How Automation Transformed Contract Archiving at Navarino

Managing contracts should be seamless, but for Navarino—a global leader in maritime technology—manual processes were slowing them down. Storing agreements across multiple platforms led to inefficiencies, making it difficult for the finance team to access critical information when they needed it most. By integrating Concord’s Agreement Intelligence with Zapier, Navarino transformed contract archiving from a time-consuming burden into an automated, one-click workflow.

The hidden cost of manual contract management

Contract storage might seem like a minor task, but when it’s handled manually, inefficiencies add up fast. Navarino’s finance team had to save contracts across different locations, including local drives and SharePoint, creating:

• Scattered data: Contracts weren’t always stored in the same place, leading to wasted time searching for the right document.
• Unnecessary admin work: Uploading agreements manually took valuable time away from more strategic financial tasks.
• Delayed insights: Without a streamlined way to retrieve contract data, reporting and decision-making were slowed down.

“We had big contracts with our providers, but still we lacked some automation for the day-to-day contracts,” said Nikos Anthopoulos, Efficiency Manager at Navarino.

This inefficiency made it harder for the finance team to operate at full speed, creating a workflow bottleneck that needed a smarter solution.

Automation as a force multiplier for finance teams

Navarino turned to automation to solve these challenges. Using Concord’s AI contract management software and a Zapier integration, they built a system that automatically moves fully executed contracts into a designated SharePoint folder—eliminating manual uploads.

Here’s how the new process works:

• Automatic archiving: Once a contract is signed, it is instantly transferred to SharePoint with a single click in Zapier.
• Real-time notifications: The system alerts stakeholders the moment a contract is finalized, allowing for immediate access.
• Consistent data organization: Every contract is stored in the correct location, eliminating guesswork and confusion.

“Once the contract is signed, I get a notification that it’s done, and then I just do one click in Zapier to feed it through to our SharePoint system,” Anthopoulos explained.

This simple automation replaced a manual, multi-step process, instantly making contract management more efficient.

From contract clutter to streamlined insights

With automation in place, Navarino’s finance team now operates more efficiently, spending less time on administrative tasks and more on strategic initiatives. The impact has been immediate:

• Faster document retrieval: Centralized contract storage means contracts are always easy to find, reducing search time.
• More accurate reporting: Finance can access up-to-date contract data without delays, improving forecasting and analysis.
• Lower risk of errors: Automating uploads removes the risk of misplaced contracts or outdated versions.

“It has made it much easier for the finance team to access contract information,” Anthopoulos said.

By integrating Concord’s Agreement Intelligence with their existing SharePoint system, Navarino has built a contract management process that scales with them. Instead of wrestling with contract clutter, they now have a streamlined, automated workflow that supports smarter business decisions and a more agile finance team.