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Sabre is a software and technology company that powers the global travel industry, headquartered in Southlake, TX.
Founded in 1964, Sabre serves customers in more than 160 countries around the world and reported $1.7 Billion in revenue in 2021.
Before:
Need for efficient global contract lifecycle management
Sabre needed to replace a legal contract lifecycle management (CLM) solution with one that integrated with Salesforce and could support four primary business units globally. At the time, Sabre was leveraging several different solutions for their contract management tools, none of which were integrated with each other or other systems.
Sabre’s requirements for this new CLM solution were the ability to consolidate contractual templates, better visibility to the negotiation process, and a faster overall contracting process.
Solution:
Spaulding Ridge’s Salesforce + DocuSign CLM Integration
Using a design-first approach, Spaulding Ridge consulted on standardizing hundreds of contracts and defined consistent processes across the business units. They integrated DocuSign CLM with Salesforce, enabling the CLM software to pull the necessary data from Salesforce and populate it in the contract templates. The new DocuSign CLM system enabled Sabre to automate much of the contracting process, speeding the whole process up and involving only the necessary stakeholders.
As the intention of the future CLM system was to support four business units initially, with more to come, standardization across the system was key to driving user adoption and expansion.
Sabre also wanted to take strong technical ownership of the system, handling future enhancements and expansions with an in-house team. Thus, providing an easily administrated system with support for Sabre technical resources would set them up for future success.
After:
Efficient CLM
To drive consistency across all four initial business units, discovery and design meetings were held with all groups, identifying consistent business challenges and areas for company-wide improvement. The implementation of CLM for each business unit would be handled in phased releases, but this initial level-setting and standardization exercise provided consistent design for all use cases.
Sabre’s Agency business unit launched first, with a historical consolidation of contract templates, definition of business conditions impacting contractual positions, and connecting Sabre’s temporary quoting process with DocuSign CLM. This temporary quoting tool would later be replaced by Salesforce CPQ.
Following the launch of CLM for the Agency business, a second phase for Airline IT went live with further consolidation of contract templates, an additional workflow to support the unit’s specific contracting workflows, and integration with Salesforce CPQ.