Case Study: BankTEL Systems achieves streamlined NDA approvals and faster deal flow with Onehub

Onehub’s Custom Agreement feature streamlines the NDA process for this financial software company

BankTEL Systems, a Columbus, Mississippi–based accounting software firm serving more than 1,400 customers, faced a slow, error-prone NDA workflow that relied on emails, prints, scans, and manual tracking. Director of IT Bonnie Baker partnered with Onehub and implemented its Custom Agreements feature (alongside Data Rooms and Activity Tracking) to enforce NDAs and protect sensitive due diligence before prospects could access files.

Onehub’s solution centralized BankTEL’s due diligence in a secure Data Room, required one-click acceptance of BankTEL’s uploaded NDA via Custom Agreements, and provided automatic Activity Tracking for an auditable log. In just six months the Onehub implementation eliminated manual paperwork, sped deal flow, reduced time and stress for IT, and gave BankTEL clearer visibility and control over who accessed confidential materials.

BankTEL Systems

Bonnie Baker

Director of Information Technology