When you’re managing a high volume Statements of Work (SOWs) annually from across a global Services business, manual or outdated processes aren’t just a nuisance—they’re a bottleneck. That was the reality for Insight Enterprises, a Fortune 500 solutions integrator delivering cloud, data, and edge technology transformation services to clients worldwide.
Their legacy system, Livelink by OpenText, had become more of a hurdle than a help. Lacking in customizability and data visibility, the tool couldn’t keep up with Insight’s fast-evolving services business.
It was not very customizable, and the reporting capabilities did not provide good visibility to important data," notes Patrick McGinnis, Sr. Product Manager – Global Business Solutions at Insight. "A lack of accessible integration capabilities left it as more of a stand-alone tool.
With inefficiencies mounting and cycles stretching longer than acceptable, Insight needed more than a plug-and-play fix. They needed a platform flexible enough to model their complex workflows, and powerful enough to deliver real operational insight.
The Solution: A Tailored Platform That Fits the Business
In 2018, Insight partnered with QorusDocs to implement a solution that would meet the demands of their unique services contract lifecycle.
As part of the rollout, QorusDocs integrated seamlessly with Insight’s broader tech stack, helping streamline processes across departments. “The integrations with other systems enable a quicker and more accurate lead-to-cash lifecycle for Insight,” says McGinnis. “The routed workflows and auto assignment of work are big time savers.” These built-in efficiencies were especially important for a company of Insight’s scale, where every delay or holdup can compound across dozens of teams.
What set QorusDocs apart for Insight? The ability to adapt. Rather than forcing Insight to mold their process to the software, QorusDocs delivered a custom workflow engine that aligned to the reality of Insight’s operations—supporting nuanced workflows across Sales, Operations, Services Delivery, Finance, Resource Management, and Audit teams.
“QorusDocs enabled Insight to meet the needs of its very complex Services Business and the high volume of agreements that need to be processed annually,” states McGinnis. “Having this custom capability helped improve efficiency by enabling routing of the right work to the right person at the right time.”
Key capabilities included:
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Deep SharePoint integration for centralized content storage
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Automated routing and task assignment for faster document turnaround
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Custom data reporting to improve performance tracking and support downstream systems
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Adaptability to continually refine workflows as business needs evolve
Over time, QorusDocs has become more than a proposal tool; it’s a strategic system embedded in Insight’s Services infrastructure.
The Impact: Essential to the Lead-to-Cash Lifecycle
While financial metrics remain internal, the qualitative benefits are clear.
- Efficiency Gain
Automated workflows have normalized cycle times, even in the face of high document volume. “This has created a normalized cycle time which helps support Insight’s lead-to-cash SLAs,” McGinnis notes.
- Data-Driven Decisions
The data feed from QorusDocs into Insight’s Azure DataLake has created a backbone for reporting, forecasting, and decision-making across Services. “The ability to accurately track and report on Services activity and the downstream integrations… drive our Services resourcing, deal tracking, and delivery functions,” McGinnis explains.
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Organization-Wide Adoption
QorusDocs is now the go-to system for all material SOWs and RFPs at Insight. “User adoption is very high,” states McGinnis. “We have largely eliminated other modes of processing Services contracts or RFPs in the company.”
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Continual Optimization
Even with a mature implementation, Insight continues to explore enhancements. The team is currently evaluating QorusDocs’ AI, to see how it could further streamline their highly customized workflows.
“Our partnership with QorusDocs has grown in maturity and value over the duration of our relationship,” said McGinnis. “Qorus provides Insight with a solid application platform to enable a strategic piece of Insight’s Services Business globally.”
Looking Ahead
As Insight continues to evolve its Services delivery model, QorusDocs remains a critical partner in enabling scale, agility, and customer focus.
