Project-Based Advisory Service

Strategic Guidance for High-Impact Sourcing and Transformation Projects

Our Project-Based Advisory Service provides end-to-end support for organizations tackling complex sourcing and transformation projects. Whether you’re navigating a major IT transformation or handling an important vendor negotiation, we work with you to ensure success at every stage.

With our project-based approach, you receive dedicated expertise, customized to the specific needs of your project. From initial planning to final execution, we provide the hands-on support and strategic insights needed to drive impactful results.

Our team is here to guide you through each phase of your initiative, offering expert advice on strategy, negotiation tactics, and vendor management. We ensure that your objectives are met efficiently and effectively, with a clear focus on your long-term success

Whether you’re addressing a critical sourcing challenge or managing a complex transformation, our project-based engagement model is designed to help you meet your goals with speed, clarity, and precision. We’re here to ensure your project delivers the outcomes that matter most.

This is some of the best money we have ever spent on our program.”

— PMO, $12B Oil and Energy Company

A Proven Methodology Across Every Workstream

UpperEdge leverages a consistent, battle-tested approach to ensure alignment, efficiency, and results across all phases of your project.
  • Supplier evlauation framework
  • RFP development & issuance
  • Proposal response evaluation
  • Supplier down selection
  • Executive briefing
  • Project requirements
  • Commercial requirements
  • Targets & levers
  • Negotiation strategy
  • Executive alignment
  • Supplier positioning
  • Term sheet issuance
  • Updated proposal assessment
  • Counter proposal issuance
  • Negotiation sessions
  • Agreement assessment
  • Statement of work assessment
  • Contract iteration
  • Executive briefing
  • Finalize & execute

Plus, you get behind-the-scenes support like sourcing insights, market intelligence, draft term sheets, contract reviews, and risk assessments—giving you what you need to make confident, well-informed decisions.

Advisory Coverage Areas

White-glove advisory support across these key vendor categories, helping you navigate complex vendor relationships, make informed decisions, and achieve optimal outcomes.

Proven Results, Delivered in Partnership

  • License Model​
  • IaaS Strategy / Provider​
  • SI Strategy / Provider ​
  • Managed Services Strategy / Provider​
  • Justification to leadership
  • ERP Bill of Materials​
  • Sizing of ERP environment ​
  • SI scope definition & alignment with BOM​
  • SI estimate and resource validation ​
  • Predictable project outcomes
  • In-depth knowledge of each Vendor​
  • Relevant Market Intelligence & Data ​
  • Tools, Templates and Accelerators​
  • Experience & insight gained from similar engagements
  • Vendor executive level relationships​
  • Best-in-class pricing & commercial terms ​
  • Increased vendor partner investments​
  • Flexible, predictable & scalable agreements ​

Key Differentiators

Integrated
Expertise

A unique pairing of sourcing and transformation executives who bring both strategic insights and first-hand project execution experience to every engagement.

Lifecycle Coverage

A deep bench of cross-functional expertise and broad service offerings that enhance value throughout the entire source-to-contract lifecycle.

Accurate
Benchmarks

Proprietary tools, benchmarks, and frameworks that empower your team to make smarter decisions.

Drive Your Next Initiative With Proven Expertise

We’ll partner with you to scope a project engagement that aligns with your priorities, timeline, and desired outcomes.

Our team will provide the focused expertise and strategic support needed to drive results at every stage of your initiative.

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