Five engagements across industrial, financial services, and regulated sectors. Each organized by the service that made the difference.
When you're buying or transitioning platforms. Your organization is making a major software decision and the wrong vendor move costs millions. We bring deal strategy and negotiation support.
A global industrial company undergoing a multi-entity corporate spin-off faced immediate risk of operational disruption across its engineering software portfolio—PLM, CAD, and simulation tools essential to its core business. Hundreds of vendor agreements were legally tethered to the legacy parent company, exposing the newly independent entity to costly transfer fees, assignment clauses, and potential loss of entitlements at the moment of separation.
Developed and executed a $100M global engineering software category strategy tailored to the newly independent company's mission. Led proactive renegotiation of 40+ master agreements in advance of the spin-off deadline to secure continuity terms and eliminate transfer risk. Applied Lean methodology to stakeholder dashboards, iterating on metrics based on continuous feedback to keep senior leadership informed throughout the transition. Conducted full rationalization of inherited license entitlements.
Pattern: When you have months of runway before a deadline, proactive renegotiation against the clock pressure vendors operate under moves a price no amount of negotiation skill will touch. Time becomes leverage.
A major asset management firm was expanding its flagship technology platform through a series of acquisitions and integrations—adding fixed income auction functionality, derivatives intelligence, and private asset management capabilities. M&A-driven supplier onboarding was slow and inconsistent. The existing sourcing function lacked the structure to operate at the pace the product roadmap demanded.
Led strategic sourcing for $85M in annual platform spend, deploying a dual-track approach: direct negotiation to drive cost savings alongside demand management controls to eliminate low-value spend. Diagnosed M&A integration inefficiencies by mapping supplier workflows against commodity profiles and redesigned the onboarding process. Built and delivered RFx training for the global sourcing team covering $800M in contracts. Introduced scorecard-based supplier management and quarterly business reviews to shift relationships from reactive to performance-accountable.
Pattern: Internal friction (between Sourcing, IT, and business units) is often the actual constraint, not external negotiation. Speed comes from aligning internal stakeholders on a single definition of value, then using that alignment to compress the vendor conversation.
When you have compliance or audit exposure. You've discovered unknown license exposure, faced an audit notice, or inherited an unclear software estate. We deliver forensic work on what you actually own and where the risk is.
Following a significant software audit that resulted in substantial fines, a financial data and analytics firm's leadership recognized it had no structured software asset management capability. $500M+ in software assets were untracked, leaving the organization exposed to ongoing compliance and financial risk.
Served as IT Sourcing subject matter expert throughout ITAM tool evaluation and implementation, steering a joint sourcing-IT initiative to select and deploy a platform capable of bringing the full software asset base under active management. Remained post-implementation as the Microsoft CMDB specialist to ensure the governance infrastructure held. Served as global lead for Microsoft Enterprise Agreement renegotiation, applying market intelligence and usage analysis to drive meaningful cost reduction during international expansion and M&A activity.
Pattern: Organizations discover they have unknown license exposure only after an audit event. The cost to build compliance infrastructure before an audit shows up is a rounding error compared to the cost of remediating it after.
When you're building internal capability. You want the discipline and methodology inside your team rather than purchased per-engagement. Training, coaching, and curriculum work that installs a repeatable sourcing operating system.
A central banking institution was investing in fintech and emerging technologies—robotic process automation, natural language processing, next-generation payment and settlement infrastructure—but lacked a structured sourcing program to support new technology acquisition at scale. Procurement operated without real-time visibility tools, and the sourcing team needed both process infrastructure and talent development to operate effectively within a complex, policy-intensive environment.
Built and executed sourcing strategies for $200M+ in new fintech and emerging technology acquisitions, grounding each strategy in rigorous market research rather than vendor-led evaluations. Designed KPI-based reporting dashboards providing real-time project tracking and demand planning visibility. After completing the institution's leadership program, restructured team staffing to put junior staff on administrative tasks and senior staff on complex deal mentorship. Designed and delivered bi-annual procurement policy training for end users across the organization using case-study-driven curriculum with embedded policy violations for participants to identify and resolve.
Pattern: Organizations teach policy through lecture; policy literacy actually comes from decision-making under constraint. Case-study-driven training that embeds policy in real sourcing scenarios produces better retention and operational behavior change than any policy manual.
A global publishing company undergoing significant digital transformation and organizational restructure was operating without a functioning procure-to-pay system or structured IT financial reporting. The $13M IT department budget was tracked but not allocated in a way that supported decision-making across business units.
Designed and implemented a Procure-to-Pay system that brought spend visibility and payment controls to the IT function—enabling advanced spend analytics and accelerating the payment cycle. Built financial reporting infrastructure for the $13M IT budget, translating department costs into business-unit allocations that supported the company's restructure from geographic to global divisions. Conceived and launched an Eco-Friendly IT Asset Disposal program, converting end-of-life hardware from an unmanaged liability into a structured, cost-generating process with environmental compliance built in.
Pattern: Sourcing discipline and process design are two different capabilities. Building P2P from scratch requires both: the sourcing rigor to control spend and the operational discipline to make the system stick. Organizations that skip the sourcing piece end up with process theater.
When you need a practitioner's read, not a proposal. A specific question, a decision under time pressure, or a perspective from someone who's been on both sides of the table.
An early stage fintech software company had a strong product but needed to understand how enterprise financial services buyers evaluate, procure, and approve software purchases—and how to position their offering accordingly.
Advised the founding team on how procurement and business stakeholders inside major financial institutions make software buying decisions, what commercial terms matter most, and how to structure pricing and positioning to reduce friction in the enterprise sales motion.
Pattern: The fastest way to understand your enterprise buyer is to talk to one.
A client needed to understand how large enterprises manage software license compliance, usage tracking, and runtime reporting—specifically how organizations coordinate reporting requirements across multiple software vendors using dashboards, EDI feeds, and other tools.
Provided a detailed practitioner account of how license compliance infrastructure is built and maintained inside major financial institutions, including entitlement tracking, usage reconciliation, audit defense posture, and the friction points that emerge when coordinating reporting obligations across a large vendor portfolio.
Pattern: License compliance looks simple from the outside. Inside a large enterprise it is a coordination problem across legal, IT, finance, and procurement—and most organizations don't solve it until an audit forces the issue.
A client needed to understand how large enterprises engage and manage digital product and engineering service providers for platform development and system integration—specifically how vendor selection and delivery oversight works at scale.
Provided a practitioner account of how technology and engineering leaders evaluate, select, and manage external service providers for complex platform and integration work, including how sourcing discipline applies to professional services engagements differently than software purchases.
Pattern: Professional services sourcing is where procurement discipline breaks down fastest. Scope creep, delivery risk, and change order exposure are commercial problems, not project management problems.