From Pitch to Approval: How to Craft a Stellar CLM Business Case (CLE-Eligible)

Gain insights from your peers and discover the secrets to creating a successful Contract Lifecycle Management (CLM) business case. Join us for a discussion where you’ll hear from Bissel’s Commercial Counsel and Amerisure Insurance’s Purchasing Manager, and the steps they took to successfully prepare their businesses to invest in Contract Lifecycle Management (CLM). They will share their experiences, successes, and lessons learned in building a compelling business case for CLM.

You’ll learn about:

• Key Stakeholders: who needs to be involved in building and presenting a CLM business case
• Defining Objectives: how to clearly articulate your CLM goals for maximum impact
• Crafting Your Case: what to include and how detailed your presentation should be
• Stakeholder Alignment: Mastering the art of getting stakeholder buy-in
  

You’ll walk away with:

• A CLM business case template
• A CLM implementation checklist
• A CLM systems requirements document
• Email templates for communicating with stakeholders
  

Don’t miss out on these real experiences that can provide you with the insight you need, and the valuable reference tools you can use to make your own business case for CLM.

Speakers:

• Heather Drouin, Commercial Counsel, BISSELL Homecare, Inc.
• Matthew Latham, Purchasing Manager, Amerisure Insurance
• Moderator: Allison Hart, Product Marketing Manager, Agiloft

CLE Accreditation: CLE credits will be applied for immediately following the event to the following states - AZ, CO, CT, FL, GA, IA, IL, MN, MO, MT, NE, NJ, NV, NY, OR, TN, TX, and WA. Please be sure to answer all required pop-ups and fill in your state and bar number in the post-event survey. Certificates will be distributed as soon as the individual state approves the event. For questions, contact Jennifer Coniglio, [email protected].