Beyond Legacy: How “Heritage Data” is Transforming Contract Success at Scale

As AI reshapes enterprise operations, one of the most overlooked assets in digital transformation is a company's contract history. These "heritage" agreements, once deemed outdated or archival, are now emerging as a goldmine of operational insight—especially when powered by AI-driven contract lifecycle management (CLM) tools. With nearly 60% of executives believing that contract data is key to organizational agility, the question isn't if businesses should digitize their legacy contracts, but how fast they can do it to stay competitive.

With nearly 60% of executives believing that contract data is key to organizational agility, the question isn't if businesses should digitize their legacy contracts, but how fast they can do it to stay competitive.

So, how can organizations transform scattered legacy contracts into high-impact, AI-powered heritage data lakes that drive strategic decisions?

In this episode of TheFast Track, hosted by Bernadette Bulacan, Chief Evangelist at Icertis, guest Jeramy Ivener, Corporate Vice President of Customer Success at Icertis, discusses how customer success is no longer just about software implementation—it's about leveraging historical contract data as a strategic asset. Together, they explore how early planning, AI innovation, and thoughtful heritage data strategies can unlock unseen value.

• Heritage migration is more than a technical task—it's about preserving the contractual DNA of an enterprise to fuel future decisions.
• AI is enabling real-time contract visibility and transforming how organizations respond to supply chain volatility, inflation, and global disruptions.
• Success with CLM platforms begins with strategic decisions early in the implementation process, especially around data governance and stakeholder alignment.

Jeramy Ivener leads the global Customer Success team at Icertis, helping enterprises realize measurable value from their contract intelligence investments. With extensive experience in enterprise software and client enablement, Jeramy has become a trusted voice in the field of digital transformation through CLM.