Mid-Market
Advisory Services

Mid-Market Challenges We Help You Overcome

You want software and IT services deals that are on par with Fortune 500 companies, but lack the resources, vendor intelligence, and experience to achieve these results. You want to conduct a thorough due diligence to properly evaluate vendors and make sound decisions to reduce project risk. You also want a professional process that enables you to develop strong partnerships that deliver value and achieve your business goals.

Jeff Lazarto
Jeff Lazarto

Mid-Market Advisory
Practice Leader

Value We Provide

We empower you to source, negotiate, and manage projects more effectively and efficiently.

Save Time & Money

De-Risk Projects & Relationships

Establish Best-on-Class Agreements

Make Good Decisions

How We Empower You

Benchmarking financial and commercial terms

Proven sourcing and negotiation strategies

Maximizing negotiation leverage

Tools and templates to conduct a comprehensive and accelerated process

Effective stage crafting and vendor communications

Reporting & analysis to streamline decision making

Coaching and guidance

every step of the way

Expert knowledge and advice that levels the playing field and puts you in charge

“UpperEdge's advice was instrumental in shaping unique deal constructs that significantly reduced our risk and cost and set us up to have high value, sustainable relationships with our key strategic IT partners.”

— Sr. IT Director, Consumer Electronics Company

Coverage Areas

  • Business Application
  • Software – SaaS
  • IaaS & PaaS
  • System Implementation
  • Managed Services
  • Cost Optimization
  • Project Readiness
  • Project Execution
  • Risk Management

Vendor Coverage

  •  SAP
  • Oracle
  • Microsoft
  • ServiceNow
  • Salesforce
  • Workday
  • GCP
  • AWS
  • Azure
  • Accenture
  • Deloitte
  • IBM
  • TCS
  • Cognizant

(many others)

Insights from our expert advisors

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