What Icertis Is

Icertis (Icertis Contract Intelligence / CLM) is a contract lifecycle management platform used to run contract processes end-to-end—from request and drafting through negotiation, approvals, execution, repository management, and renewal/obligation tracking.

What Optematic Does

Optematic provides Icertis implementation services, Icertis integration services, and Icertis managed services to help legal, procurement, sales, and finance teams deploy Icertis with scalable workflows, clause/template governance, reliable integrations, and long-term operational ownership.

Contract Request, Drafting, and Approval Workflows

Icertis is commonly used to standardize contracting intake and route agreements through consistent review and approval steps—reducing contract cycle time and improving control.

Contract Repository, Searchable Metadata, and Visibility

Teams use Icertis to centralize executed contracts into a searchable repository so risk, obligations, and commercial terms are visible and reportable.

Clause and Negotiation Standardization

Icertis supports clause libraries and clause management processes (create, approve/reject, reuse) to keep language consistent across templates and contract types.

Implementation Planning and Delivery Phases

Optematic aligns delivery to a proven CLM implementation motion:

• Define implementation goals and project plan

• Initiate delivery and environment setup

• Discover + configure (process design, data migration, integrations)

• Build + test workflows

• Transfer (documentation, training, post-launch plan)

Workflow Design, Templates, and Clause Library Setup

We implement Icertis workflows and contracting standards, including:

• Contract type and template strategy

• Clause library structure and governance

• Approval routing and role-based controls

• Repository metadata model (what you need searchable/reportable)

Data Migration and Repository Readiness

We plan and execute migration into the Icertis repository so the system becomes the source of truth (not a partial archive). This includes mapping key fields/metadata and validating search/reporting outcomes.

Systems Commonly Integrated With Icertis

Optematic delivers Icertis integrations commonly involving:

• Salesforce + Icertis for quote-to-contract and sales-driven contracting workflows

• ERP and finance platforms (SAP, NetSuite, Dynamics, Sage)

• eSignature and downstream storage systems (depending on your model)

• Data/analytics platforms for reporting and compliance visibility

Integration Reliability and Monitoring

We implement integrations with:

• Clear source-of-truth ownership (which system owns which fields)

• Mapping and transformation logic designed for auditability

• Monitoring and failure visibility so contracts don’t stall silently

Ongoing CLM Operations

Optematic provides Icertis managed services to keep CLM stable as templates, policies, and business processes evolve:

• Workflow and approval changes

• Clause/template updates and governance

• Integration monitoring and fixes

• Repository hygiene and reporting improvements

• Admin support, documentation, and controlled releases

Implementation + Integration + Operational Ownership

Icertis value is realized when CLM is operated like a production system—governed, connected, and continuously improved. Optematic differentiates by:

• Building contracting workflows that match real business motion

• Integrating Icertis with systems of record (CRM/ERP/finance)

• Providing managed services so Icertis stays reliable after go-live

What You Get

With Optematic, Icertis becomes:

• A consistent contracting operating model (intake → approvals → execution)

• A trustworthy contract repository with usable metadata

• Reliable CRM/ERP integrations that reduce manual handoffs

• Long-term ownership so CLM doesn’t degrade over time

Optematic — Icertis implementation, integrations, and managed services.