Outcreating Manual Agreement and Renewal Processing with AI Automation for a Hi-Tech Major

Our Client

The client is a global technology company with a large, complex portfolio of customer agreements, renewals, and orders managed through its sales operations organization. To support growth and protect revenue, the company sought to reduce manual effort, improve accuracy, and strengthen compliance across its sales operations lifecycle.

Industry Trends

Technology companies are investing in sales operations automation to improve speed, accuracy, and customer experience. Leading organizations are increasingly:

• Adopting AI-driven agreement validation to check contracts against business and policy rules
• Automating case intake, classification, and routing
• Orchestrating end-to-end renewal workflows with built-in approvals and compliance checks
• Deploying AI agents to support fulfilment and order data quality
• Consolidating fragmented automation into unified, governed workflows

Challenges

The company faced several challenges that slowed sales operations and increased risk.

• Manual agreement validation and renewals: Agreement validation and renewal processes were manually intensive, leading to frequent errors and compliance risks.
• Fragmented automation: Automation was scattered across teams, resulting in inconsistent workflows and duplicated efforts.
• Gaps in fulfilment data: Fulfilment processes lacked real-time data validation, causing delays and inaccuracies in order processing.
• Complex policy compliance: Aligning with dynamic policies made compliance complex and difficult to enforce consistently.

Together, these challenges slowed revenue operations, increased rework, and exposed the company to avoidable compliance risk.

LTM's Solution

LTM introduced a set of AI and automation capabilities spanning the sales operations lifecycle.

• Automated agreement validation: AI-driven agreement validation checked agreements against predefined rules, catching issues before they reached downstream processes.
• Intelligent email triage: An AI-based triage system classified and routed incoming emails automatically, accelerating case handling.
• End-to-end renewal automation: A fully automated renewal workflow integrated approvals, notifications, and compliance checks into a single, consistent process.
• AI-driven self-service for fulfilment: Fulfilment agents assisted teams with data completeness and answered questions in real time, improving order accuracy.

Business Benefits

The AI-driven sales operations automation solution delivered measurable improvements across accuracy, speed, and efficiency.

• Reduced manual validation errors by more than 80% with AI-driven agreement validation, improving compliance and lowering risk.
• Reduced case handling time by 40%, enhancing customer experience.
• Cut renewal processing time by 60% with renewal automation, freeing resources for strategic tasks.
• Increased data completeness to 98% through fulfilment agents, improving order processing accuracy.
• Replaced fragmented automation with consistent, governed workflows across teams.

Conclusion

By infusing AI into agreement validation, case handling, renewals, and fulfilment, LTM helped the technology company transform sales operations from a manual, error-prone function into a fast, accurate, and compliant engine for revenue. The company now has a scalable foundation to extend sales operations automation across more of its commercial processes.

Ready to Outcreate manual agreement and renewal processing in your sales operations? Contact us at info@ltm.com