Workflow Design Prep & Optimization

One of the most important things you can do to ensure a successful Ironclad implementation is to invest a short amount of time in pre-configuration planning. Documenting your existing workflows and imagining how you want them to work in a more efficient future state will set you up for faster and more effective configuration in Ironclad. Take a few minutes to watch this short video and complete the recommended worksheet, and you'll be on your way to getting up and running quickly.

Course Time: 17 minutes

By the end of the course, you’ll be able to:

• Map out your existing contracting processes 
• Determine what data is essential to collect 
• Define roles that will be integral to your process