customers use
  • One such technology includes moving their products from a legacy third party product system on Salesforce to an Apttus CPQ solution which is built on the Salesforce.com platform.
  • The client needed a way to effectively, accurately, and quickly transform and upload raw data from the legacy system into the correct format for the Apttus CPQ objects
  • They also needed a more robust product and subscription management tool that could accommodate a complex derivative-price model and evergreen contract process
blood pressure monitor

Global Medical Device Company

  • The client selected Apttus Configure-Price-Quote (CPQ) and Contract Management (CM) to improve their current processes with a goal of eventually retiring the existing in house applications, including the interim BAT solution
  • Client is seeking an Apttus certified implementation partner to transition the organization to this new system
  • The goal of this engagement is to implement Apttus CPQ and CM and integrate seamlessly with the existing Partner application while leveraging the foundational work already completed with the RMS implementation
Code

Automated Test Equipment Supplier

  • Automated test equipment supplier looking to sunset outdated BigMachines system
  • Required a new platform to generate quotes that would meet critical business needs & provide user-friendly interface for quick maintenance & administration
doctor

Prospect Medical Holdings

  • The client is a significant provider of coordinated regional healthcare services throughout Southern California, Texas, and Rhode Island
  • Needed to automate their vendor, health plan and provider contract management process to improve accountability, tracking and reporting capabilities
  • Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign deployed on the Force.com platform to streamline the generation, negotiation, approval and signature processes across Requesting, Contract Management, Legal, Finance, and Executive departments
happy family at mall

Large Real Estate Commercial Property Management Company

  • The client specializes in managing space in malls throughout the United States and needed to automate its lease contract management process
  • Previous operations were all manual, very slow and lacked accountability and tracking
  • Client chose Apttus Contract Lifecycle Management (CLM) and DocuSign to streamline generation, negotiation, approval, and signature process to integrate Sales, Legal and Executive departments' responsbilities
Clinical Trials

Large Clinical Trial Services Provider

  • Leading clinical trial services provider with over 10,000 employees and 200 contract managers
  • New Contract Lifecycle Management (CLM) process to significantly improve transparency and efficiency
  • Seamless integration with legacy systems