Never miss a contractual obligation: How to stay compliant with automated obligation management and post-award tracking

At a glance

Obligation management ensures that every post-signature commitment is delivered on time and fully documented.

Automated reminders, ownership tracking, and milestone reporting prevent missed SLAs and compliance gaps.

Proactive obligation tracking turns static contracts into living accountability systems.

Moxo powers this with workflows, dashboards, and QBR-ready reports that keep every commitment visible and auditable.

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Why obligation management matters

Signing the contract is only the beginning. Studies show that a majority of compliance gaps occur after contract execution, when teams fail to track post-award obligations such as reporting deadlines, SLA commitments, data protection requirements, and renewal clauses.

Without structured obligation workflows, teams often rely on spreadsheets, emails, and manual tracking, leading to significant risk:

• Missed deliverables that undermine client trust
  
  
• Regulatory penalties for unfulfilled compliance requirements
  
  
• Lost revenue from overlooked renewals or upsell opportunities
  

Industries such as financial services, healthcare, logistics, and legal face the highest exposure, where a single missed obligation can carry both regulatory and reputational consequences.

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Obligation taxonomy and owners

The foundation of obligation management is defining a taxonomy: a structured way to categorize commitments. Each obligation must have a clear type, owner, and deadline.

Common obligation categories

• Service delivery: Milestones, deliverables, maintenance tasks.
  
  
• Compliance reporting: GDPR reports, HIPAA attestations, SOC 2 audits.
  
  
• Financial obligations: Payment schedules, rebates, credits.
  
  
• Data handling: Retention policies, breach notification windows.
  
  
• Renewals and options: Automatic renewal windows, expansion clauses.
  
  

Assigning ownership

Obligations fail when ownership is unclear. Best practice is mapping each obligation to a named individual or role:

• Procurement owns vendor compliance submissions.
  
  
• Legal owns regulatory filings.
  
  
• Project managers own delivery milestones.
  
  
• Finance owns credits and payment-related obligations.
  
  

Examples:

• A healthcare provider maps HIPAA obligations to compliance officers and automates assignments in Moxo.
  
  
• A consulting firm assigns project delivery obligations to engagement managers, tracked in client-facing portals.
  
  

Business outcome: Clear accountability reduces missed tasks and builds client trust.

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Reminders, evidence and approvals

Obligation management requires both timely reminders and proof of compliance. Manual reminders through email calendars are unreliable.

How Moxo supports reminders and evidence

• Automated reminders: Obligations trigger reminders at defined intervals (e.g., 30-60-90 days).
  
  
• Evidence capture: Owners upload proof directly into the workflow (audit reports, certifications, delivery records).
  
  
• Approval workflows: Compliance or leadership reviews evidence, approving completion before obligations are marked closed.
  
  
• Immutable logs: Evidence and approvals captured in Moxo audit trails.
  
  

Examples:

• A financial services firm automated GDPR reporting obligations in Moxo. Compliance officers were reminded, uploaded reports, and executives approved them—all logged securely.
  
  
• A logistics provider captures vendor safety certifications annually. The AI review agent flagged expired documents, and procurement approved renewals.
  
  

Business outcome: No obligations slip through the cracks, and every completed task is backed by evidence.

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QBR cadence and escalations

Quarterly business reviews (QBRs) are where obligations translate into client retention and expansion. Without a structured process, QBRs become reactive and incomplete.

QBR best practices with Moxo

• Automated QBR workflows: Obligations due within the quarter rolled into a review package.
  
  
• Escalation rules: Missed obligations escalated to leadership before the client meeting.
  
  
• Client-facing transparency: Obligations and SLAs displayed in branded client portals.
  
  
• Feedback loops: Clients provide feedback in-portal, feeding into renewal discussions.
  
  

Examples:

• A consulting firm automated QBR workflows in Moxo, ensuring deliverables and lessons learned were summarized before each client meeting.
  
  
• A law firm escalated missed filing obligations to partners before QBRs, reducing client escalations.
  
  

Business outcome: QBRs become strategic, not reactive. Clients see accountability and are more likely to renew or expand contracts.

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Dashboards and audits

Leadership needs visibility across obligations, not just task lists. Dashboards provide a single source of truth for compliance and delivery.

Dashboards in Moxo

Role-based views: Executives see SLA adherence, compliance officers see regulatory deadlines, and project managers see deliverables.

Obligation status: Completed, overdue, escalated.

Evidence library: Linked proofs for every obligation.

Audit-ready exports: Full obligation history available for regulators or auditors.

Examples:

• An accounting firm used dashboards to track client deliverables across contracts. When regulators audited, the firm exported obligation logs instantly.
  
  
• A healthcare provider ran SLA dashboards to prove compliance with patient data handling obligations.
  
  

Business outcome: Leadership has visibility, regulators get immediate assurance, and obligations are measurable at scale.

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Template download

To operationalize obligation management, teams can start with a structured template.

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Moxo digitizes this template so each obligation is assigned, reminded, evidenced, and approved in an automated workflow.

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How Moxo helps

Post-award contract management is where most risks arise—missed deadlines, lost documents, and untracked obligations. Moxo brings structure and visibility to every commitment through automated, auditable workflows that ensure nothing slips through the cracks.

Track obligations with workflow automation

With Moxo’s no-code workflow builder, teams can design post-award workflows that assign responsibility, set due dates, and trigger reminders automatically. Workflow automation ensures recurring reviews, renewals, and deliverables happen on time.

Manage documents and evidence

All contract obligations, supporting files, and approvals are stored within Moxo’s document management system with version control and full visibility for internal and external teams.

Collaborate across departments and vendors

Through client portals, procurement, finance, and vendor partners can update progress, submit deliverables, and confirm milestones—keeping all communication centralized and audit-ready.

Monitor KPIs and compliance

Moxo’s performance dashboards track fulfillment rates, overdue obligations, and compliance status. Audit trails document every action, providing a regulator-ready record of accountability.

With Moxo, post-award contract management becomes proactive instead of reactive, reducing missed commitments and strengthening governance across the vendor ecosystem.

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Never miss a commitment with Moxo

Post-award obligations are where contracts succeed or fail. Missed commitments damage trust, invite regulatory risk, and lose renewal revenue. By defining obligations, assigning ownership, capturing evidence, and automating reminders, organizations create accountability and consistency.

Moxo turns these principles into practice. With automated workflows, dashboards, and client portals, Moxo ensures no commitment is missed—and every obligation becomes an opportunity for trust and growth.

Book a demo with Moxo to see obligation workflows in action.

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FAQs

What is contract obligation management?

It is the structured tracking of commitments after a contract is signed, including deliverables, compliance, and renewals. Moxo enforces this through automated contract workflows that ensure no obligation is missed.

How does Moxo manage obligations?

Moxo automates reminders, captures evidence, and provides dashboards so obligations are tracked and audit-ready. Obligations can also be linked to client-facing portals for transparency with customers.

Can Moxo handle compliance obligations?

Yes. Obligations like GDPR, HIPAA, or SOC 2 reports are tracked, evidenced, and approved in Moxo workflows, with full security controls and audit trails.

How do QBRs connect to obligation management?

Moxo bundles upcoming and completed obligations into structured QBR workflows, making reviews smoother. Clients can access deliverables directly in branded client portals, which strengthens renewal and expansion conversations.

Does Moxo track renewals?

Yes. Renewal obligations are flagged with reminders and routed to account managers in customer onboarding and project management workflows, ensuring no renewal window is missed.

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