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A leading financial institution migrated its Contract Management System into its merger partner’s system.  The organization needed a phased approach for contract review and remediation as part of its post-merger due diligence. Protiviti’s legal consulting team developed a multifaceted solution and delivered a complete system remediation under budget.

Our relationship

Following a successful merger, a leading financial institution engaged Robert Half and Protiviti to assist with remediating and integrating its contract management system with that of its merger partner – a significant element of its post-remediation due diligence.

Opportunity

The financial institution saw the project as an opportunity to improve its contract management system’s functionality and achieve uniformity across enterprisewide systems.

Strategic approach

Our legal consultants developed a solution comprised of cloud technology in conjunction with senior specialists and a flexible team of contract/temporary attorneys working at both the client’s site and our project space.

Solutions

Phase 1: Migrated 15,000 contracts from Salesforce to Selectica, followed by review and remediation that was efficiently planned and overseen by our consultants Phase 2: Migrated 26,000 contracts from Selectica to Ariba, followed by review and remediation with quality control and oversight by our consulting team Throughout Phase 2, our attorneys and consultants worked from our dedicated project space in Chicago to help the client’s contracts team achieve systems uniformity throughout the enterprise.

Technology-driven innovation

Salesforce contract management software Selectica contract management for Salesforce software SAP Ariba contract management software

Results

With the help of the Robert Half Legal Consulting Services team on this project, the process and outcomes exceeded expectations. Throughout both phases, we established performance objectives and a structure for processing the backlog of contracts. We regularly monitored and reported our progress and provided critical review and remediation standards.
Based on our success with the first phase of the project, the organization engaged our team to complete the next phase to ensure the desired system uniformity.

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