Don’t Let Trial Agreements Cost You: Manage Them Smarter with PostSig

A Smarter Approach to Trial Agreements

Trial agreements are the gateway to innovation, allowing businesses to explore new vendors, data sets, or services with minimal commitment. However, these short-term contracts come with unique challenges, especially around compliance and performance tracking. Without the right tools, organizations risk overlooking critical obligations, like data disposal clauses, or missing opportunities to optimize their processes.

At PostSig, we understand the nuances of trial agreements and provide the tools you need to ensure these agreements deliver measurable value.

Data Disposal: The Risk You Can’t Afford to Ignore

One of the most complex aspects of managing trial agreements is ensuring compliance with data disposal requirements. At the end of a trial, vendors often specify precise instructions for handling or purging data, and non-compliance can lead to significant legal and financial risks.

PostSig’s platform automates compliance by:

• Extracting Data Disposal Clauses: Using AI, our platform identifies key obligations related to data retention or destruction.

• Streamlining Trial Obligations: Centralized, clear presentation of requirements ensures trial agreements are closed out properly and compliance actions are easily managed.

• Audit Confidence: Compliance obligations are tracked and documented, giving you confidence during audits or reviews.

With PostSig, you never have to worry about missing a critical compliance deadline or mishandling sensitive information.

Unlocking Insights Through Asset Class Tagging

Trial agreements often involve exploring new data types or services, making understanding their value and potential impact critical. PostSig’s Asset Class Tagging feature allows you to categorize your trial agreements and contracts by broad asset classes—such as fixed income, commodities, or Equities among many others —and drill down into subcategories for deeper analysis and strategic insights.

For example, within fixed income, you can tag and track agreements related to government bonds, corporate bonds, or municipal bonds. Similarly, in commodities, you can identify energy, metals, or agricultural datasets. This hierarchical categorization ensures that you’re not just tracking broad data types but gaining actionable insights at a granular level.

By tagging data contracts by their asset class and subcategories, you can:

• Spot Trends and Duplications: Quickly identify overlaps in data sources or services, such as discovering you’re sourcing similar datasets from multiple vendors, and take steps to optimize costs.

• Evaluate Vendor Performance: Compare similar trial agreements across vendors within specific subcategories, like corporate bond pricing, to better assess value and performance.

• Make Informed Decisions: Use these detailed insights to decide whether to transition a trial agreement into a full contract or reallocate resources to higher-performing vendors.

This level of precision ensures that every trial agreement and contract contributes strategically to your organization’s goals, helping you maximize value, eliminate inefficiencies, and make smarter decisions in managing your data ecosystem.

Why Choose PostSig for Trial Agreements?

PostSig transforms the way businesses manage their contracts post-signature, ensuring that trial agreements—often overlooked in traditional systems—are managed with precision and insight. Here’s why we stand out:

• Compliance Confidence: Automated tracking and notifications for obligations like data disposal ensure you never miss a critical step.

• Actionable Insights: Asset class tagging allows you to extract maximum value from trial agreements, helping you make smarter decisions.

• Seamless Integration: PostSig complements your existing workflows, enhancing your contract management without a complete system overhaul.

With PostSig, trial agreements are no longer just an exploratory phase—they become a powerful tool for innovation and growth.

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