Compass Group Accelerated Contract Turnaround & CLM Process Adoption With Whatfix

The Compass Group Story

Catering Every Type of Contract

Compass Group is a multinational, $20 billion food services company. The company has partnered with Whatfix to accelerate, streamline, and support its end-to-end contract lifecycle management (CLM) processes and tasks in its Icertis CLM platform.

Compass Group selected Whatfix over competitors for its intuitive, in-app guidance functionality. The functionality currently supports 1,500+ Compass users and helps the company maximize the value of its catering contracts and clauses, ranging from award-winning restaurants, corporate cafes, hospitals, schools, arenas, museums, and more.

With Whatfix, Compass Group:

• Cut digital training content creation time by 70%.
• Simplified the contract management process.
• Supported adherence to contract compliance processes.
• Improved Icertis onboarding, providing a faster, better user experience and quicker ramp-up time for new users.
• Drove efficient, effective organizational change management.
• Achieved quick ROI from its CLM transformation project.

The Challenge

Simplifying Icertis’ Contract Management Process with Whatfix’s In-App Guidance

Compass Group provides catering for high-profile events, from the US Open to the Academy Awards. To thrive, the organization needs a comprehensive contract management solution.

Previously, Compass Group relied on the Icertis CLM platform for its end-to-end contract management. However, the challenges facing Compass went beyond deploying a new CLM platform. Contract management is a complex, multi-step process.

Compass Group’s legal, sales, and operations employees needed timely, intuitive guidance to help them navigate and use Icertis.

Shannon Kalwarovski, Manager of Legal Technology at Compass Group, experienced the training challenges first-hand.

So why Whatfix?

The Solution

Whatfix Provided an Engaging, Interactive Contract Guidance Solution

Compass Group has 1,500 Icertis users across its workforce, spanning several divisions and business units. Whatfix empowers them to adopt Icertis faster with guided workflows to become self-sufficient power users.

 “Step-by-step guidance inside the Icertis application means users are more productive and less frustrated with our contract management process,” said Kalwarovski.

As the person responsible for Icertis training content, Kalwarovski now uses the intuitive Whatfix interface to quickly create engaging, interactive contract guidance content. She also enjoys the ability to simultaneously repurpose step-by-step instructions (flows) into multiple content types, reducing her content authoring effort – and deploying fresh content faster.

“Whatfix offers Compass Group limitless opportunities for interactive in-app guidance,” Kalwarovski continues. “We can provide contextual self-support and make announcements within the application. Employees don’t need to stop what they are doing when they have questions – they can get answers to their contracting questions in the workflow.”

At Compass Group, the contract process included a workflow that spanned Icertis and Microsoft Dynamics 365. The company implemented Whatfix across both platforms – empowering employees to follow in-app guidance bridging across enterprise applications.

“Icertis also integrates with our Microsoft Dynamics CRM platform, so the employees request contracts through Dynamics. Once they are in the contract, Whatfix helps them navigate the process to contract signature. If they forget how to perform a task or are confused by some Icertis functionality, Whatfix workflows guide the user down the right path to a successful resolution.”

With Whatfix, Compass Group can push organizational-wide announcements – whether an HR-related issue, a process change, or a new service offering – to the entire organization with a simple in-app banner, pop-up, or tooltip. This allowed Compass Group to remain agile and flexible to change when opportunities presented themselves while also adhering to contract compliance.

“Whatfix contextual information (smart tips) is also beneficial. “It’s the Whatfix tool I use the most,” says Kalwarovski. “Whatfix also helps me with organizational announcements. I can run a banner to explain a new feature – eliminating the need to send out an email that will likely be ignored.”

The Results

A Better User Experience Improved Processes, Contract Turnaround Times, and Compliance.

Whatfix’s real-time interactive walkthroughs simplified and streamlined the Icertis processes, driving operational efficiency. They also provided a more engaging employee and customer experience and a more compliant contract management process, creating a solid foundation for growth.

The benefits of Whatfix include:

• Simplified Contract Management Process and Accelerated Time-to-Closure: Using Whatfix, the Compass Group team provided digital training content 70% faster, improved Icertis onboarding adoption, and reduced training efforts. The ability to guide Icertis users through the contract process with timely relevant content also eliminated the need to stop for clarification or to ask questions. This led to operational efficiency gains, faster turnaround times, and a frictionless user experience.
• Reduced Contract Errors and Improved Compliance Efforts: The Compass Group leveraged Whatfix nudges and just-in-time assistance for required contract fields, reducing the opportunity for errors and helping to ensure compliance.
• Accelerated Time-to-Proficiency for New CLM Users: Using Whatfix, new hires enjoyed personalized and engaging employee onboarding programs, allowing them to be productive and impactful faster. According to Kalwarovski, “We now simply point people to the training resources. There’s no longer need a sit-down, ‘do it like this’ training session. People can learn while in the process, allowing them to hit the ground running.”
• Improved Organizational Change Efficiency: Whatfix enabled the Compass Group to push enterprise-wide changes faster and instantly communicate new Icertis features to all 1,500 users using contextual information with in-app tooltips.