Case Studies


Global Optoelectronics Company Mitigates Risks in 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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Retailer Negotiates Highly Competitive 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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Oil Company Locks In 5 Years of Price Protections in 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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Client Negotiates Highly Competitive 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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Podcast: Microsoft Q3 Earnings: Revenue Growth Driven by Cloud Adoption

Microsoft’s impressive revenue growth has been fueled by increased cloud adoption. Microsoft understands that future revenue growth will continue to be driven by their ability to convince their customers to ...

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Manufacturer Resolves Microsoft Compliance Issues and Achieves Best-in-Class Renewal Pricing

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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Pharmaceutical Company Achieves 22% Cost Reduction in 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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Client Optimizes Relationship in Microsoft Enterprise Renewal

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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Aegion Achieves Optimized 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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Utility Company Saves $1M in 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: Wholesaler Signs Best-in-Class Agreement

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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Fortune 50 Retailer Optimizes Costs in 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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Consumer Goods Company Overcomes Challenges in 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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Manufacturer Saves $7M in ERP Package Selection and 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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