Faced with outdated processes, fragmented tools, and an aggressive four-month timeline, a Canadian financial services organization partnered with Optis to modernize contract intake, contract lifecycle management, and risk assessment. With over 3,000 employees and limited internal capacity, the client needed a partner that could move fast while preserving critical legacy workflows.
Key outcomes:
In just four months, Optis delivered a fast-paced, high-impact implementation that enabled immediate value while setting the stage for scalable success. For more details, download the full case study.
