Story
monday.com
Franklin Templetonmonday.com at Franklin Templeton: Contract Routing
Franklin Templeton, a financials organization in the United States, uses Work OS from monday.com to support agreement management for legal and business owners.
Franklin Templeton runs agreement management on monday.com so ownership is obvious when work stalls.
“From the United States, financials teams still had to serve customers and internal partners who expected a straight answer.”
“com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Capability | Legal and business owners work from the same Work OS record for contract routing |
| Capability | Contract routing can be reviewed without waiting on a personal export |
| Capability | Named workflow replaces ad hoc routing for contract routing |
Story
Franklin Templeton grew contract routing faster than the local tools around it. From the United States, financials teams still had to serve customers and internal partners who expected a straight answer. Legal and business owners were the ones stitching the picture together by hand.
Rolling out Work OS put agreement management on monday.com. monday.com is a Work OS used to build workflows for projects, CRM, development, and service on a visual board model. Franklin Templeton keeps the product in the path where work already happens, so legal and business owners do not context-switch into a graveyard system used only for audits.
The visible result is steadier agreement management. Contract routing is easier to inspect, and adjacent groups can join legal and business owners without a guided tour of someone's desktop.
