With 40 years of industry leadership, PDI Technologies, Inc. resides at the intersection of productivity and sales growth, delivering powerful solutions that serve as the backbone of the convenience retail and petroleum wholesale ecosystem. By “Connecting Convenience” across the globe, they empower businesses to increase productivity, make informed decisions, and engage faster with their customers. From large-scale ERP and logistics operations to loyalty programs and cybersecurity, PDI Technologies is simplifying the industry supply chain for whatever comes next.

Decentralized workflows cause inefficiency and lack of measurement

The legal operations team at PDI Technologies, led by Director of Legal Operations Tracey Denniss, was hindered by outdated processes and decentralized workflows.

Like many organizations, PDI’s approach to contract management had opportunities for improvement, with processes that varied across different parts of the business. "We recognized the need for a centralized repository, as our contract processes were largely manual and lacked standardization," Tracey shared. "It lacked real-time tracking, with bottlenecks between sales and legal workflows."

The lack of a centralized repository and standardized procedures created operational challenges. With contract teams spread across various business units, workflows often lacked consistency. This led to inefficiencies, miscommunication, and limited visibility into contract status across teams.

Bringing it all together with a single source of truth

Recognizing the need for a comprehensive solution, PDI selected LinkSquares to overhaul its contract management process. A top priority for the company was establishing a centralized contract repository that provided full visibility, reporting capabilities, and integration with existing tools like Salesforce, Word, and DocuSign.

The LinkSquares team worked closely with PDI to automate workflows, standardize processes, and ensure seamless implementation across all business units. By consolidating all contracts and providing users with the necessary guardrails and automation, contracts and workflows became easier to manage, track, and execute.

For Tracey, one of the standout features is the reporting functionality. “Themed Dashboards like ‘My Deals’ have empowered sales leadership to monitor their teams’ contracts without constantly pinging legal for updates,” she explained. Teams can now access real-time data like contract volumes, contract status, turnaround times, and more with just a few clicks.

The LinkSquares difference

After just a short time, the benefits were already tangible for PDI Technologies.

Transformative Results

• Efficiency gains: Contracts that once took more than 30 minutes to process can now be completed in 90 seconds.
• Improved visibility: Teams now have full transparency across agreements, reducing redundancy and eliminating silos between business units.
• Enhanced reporting: Themed Dashboards introduced by LinkSquares have allowed PDI to demonstrate data-driven turnaround times, contract volumes, and team workloads.
• Optimized resources: Advanced automation has allowed PDI to keep up with increased contract volumes from multiple acquisitions.

Operational excellence

LinkSquares enabled the ability to collect and analyze data, delivering unexpected opportunities for process improvement.

For example, Tracey’s team identified which templates were causing excessive delays due to frequent customer redlines. By analyzing dashboard metrics and making targeted adjustments to these templates, they reduced unnecessary bottlenecks and improved the overall contract lifecycle.

Dashboards in LinkSquares have also proved instrumental in showcasing legal’s value to senior leadership. “ We’ve never had this level of visibility before,” Tracey noted. “It helped us secure more headcount by showing exactly how much work we do and how much time is saved via automation.”

A future full of possibilities

PDI Technologies continues to expand its use of LinkSquares, exploring features like automated workflows and AI-powered search tools set to launch soon. For Tracey and her team, the sky’s the limit.