New beginnings make great opportunities for everything new: tools, processes, strategies… When this U.S. based retirement financial services company went independent after a series of acquisitions, that is exactly what they did. As their mission shifted to focus on helping American individuals retire richly, the newly formed legal team set out to make meaningful improvements.

SUCCESS STORY – CONTRACT MANAGEMENT

Transformation of a Retirement Financial Services Legal Ops Team

How one of Italy’s top pharmaceutical companies unified its legal contract operations to gain visibility, control, and speed across global teams.

Ottakringer Getränke AG

AT A GLANCE

Challenges

  • No centralized contract repository
  • Inconsistent templates generating risks
  • Lack of visibility and control over contract processes
  • Poor cross-team international collaboration

Results

  • 700 users onboarded to a centralized, searchable CLM platform
  • Standardized templates reduced legal risk
  • Role-based workflows for real-time collaboration
  • Legal oversight to save time and accelerate contract execution

Products Used

Contract Management

INTRODUCTION

Efficiency and control aren’t optional for any business, but for the pharmaceutical industry the stress is even higher. For one of Italy’s top pharmaceutical leaders, operating across global markets with thousands of employees, fragmented contract management was creating risk, confusion, and costly delays. Despite already investing in digital tools, their legal team knew that without a unified contract system, they wouldn’t reach the level of excellence they aimed for.

THE CHALLENGE

A Growing Global Leader with Growing Pains

This global Pharma leader, one of Italy’s top eleven and publicly listed on the Italian Stock Exchange, had long been on a journey to digitize its legal operations. Despite already using Board Portal and Legal Entity Management tools, the contract management pain point remained unsolved. The Italian Head of Legal highlighted several issues:

  • Contracts were scattered across departments and systems, with no centralized repository.
  • Teams couldn’t access the right versions of documents, leading to confusion and compliance risks.
  • There were no standardized templates and each business unit worked differently. This increased legal exposure and slowed contract execution.

The business was tired of delays, wasted efforts and the lack of trust in the legal department coming from other business units. After searching for the right solution for months, the company was ready to act.

THE SOLUTION

Enabling a Foundation for Consistent, Controlled Collaboration

To address these challenges, the company implemented DiliTrust’s Contract Lifecycle Management (CLM) platform, rolling it out to 700 users as part of a multi-phased onboarding project. The legal department now had the tools to lead change without losing control.

A unified contract repository, searchable by natural language, with contracts organized by geography and business unit

Role-based access and automated workflows, enabling seamless collaboration while preserving oversight

A global clause and template library, localized per entity or region, ensuring everyone works from the same compliant base

What once felt like chaos became a smooth, and guided process. The Pharma leader chose DiliTrust mainly for its strong AI roadmap and capabilities, and for its localized support and in-person engagement. This aspect was crucial for the organization to succeed its contract management digitalization process.

THE RESULTS

More Control, Less Risk, and Time Reclaimed

  • Significant risk reduction through standardized templates
  • Autonomy for other business units to launch compliant contracts
  • No more micro-managing thanks to real-time monitoring
  • Erasure of manual contract rewriting and searching, freeing time for strategic work

The transformation delivered concrete results for legal and business alike. This success story showcases how a global organization can turn fragmented contract practices into a streamlined, secure, and scalable legal operation. The key lies in standardizing as much as possible to cut delays, maintain governance, and enable teams rather than block them. DiliTrust provided strong foundations, but the pharmaceutical leader built on them to reach its goals.

Now that our teams work from one source of truth, Legal spends less time chasing contracts and more time enabling the business. DiliTrust brought clarity where there was confusion.

Head of Legal Italy

Learn more about what DiliTrust can do for you, whether it’s accelerating processes, efficiency gains, cost savings or all the above mentioned.

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