Case study

Here is your assignment for the onsite presentation round. This is a business scenario involving a federal client implementing Contract Lifecycle Management (CLM). Your task will be to prepare a 78-minute presentation covering your:

1. Consulting Approach How you will guide the client through the implementation.
2. RequirementGathering Strategy How you will identify and validate business, compliance, and AI-related needs.
3. AI-Assisted Solution Framework How you design with responsible, practical AI use cases.
4. Risk & Compliance Considerations Key risks and your mitigation strategies.

Presentation Format: You may use any presentation format you prefer (PowerPoint, PDF, etc.). A short Q&A will follow your presentation.

***********Please email your completed presentation to before 8:00 am ET, the morning of your interview.

NOTE: You are not expected to have prior knowledge of public sector contracting or CLM.

This is not meant to test your SaaS/contracting experience and content knowledge. We want to evaluate how you think, learn, and communicate, all core factors to success in a consulting role.

Scenario Overview:

You are a professional services consultant in a SaaS company supporting federal government clients. Your client is a mid-sized federal contractor wanting to modernize their critical business process of contract management. You are part of the implementation team as a consultant who does requirements gathering with clients to understand their process needs and then see how your product will work for them.

Further scenario details include:

Client currently uses:

• Email
• Shared drives
• Manual spreadsheets
• Basic ERP system

They face challenges such as:

• Inconsistent contract templates
• Difficulty tracking FAR/DFARS clauses
• Poor visibility into contract obligations
• Delays in contract review
• Audit readiness concerns

They have selected Icertis CLM to modernize their contract lifecycle.

Client Leadership Vision

Client wants to use AI based CLM solution responsibly within the Icertis CLM implementation to:

• Summarize contract documents
• Extract and classify key terms and clauses
• Identify potential gaps and compliance risks
• Suggest clause recommendations
• Track obligations

However, they have concerns about:

• Regulatory and data handling compliance
• Responsible use of AI and its accuracy
• Over-automation
• Change resistance