$13M in Savings for Financial Services Firm

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

See More Case Studies

From Phoenix to Tokyo, we turn impossible vendor demands into client victories.

Contract Consolidation Post-Merger

Client Profile

A national healthcare provider with 10+ facilities undergoing post-merger integration of systems and vendor contracts.

Challenge

Multiple overlapping software and infrastructure contracts (some with auto-renewal clauses and duplicative pricing) created an estimated $5M in redundant spend and significant compliance risk across entities.

TNG Solution

  • Conducted a full post-merger contract risk assessment.
  • Identified conflicting licensing terms and misaligned SLAs across vendors.
  • Renegotiated bundled agreements, centralized governance rights, and aligned pricing to true usage.

Outcome

Eliminated $5.3M in redundant costs and created a centralized contract framework that mitigated legal exposure while ensuring scalability for future growth.

SaaS Contract Optimization

Client Profile

A Fortune 100 big-box retailer implementing a multi-year rollout of a cloud-based workforce management platform across 1,200 locations.

Challenge

Vendor’s original SaaS contract included non-negotiable annual price escalators, unscalable support fees, and unrestricted termination clauses, leading to a potential $14M overcommitment.

TNG Solution

  • Conducted a clause-by-clause risk audit.
  • Introduced performance-based renewal language, capped escalators, and tiered user thresholds.

Outcome

Negotiated total contract value down by $6.8M, implemented enforceable performance guarantees, and secured rights to re-negotiate upon key business changes.

SAP Indirect Access & Audit Exposure

Client Profile

A publicly traded global logistics company with over 30,000 employees and a complex SAP landscape.

Challenge

SAP alleged the client owed $9.6M in retroactive fees due to indirect access violations following an internal audit. The client had signed an outdated license agreement that left them fully exposed.

TNG Solution

  • Performed a forensic risk analysis of the original SAP contract and audit report.
  • Identified outdated metrics, ambiguous user definitions, and license overlap.
  • Negotiated a new licensing model that eliminated indirect access exposure and established a future-proof digital access clause.

Outcome

Reduced SAP’s claim from $9.6M to $0 and negotiated a forward licensing strategy that saved the client $7.2M over five years.