Experience Talks Docusign + SQUADRA: key insights from the event

On September 25th, Docusign and SQUADRA brought together more than 40 leaders from major companies in Belo Horizonte for Experience Talks, to promote the strategic partnership established between the two companies.

Throughout the event, we reinforced the importance of agreement management for business results and revealed how AI applied in this context enhances operational efficiency and brings more intelligence to processes by extracting and structuring valuable data from large volumes of documentation.

In this article, we share the five most valuable insights and unveil why this partnership defines the future of business digitalization and generates even more value in our client deliveries.

According to a study by Deloitte and Docusign, companies with structured agreement management processes achieve significant gains in areas such as sales, procurement, customer experience, HR, legal, and information technology.

The research indicates that organizations with advanced agreement management can exceed financial targets significantly faster and achieve strategic objectives more frequently compared to organizations with low maturity.

Based on the relevance of this data, we have selected the five most valuable learnings that we shared throughout the event:

1. Agreements go beyond formal contracts; they are a source of business intelligence

Broadening the view of what constitutes a corporate agreement is a latent need. Agreements go far beyond formal contracts; they include various negotiations and procedural steps that must be taken between parties throughout their lifecycle.

Contract Lifecycle Management (CLM) is the platform that brings greater efficiency to the management of these agreements, from creation and negotiation to execution, monitoring, and renewal of contracts.

If CLM is the foundation of contract management, AI Doc Lens ensures even more intelligence, extracting and structuring information to transform agreements into actionable data sources.

2. Poor agreement management is costly

Another study by Deloitte points out that inefficient agreement management processes result in a loss of nearly R$10.38 trillion in global annual economic value, due to decreased productivity and lost revenue opportunities.

This figure highlights a reality of inefficiency that reinforces the urgency for companies to adopt structured and efficient processes for managing data and information.

3. Data locked in documents represents lost value

When agreements are locked away on individual computers, network folders, or in drawers, organizations lose the ability to extract real value from these documents.

This is where CLM and IAM (Intelligent Agreement Management) solutions, powered by text mining and artificial intelligence, generate more value by transforming extensive and often lost documentation into strategic, structured assets within companies.

4. AI in agreement management is a competitive differentiator

Artificial intelligence should not be thought of as an isolated technology; it needs to be understood as a source of business value. The practical application of AI solves immediate pain points related to compliance, risks, and productivity, eliminating manual tasks and user effort.

AI Doc Lens was developed by Gotodata, the AI Business Unity of SQUADRA, with the purpose of guiding intelligent decisions across all business processes.

The solution, entirely based on AI and without human intervention, recognizes and categorizes documents, extracts and interprets texts, structures, enriches, and verifies data. With the partnership between Docusign and SQUADRA, AI Doc Lens now processes and creates intelligent documents directly within Docusign CLM.

All of this can be applied to common business situations to increase operational efficiency, reduce costs, and expedite decision-making, such as:

Management of signatures and powers of attorney

Replaces intensive manual work by processing corporate documents and automatically recommending authorized signatories based on data extracted from the contractual object.

Automatic consolidation of contracts and addenda

For contracts that need to be renewed periodically, with multiple addenda throughout their lifecycle, the system automatically consolidates the current clauses, eliminating the manual process of verifying what is valid and what is not.

Onboarding without data entry

During the registration of clients or individuals, the system processes previously submitted documents and automatically fills out forms with structured and verified data, increasing efficiency and preventing data entry errors.

5. Modular and scalable implementation does not disrupt routines and enhances business value

Unlike traditional corporate systems, Docusign and SQUADRA's intelligent agreement management solutions can be scaled gradually across different areas of the company. The platforms are fully modular, with over a thousand native integrations that allow connection with legacy systems without the need for complete replacement.

From all these learnings, one statement is certain: technology is an indispensable means for companies to achieve maturity, scalability, security, and efficiency, but it is the data and the value that this data can generate that truly differentiate businesses in an increasingly intelligent, integrated, and data-driven future.

Want to understand how SQUADRA and Docusign can help your company transform agreement management with artificial intelligence? Contact us.