Microsoft Case Study: Fortune 50 Company

Microsoft Engagement Overview:
Fortune 50 Company
One of our Fortune 50 clients engaged use to advise on a high-stakes negotiation with Microsoft. The client had a large contract with Microsoft which we were able to both 1) negotiate a large technology uplift while also 2) produce a $5 million in net savings.

Key Activities
We utilized our 4-step IT Software Negotiation Process to successfully engage with the client:
- Identified current state contracts and client-based obligations
- Developed a risk profile of current state contract language against enterprise project plan timelines and dependencies
- Utilized our proprietary decision-matrix framework to drive C-Level decision making
- Advised client on key dependencies to consider throughout the project
- Directly provided hands-on support/representation throughout the entire negotiation and contracting process
The Results
(not comprehensive)
- $5 Million cost savings and $10.7 Million cost avoidance over contract term
- Significant technology uplift providing access to the most advanced digital capabilities
- Uniquely engaged and supported the company’s cybercrime resilience strategy
- Enabled Device Modern Management allowing for additional endpoint security
- Negotiated a client specific license structure enabling the client to be highly flexible of their utilization of the platform
See More Case Studies
From Phoenix to Tokyo, we turn impossible vendor demands into client victories.

How we reduced carrier shipping expenses by $450,000
Our client was a mid-market manufacturing company with approximately $80M in annual revenue Our focus for savings was in reducing the costs of their carrier shipping services.
We created these savings in a 3 ways:
- We saved them 20% on their LTL and FTL pricing by consolidating all of their existing contracts together from multiple locations into a single contract with a lower rate. We did this for FedEx, UPS and USPS
- We analyzed their shipping needs optimized their shipping channels (FTL, LTL, Parcel, Train)
- Significant cost savings were generated by moving lower priority packages from shipping with UPS to USPS
- Select shipments were moved from road to train which is becoming an increasingly cost effective way to ship packages
- We identified that slowing shipping down by 1 day would not impact the customer's business operations, but would reduce the overall shipping expenses by 10%
In total this created a $450,000 annual cost reduction for the company's carrier shipping contracts.

How we negotiated $13M in savings for a financial services firm
Reducing Salesforce contract from $25M to $12M
One of our recent clients was a financial services company with $15B+ in annual revenue and 5,000+ employees.
We worked with the client to:
- Identify current state of contracts across the globe
- Identify key stakeholders within IT and business units that utilized similar software packages
- Coordinate global business units and stakeholder meetings to discuss opportunity, gather feedback and drive results
- Utilize proprietary tools, templates and techniques to assign global roles & responsibilities, action items and negotiation tactics in interest of speaking from one voice
The results:
- $13M+ in client savings
- Negotiated client’s agreement with Salesforce down from $25 million to $12 Million for a 3-year contract
- We also identified additional cost-savings opportunities that benefited multiple business units across their organization

Value Creation ERP and E-Commerce Implementation
ERP & E-Commerce Engagement Overview
One of our clients recently engaged us to source, negotiate, and contract with a 1) Enterprise Resource Planning (ERP) and 2) E-Commerce software platform.
Key Activities
- Identified current state contracts and client-based obligations
- Developed a risk profile of current state contract language against enterprise project plan timelines and dependencies
- Utilized our proprietary decision-matrix framework to drive C-Level decision making
- Advised client on key dependencies to consider throughout the project
- Directly provided hands-on support/representation throughout the entire negotiation and contracting process
The Results (not comprehensive)
- $300K+ Cost Savings
- $275K+ Cost Avoidance
- Milestone billing (vs. T&M)
- Delayed subscription period start, etc.
- Significant contractual risk mitigation
- Intellectual Property Rights
- Eliminated Scope Ambiguity
- Partner vs. Client Responsibilities
- Joint Collaboration Agreements, etc.
- A really happy client

