Agiloft CLM Administration and Reporting Training Course

Course overview

Agiloft CLM can only deliver reliable contract control when its configuration reflects the organisation’s approval routes, clause rules, data model, security requirements and reporting needs. Contract operations teams often inherit inconsistent record types, manually maintained fields, unclear user permissions and reports that cannot answer basic questions about cycle time, renewal exposure or approval bottlenecks. This course addresses the practical administration work required to turn Agiloft CLM into a controlled operational system rather than a document repository.

Participants configure and maintain core Agiloft CLM capabilities: contract record types, custom fields, linked tables, forms, layouts, lifecycle workflows, approval rules, notifications, user groups and role-based access. They learn to create clause and template controls, set up obligation and renewal tracking, build saved searches, and produce operational dashboards and reports. Reporting work includes selecting meaningful contract metrics, applying filters and grouping, scheduling report distribution, exporting governed data to Microsoft Excel, and preparing data suitable for Power BI analysis.

The five-day programme combines instructor demonstration with guided configuration in a sandbox environment based on a realistic contracting scenario. Participants build a working administration design for a contract process, including a data dictionary, workflow map, security model, report pack and configuration test checklist. They leave with reusable artefacts that can be adapted for their own Agiloft CLM instance, plus a prioritised 90-day improvement plan for administration, reporting and governance.

The course is best suited to professionals who already work with contract records or support a CLM platform and now need to configure, govern or report from Agiloft with greater confidence. It is equally valuable to managers seeking clearer ownership, auditable controls and decision-ready contract data.

Course objectives

By the end of this course, participants will be able to:

• Configure Agiloft CLM contract record types, custom fields, linked tables and form layouts for a defined contract process
• Map a contract lifecycle into workflow states, automated actions, approval routes and escalation rules
• Design role-based access using Agiloft user groups, permissions and field-level visibility controls
• Build clause, template and document-generation controls that support approved contracting content
• Set up obligation, renewal and notice tracking with ownership, reminders and exception monitoring
• Create saved searches, operational reports and dashboards for cycle time, workload, expiry and approval analysis
• Export governed contract data to Microsoft Excel and prepare report datasets for Microsoft Power BI
• Produce an Agiloft CLM administration pack containing a data dictionary, workflow specification, security matrix and test checklist

Benefits of attending

Target competencies

Who should attend

• CLM Administrators — who configure Agiloft fields, workflows, permissions and user support
• Contract Managers — who need dependable visibility of contract status, obligations, renewals and approvals
• Legal Operations Managers — who govern templates, clause controls, approval policies and platform adoption
• Procurement Operations Managers — who require consistent supplier contract processes and renewal reporting
• Business Systems Analysts — who translate contract process requirements into Agiloft configuration
• Reporting and Data Analysts — who need to extract, validate and present contract performance data

Requirements and prerequisites

Participants should understand the basic contract lifecycle, including intake, drafting, review, approval, signature, obligation management, renewal and close-out. They should be comfortable using a web-based business application, working with structured data fields and interpreting simple tables or spreadsheets. Prior exposure to Agiloft CLM as an end user, power user or support analyst is strongly recommended, as the course moves quickly into configuration and reporting. Experience with workflow design, Microsoft Excel formulas, SQL, programming or Power BI is not required. Access to a training sandbox is provided for exercises; participants do not need administrator access to their live production environment.

Training methodology

An instructor leads short configuration briefings followed by guided work in an Agiloft CLM sandbox. Each day uses a connected contract operations case: participants configure record structures, build a lifecycle workflow, apply security, establish document and obligation controls, then create reports from the resulting data. Pair reviews are used to test approval paths and challenge reporting assumptions. The final workshop requires each participant to assemble their administration pack and prioritise a practical 90-day plan for improvements in their own contract environment.

Course outline

Day 1: Agiloft CLM architecture and contract data design

• Agiloft CLM navigation, administrative areas and configuration hierarchy
• Contract lifecycle stages and operational data requirements
• Record types, tables and relationships for contract management
• Custom fields, field types and validation rules
• Form layouts, sections, conditional visibility and required-field logic
• Data dictionaries, naming conventions and controlled value lists
• Import readiness, data quality checks and duplicate-record prevention

Workshop: Participants model a supplier contract record type and produce a field-level data dictionary with validation and ownership rules.

Day 2: Workflow, approvals and automated contract control

• Workflow states, transitions and lifecycle governance
• Conditional routing based on contract value, category, risk and jurisdiction
• Approval groups, delegated approvals and sequential versus parallel routes
• Automated actions, task creation and status updates
• Email notifications, reminder timing and escalation design
• Exception paths for rejected, withdrawn and expired contracts
• Workflow testing using scenario-based acceptance criteria

Workshop: Participants configure and test a contract approval workflow with value-based routing, legal review and escalation rules.

Day 3: Security, documents and post-signature management

• User groups, roles and permission inheritance
• Record, field and attachment visibility controls
• Segregation of duties for requestors, reviewers, approvers and administrators
• Contract templates, clause libraries and approved language governance
• Document generation and version-control practices
• DocuSign eSignature hand-off and signed-document return considerations
• Obligation registers, renewal dates, notice periods and accountable owners

Workshop: Participants create a security matrix and configure post-signature obligation and renewal reminders for a regional contract portfolio.

Day 4: Agiloft reporting and contract intelligence

• Report objectives and contract operations key performance indicators
• Saved searches, filter logic and reusable search criteria
• Report columns, grouping, sorting and calculated values
• Dashboard components and audience-specific dashboard design
• Cycle-time, approval workload, renewal exposure and obligation status reporting
• Scheduled report delivery and report-access permissions
• Microsoft Excel exports, data validation and Power BI dataset preparation

Workshop: Participants build a contract operations dashboard and a scheduled renewal-risk report, then validate the figures against case data.

Day 5: Administration governance and implementation planning

• Configuration change control and release-management practices
• Sandbox, test and production environment considerations
• Configuration documentation, version records and administrator runbooks
• User acceptance testing scripts and defect triage
• Support intake, incident categorisation and root-cause analysis
• Data stewardship, retention and contract record governance
• Ninety-day roadmap prioritisation for CLM administration and reporting improvements

Workshop: Participants present an Agiloft CLM administration pack containing their workflow map, security matrix, report pack, test checklist and 90-day action plan.

Tools & standards covered

Agiloft Contract Management Suite, Microsoft Excel, Microsoft Power BI, DocuSign eSignature

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions