Executive Vice President, Operations


Security Software & Technology


Apttus CPQ/Billing
DocuSign CLM


Custom Integration for in-house portal


Transformation & Implementation

Customer struggled with multiple system platforms for contract management and negotiation  

None of these systems integrated with each other. This made for slow manual tracking of all contract documentation

The customer’s back office was built into multiple systems. Our billing provided a middle office that enabled them to take away and sunset several of those systems and streamline the data into their core NetSuite ERP

Customer was challenged with assets and renewal data

Difficult and inaccurate billing processes spread across various systems

Uptima provided end-to-end implementation of Apttus CPQ, CLM, and Billing with integration into NetSuite ERP and front-end custom portal

Integrated contract management and negotiation built to occur solely within Apttus

Automatic document generation through Apttus to consolidate several processes

Structured contract configuration within Apttus, streamlining the configuring, quoting, billing, renewals, and amendment processes

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