Are you ready to get started with Docusign CLM? Do you have your executive sponsors aligned and a clear project vision? Have you clearly identified who will handle the User Acceptance Testing (UAT) and who will manage ongoing training? Docusign CLM Implementation doesn’t have to be complicated, and Docusign University’s best-practices guide is here to help. Review some of the key highlights below, get the guide, and leverage the available learning and enablement resources. 

🏛️ Pillars of Project Success

The most successful CLM implementations are built on four key pillars:

1. Alignment of executive sponsors and stakeholders.

2. A clearly defined vision for business outcomes.

3. A strong program structure and governance model.

4. A robust change management practice and plan.

Clear roles are crucial early on. The Docusign project team handles configuration, quality assurance testing, and initial administrator training. Your internal team manages requirements, internal resources, user acceptance testing (UAT), and ongoing readiness. Dedicated internal resources are required to extract maximum value.
 

🗝️ Key Steps for Readiness

Identify a CLM Administrator with a solid understanding of your business processes. A training plan is vital for user adoption; administrators are strongly advised to complete Docusign CLM Administration and Workflow training prior to implementation.

Finally, plan for legacy document migration. Determine the volume and location of contracts to be migrated, prioritize high-value content, and ensure you extract and apply sufficient metadata tags to make the archived documents searchable and useful within the new system.

📙 Get the Guide

The CLM Implementation Planning guide  is designed to transform your CLM deployment from a technical project into a strategic business initiative Check out the guide to dive deeper into executing  your CLM go-live blueprint.  

🧰 Additional Resources

The following CLM resources will help upskill your team and prepare for CLM rollout. 

• Live Training: Get Started with CLM

• CLM End User Learning Plan

• CLM Admin Learning Plan

🤝 Share Your Experience

Have you gone live with Docusign CLM? Do you have any tips for other users just getting started?  Share your experience in the replies below.