Moving from one contract lifecycle management (CLM) system to another might seem overwhelming—especially when you’re already busy trying to keep track of the contracts, managing compliance, sustainability goals, and so on. Or perhaps, if you do not have a CLM and all your contracts are scattered in different places.
That’s why we designed Trackado to remove the heavy lifting from contract management – including importing data, making it quick and straightforward to set up your new solution. This way, you can start benefiting from Trackado’s simplicity and affordability sooner than you might have expected!
In this article, we’ll walk you through what the transition to Trackado can look like, covering each step of the way.
3 ways to import data
Okay, so you’ve started noticing Trackado and are intrigued by its simplicity, but the thought of going through the work to actually switch holds you back. We get it, it is the biggest challenge in switching CLM system, but that doesn’t mean it has to be a struggle. That’s why we offer 3 different options to make the process as smooth as possible.
- Manual upload with AI support: If you’re moving data manually, our AI-driven text recognition can support you by suggesting key data points, which will reduce manual input, save a whole lot of time and ensure accuracy.
- Assisted Excel upload: For those working with spreadsheets, we offer a complimentary data upload service. Simply prepare your data in a Trackado-friendly template, and we’ll help with the upload and make adjustments until everything looks right.
- Automated API integration: If you have an existing digital system with a lot of data to transfer, our API allows you to push information into Trackado automatically, which will ensure a seamless integration.
Our team will be with you throughout the import process, whether it’s hands-on assistance or simply answering questions along the way.
Making the switch
Whenever you feel ready to start using Trackado, the process of switching CLM system typically looks like this:
1. Notify your current provider
The first step you need to take is to notify your current CLM provider, if you have one, that is. Be sure to check the notice period required for canceling your existing contract, as this will help us plan your onboarding effectively and align with your timeline. Knowing when your current service ends ensures that Trackado is ready to go as soon as you need it.
2. Choose your data import option
Then, you need to decide how you’d like to import your data into Trackado. As we mentioned earlier in the text, we offer 3 ways to import data based on your needs. And regardless of which one you choose, our team is ready to assist you along the way.
3. Streamlined configuration and training
Alright, now you’re ready to get started. Trackado’s setup process is designed to be intuitive and self-guided, which means most users don’t need extensive training to get started.
Our system configuration is built with simplicity in mind, so even larger teams with varied needs can get up to speed quickly. Should you need it, we’re ready to schedule training sessions to ensure everyone is comfortable and confident using Trackado’s full range of features.
4. A solution that’s ready out of the box
Now you have all you need to manage your contracts with ease!
Find out for yourself – book a demo
In a market where CLM trends range from high-tech AI to practical simplicity, Trackado is a solution that provides everything you need and nothing you don’t. It allows energy companies to focus on what matters most; transparency, compliance and efficient operations, without the distraction of unnecessary features or inflated costs. In short, Trackado gives energy companies the tools to manage contracts effectively and stay competitive in an evolving industry.
