Challenges

DNA Payments had already implemented the Camunda open-source workflow platform, along with data storage and Pipedrive CRM. They were in need of a contract automation solution that could seamlessly integrate with their existing toolset. The majority of their contract workflow involved routine merchant and loan agreements, with Sales Representatives spending an average of 30 minutes to draft each document. Each contract required manual legal review, resulting in delays in client onboarding and adversely impacting revenue.

After conducting a thorough analysis, we presented our proposed vision for streamlining DNA Payments' contract workflow, which was approved. The primary objective for DNA Payments was to deliver a seamless onboarding experience for new customers through complete process automation. During the ContractWorks demo with the company's Chief Legal Officer (CLO), we showcased how our solution could be integrated into their existing systems and discussed the positive impact it would have on their business performance. As the individual responsible for all merchant and loan contract reviews, the CLO recognized the clear advantages of ContractWorks' contract automation.