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Sunlit Mountain Landscape

Our Case Studies

 
 

Our Contract Management Platform can be tailored to your company's business  processes, using your own industry standards

 
Healthcare
Dean Health Plan

Background

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  • Major healthcare provider in Wisconsin.

  • Using OpenSourceCM for contract management since June 2006.

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Challenge

 
  • Thousands of contracts with clinics, hospitals, doctors, pharmacies, etc.

  • Need for efficient document organization and easy contract term retrieval.

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Why OpenSourceCM?

 
  • Needed a flexible system to handle complex contract structures.

  • Focused on efficiency and compliance (secure, reliable backup).

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Key Benefits

  • Powerful Search & Reporting – Quickly find contracts and generate reports.

  • Full-Text Search – Locate contracts even with incorrect names or missing term sheet details.

  • Mass Emailing & Smart Queries – Enhanced compliance and document tracking.

  • Flexible & Customizable – Addressed complex organizational needs seamlessly.
     

               ðŸ”— Website: https://www.deancare.com/

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ETS | Educational

Background

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  • World's largest private educational testing and measurement organization.

  • Delivers and scores 50+ million tests annually in 180+ countries, at 9,000+ locations.​
     

Challenge

 
  • Needed global visibility and access to thousands of contracts.

  • Required tools to manage contract terms, obligations, key dates, and milestones.

​​

 

Why OpenSourceCM?

 
  • Chosen for its ability to centralize and streamline contract management.

  • Supported end-to-end evaluation with a fully functional test environment.

  • System flexibility aligned well with ETS's complex global operations.

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Key Benefits

  • Global Contract Visibility – Immediate access to thousands of contracts.

  • Milestone & Obligation Tracking – Manage key dates and compliance needs.

  • Custom Evaluation & Onboarding – Tailored setup and hands-on support during testing.

  • Robust & Flexible Platform – Adaptable to ETS’s specific contract workflows.​

 
 
 
 
 
 

Client Quote

​"We were impressed by opensourceCM's service and product flexibility. The company was attentive to our needs, configured a fully functional evaluation version of the system for us, and supported our testing group through a lengthy evaluation process. Their attitude, in addition to the robustness and flexibility of the system, convinced us that this was the best overall offering for us."

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               ðŸ”— Website:https://www.ets.org/

 
 
 
 
 
 
School
William Sonoma
William Sonoma
William Sonoma

Background

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  • America’s premier retailer of specialty home furnishings for over 50 years.

  • Brands include Williams-Sonoma, Pottery Barn, and West Elm.

  • Operates 500+ stores, 8 catalogs, 3 eCommerce sites, and manages thousands of vendors.​

Challenge

 
  • Needed to consolidate contract data across brands and vendors.

  • Required efficient search for contract provisions and event tracking.

​​

 

Why OpenSourceCM?

 
  • Provided a centralized, easy-to-access contract repository.

  • Enabled quick search and retrieval of contract terms.

  • Simplified tracking of contract milestones and obligations.

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Key Benefits

  • Centralized Repository – All contracts in one place for complete visibility.

  • Fast, Accurate Search – Instantly locate contract terms and vendor agreements.

  • Event Tracking – Easily monitor key contract dates and obligations.

  • Time-Saving – Reduced manual effort, improved legal team efficiency.

 
 
 
 
 
 

Client Quote

​"opensourceCM Contract Manager has provided us with 360 degree visibility in one easy-to-access repository. We can search for contracts and terms quickly saving time and headaches."
— Eric Strait, Associate Counsel, Williams-Sonoma

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      🔗 Website: https://www.williams-sonomainc.com/

 
 
 
 
 
 
 
Lexis Nexis

Background

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  • Leading provider of analytical legal research information in print, CD-ROM, and online.

  • Publishes 1,500+ legal titles across all major practice areas.

  • Serves subscribers in over 160 countries.​

Challenge

 
  • Needed a reliable partner for complex data conversion and management across multiple formats.

  • Required consistency and quality in transforming legal content for both dial-up and web-based platforms.

 

Why OpenSourceCM?

 
  • Supported data conversion for LexisNexis and lexis.com® platforms.

  • Helped unify treatise and source data from varied formats into a cohesive digital product.

  • Developed web-based quality control tools to flag production issues before final publishing.

  • Enabled efficient monitoring of content structure and streamlined editorial workflows.

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Key Benefits

  • Advanced Data Conversion – Unified diverse content into a consistent digital format.

  • Automated QC Tools – Improved oversight and minimized editorial errors.

  • Faster Time-to-Market – Reduced production time while maintaining quality.

  • Cost Efficiency – Lowered production costs through smart automation and data handling.

     

               ðŸ”— Website: http://www.lexisnexis.com/

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Lexis Nexis
Lexis Nexis
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