Case Studies


Oracle ERP Cloud Services Agreement

A regional apparel and home goods retailer operating department and outlet stores with over 10,000 employees and over $1B in revenue, was looking to migrate from a finance and HCM legacy systems that was approaching end of life to a new strategic platform. The new platform would enable The Client to adopt best practices to improve business operations while also reducing costs and adding future flexibility for growth.

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Oracle ERP Perpetual License Agreement

Utilizing strategies, insights, benchmarks and the execution approach provided by UpperEdge, the Client was able to achieve a best-in-class financial and commercial deal construct for perpetual licenses for the JDE product suite, which included a 5 year TCO reduction of over $1M and 5 years of price protections.

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Oracle HCM Fusion Cloud Services Agreement

A global leader in infrastructure protection, shielding technology, and energy services with over 8,000 employees and over $1B in revenue. Client was conducting an HCM transformation initiative in a highly competitive multi-vendor bid process. Client ultimately selected Oracle’s Fusion and Taleo solutions and a niche system implementation partner.

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System Integrator Selection & Negotiation

A leading wholesaler of industrial equipment sought lower costs, improved process efficiency, and operational transparency from a new ERP system. But the company had limited experience and expertise in evaluating ERP system integrators.

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Microsoft Enterprise Agreement & Compliance Audit

A life science and clinical diagnostics product manufacturer, with around 6,800 employees and $1.8B in revenue, was faced with a situation in which they were required to renew their Microsoft Enterprise Agreement and comply with an audit.

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Microsoft Enterprise Agreement Renewal

A multinational pharmaceutical and consumer goods company, with about 351,000 employees and $61.6B in annual revenue, had a long-standing relationship with Microsoft and sought to renew its Enterprise Agreement.

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Microsoft Enterprise Agreement

A large integrated water treatment and process improvement services company for industrial and institutional applications, with around 11,500 employees and $4B in annual revenue, was in the process of renewing its Microsoft Enterprise Agreement.

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Sole-Source Provider Negotiation

A Fortune 50 retailer used objective insights, market data and comprehensive execution strategies to streamline its sourcing processes, optimize IT costs, improve systems integration and increase deployment agility.

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ERP Maintenance Renegotiation

One of the largest utility companies in the U.S. strengthened a critical strategic relationship with a major ERP provider, while simultaneously saving $1 million on maintenance costs, reducing downstream risk and increasing long-term flexibility.

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System Integrator Selection & Negotiation

A large consumer goods company sought to implement an ERP system to reduce costs, boost operational transparency, and improve process efficiency. But, to meet its goals, the Company had to navigate a range of significant challenges necessitating precise intelligence and expertise to guide the RFP, evaluation and selection process.

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SAP ERP Provider Negotiation

In divesting from its parent company, a global provider of optoelectronics needed to enter into a short-term transition services agreement for continued use and support of its ERP system until a system and services could be brought in-house. This transition required expertise to negotiate the software license and support agreement.

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ERP Package Selection & Negotiation

To enable the achievement of long-term growth targets and strategic business goals, a leading manufacturer of life sciences and clinical diagnostics products decided to implement a new ERP platform. But given the urgency of several key organizational objectives and a range of competing business challenges, the company required intelligence and guidance for the RFP, evaluation, selection, and negotiation process.

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Microsoft Enterprise Agreement

Aegion was looking to standardize its office automation platform to better enable collaboration and provide the ability to integrate future acquisitions into a common Aegion environment. After evaluating solution options, Aegion identified Microsoft Office 365 as its preferred solution.

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