Sample Experience: Procurement / Sourcing / Vendor Management




European wholesale, retail, distribution company

ERP implementer selection and negotiations

Very strong negotiation leverage and rapid contract development to commence implementation quickly

Implementation services very tightly controlled with clear responsibilities and a focus on performance with a fixed price

Pan European financial services organization

ERP software and implementer programme review and ongoing contracting support

Review highlighted weaknesses in the approach and recommended best practice

Client changed approach to streamline the process and get a better deal, benefiting from Optimize experience in similar programmes and negotiations

UK, European, Middle Eastern, Global banks, financial services, governments, NGOs, petrochem, pharmachem, telco, utility, etc.

ERP, HR, CRM, Core Banking, ECM systems and implementer selection and negotiations for many organizations (see Systems Selection Services) including hardware and software selection and contracting, implementer selection and contracting

Structured vendor engagement and procurement processes

World class contracting and terms and conditions, leading to lower costs

UK Government

E-Government outsource process assurance, deal development & negotiation support for a high profile joined-up UK government initiative. Awarded a government award for contribution to the department

Streamlined and effective public procurement process to suit nature of services

World class contract

Clearly defined services and SLAs

Managed negotiation process

Middle  East Government

E-Government outsource deal development & negotiation assistance for a large data centre (DC) and applications infrastructure. Optimize developed a co-management structure deal in direct negotiations with the service provider

World class RFPs and evaluation and selection approach

Managed partner selection process

World class service definitions and SLAs

Negotiated with partners to develop world class contract

Global Leading Brand

Business & IT sourcing strategy development, addressing Finance, HR, IT, and SCM in a planned shared services structure.

Shared Services and ERP programme completely restructured as a result of strategy

Shared services readiness assessment and key actions required

Organization, governance and skills realigned with business and IT objectives

IT process and service delivery improvement recommendations

South Africa / Global Precious Metals Producer

IT sourcing strategy development, deal development & negotiation support. All existing deals were reviewed and service processes state of maturity assessed across infrastructure / data centre, applications and vertical technical systems.

Review of IT and Sourcing Strategy and the alignment of existing internal and outsourced services to business and IT needs

Clear identification of issues to be addressed in existing outsource deals and IT organization and governance

Existing deals redeveloped and renegotiated to world class outsource deal structures, rather than being scrapped and starting afresh

Drastically improved vendor relationships, performance and deals


UK Government

IT sourcing strategy review and development for one of the largest outsource deals in the world

Improved IT vendor management organization and governance

Drastic cuts in retained team