Case Study: CDI Corporation achieves time savings and improved contract visibility with Conga Contracts

CDI saves time and increases reporting and visibility with Conga Contracts

CDI Corporation, a 40+ year talent and engineering services provider with more than 6,300 employees and $865M in revenue, struggled with a sprawling, home-grown contract process (shared drives, massive Excel sheets, then partial Oracle CRM use) that lacked tracking, reporting and visibility. Routine questions about payment or servicing terms funneled through the contract team, creating a bottleneck for sales, finance, recruiting and operations.

CDI implemented Conga Contracts for a searchable repository, workflows, scheduled reporting and an intuitive UI, and added DocuSign for e-signatures. The result: faster contract initiation, fewer version-control errors, reduced time spent answering contract queries, automated reporting to the right stakeholders, and strong positive feedback from sales after a smooth implementation.

CDI Corporation

Dena Cicero

Director of the Contract Management Office