Puma Investments is a leading provider of tax-efficient investments. Amy’s team needed a simple contract repository, but the lack of a central system led to missed deadlines and a significant administrative burden.
Here’s where Nomio helped:
“If I need to find a particular contract, I know where to find it in Nomio”
”A lot of the contract repository service providers were essentially offering so many aspects of functionality. What I really needed was a safe place to store all of our contracts and be able to locate them easily and to pull out key data points to enable us to quickly find information.”
”If anyone is looking for a simple repository that you can search easily, upload documents to easily, and that pulls out key data points, then I found Nomio to be extremely useful.”
“I just wish we’d bought Nomio sooner”
”I spent so long deliberating over what to do, and then paused the project for a while due to other competing interests. But actually, just getting on with it was key. We actually missed a deadline on something before we moved on to Nomio because I wasn't aware of the deadlines in the contract. That is a case in point of why we need something like Nomio.”
”The onboarding process was great in terms of speed and usability. I was just essentially dumping contracts into an email inbox, and someone was very kindly organising them into the right spaces. So now I have everything in one place. And it's already been useful in terms of identifying dates of important contracts coming up.”
“Nomio not only frees up my time, but it frees up a mental burden”
”I'm always just flat out and busy. But I now have a time-saver and a place where if I need to find a particular contract, I just know where to find it very quickly. Nomio just makes for less work ultimately in having to find contracts or work out what deadlines are coming up, which would be a very manual process to monitor.”
”I'm finding it extra helpful having weekly updates about deadlines that are coming up at various stages. I've made sure that the relevant heads of departments are also receiving that same communication. It's freeing me up a bit more because I do not have to be responsible for every single deadline and date.”
“It’s been a great way to collect all of our documents and ensure all teams can access what they need”
”Nomio has helped two different functions within the business to work very well and seamlessly together. Not only does it help legal, it's also a useful tool for the finance team. We're now working much closer together, making sure that before invoices are paid, there's actually a contract in place, it's documented, signed, and stored appropriately.”
”It's been a good verification exercise, both from a legal perspective and ensuring we have our contracts in place. It’s helped us verify our contracts from both a legal and financial perspective - ensuring what we have on paper matches what finance is actually paying out.”
“You’ve been very responsive and very helpful and very quick at dealing with any requests that I've had”
”I was provided with weekly updates of ambiguities within the documents, which essentially require me to look at the ambiguity and work out what is not adding up.”
”I was impressed at how quickly that was done and how quickly they responded to confirm it had been completed or to ask if there were any follow-up questions.”
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