Coupa Contracts

Project Title:

Unification of CLM and CLMA - Coupa Contracts

Objective

To merge CLM (Contract Lifecycle Management) and CLMA (Contract Lifecycle Management Advanced) into a unified platform with a common UI, enhancing user experience and suite integration.

Challenge:

1. Redesigning contract creation and management workflows for diverse user needs.

2. Ensuring a smooth transition for existing users of both systems with minimal learning curve.

Approach:

1. User Research: Analyzing user types and needs for both CLM and CLMA products.

2. Workflow Analysis: Identifying and refining common workflows to simplify contract creation and management.

3. Design Iterations: Creating prototypes and conducting usability testing to refine the unified interface.

Solution:

1. Integrated UI/UX: A seamless interface that facilitates an easy upgrade from CLM to CLMA.

2. Simplified Workflows: Streamlined processes for contract management, enhancing efficiency and user satisfaction.

3. Suite Synergy: Integrating analytics and risk evaluation features from the Business Spend Management platform to add value.

Outcome: A unified contract management system on one platform, offering a simplified, enhanced user experience and greater suite integration.

Reflection: Insights on balancing complex user needs in a unified system and the importance of iterative design for smooth user transition.