Case Study: CBORD achieves rapid, centralized contract management with LinkSquares

CBORD finds success by finding contracts with LinkSquares

CBORD, a 450‑employee provider of integrated campus technology founded in 1975, struggled with a legacy of nearly 10,000 agreements stored in rigid SharePoint folders and a decentralized, Word‑based drafting process. Locating contracts could take 20+ minutes or be impossible, templates were hard to keep current, and approvals left no clear audit trail. To modernize contracting, CBORD selected LinkSquares, deploying LinkSquares Analyze for post‑signature visibility and LinkSquares Finalize for centralized drafting.

LinkSquares migrated more than 3,000 documents into Analyze with automatic customer tagging, hierarchical grouping of masters, orders and amendments, and Governing Summaries to surface prevailing terms; Finalize converted static Word templates into ~15 dynamic, centrally managed templates. The result: contracts that once took 20+ minutes to find can now be located in seconds, leadership reports run in minutes, sales and accounting self‑service contract access, and new hire drafting time dropped from years to about a week — all enabled by LinkSquares.

CBORD

Beth Buchanan

Senior Director, Contract Administration