Case Study: a fast growing marketing agency streamlines contract tracking and reporting with QuaerisAI

Fast Growing Marketing Agency - Customer Case Study

The customer, a fast growing marketing agency, faced significant challenges following rapid growth through acquisitions. The CFO's office inherited a complex environment with non-standardized contracts and no visibility into bookings data. An attempt to implement a rigid contract lifecycle management (CLM) solution failed, leaving them without a way to track signed agreements. They turned to Quaeris for a solution.

Quaeris implemented its AI-powered 'Contract Tracking & Analytics App' for the agency. This solution used a 'Human In The Loop' workflow to extract data from unstructured contracts, converting them into an analytical dataset that could be explored with natural language queries. This process automated monthly contract tracking and dashboard refreshes. The successful resolution led the agency to expand its use of the Quaeris platform for financial queries and reporting, increasing productivity and centralizing its finance workflows.