icertis corporate presentation

Icertis confidential

Icertis Corporate Presentation

CLM| AI | Blockchain | App Ecosystemfuture ready – beyond table stakes – investment in innovation

Nov. 26, 2020

Icertis confidential2

SEATTLE NEW YORK/NEW JERSEY

PUNE

SILICON VALLEY

Founded 2009

12 Offices Worldwide

2 Development Centers

3 Support Centers

1,300+ Employees

7.5 Million Contracts Managed

Forbes AI 50 List, 2019 & 2020

Seattle Business Magazine Top 10 Washington Companies to Work For

Icertis at a glance

STUTTGART

ZURICH

FRANKFURTLONDON

PARISSOFIA

SINGAPORE

SYDNEY

Icertis confidential

Trusted by the world’s top companies

3

IT / ITES / TELECOMAUTOMOTIVE/TRANSPORTATION

RETAIL/CONSUMER BANKING/FINANCE/INSURANCEMANUFACTURING/DISTRIBUTION

PHARMA/HEALTHCARE

4 of word’s 5 largest manufacturing

companies

5 of word’s 8 largest pharmaceutical

companies

4 of word’s 7 largest software

companies

4 of word’s 8 largest consulting services

companies

ENERGY/ENGINEERING

7.5 Million +Contracts

40 +Languages

90 +Countries

$1 Trillion +Contract Value


Icertis Scored the Highest for Current CLM Product OfferingICERTIS RECOGNIZED AS A 2019 LEADER

• The Icertis Contract Management (ICM) platform received the highest score possible (5.0) in 17 out of 22 current offering criteria – more than any other vendor in the evaluation.

• “Its contract creation, contract repository, contract approval, contract fulfillment tracking, importing of existing and third-party contracts, and support for both buy-side and sell-side contracts continue to be outstanding,” the report notes about ICM.

• “Icertis has continued to improve its CLM product since it ranked as a Leader in our 2016 Forrester Wave and has acquired a series of Fortune 100 clients as a result,” according to Forrester.

Download the full report here

https://www.icertis.com/resource/forrester-wave-report-contract-lifecycle-management/


ICM Portfolio: Apps, Experiences & Integrations


Icertis Contract Management (ICM) Platform

Intelligent Contract Setup

Contract Operations

Governance, Risk & Compliance

Reporting & Dashboards

Ad

van

ced

An

alyt

ics

ICM Experiences

ICM Business Applications

Sourcing / Supplier

Relationship Management

Obligation Management

Clinical Trials & Budgeting

Collaboration Portal

Promotions & Rebates

IntegrationAdapters

AI-Infused Core Services

GDPR Compliance

Proposals Management

ICM AI Applications

DiscoverAI NegotiateAI VisualizeAI

Icertis Contract Management (ICM) Platform

• All types, global structure• Configurable metadata• Agreement relationships• Role-based access

• Template & third-party paper• MS Word based editing• Conditional language inclusion• Version management & history

• Risk profiling• Deviation analysis• Commitment management• Terms enforcement

• Contract performance mgmt.• Third-party collaboration• Mobile application• E-Sign, Integration to ERP/CRM

• Alerts & notifications• Key word and full text search• Tasks list• KPIs & reports

Contract Setup

• Clause library • Template management• Approval rules• Contracts repository

Governance Model Contract Operations

Risk & Compliance Advanced Features Dashboard & Visibility

TemplateAuthoring

ContractCreation

ContractReview

ContractApproval

ContractExecution

ContractLifecycle

ContractExpiry

A unique & inspired user interface for ease of use and adoption across the enterprise

End-to-End Contract Lifecycle Management


Legacy Migration

• Icertis has legacy migration APIs.

• The bulk migration can be done via excel utilities that levergae the bulk API or via direct integration to

existing repositories.

• Icertis also leverages AI to extract data and clauses and performs the migration.

Thank youFuture Ready – beyond table stakes – Investment in Innovation

ICM | AI | Blockchain | App Ecosystem



Session 1: #13. Contract Management Process

Synopsis: Contract Management:

• Show an overview of the creation of a contract to its approval

• Demonstrate the capability to upload files up to 2GB

• Show the capability to create parent-child linkages (for example, link OpCo's Local Implementation

Agreements to its correspondent Group Frame Agreement (GFSA))

• Demonstrate the capability to migrate contracts to the new platform including attachments, team

members, key contract header details and linkage to parent contracts

• Demonstrate contract workflow functionality including:

• ability to choose a performer for the next step by a current step’s performer

• ability for a workflow performer to either approve or reject himself and if required choose to consult a delegate

for opinion before approving or rejecting a workflow step

• ability to lock contract header details when contract is in approval process

• Ability to upload documents only at selected workflow steps


Session 1: #13. Contract Management Process Continued …

Synopsis: Contract Management:

• Demonstrate how to extract key contractual themes for analysis on scanned contracts e.g. impact of GDPR on 10 contracts

• Show how to analyse positions across these contracts in regard to new regulations and best practice clauses

• Show how to highlight deviations from best practice standard clauses

• Demonstrate how to highlight critical clauses based on key words e.g. limitation of liability

• Show how to recommend actions that a business user or lawyer can act upon

• Show the capability to automatize the contract migration process (contracts that need to be migrated to this new platform)

• Demonstrate the capability to restrict Group Frame contract access to users from opcos depending on whether they have been added

to a contract team or not

• Demonstrate ability to author contract documents involving procurement users, business users, legal reviewers and suppliers

including:

• Ability to track all changes

• Ability to compare different versions

• Ability to use standard templates and determine different authoring workflow paths depending on whether a template has been used or

not


Session 2: #12. Document Management Capabilities

Synopsis: Document Management capabilities:

• Show how to combine emails and documents into a single project file

• Demonstrate how to search for a specific contract for a client using a keyword

search

• Show how to edit the document that you’ve found

• Show have document track changes works

• Show how to change access rights to a document

icertis corporate presentation

Documents