Agiloft Contract Management Suite Review

Provides customizations, flexible approval paths, a full audit trail, and an open database framework.

What is most valuable?

Our organization did not have a central application for our growing number of contracts. Simply purchasing the Agiloft Contract Management Suite has allowed us to use "a tool" to manage our contracts.

The best features of the suite are the unbridled customizations on basically anything in the application, flexible approval paths, full audit trail, email reminders for approvals, open database framework allowing us to extend our initial project ideas (you can create any table you want!), integrations/APIs such as LDAP Active Directory and REST, searchable objects and attachments, flexible report writing, UX branding and customization, an integrated chat client, and the suite comes with many other modules (support tickets, helpdesk tickets, POs) right out of the box if you want to use them.

Electronic signature with DocuSign and Adobe Sign are also available, although Project HOME has not engaged those features yet, and full document redlining and tracking is also available.

How has it helped my organization?

The Agiloft Contract Management Suite has improved procedures at Project HOME by:

  • Creating a central location for all contracts
  • Automating and auditing contract approvals
  • Creating a global search capability across records and attachments for quick and easy contract research

What needs improvement?

If there is an area for improvement, it would be in the mobile aspect. The web app itself is responsive and can be very easily used on a mobile device, really without a problem. Hopefully, down the road, Agiloft will develop a mobile app, or embellish the responsiveness of the website.

For how long have I used the solution?

I have used it for one year.

What was my experience with deployment of the solution?

We encountered no problems at all. Our Agiloft implementation team did a great job; they were knowledgeable, flexible, and organized. The implementation team worked with us in a fluid fashion, allowing us to be agile and constantly know where we stood during the project.

What do I think about the stability of the solution?

We have encountered no stability issues in the SaaS environment.

What do I think about the scalability of the solution?

We have not hit any snags as we have grown the application. Our environment is 300+ contract records, 2 power/4 floating user licenses, 40-50 "touch" users that would need to approve or review a contract record. Agiloft will easily grow with Project HOME's growth plan, which is fairly rapid at the moment.

How are customer service and technical support?

Customer Service:

Customer service is excellent; ticket and phone support, prompt responses. Depending on your implementation schedule, you may have hours left over that can be used for solving issues when you first go live, when users are first learning the application.

Technical Support:

Excellent technical support! Agiloft technical, support, and sales staff are extremely well-versed in all facets of the Contract Management Suite. You will experience rapid and accurate technical assistance, basically on any part of the suite.

Which solution did I use previously and why did I switch?

We had no previous solution.

How was the initial setup?

Although it was a new application at Project HOME, the implementation team that supported us was very agile and knowledgable, making the initial voyage into the application an easy one, using a learn-as-you-go method, and we received a training for our users at the end of the implementation.

We had no trouble at all implementing the application and getting used to using it. Agiloft offers a free trial version (that is maintained as a test environment into the future with your live environment) to fiddle with, and there are plenty of docs and video tutorials to peruse. Our team took to the app fairly quickly as it is straightforward and easy to understand and setup.

What about the implementation team?

Project HOME used a vendor team from Agiloft. Their level of experience was "expert." We had no problems at all during the start-up phases.

What was our ROI?

Project HOME has easily recovered its initial capital outlay in the first year from simple centralization and automated approval tracking. We can now use the Contract Management Suite as a productivity tool, furthering our returns. As an investment, it's an easy BUY recommendation that will provide stable returns for your organization. It did for us.

What's my experience with pricing, setup cost, and licensing?

Project HOME took a look at current and future user needs and decided to engage a 2 power user, and 4 floating user setup. Floating users are three times the price of a power user, so we took that into consideration on who to make power users and how we would use the floating users. We have not encountered any lock-out or access issues. Plus, you can easily add/remove users later on.

Agiloft is extremely competitive on license and professional services pricing. Call sales and find out; they are very easy to work with.

Which other solutions did I evaluate?

Along with Agiloft, we evaluated: CobbleStone, Contract Logix, SpringCM, and Blueridge Software.

What other advice do I have?

Agiloft has been an excellent partner for Project HOME. We chose Agiloft because of their robust and extendible solution, and because the company is relatively small. We determined that the company size would allow a more fluid relationship, and we were right. Also, Agiloft's contract app is seasoned and has been tested in the marketplace for a number of years.

And two final things: Talk to your sales rep if you have any questions; they are super-available to help you decide. And the demo we received was recorded (screen/audio), which allowed us to very easily review the features we saw. No other vendor provided this nifty angle.

Which version of this solution are you currently using?

**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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