Name: Is your CLM optimized? A customer health check with Agiloft & Koho Consulting
Uploaded: 2025-03-27T17:03:04.537Z
Duration: 1 h 1 min 24 s
Description: Is your CLM optimized? A customer health check with Agiloft & Koho Consulting

Transcript for "Is your CLM optimized? A customer health check with Agiloft & Koho Consulting": Hello. Hello. Welcome. Good morning. Good afternoon, everybody. Thank you for joining. We'll, we'll give it another minute or so as people are hopping on. Where's everybody calling in from? There's a there's a chat button. There's a chat section here on the right side. I'm in Utah. I'm a I'm a little bit outside of Salt Lake City. That's Sweden, Peter. I actually remember talking to you yesterday. That's awesome. Tampa, Atlanta. Okay. Got some a couple West Coast people too. Alright. A little earlier for you guys. Awesome. Ernesto over there in Mexico. Thanks for joining in from Mexico. That's awesome. Great. Well, little early for you guys on the West Coast. Maybe you could just get started or maybe you've been at it for a while, but, yeah, thank you all for joining. Alright. We're excited about this webinar. The topic here is is, CLM optimization. So your Agiloft customers, we're talking about, making sure that you are fully taking advantage of, of Agiloft. So this is a little bit of a health check with Agiloft and Koho. So here on the next slide, I just have a few kind of announcement, housekeeping things I wanna cover before, I turn the time over to Jack. So, one thing I wanna say is as you're already doing, this isn't an interactive session. So as you have questions, as you has have comments, I think you already found it. The chat section is for that. Please please share your experiences in there. There's a chat on the there's a chat and a q and a. As much as possible, try to please put your questions in the q and a. It makes it a little easier for us to answer those questions and to kinda filter through those. But, we do also have a couple polls, throughout this presentation. So please answer those, pay attention. And and, again, as you have questions, as you have comments, don't be shy. I know this question will come up, so I wanna get ahead of it. Recording will be sent to you tomorrow. So this is being recorded. You'll get it tomorrow. So you can share it with your colleagues. You can watch it again. You can screenshot it, frame it, put it up in your house, whatever you'd like to do with it. Couple other things. So we, we have Ace these new Ace events that we're really excited about. So we're making we're bringing regional in person events to our community. We have four of them coming up. One, and the first one's actually here on April 3, so very soon. So San Francisco, Dallas, New York, and Chicago. So if you're in or close to one of those areas, I'll put the links for all these things here in the chat in just a minute. So please register. We'd love to see you in person. Clock, that for those of you who are in legal legal operations, you probably know of Clock. If you're going to be there, we have we are a I think we have a big fancy name, a Diamond Elite sponsor, and, we have all kinds of things going on there. But, specifically, a customer breakfast where we're gonna have a panel, with our customer with a few of our customers talking about AI. Spots are limited. I think it's 50. So, I'll put the link again, and please register. And last thing, kind of a shameless plug here, Gartner is starting their to do their reports. I know we all rely heavily on Gartner, at least most of us. They love to see customer feedback, and it's it's super helpful to them as they build out the industry and build out, their reports. So if you would and if you've, if if you feel like you have been been able to transform your organization's contracting with Agiloft, please leave us a review, and we'd hugely appreciate it. So I'll leave the link for that as well. I'm done with my part. I'm gonna, toss it over to our vice president of account management, Jack Davis. Jack, all yours. Hey, Brandon. Thank you so much, and welcome, everyone. We're really happy to have you. Obviously, spanning from Mexico to Sweden to The States, thank you so much for joining us today. We are really, focused on the customer, reiterate that enough. I wanna make sure that everyone, understands the importance that Agiloft feels around our customer. My job, obviously, vice president of account management. I live in the San Francisco Bay Area, as I had mentioned in the chat, more specifically in the East Bay, Alamo, California, if anyone is familiar with it. I've been in technology for twenty five years. I spent, almost twenty years at Thomson Reuters and joined to build and scale the account management organization at Agiloft and just thrilled to be here. I oversee all of the account management organization globally, and my number one goal is to make you, the customer, wildly successful. So that is, my mantra. That's what that's what's so important to me not just today, but in all events that, were mentioned as well from Brandon. Our customer events, our ace events, we're now bringing people together in four different meetings, over the course of the next two months that are gonna be really important to driving customer experience and making sure we're sharing in those use cases, etcetera. So looking forward to that. If you have an opportunity to join us, whether it's a clock or the ace events, please do me a favor and we're in, sir. We'd love to meet you, face to face. And I'm gonna have you advance the slide. Thank you, Alejandro. I will turn it over to you for an introduction. Thanks, Jack. My name is Alejandro Araujo. I'm the senior lead designer and architect at Koho Consulting. We are a long time authorized, partner with Agiloft. I live in Puerto Rico, and I have been, on the Koho team for over ten years, pretty much since the company got started. So I'm a Koho person. We have been working in the CLM industry and specifically with Agiloft for over eight years. And thus, we are also an Agiloft people. We love Agiloft. We think it's a great piece of software. We have been very successful as a partner with it. We have been selected twice as partner of the year with Agiloft. So we are very excited to have the opportunity to work in this, webinar, with you and with Agiloft and to convey how you can get even more, out of your Agiloft instances. We have led I have personally led over 60 implementations of Agiloft myself, you know, either as directly as the implementer or the designer. Kohlhoo itself has, done well over a hundred implementations of Agiloft, So we feel pretty comfortable with the software and about anything that we're going to present in here. And we are certainly open and ready for any questions you may have along the process. The health check program that we're discussing today, it's something new that we're introducing, with the hopes of helping anyone who would like to get more out of their Azure bus instance, and I'm going to be overseeing that process at Kohlhoo Consulting. So I'm I'm very proud. I'm very happy to be working on that. Thank you, Alejandro. And I also appreciate our partnership. You know, this is very important to our customers. It's very important to our partnership, and and you've been a key part of our growth and our success. So thank you so much, Alejandro. I think it's important to mention to the broader audience today, you know, I want our customer to understand that we support you no matter where you're at in your CLM maturity. As you can see in the diagram here, we want to move you from improving efficiency to really creating strategic value. And do understand that all customers are in a different place in their journey. You know, some might just have a, you know, an aggregate place where they're now have a repository of their contracts, but haven't done much more than that. And and the the platform is so much more powerful, and I wanna make sure that everyone understands it. So as we look at this maturity model, we wanna take you from that aggregate to the automate, integrate, analyze, and optimize. And that's where these types of webinars or ACE events are so important. So for this reason, I just wanna make sure everyone's clear. We can't do an in-depth health check over this webinar, but what we can do is talk about the benefits of really taking a look into your specific instance, providing feedback on what you're doing really well and where we can help you achieve more capacity. Right? That's the most important thing to me is making sure that we we drive success for you through this partnership, through this webinar, and our ace events. So, Koho has prepared today. It was really meant to be a service level dive. Alejandro will go into this. But as was mentioned by Brandon, first and foremost, I want this to be interactive. Please use the chat. We're gonna have some polling questions for q and a. I want to make sure we have a chance, and we've scheduled this for an hour, so we have plenty of time to engage. And we'll talk about next steps as well, so that's really important. But the goal today is to really help you understand your level of maturity with Agiloft and how we can help you progress through this through this maturity model to really gain efficiencies, create strategic value, and increase capacity. I hope that helps. Alejandro, we'll turn it back over to you. Thanks, Jack. Alright. So let's go into the specifics of, this idea of the health check and, how this may help you. We're basically covering three topics during today's webinar. We're going to be talking a little bit about, that stage of development, of the the CLM in your organization, the level of maturity that Jack referred to. And, we're going to then look take a look at some of the most powerful and most popular, Agiloft CLM capabilities as they are today, and what are some next steps that we can take to help you in that process of getting the most out of your instance of Agiloft. So let's start by taking a quick look at what Agiloft can do, some of those capabilities. Let's start with talking about, using templates on the clause library. Agiloft includes the capacity to have any number of templates that correspond to your different kinds of contracts and, use clauses that you can store in a clause library and, then include those clauses in the templates. That allows you a great deal of flexibility at the moment of creating a new contract document, being able to easily modify, being easily to, being able to easily add or change clauses as necessary, whether it's a conditional, clause that gets changed according to certain, conditions in the contract or whether there are clauses that you will manually pick from your, clause library. But having that really enhances the ability and the, flexibility of the legal team to be able to craft contracts quickly with the appropriate language, ideally with clauses that have been preapproved so that it greatly speeds up the negotiation process. It greatly speeds up the process of sending a contract to the counterparty and reviewing it with them. Let me ask really quick. I know there's been a polling question placed in the poll. And I think this is important because, again, everyone is not on the same journey, at Agiloft. So let's ask this question to the broader team. Is your organization currently taking advantage of creating templates within Agiloft? Or are you familiar with the clause library and template usage? I'd love to get your results in the poll. We, we're we're very curious about, your feedback and about the use of templates that you may have because we know, that in that process of acquiring the CLM and the process of maturity, some of our clients, have a heavy use of templates. Some just have decided to use at a repository, haven't gotten to the stage yet. And we're very happy to to assist you in the process of leveraging this very, very powerful future future. We think it's it's actually quite useful. This will also tie in with what we're going to be discussing the next couple of slides, so keep that in mind. So for some reason, it's not really letting me share the poll, which is interesting, but I can I can talk us through it really quick because I have the results? But looks like about, let's see. It looks like about 66% are said yes, and about 33% said no. Well, awesome. That's a that's a significant, portion of users. And then I think we have, one more here. And I I know that poll kinda shows up in a weird area, but I just put up another poll if you wanna wanna answer that one. Yeah. Both organizations are always interested in what type of documents you you're using templates for right now. And, again, what we want to do is be able to provide some suggestions as to other areas that you might want to think about using templates for. Of course, we've listed the top six in the polling questions. But please go ahead and provide those, and we'll report back on what we're seeing. Also, again, we have allowed time for plenty of exchange and q and a. So if there are questions for those 33% that maybe aren't using templates or a clause library right now, we'd love to answer any questions you might have specific to this functionality within agile ops. So don't hesitate to to, to add that to your q and a or in the chat. So so far the best. So so Go ahead. At the moment, we have, seven have said MSA, five votes for NDA, five votes for SOW, two for DPA, PO, and then six votes for other. So, definitely, MSA and NDA are kind of the most popular there. If you I'm curious to know what the others are as well. So if you wanna throw that in the chat as we continue to chat as we continue to go through this, that'd be super interesting. Thank you, Brandon. So let's take a quick look at the AI functionality in Agiloft. If you have had your Agiloft instance for more than a few years, you may not have included AI analysis, or it may not have been a a subject to consider at the time of your implementation. This is something that Agiloft has integrated in the last few years and that has been steadily improving, to the point where it is really quite useful right now for the analysis, management of the contract information. And this ties in directly with the previous slide because, the AI works together with your clause library to identify clauses that you may consider that are risky or that you want to make sure that you pay attention to when negotiating a contract with a third party. Therefore, being able to have a an automated system, an artificial intelligence that scans perhaps long and complicated contracts for you and, outlines those, clauses that are of particular interest to you, marks them up. You can see that on the on the right side, Agiloft is capable of showing you those different elements of the contract that are of particular interest, outlines them for you. That is a very powerful feature. It saves a lot of time. It allows you to focus on these things that are of particular interest for a contract, and they it generally it enhances the whole process of reviewing, redlining, and negotiating that contract. So what we're interested in finding out is whether all of you are familiar with AI, whether you have heard about, its capabilities, whether you might be interested in acquiring it if you don't have it. That's something that we can certainly help you with. Thank you. Alejandro, there's a few things really quick if I could. There has been another poll put out there. We've got some exciting things on the horizon at Agiloft around AI. Can't wait to share it with you, but stay tuned for an announcement in or around the mid April time frame, just to whet your appetite just a bit. But there was a question in the chat, and I wanted to see, Alejandro, if you were, in a position to be able to read that, and would love to get some additional input if you don't mind. Let me take a look at the chat here. Seeing a couple of questions in there. The last one I see is about other templates. Two of them. Yeah. About it, Franklin? Yeah. Two of them. We'd love to hear more about change control and how that might integrate as both repository and both version control. Nonetheless, with change control templating submission and approval. Thank you. Okay. Probably the next slide or two, it it deals more with the whole matter of, reviewing the contracts and versioning and redlining. So let's, jump let's reserve that that, question and the answer for for the next slide, because, yes, it is pertinent and, yes, it is handled by Agiloft, and there's a number of different ways in which we can address that. So great question. Thank you. And and really quick, just to kind of report on the polling question, because I know a lot of different companies have. Some have initiatives from the top down. We need to put AI into these different departments, some don't. Based on the people who are here today answering the poll, looks like about 50 per 58%, said yes. They do have a company or an organization wide initiative to bring AI into contracting, and 42% said, they don't. So and I know I see Sherry said, there's there's a government policy that prohibits that. So, I think there's kinda different situations depending on the organization. Alright. So let's carry on and continue working on this whole subject of, analysis and, review. So this ties in with with that question. One of the things that is built into Agiloft and this is even independent of AI. AI simply enhances this functionality. But, Agiloft, through the incorporation of, the contract add in and simply by virtue of its, office and specifically word integration, helps you keep track of any changes made to, a contract, particularly if the contract was created using your template. So there's all kinds of interesting, possibilities in here and features that can be leveraged. On the one hand, if you are working on a third party, paper, you can still review that document and, make changes to it. And, any changes that are made to the document that are saved in your Agiloft will appear as red lines and will create a new version of the document. This gets more exciting when you are creating the document yourself and you're using your own templates and you're leveraging your clause library because then you can easily identify any changes that have been made to your document and, specifically, any changes that have been made to those clauses that you're tracking. Furthermore, when you're doing that and you're in that redlining process, you can further leverage the AI to, come up with, alternative language to suggest as red lines and include them in the document. So the important thing in terms of change management here and version control is that every time that you make changes to the document and you save it, Agiloft will keep track of the original version, will automatically supersede it with a new, version of the of the contract document, and will keep track of all of the red lines, both done on your side and on the counterparty side. So it's an excellent tool for, keeping track of those negotiation for ensuring that you are always working with the latest version that is easily identifiable to everyone. And, also, it's extremely useful to make sure that whenever you're doing negotiations and you are, redlining a document, you have access to preapproved language on your side and, preferred clauses that you can use to submit for the negotiation purpose. So if anyone's using that, certainly, there's that, poll that where we would like to to know how you're using that. But if you have further questions about this, on how to use this, please ask. And this, as you can see here, is part of the analysis that we will be doing and helping you, bring in and, leverage that functionality for your purposes. So so with the poll, we're at about, half and half right now. So 50% yes, 50% no. So a lot of people are are right here with you, Alejandro, and what you're talking about, and a lot of them, I think this is probably good to learn about. Yes. As I said, because this functionality is not necessarily tied with the AI, you don't need to have the AI to use it. Even if you have an older, version of Agiloft and you haven't included or are not thinking about including the AI, you can still use the redlining and negotiation capabilities of Agiloft. And, the inclusion of the AI simply enhances those capabilities, makes it more powerful. Alright. Are there any questions? Should we move along? Yeah. I think so. Alright. Tasks and obligation management. That's another powerful feature, and this is one that, in my experience, tends to get overlooked. We do have a few clients that, make sure that they let us know that keeping track of tasks and obligations related to a contract is something important to them. In a lot of cases, our feeling is that, yes, tasks and obligations related to a contract are important, but, we don't always realize that that is a feature that is built into Agiloft. And, again, this can be further leveraged and improved by the inclusion of AI, but it does not require to have AI for this to work. Agiloft out of the box. It's able to automatically generate obligations that have been predefined by default for certain contract types. So simply by clicking on that button, we can create one or more obligations or tasks that are assigned to different people, at a particular stage in the contract. These tend to be usually post signature, post execution, and then different people are assigned the task to be to, notified that they should complete that task with within a certain amount of time. You can always also add obligations ad hoc, at any point that is needed. The inclusion of AI makes it interesting because it is possible to leverage AI to automatically identify and extract obligations from a contract document and then assign them to the appropriate people. The system then can be configured to do that all automatically. This is a powerful feature. We feel that it's one of those, great features that, often is overlooked, and, we are, very interested in in learning how you are using it, whether you're aware of that, and whether you would be interested in including task and obligations in your workflows. Brandon, do we have an update on the poll? I know there's a point in the question out there talking about leveraging of task and obligation management feature with Imagiloft. Do we have an update on that proposal? Oh, you're on mute. Sorry. Thank you. We are at, let's see. They're still coming in, but it is 83%, actually said no. So huge room for improvement here. Looks like a lot of people still need to take advantage of this in the future, but, so, yeah, 83 no on this one. Yeah. Just as a follow-up to that, that's really good to know. And as Alejandro was mentioning, right, this is something that is commonly overlooked. What I'd like to do is just let everyone know that I am more than happy to share my contact information. Alejandro will do the same at the very end of the presentation. We're more than happy to answer questions along the way, but we will make sure that you have a resource both internally at Agiloft as well as Koho to ask any additional questions at the conclusion of the, webinar today. And then there was a nice comment, in the chat. I just wanted to make sure, Alejandro, if you had a chance to see it. It was the very last one. Can you speak to the term AI still creates a lot of confusion. Would be nice to hear any discussion on leveraging capabilities with distinctions, like contracting assistant AI does not and that, or AI module can build, analyze, etcetera. Can you speak to that? Yes. Thank you. And that's a fair question and a good one and one that I wish that got asked more often because it is true. It is it is a confusing subject. Agiloft's AI is, on the one hand, very powerful, but it has a number of different, sides to it, different applications. As I pointed out earlier, one of the users of the AI is to help you, read through a context and identify clauses and key terms that are of interest to you and simply highlight them and extract them in a place where you can quickly and easily see and reference reference those clauses and key terms that have been extracted. So at a very basic level, one of the important uses of AI is able to analyze a contract and find useful stuff for you. It is also important to realize that Agiloft AI, like any AI, does have certain limitations. It is a useful, powerful tool. It is not a magical tool. So AIs, all AIs need to be trained, and, Agiloft is constantly in the process of training its own AI to find more and more clauses and, make them available to you as pretrained, items that the AI can identify. Agiloft also offers a version of the AI that can be licensed where you can train it to identify specific clauses that are particular to your business and that the pretrained AI is not able to find. Be as it may, I needed event in either case, you should be aware that there are certain things that at an analysis, level, the AI can easily find. There are things that it's not going to find. You know, if you if you want the AI to find out what the best burger joint is in your neighborhood, that's not going to happen even if it's in included in the contract language. But it will find things like, the terms of the contract and, things that have to do with force majeure and important clauses that most of the clients usually feel that are necessary. There are other aspects to the AI. There are aspects where you can ask questions directly into Agiloft, and the the AI then will look, through the contract information that you have in Agiloft and come up with answers or even ask about a specific contract, like, what are the conditions for termination of this contract, and then the AI would provide answers. So that's a separate aspect that is also available. There's also a background tool, which is called PromptLab, that is essentially an extension and an integration with something like chat GPT where you can use your own prompts or get our services to generate prompts that will allow you to do some very specific tasks that greatly, immensely extend the, the usability of the AI. Now it's as you can see, it's it's a an extensive subject of discussion. We'll be quite happy to engage with you and talk about your, specific concerns, your questions, and help you find the best, level of licensing and the best levels of of use of the AI for your purposes and your organization. Thank you, Olha. There's some additional questions or at least references to this. I am more than happy to have a conversation offline. In the in the interest of time, I wanna make sure that we have a chance to answer your question, but also finish with the webinar. So I will reach out specifically. Also, for those that are not aware, Agile made an acquisition in early twenty twenty five with Screens AI. There's some very, there's just a lot of interest around screens. There's also gonna be fully integrated into the platform here in the coming month. So lots of things to talk about. That's the reason why this webinar, the, the ace events, and, our coffee chats are so important. But happy to take your question offline and make sure that we can address it correctly, but I'll Andre will let you proceed. But thank you so much. Thanks, Jack. Mhmm. Here's another feature that is often, overlooked, document management that is built in writing there. This allows you to make a number of different documents available to different levels of users. And we're talking about documents that are not necessarily directly related to a contract, but that may be useful to, your agile users to your organization at large. Things like, standard procedures, things like, employee manuals, software manuals. Any kind of document can be tracked in in Agiloft, and you can have them policies to make them available to different levels of users or different groups of users, and if necessary, make the ability to, propose documents, be part of what your users can do and then have a process for evaluating those documents and approving them for publication. So keep that in mind. That's one, option. Related to that by on a separate level and in a separate section of Agiloft, there is something that is called the company documents that include the ability to manage things like certificate of insurance and other documents that are related to the business relationship with the counterparty, but, again, are not necessarily a contract document. So certificates of insurance, perhaps statement of works in some cases, invoices, any kind of document that, it's important for, for the continuation of the business certifications and whatnot can be stored and tracked through the company document section. This has a bit more, of of request level in our experience than the plain document management, but both are available. Both can be leveraged. Both are very powerful. I find that both are very useful. Budget management is another little tool that it's kind of hidden in plain sight. It's available right out of the box, and, you can leverage to assign budgets to different from different, departments in your organization and link them to the contracts. So it is easy enough to leverage this feature so that you can keep track of how the budget is being spent on different contracts, whether it's something that you're receiving or whether it's something that you're paying. But it is available. It can be leveraged. Keep that in mind. And finally, custom reports and dashboards. We find that, Agile has in in our long experience with, web applications and all kinds of, process applications. We find that Agile has one of the more powerful and easiest to manage, tools for creating reports and creating dashboards. I feel that perhaps sometimes we get a bit inhibited by looking at a dashboard and then that looks impressive. I'm thinking, oh my goodness. That must be very difficult to to configure. I don't know how to do that. But once you start playing with it, you find that it's really easy, and it's something that everyone can learn. So if you haven't leveraged this and you're not you feel that you're not really creating all of the reports that you would like to see, all of the metrics that you would like to be able to share with management or your users, that is something that is available in there. And a part of the process that we engage with is, training you on how to use that and or creating custom reports for you. K. The other very important element that has been greatly enhanced in recent years is Azure's ability to integrate with other applications, web applications in particular. This used to be, years ago, used to be a fairly complex process that involve development in APIs and whatnot. Now agile has incorporated something that it that is called the integration hub. Through the integration hub, integrating with literally hundreds of existing applications, it it becomes a lot easier. It it it, it's a matter of weeks of work, sometimes days of work rather than months of work. And, the additional advantage of using the integration hub is that it also helps to guarantee that throughout the updates that are done to Aizeloft, those integrations continue to work. It's a great tool. It's, very useful if you have the need to integrate with any sort of business application, further analysis application, source for for company information or or, source for for users or anything, really. We we integrate very commonly with with Salesforce and, other CRMs and ERPs. Out of the box, Agiloft is ready to integrate with Office, Adobe Sign, DocuSign, Azure, and, any kind of single sign on. But, Workday, Dynamics, Oracle, those are common requests that we have, and those, integrations are very successful, and our clients are very happy with how they work. Some great feedback coming back from integrations. I just wanted to do really quick applause, Alejandro. I mean, really, when you think about the power, right, of the platform and the, you know, just the functionality, being able to integrate with all these external applications, you'll notice in the chat just the amount of integrations that our customers are leveraging. If you're not, it's definitely worth a conversation. We'd love to have a conversation with you about that. But great, great feedback here. Just wanted to highlight that. Brandon, can we talk about the poll as well? I mean, just, you're on mute again, but just let's talk about the poll, on what we're seeing around integration hub and the integration functionality that, people are leveraging today. Yeah. I mean, I think I think this is probably somewhat expected, especially with how the question was, worded and and considering integrations, but, we're at about 90% yes and about 10% no. So it's great to see all the, like Jack said, all the different integrations that, everybody's connecting with. Awesome. I'm glad to see that this is getting used. It's really one of the great powerful features of Agiloft. Alright. Not to leave it at that, we want to also emphasize the fact that even though we focus a lot on, on contract management, and we're talking specifically about CLM and and how Agiloft is so great at handling your contracts, At its core, Agiloft is essentially a very powerful process management platform. It's extremely configurable, and it's also very easy to configure because it's a known code platform. So through its configuration tool, we have literally endless possibilities for custom processes that we can incorporate and we can implement for you or we can help you implement. We have had all kinds of wild requests through the years that we have been working with Agiloft, and they have been successfully implemented where a one of our clients have a need for something that is not quite strictly management of contracts. It may be the management of change request. It may be the management of, evaluating how certain vendors interact with organization and whether they are vetoed to proceed and, handling the documents that they offer. There's all kinds of processes that you may want to track, and you're trying to figure out what's the best way to track them. And perhaps you haven't thought about Agiloft, for that because, you know, we we tend to think of Agiloft as contract management. But we can do all kinds of things. Anything that is a process that has steps, that has notifications, that that needs to reach out to somebody and provide feedback, it's something that can be incorporated into Agiloft. So keep that in mind. Let us know if you have any special request, if you're thinking about something that really would be nice to have automated and you haven't figured out how to do it, and perhaps we can help you do it through Agiloft. Has anyone integrated Agiloft with other procurement systems? Yes. Yes. We certainly have, and we'll be happy to talk to you about specific cases. We have also developed as part of what I'm just saying here, we have also developed custom procurement systems for some of our clients. We had a a large, distributor of, food items, and we have helped them keep track of their procurement orders and, and procurement, request and procurement costs, etcetera, and it's all a custom bill. Alright. Let's talk about the state of your organization and how do you feel where you feel you are at this stage, and then, what we can do. The first thing then is to focus on well, is there room for improvement? I'm at am I at the leading edge here? Am I using all of the features, or is there room for improvement in my Agiloft, configuration? How do I know? The first clue that I would, look at is, well, how long have you had your your, Agiloft instance, and how often does it get updated? Have you had it more than two years ago and without no changes? You have never made any enhancements. You have never included additional features. Maybe this is a good time to review that and see if there's anything else that you feel that you would need, any additional features that can enhance your business, or perhaps that the, this is a very common, issue that we come across. The nature of your business may have changed. The people who are involved in the business, the processes that are needed may have changed over time. Excuse me. So, again, if your Agiloft has been sitting there unchanged for more than a couple of years, it's probably good to take a good look at it and see, what has changed and how we can make better use of it. Another clue is if you're using an outdating outdated interface style, something that looks like what's in the picture in there, something that hasn't been refreshed in a long time. Agiloft has taken a lot of steps to refresh the interface, modernize it, make it a lot more appealing and user friendly. So those are all valid, considerations for improvement. If you're only using Agiloft as a contract repository, this is a very common first step. Hey. We don't have any means of tracking contracts. We want to just start by having a place where we can keep all of our contracts and know that we can find them. And that's perfectly valid. We have lots of requests to simply do a repository on the implementation where you're keeping track of your contracts and everyone's happy with that. But Agiloft can do a lot more than that. So this is all you're doing. You haven't done you haven't done anything more with it for, again, a year or two. Maybe it's time to start thinking about the other, capabilities of Agiloft that you can leverage and and make your contract process a lot easier and less time consuming. Another one is you're doing your contract negotiation, manually. You know, somebody is downloading a contract or receiving it via email and manually typing all of the changes and having to read through hundreds of pages and then send that via email and try to keep track of all of that. Well, remember what we discussed earlier on. Agiloft can keep track of all of that automatically. Has lots of tools to make the process of redlining and negotiation a lot more dynamic and easier. So, again, if you feel that you're spending a lot of time on this redline process and and a lot of emails are being exchanged back and forth, let's talk about that and help you incorporate more of the automation features available in Agiloft. Something that also happens is you are you have been recently hired in your organization. You have been designated as the agile of administrator. This is something that you have been handed over. You have been you have inherited the system. You don't really know how to use it. Nobody left any documentation. You are a bit lost. This is something that we can certainly help you with. We can check out what's going on in there, how it was configured, and, bring a refresher. And along that refresher, part of the common request is let's align this to where we are as a business. Okay. Finally, one of the most painful things is you spend a lot of time in your initial implement initial implementation, a lot of money into that, and a couple of years have passed. Maybe, again, it's a system that you inherited. You don't really know how it works well. And what what's happening is that you find a lot of resistance on your part of your users. They are not really using it a lot when you ask them to submit things to Agiloft. They refuse. They say it's too hard. They don't really understand it. It's not an uncommon, request to take a look at that and work with your users to find out what their pain points are, what their needs are, and introduce changes to make it a lot more appealing, a lot more user friendly so that your users feel compelled to use it and engage and participate and make the best out of that. We sincerely feel, I this is my personal belief that Agiloft is really an awesome platform. It's one of the most user friendly platforms that I have worked. I didn't mention this at in my introduction, but I have been in the consulting business for over thirty years. Years. I have been I have seen all kinds of software and all kinds of things. Agiloft is one of the greatest in terms of making it palatable and flexible, for your, for your users. So we're always happy to work with you to understand your users' needs so that the the the instance of Agiloft is palatable for them. It's friendly, and they feel compelled to use it and really feel that they're getting value for that. K. Another common issue is we have this system, but we're not really sure right now of when contracts are expiring or due for renewal. This is less common, than than other of the signs that we have shown before because, usually, when we're talking about an implementation, we're talking about these notifications. But they may have fallen, by the side. There may not be, taking place when you expect, or maybe it's the other, the other side of this problem that users are getting too many notification. Reviewing those notifications, tuning them up, making sure that people are receiving the appropriate notifications at the appropriate time is part of what can be evaluated and improved in an Isoloc implementation. We talked about metrics, dashboards. Perhaps you have a dashboard that looks kind of like this picture, a lonely, graph in there, just a couple of things in there, or nobody's using it at all. Remember that creating dynamic, useful graphs and reports and dashboards is is very easy in Agiloft. Try to make use of that. We can help you identify what are the metrics that you want to track, what are the things that are important to report, and, help you bring that, to up to date to make sure that your users get all of the information that that they need in an appealing and easy to see and easy to use matter. Lastly, you find that, yes, you have the system. It has all kinds of bells and whistles, but people are having difficulty in for, finding the information that is stored in there. So some of the many features that Agiloft has to help with this is, making sure that you have appropriate safe searches that have predefined parameters that allow the users to quickly find important things that they repeatedly need to find. All of the contracts that are due to expire in three months, all of the contract with a particular organization that are due for renewal. Any kinds of, common request can be programmed into safe searches. But you also have now the, additional capabilities provided by AI where you can question Agiloft and have the AI find information for you. So there's no excuse to have a system that stores a lot of information and you can't find it. We'll help you, determine what are those items that are becoming difficult for your users to, to find, identify those pain points and help you set up the means to make it easily retrievable for your users. So now that we have identified some of the common elements that determine that there's room for improvement, well, how can we help you? One of the things that we can do for you is to have an engagement either virtual or on-site where we help you evaluate, the the state of your ad develop and do some information gathering and, determine what's working, what's missing, what can be improved, and, come up with a report that contains, those recommended changes or updates, whether it's from the point of view of governance or strategy or simply, user interface. Whatever we help you, pinpoint and determine will be included in that report. With the report and having discussed your specific needs, then we can generate a proposal where you can review and determine whether you want to proceed again ahead with with changes and enhancements, and then we can proceed to implement those changes for you. We have a team of really great dedicated implementers that will do that quickly, in a friendly fashion, and we'll ensure that it works the way you expect. And finally, once the changes have been implemented, we can produce a before and after comparison or success report to make sure that we can compare your initial state and the end state past enhancements, and you can have a strong sense for how the system is improved and how it's going to deliver better functionality from this point on. Okay. So common steps, they don't have to be all of these steps. They don't have to be in this order, but common steps that are included in additional phases in that post, analysis, period. Talk about the integrations, whether you need to integrate with a CRM, an ERP, or some other software, whether you need to have the AI installed and configured, so that it can enhance your processes in the way that we have discussed. That can all be part of the analysis and then be part of the implementation. Your Agiloft this is also a common request. Your Agiloft has been working great for a department and has drawn the attention of all their departments in your organization. Well, how can we expand it to their particular needs? We can help you analyze that. We can help you analyze their needs, what it has in common with what has been implemented already, and what things are different and need to be customized to additional departments. We're always happy to help you incorporate other other people, other departments into the process and allow them to take advantage of your agile implementation as well. Additional, the addition of all their modules that you may not have considered but are available in Agiloft, such as, the sourcing event management, the supplier information management, the document management that I mentioned before, whether it's an existing module that you wish to leverage as in the sourcing of supplier information management module or is a custom module that you need us to develop for you, that is part. AgileView can be expanded almost infinitely. So if there's anything that you need that AgileView isn't currently doing for you, let us know. We'll help you check that and see if we can get that going for you. Always the capability of adding new contract templates or workflows. In terms of contract templates, we can train you on how to create your own templates so you don't have to be relying on us. It's it's fairly easy. It has been made a lot easier in the last couple of years through the additional features included in the contract assistant. Add in, but we can always create templates for you if you need us to. And, certainly, we can help you add or modify workflows. And as always, reports and dashboards is something that we can help you configure. So are we ready to make you widely successful? Jack. Thank you so much, Alejandro. If you could advance to the next slide. I am cognizant of the fact that we are approaching the top of the hour, so I will be very fast. One thing I wanna make sure that our customers know, I've answered quite a few in the chat. I have provided my email address. But first and foremost is we we're building success together. We wanna make you wildly successful. So I think the first thing we need to think about is making sure that we're staying informed. We just had a monthly newsletter go out. We have regular coffee chats. We have regional lunch events, the ace events also we're talking about that are currently on the calendar. We're gonna send out, a registration link to that so you have it. We would love to see you. We'd love to make sure that our customers are talking to other customers right use cases. I highly recommend that we have a regular account management or CSM cadence. We're doing that and we're implementing that across the world with our customers. It's very important to helping you realize your journey, where you stand today, and how we help you to accelerate that journey with Agiloft. Make sure you're attending events and webinars such as this. This is so important. I've seen such a great exchange in the chat. So thank you so much for those that have been participating. The customer journey mapping, that's gonna be important as well. But as we move over here, I wanna oh, you're good. You're good. I'll I'll go ahead and really quickly talk about the Agile admin. So we do have Agile University, and we have the community, which is a great place to make sure that you're talking to your peers and colleagues within, within the customer base of Agile. But, Alejandro, really quickly go ahead and go through your contact information. I've provided mine already, and we'll make sure and reach out to those that have had, questions around things we haven't either answered or making sure we follow-up on interest in a specific area. So thank you so much for your time, Alejandro. I'll let you close us out. Thank you, Jack. So as you have on screen there, you can contact us directly. You can always contact Jack or, Brandon, and, they will also, put us in in in direct contact if necessary. But you can reach out to us through the phone number on screen and the email addresses. We have a web page, kohoconsulting.com. We have a podcast that you can search, that is called Contract Heroes, which is very popular and contains all kinds of useful information and all kinds of very fascinating discussions, that that, you can take advantage of. So, I guess that we pretty much ran out of time for q a. We answered as many questions as we could during the presentation. But thank you very much for attending. Thank you for very much for your questions, and, we hope to continue hearing from you and be able to assist you. Thank you very much. Thank you.