Take your contracts process from manual to magic! Contract Lifecycle Management (CLM) and Electronic Resource Management (ERM) work hand-in-hand, but existing, out of the box CLM tools do not include the tools necessary for renewal evaluation workflow involving multiple teams. How can libraries address this problem? In this program, we will discuss the process of building an in-house solution for CLM focused on using automation to increase efficiency and share the lessons learned along the way. We will demonstrate the why and how of taking a more holistic approach to the CLM process—spanning the entire life and value of the subscription and not just managing dates and costs. We will cover the impacts of automation on ERM, non-contract cost management, usage stats, user management, technical services, reporting up, reporting across, reporting down, spend management, budgeting, and more.

TARGET AUDIENCE:

Library directors and managers, librarians responsible for maintaining contracts or renewals, librarians managing electronic resources and usage, and anyone with an interest in process improvement, cross-team workflows, and reporting

This program is sponsored by the Technical Services SIS (TS-SIS).

TAKEAWAYS:

1. Participants will be able to evaluate their own workflows and processes for potential automation in order to enhance efficiency and reduce human error through those automations.
2. Participants will be able to identify opportunities to connect the dots within their own data sets, enabling better data-driven decision-making in their organization.
3. Participants will gain practical tips for building in-house solutions that take a holistic approach to contract lifecycle management: improving workflow efficiencies for contracts management and simultaneously enhancing electronic resource management and budgeting.

SPEAKERS:

• Erin Vassalotti, Holland & Knight

COORDINATOR:

• Laura MacAvoy, Holland & Knight

AALL BODY OF KNOWLEDGE DOMAINS: Information Management, Management + Business Acumen

CANCELLATION AND OTHER POLICIES:

No refunds will be given for any purchased AALL conference recording. This applies to non-AALL members only as the recordings are free for AALL members.

The opinions shared during this program represent the views of the speakers and do not necessarily reflect those of the American Association of Law Libraries (AALL). Recording, capturing, or using AI tools to duplicate, transcribe, or otherwise reproduce an AALL program in any form is strictly prohibited without prior written consent from AALL. This includes, but is not limited to audio, video, or any other content shared. By accessing an AALL recording, you agree to adhere to this policy.