Agiloft
59 Case Studies
A Agiloft Case Study
Health Catalyst, a Salt Lake City–based provider of data and analytics for healthcare, scaled quickly through multiple acquisitions and found its contract processes—managed with emails, spreadsheets, and siloed templates—were unmanageable. The lack of version control, visibility, and a standardized approval workflow wasted time, created confusion for sales, and made it impossible to track contract progress or metrics.
Implementing Agiloft CLM with bidirectional Salesforce integration gave Health Catalyst a centralized repository, standardized five siloed contract flows into one process, and introduced templates, dashboards, and a command center for transparent requests and approvals. The integration improved sales-legal collaboration and forecasting, revealed they were generating about 60 contracts per month, freed up resources, increased visibility, and helped turn around potential non‑renewals.
Brittany Lees
Business Systems Architect