Manufacturing Cloud

DocuSign CLM


Transformation & Implementation

Customer experienced significant reporting challenges and risk of human error due to manual business processes 

Reliance on Excel for managing forecasting of significant financial volumes, resulting in inefficiencies and inaccuracies

Substantial challenges in reporting due to the absence of a centralized information management system

Operational vulnerabilities resulting from the dependence on non-automated workflows and procedures

A gap in the systematic implementation of dual-language templates

With an aim to transform forecasting and reporting while automating contract creation and approvals, Uptima implemented a comprehensive set of solutions:

Integrated Manufacturing Cloud Sales Agreements to enhance forecasting and systematically parse out forecasts by different regions

Deployed Tableau for in-depth reporting and data analytics, enabling real-time insights

Created a reusable and automated CLM matrix to drive mandatory approvals, accommodating up to five potential approvers from the parent company

Introduced dual-language templates featuring automated language choices, optimizing communication in diverse linguistic settings

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