Navarino + Concord
“Concord's automation has made it much easier for our finance team to access contract information.”
– Nikos Anthopoulos, Efficiency Manager at Navarino
Challenge
Manual archiving drained resources
Navarino, a maritime technology company, faced a common challenge: inefficient contract archiving processes. Manually saving and storing contracts on local drives and in SharePoint created a fragmented data landscape. This hindered efficient retrieval, analysis, and reporting, impacting the finance team’s ability to access necessary information quickly.
“We had big contracts with our providers, but still we lacked some automation for the day-to-day contracts,” explains Nikos Anthopoulos, Efficiency Manager at Navarino.
This lack of centralized, readily accessible contract data created administrative overhead for the finance team, who needed quick access to contract details for financial planning and reporting. The manual process of uploading contracts to SharePoint consumed valuable time that could have been spent on higher-value activities.
Solution
Agreement Intelligence automated archiving
To streamline their archiving process and improve data centralization, Navarino leveraged Concord's Agreement Intelligence platform, combined with a Zapier integration. Once a contract is fully executed in Concord, the Zapier integration automatically transfers a copy of the agreement to a designated SharePoint folder.
This automation eliminated the manual uploads, consolidated contract data within their existing SharePoint system, and improved data organization and consistency.
Anthopoulos describes the streamlined process: “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.” This simple, one-click process replaced the previous manual workflow, freeing up time for the finance team.
"Concord's automation has made it much easier for our finance team to access contract information."– Nikos Anthopoulos, Efficiency Manager at Navarino
Results
Streamlined archiving provides better data access
The impact of this automated approach has been significant. By eliminating manual uploads, Navarino’s finance team has been able to redirect their time to higher-value activities. The centralized storage in SharePoint, facilitated by the Concord-Zapier integration, has improved data organization and accessibility, enabling more efficient reporting and analysis.
Anthopoulos notes that the automation has “made it much easier” for the finance team to access contract information, suggesting a tangible improvement in efficiency and workflow. This streamlined process has also improved data accuracy and reduced the risk of errors or lost documents, supporting better-informed business decisions.
By integrating Concord's Agreement Intelligence with their existing systems, Navarino has transformed its contract archiving process from a manual burden into a seamless, automated workflow. This positions the finance team for greater efficiency and more strategic use of contract data as the company continues to grow.
Save hours of contract management time every day.