A National Provider of Full-Service Recycling and Depackaging Solutions
AI-Powered Contract Intelligence Automates Contract Pricing and Identifies Hidden Revenue Opportunities
A national provider of full-service recycling and depackaging solutions realized it was missing revenue opportunities because allowable Consumer Price Index (CPI) and fuel surcharge increases were not being identified consistently across its fragmented contract systems. The inconsistent manual review left these pricing opportunities at risk of being overlooked, limiting its ability to capture eligible revenue. Allata implemented the Allata AI Accelerator Platform in the company’s Microsoft Azure environment to analyze hundreds of contracts, detect CPI and fuel surcharge opportunities, and route findings into a human review workflow with Snowflake staging and Excel-ready outputs.
OVERVIEW
A national provider of full-service recycling and depackaging solutions needed a scalable way to identify contract pricing opportunities without relying on inconsistent manual analysis across fragmented systems, including Salesforce and Docusign.
Allata’s approach, combined with contract intelligence, structured extraction, and a review workflow that supports faster action on eligible increases. The solution analyzes contract language, extracts supporting clauses, and flags opportunities with clear confidence guidance before any action is taken.
- Focused on a seven-figure opportunity across the contract portfolio
- Implemented in 11 weeks in the company’s Azure environment
- Includes a human-reviewed workflow prior to execution
THE CHALLENGE
The company’s teams were reviewing contracts by hand to find CPI and fuel surcharge opportunities, which slowed execution and increased the risk of missed revenue. Without a systematic process, allowable increases could be overlooked or delayed.
Relevant information lived across multiple systems, including Salesforce and Docusign, made it difficult to analyze the full portfolio consistently. That fragmentation limited visibility into which contracts allowed, prohibited, or were silent on price adjustments.
Fuel surcharge and CPI calculations varied by contract, and some agreements included contract renewal language that needed careful interpretation. The company needed a solution that could handle bulk processing, preserve the original contract text, and clearly flag cases that required manual review.
- Hundreds of contracts needed efficient processing
- Current contract terms had to be identified with confidence guidance
- Internal self-sufficiency was a priority through knowledge transfer
OUR SOLUTION
Allata deployed the Allata AI Accelerator Platform and configured a contract analysis persona to identify CPI, fuel surcharge, and renewal language across the company’s contract repository. The solution extracts relevant clauses, page references, notification requirements, and earliest eligible pricing dates when the terms are clear.
Every identified opportunity is written to Snowflake staging tables with directional confidence guidance and routed to designated approvers for review. Approved opportunities move to validated tables, while rejected items are handled manually outside the system.
The implementation uses the company’s existing Microsoft Azure environment, supports Entra ID authentication, and connects to Snowflake for read and write operations. The system runs on a scheduled cadence to track new versus processed contracts.
- Contract Intelligence Agent for CPI, fuel surcharge, and renewal detection
- Contract Insights Extractor for structured outputs
- Approval page and email notifications for reviewer workflow
- Knowledge transfer sessions to support internal IT ownership
THE RESULT
The engagement helped the company systematically identify price increase opportunities across hundreds of contracts and reduce the time spent on manual review. By preserving supporting text and applying confidence guidance, the platform gives teams a clearer path to act on eligible increases.
The company keeps human validation in the loop, with approved opportunities staged for downstream processing and the original contract text stored for future analysis. The platform also supports a repeatable process that can scale as the portfolio continues to grow.
technology
The Allata AI Accelerator Platform uses the company’s existing cloud and data environment, with support for contract analysis, secure access, and logging.
- Cloud and deployment: Azure, containerized environment
- Data platform: Snowflake
- Identity and access: Active Directory / Entra ID, SSO
- Document sources: SharePoint, Azure Blob Storage
- AI model options: OpenAI, Azure OpenAI, Claude
- Application stack: NEXT.js, TypeScript, Node, NodeJS, Python, .NET
- Observability: OpenTelemetry, Azure Application Insights
- Reporting and review: Excel exports, approval page, email notifications
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