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.
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.
