Contract Lifecycle Management (CLM) Transformation & Optimization

Maximizing the Value of Your Icertis CLM Investment

Implementing and optimizing Icertis CLM can be complex, often leading to frustration, poor adoption, and inefficiencies. Many organizations find themselves struggling with underutilized systems, misaligned processes, and change resistance.

Our strategic partnership brings together Charlotte Shimko, a CLM expert and certified Project Manager with over a decade of Icertis implementation experience, and Brynn Shader, an Organizational Change Management (OCM) expert and ex-Deloitte consultant with 16+ years of experience driving transformational change in Fortune 500 organizations. Together, we provide a holistic solution that not only rescues and optimizes Icertis implementations but also ensures long-term adoption, efficiency, and measurable business value.

With our combined expertise, we don’t just fix technology, we transform how people, processes, and technology work together for sustainable success.

About Brynn Shader

Brynn Shader is an Organizational Change Management (OCM) expert with over 16 years of experience helping organizations navigate complex transformations. With a background in strategic HR, talent development, and employee engagement, she takes a human-centered approach to change, ensuring adoption and long-term success. Brynn specializes in aligning people, processes, and technology, creating trust-driven cultures that accelerate change and innovation. She partners with leadership teams to drive organizational agility, resolve cross-team conflicts, and foster engagement. Outside of work, she is a CrossFit athlete and competitive swimmer who embraces discomfort as a catalyst for resilience and growth. She believes that adaptability is the key to long-term success and brings that same mindset to the organizations she supports.

About Charlotte Shimko

Charlotte Shimko is a CLM expert and certified Project Manager with over a decade of experience leading Icertis CLM implementations and optimizing contract management strategies. With a background in business intelligence, program management, and enterprise systems, she takes a data-driven approach to contract lifecycle optimization, ensuring efficiency and compliance. Charlotte specializes in rescuing struggling implementations, driving AI-powered enhancements, and bridging the gap between legal, IT, and business teams. She partners with organizations to streamline workflows, improve adoption, and maximize CLM value. Outside of work, she is a life coach and advocate for personal growth, helping individuals navigate neurodiversity and career success through Shine with Charlotte (shinewithcharlotte.com).

Why Work With Us?

Most CLM challenges aren’t just about technology, they’re about people. Implementing Icertis CLM without a strong adoption strategy leads to low utilization, compliance gaps, and operational inefficiencies. Our strategic partnership brings together Charlotte Shimko, a CLM expert and certified Project Manager with over a decade of Icertis implementation and optimization experience, and Brynn Shader, an Organizational Change Management (OCM) specialist who ensures that people, processes, and technology align for sustainable success. Together, we provide a comprehensive, people-centered approach that not only fixes broken implementations but also drives adoption, engagement, and long-term business value. Whether you're struggling with poor user adoption, failed implementations, or resistance to change, we offer the expertise needed to turn your CLM investment into a scalable, high-performing solution.

Who We Help

We work with organizations of all sizes and industries that rely on Icertis CLM to manage contracts efficiently but face challenges in implementation, adoption, or optimization. Our clients include:

  • Companies frustrated with other Professional Services or Support providers.

  • Organizations struggling with poor user adoption and system underutilization.

  • Teams facing workflow inefficiencies, compliance gaps, or lack of automation.

  • Businesses experiencing resistance to change or cross-team misalignment.

  • Enterprises that need to rescue a failing implementation or scale their CLM strategy.

Whether you're a Fortune 500 company, a fast-growing mid-sized business, or a highly regulated industry, we provide the strategic guidance, technical expertise, and change management support needed to make Icertis CLM work for your business.

Our Services

CLM Optimization & Adoption

Duration: 4-6 weeks

Pricing: Fixed Fee, $15K-$25K

Best for: Organizations struggling with inefficient Icertis implementations, low adoption, or misalignment with business goals.

What is included:

  • CLM maturity assessment & roadmap.

  • Contract process mapping & automation recommendations.

  • Stakeholder engagement & change impact analysis.

  • Strategic recommendations for system

CLM Rescue & Recovery

Duration: 3-6 months

Pricing: $10K - $20K/month (retainer) or milestone-based

Best for: Companies with failed or stalled implementations that need to regain momentum.

What is included:

  • Root cause analysis of implementation challenges.

  • Hands-on project management to reset implementation.

  • Vendor negotiation, streamline signoff process, & escalation strategy.

  • Change management & training to ensure adoption.

  • Stakeholder alignment & communications

Executive Advisory & Fractional CLM Leadership

Duration: Ongoing (6-12 months)

Pricing: $8K - $12K/month (retainer)

Best for: Companies needing high-level CLM leadership but not ready for a full-time hire.

What is included:

  • Acting Fractional CLM Director and Change Management Director to oversee strategy.

  • Vendor negotiations & contract governance.

  • Executive change leadership & stakeholder management.

  • Quarterly CLM performance reviews & optimization plans.

Get Started Today

Book a free consultation to discuss your CLM challenges and explore the best path forward.

Why Our Approach Works

Most CLM challenges are not just technical, they are people problems. Implementing a contract management system without a strong adoption strategy leads to low utilization, compliance gaps, and operational inefficiencies.

  • We fix broken implementations by aligning CLM technology with business goals.

  • We drive change adoption so that your teams use the system effectively.

  • We bridge the gap between IT, legal, and business stakeholders for better CLM outcomes.

 Case Study: Optimizing Icertis CLM for a University Healthcare System

  • A leading University Healthcare System implemented Icertis CLM with high expectations. Initially, stakeholders were enthusiastic about the system, eager to streamline contract management and enhance compliance. However, as users engaged with the platform, frustration grew.

    Key challenges included:
    ✔ Overwhelming Notifications – Users were bombarded with excessive alerts, leading to disengagement.
    ✔ Clunky User Experience – Navigation inefficiencies and complex workflows slowed adoption.
    ✔ Adoption Decline – High initial enthusiasm faded as inefficiencies became apparent.

  • We stepped in to course-correct the implementation and ensure the system delivered on its original promise.

    Our approach included:
    ✔ Voice of the Customer Analysis – Conducted user interviews and system audits to identify key friction points.
    ✔ Notification Optimization – Reconfigured settings to eliminate alert fatigue while maintaining critical notifications.
    ✔ Workflow Streamlining – Simplified processes to reduce manual effort and improve efficiency.
    ✔ Training & Change Management – Provided targeted user training to improve adoption and usability.

  • With the system stabilized, we are now preparing for Phase 2, focusing on:

    ✔ Enhancing CLM Features – Implementing additional improvements based on direct user feedback.
    ✔ Icertis CLM + ERP Integration – Aligning contract management with a major ERP system to improve data flow and reporting.
    ✔ Advanced Automation & AI Optimization – Leveraging Icertis capabilities for contract insights, compliance tracking, and risk mitigation.

  • ✔ Reduced Notification Overload – Users now receive only relevant alerts, improving engagement.
    ✔ Streamlined Workflows – Tasks are completed faster with fewer system bottlenecks.
    ✔ Increased Adoption & Confidence – Teams are more efficient and aligned with CLM best practices.
    ✔ Strategic Roadmap for Growth – The Phase 2 integration with ERP will further enhance automation and scalability.

Key Takeaway: CLM Optimization is an Ongoing Process

Even a well-designed CLM system requires post-implementation refinement to drive long-term value. By focusing on usability, automation, and integration, we helped this University Healthcare System turn initial frustration into long-term efficiency and scalability.

📩 Struggling with CLM adoption or integration? Let’s optimize your system for success!