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Easy to use, customizable to your business
What do you like best about the product?
I am very impressed with how the software is adaptable to any business. Our company has many different divisions and we are able to track all the documents equally.
What do you dislike about the product?
I wish that the behind-the-scenes setup wasn't so complicated. As admin of the software for my company I have a file full of notes on how to set things up.
What problems is the product solving and how is that benefiting you?
We use the software to track the lifecycle of our valuable documents and also to send reminders on tasks that periodically happen. This feature is used by our entire company to set up task reminders that may not occur but once every 5 years. It allows us to set up a backup person just in case the original person may have changed positions or left the company.
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Agiloft for Contract and Vendor Management
What do you like best about the product?
The ease and ability of being able to make the Agiloft system work for you through custom configurations clearly stands out. Our implementation consisted of a multitude of custom builds, and everything has worked well. As we mature in our contracting process, we've found the need to make many updates to forms, fields, and tables, and all have been easy - even without a high-level development background.
What do you dislike about the product?
Some custom configurations are a bit tricky to learn, and require manual, repetitive tasks to properly implement.
What problems is the product solving and how is that benefiting you?
Organization of our vendor program, monitoring of contract lifecycles, and streamlining internal reviews/approvals. This is allowing us to mature our entire Vendor Management program, and develop a policy.
Truly Agile System
What do you like best about the product?
Agiloft is easy to use, fully customizable and robust in the ways data can be stored. I am able to train new staff members easily and also refer them to the knowledge base for a plethora of information and trainings.
What do you dislike about the product?
The least helpful feature is its inability to recall an email. Not all of my correspondences to clients are scripted. Some are drafted in the suite and send from there.
What problems is the product solving and how is that benefiting you?
It's a central repository of all contract and contract-related documents. It is easy to train new staff and has a lot of training suites and resources available.
Best CLM system I've experienced to date !
What do you like best about the product?
The super-detailed configuration capability is outstanding. The flexibility of user-specific customization (e.g., dashboards, views, saved searches, etc.) has been a boon to stakeholder adoption. Integration with other systems (e.g., MS Office add-ins, e-signature providers, ERP systems, etc.) has also increased the efficiency of business processes involved with- and/or adjacent to our contracting process.
What do you dislike about the product?
With great configuration capability comes great responsibility (and a need for some technical expertise). Admins need to be relatively tech-savvy in order to be able to support further configuration enhancement or adjustment to future changing needs.
What problems is the product solving and how is that benefiting you?
Prior to Agiloft CLM, our contracting process involved several different, separate systems that offered extremely little visibility to our Business stakeholders - 1 for contract request intake and tracking, MS Office for document development/negotiation, an e-signature tool, and ultimately a final document repository. Contract renewal tracking was also disjointed and inconsistent.
It was refreshing to work with such an amazing vendor!!
What do you like best about the product?
As a Project Manager, I loved using their Knowledge Base. It was very easy for me to track tasks for both internal and Agiloft teams and send them reminders. Everything they provided us made my job easier. Kristen was outstanding!!! I absolutely enjoyed working with her!! She has most definitely become my favorite vendor PM. I would recommend this group to anyone, I am sad that we will go live soon because they will be missed!
What do you dislike about the product?
The was a small error when they sent over our detailed hours billed, but this issue was very minor. They did not send the complete document but after reaching out to Kristen, this was fixed very quickly. Small hiccups happen!
What problems is the product solving and how is that benefiting you?
We needed a contract management tool that would be automated and they provided a high quality tool that can do everything that the contract management team needed. It is easily a huge upgrade from the system we previously used.
Flexibility to build to our current and changing needs
What do you like best about the product?
Scalable to our complex needs. Flexible to setup and modify. Clean user interface. Workflow automation is a powerful tool. Implementation team was knowledgeable, professional and were very collaborative - sharing their experience.
What do you dislike about the product?
Administrative management of licenses (e.g. detailed activity reports by user, etc) was cumbersome.
What problems is the product solving and how is that benefiting you?
Overall, allows our team to provide better customer service and enhance internal cross-team efficiencies. Replaced email communications with automatic notifications and approvals. OCR attachments which allow users to use string search for documents. Easy and flexible creation of searches for end-user self-service - this is in addition to pre-set searches and reports. Interfaced with several different systems allowing for automatic the flow of data that would otherwise either be re-typed based on an email or lookup in the other system.
Agiloft Review
What do you like best about the product?
It is adaptive to business and operational needs. The implementation tech is knowledgable, quick to respond, high relationship skills, and creative to build a contract management system that is the right fit for the organization.
What do you dislike about the product?
That some of the basic functionality is noncustomizable but other parts of the system are customizable in 100 different ways. The user interface could be more updated and visually appealing for non tech users.
What problems is the product solving and how is that benefiting you?
It's providing a more streamlined contract process, which incorporates all of the company's operational processes, and simplifies it. Providing essentially a contract process when there was non before.
Great Contract Mgmt System
What do you like best about the product?
The system is a great electronic contract management system--providing the most desirable functions workflow routing, version/history control, and customizable data fields. I've also found that with appropriate training, the system is also very easy for end users to navigate. Finally, I would say that I like the fact that the system allows customization to support the business process or needs of your organization. I've also had some really go experiences collaborating with the Agiloft implementors to solve or improve the system for our organization.
What do you dislike about the product?
While Agiloft has the ability to build custom dashboards or reports, I would like to see the platform provide more out of the box reporting/dashboards. The system works great as a contract management system, but capturing key performance indicators via data was a challenge until we requested an implementor to build custom dashboards. With the dashboards, there were also some limitations on the type of charts or graphs or snapshots truly available. My hope is that Agiloft continues to invest in reporting and dashboard capabilities and that we see improvements with future releases. My other dislike with the system would be that to truly have a seamless and successful experience with the system, you will need a dedicated internal IT person that understands and supports the system. This is key to being able to troubleshoot and make improvements (whether independent or collaborating with Agiloft). Without the guidance of our IT person, I am not sure if I would have been able to quickly identify some of our issues and resolve them as timely with the Agiloft staff only due to not having a full understanding of the technical framework of the system.
What problems is the product solving and how is that benefiting you?
Our current business process requires for all contracts with a spend value to be approved by finance prior to legal, Agiloft has helped to solve this problem by allowing multiple users/approvers to be added to our contract workflow. As mentioned above, I appreciate being able to customize certain attributes of the system.
Highly Configurable Contract Management Software
What do you like best about the product?
Flexibility and ease of use are excellent. We had the opportunity to create a fully customized solution that fit our needs. The search and reporting functionality are also top-notch.
What do you dislike about the product?
Some of the linkages are not intuitive, which can be problematic when changing fields - it can be hard to follow the logic of which tables will pick up the change automatically, and which will have to be manually updated. Also, the clause library have to be manually updated. Since we are Government contractors, the standard FAR and DFARs clauses are constantly changing, and it would be nice to have a functionality that automatically updates the clause library when changes occur in the law.
What problems is the product solving and how is that benefiting you?
Agiloft is the first CMS in our company, and we use it for workflow and document management. It helps us with a traceable and auditable trail of following our set processes, which is critical in Government contracting. It also helps us with reminders for key deadlines, and the search and reporting functionality is excellent, once you figure out the correct search parameters.
Makes managing contracts easier!
What do you like best about the product?
Ability to customize for the organization
What do you dislike about the product?
Report creation is difficult and renaming
What problems is the product solving and how is that benefiting you?
Helps track contracts easily.
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