IBM’s Contract Authoring Process Transformation

IBM’s Contract Authoring Process Transformation

Leading redesign and transformation of IBM’s contract authoring system and integrating AI to streamline document creation and data flow.

Leading redesign and transformation of IBM’s contract authoring system and integrating AI to streamline document creation and data flow.

My role

UX Research Lead, UX & Process Design Lead, AI Integration Designer, UAT Testing Coordinator

Scope

Enterprise-wide implementation affecting all IBM Consulting globally

Duration

Jan 2024-Present

Collaborating teams

IBM Consulting, CIO-Process team, CIO-Platform team

Tools

User interviews, Figma (design and prototyping), Blueworks Live, Mural, Jira

Platform

Web

Problem Statement

Problem Statement

Problem Statement

IBM consultants were struggling with a fragmented contract management process that required navigating across five or more disconnected tools to initiate, author, approve, and register client contracts. This disjointed experience resulted in:

Excessive time spent switching between systems

Manual data re-entry leading to errors and inconsistencies

Lengthy approval cycles and limited visibility into contract status

Knowledge silos that prevented effective collaboration

How might we reimagine the entire contract authoring ecosystem, creating a unified, intelligent solution that would enhance productivity and efficiency while maintaining compliance with IBM’s legal requirements?

Outcomes

Outcomes

Outcomes

5+

5+

Integrated legacy tools into one intuitive platform

$2B

$2B

Projected saving for IBM

60%

60%

Reduction in creation and approval cycle of a contract

8.9

8.9

Impressive NPS score from early users

Integrated AI detects and flags inconsistencies between source system data and contract document

Integrated AI detects and flags inconsistencies between source system data and contract document

Comparison of “to-be” vs. “as-is” user journeys maps in one graph

Comparison of “to-be” vs. “as-is” user journeys maps in one graph