Self-Serve Data Migration Services With Contract Management Software

09/13/21

CobbleStone Software supports self-serve data migration.

Traditional contract data migration services can afford your organization tremendous headaches – to put it lightly.  Hidden expenses regarding aftermarket technology and labor costs, evolving storage requirements, questionable data security, poor data recovery measures, and low scalability involved with locally stored and manually implemented data migration can be detrimental.  Leave the tedium, risk, high costs, and wasted resources in the past in favor of web-enabled, self-serve data migration and export with contract management software.

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The Importance of Seamless Contract Data Migration

A seamless and centralized contract data migration and exporting experience is crucial so that your organization can evolve and scale as painlessly as possible.  Your contract lifecycle management process needs will more than likely evolve as your organization experiences growing contract complexity and contract volume.  As such, your organization must embrace a self-serve, low-cost, web-enabled, secure, and highly scalable cloud data migration experience in the era of digital transformation.

The solution your organization needs is user-friendly, centralized, and secure contract management software that allows you to easily import and export master reference, contract, counterparty, employee, and other data.  Here are just some of the benefits of a contract management software solution for enhanced data migration and exportation.

Contract Data Import and Export

Why waste money and time on costly external support resources when you can streamline contract data migration yourself?  To take significant hassle out of contract data migration, leading web-enabled contract management software can provide you with a bulk data migration tool for bulk importing and updating contract record metadata (i.e., contracts, requests, vendors, customers, employees etc.), master reference data (i.e., contract types, contract statuses, departments, etc.).

Your authorized CLM software users can easily configure contract data import and export templates within the user interface – in the familiar and user-friendly MS Excel CSV format.  Your users can also upload relevant files and attachments in their native formats – such as MS Word, PDF, and many more.

Your team can seamlessly export search results page data into MS Excel, MS Word, and PDF formats – directly from easily navigable contract search results lists.  Out-of-the-box or custom ad-hoc reports can be easily exported into MS Excel format.  Relevant files and attachments can also be downloaded from your contract management software system in their native format at virtually any time.

Your user-friendly contract management software for data migration can also support bulk transfer options - allowing your users to reassign contracts and contract-related tasks from one user to another, increasing CLM oversight and accountability.  Furthermore, your authorized users can easily update field values on a one-off basis.

Step into the future with bulk data migration tools that support you through importation and exportation – and every step of contract lifecycle management in between.

Contract Data Migration Services From Your CLM Software Provider

What if your organization needs external data migration services but doesn’t want to hire a third party?

Well, your robust contract management software provider can have you covered with in-house resources tailored to your CLM software and data migration needs.

For users of the acclaimed contract management software suite CobbleStone Contract Insight® - for instance – CobbleStone Software offers professional data import services wherein CobbleStone® performs the bulk import of contract record metadata and relevant electronic files and attachments.  Your organization would simply need to provide contract record metadata in a structured spreadsheet format.  From there, CobbleStone would prepare the data and perform the data migration import.  With CobbleStone, you can provide electronic files and attachments in various formats for this process. 

Additional services are priced separately based on the volume of imported data, but trusting your contract management software provider instead of uncertain external data migration services providers can save money, time, and resources.

Get Started With Streamlined and Centralized Contract Data Migration!

As you can see, you can significantly improve your contract data migration methods in the digital transformation era – thanks to user-friendly contract management software.  You need a robust contract management software solution that delivers when you need it most.  The only solution on the market that offers all of the tools mentioned above is CobbleStone Software.

CobbleStone Software’s critically acclaimed source-to-contract management software suite – CobbleStone Contract Insight – allows you to oversee the entire contract data migration process thanks to:

  • the ability to export search results to MS Excel, MS Word, and PDF formats.
  • ad hoc reports that can be exported to MS Excel format.
  • custom reports that can be exported into various formats, including MS Word, MS Excel, PDF, CSV, XML, HTML, DBF, Rich Text, image formats, and many more.
  • the additional option for in-house data migration services from your trusted and knowledgeable CobbleStone resources.
  • & So Much More.

In addition to contract data migration services, you can trust CobbleStone for complete contract lifecycle management from contract requests to contract renewal – as well as complete vendor management, eProcurement, and eSourcing oversight!

It’s no wonder why Forrester names CobbleStone a Leader in CLM software!

Make Your Case for Contract Lifecycle Management

Learn why thousands of contract managers from a vast variety of industries trust CobbleStone with their contract data migration processes, contract lifecycle management procedures, and myriad other processes.  To learn more about CobbleStone Software’s unparalleled contract lifecycle management software, book a free demo with a CobbleStone Contract Insight expert today!

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CobbleStone Software hosts its 2021 Contract Management Free Seminar Virtual "Roadshow."

Sean Heck

Written by Sean Heck

Sean Heck is Content Marketing Team Lead at CobbleStone Software

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