Experience & Industries - ReSource Partners | Strategic Procurement Consulting

Experience

HR Core System

Highlight: RFP Process

RFP process, negotiation and selection for HR solution for payroll, talent management, talent acquisition, benefits administration, learning & development. Replaced high-cost provider with improved service levels.

Global Process Outsourcing (GPO)

Highlight: GPO Contracting

Overhead Reduction

Highlight: $750K Savings

Identified opportunities for $750K overhead reduction across Technology, Audit, Investor Relations and Insurance for a Real Estate Investment Trust.

Procurement Transformation

Highlight: New Procurement Capability

Evaluated outsourcing options (on-shore, near-shore, and off-shore) for financial institutions’ back-office processing, ensuring strategic alignment and cost-effectiveness for dispute resolution servicing. Designed organizational change to establish a new Procurement team, including adoption, change management, value generation, Supplier Relationship Management and Technology Deployment.

Equity Compensation

Highlight: Improved Functionality, Lower Cost

Sourced and secured an equity compensation solution with a leading global financial institution, optimizing private shareholder holdings and evaluating top-tier providers in the U.S.

Travel Management Company (TMC)

Highlight: 20% Savings

Strategy plan and RFP process with largest global TMC Players for multi-million dollar spend opportunity. Improved employee experience, duty of care and drove 20% savings.

CRM Optimization

Highlight: License Cost Savings

Negotiated improved licensing terms, lower cost and user fees for CRM cloud-based tool, increased discounts and user tiers for Agro-industrial company.

Banking-as-a-Service (BaaS)

Highlight: Strategy

Consulted on trends, alternatives, emerging solutions by leading BaaS providers in the US. Created strategy documentation and negotiable tools for contract renewal.

Lending / Loan Origination and Servicing (LOS)

Highlight: SaaS System Implementation

Source SaaS platform for LOS, assessing multiple industry options, including niche servicers. Drove back-office improvements and lower cost per loan.

Accounting Solution

Highlight: Scalability and Predictable Cost

Sourced Cloud-based financial automation platform, allowing reconciliation of millions of daily Balance Sheet transactions and financial close. Secured scalability with predictable future cost.

Anti Money Laundering (AML)

Highlight: Compliance Solution

System integration and solution with technology platform and service from Big-4 accounting firm, secured timely AML and BSA reports for banking regulators and 42% savings.

Treasury Management

Highlight: Master Service Agreement

Contracted TM solution for managing cash flow, liquidity and forecasting system for an organization. Negotiated improved terms in MSA.

Meetings & Events (M&E)

Highlight: Strategic Decision-Making

Make vs. Buy assessment for large Private Equity firm to in-source M&E, drove improved ROI on investment.

IT Asset Management and Ticketing System

Highlight: Right-size ITSM needs

MSA and Technology implementation strategy for global leader and cloud-based enterprise operations, business process and IT Service Management (ITSM). Right-sized solution for company needs.

Marketing & Advertising

Highlight: Benchmarking, Should Cost Development

Consolidated fragmented supply base, established price per lead benchmark and created activation process for digital and mail leads for large insurance company.

Contingent Labor

Highlight: VMS Implementation

Selected Vendor Managed Service (VMS) for company in FinTech industry to manage needs for Technology and general staffing, improving time-to-hire and quality of staffing personnel, solution was supplier funded, implementation drove savings to client.

Enterprise Risk Management (ERM)

Highlight: Risk Management Framework

ERM system for Third Party Risk team for compliance and reporting. Contracted Technology Solution and a leading servicing and consulting firm.

Carrier Service

Highlight: Operational Efficiency and Lower Costs

Negotiated carrier agreement for company in the Manufacturing sector, driving 18% savings for small parcel needs and next-day delivery.

Operations Optimization

Highlight: RFP, Process Mapping, Savings Delivery

Assessed operational optimization for hospitality firm, evaluated options for new systems, processes, fixed spend and contracts across various hotel management companies.

Real-Time Payment Solutions

Highlight: FinTech Payment Innovation

Selected RTP portal for FinTech servicing partner for enhanced user experience, cost efficiency and eco-system workflow integration. Drove significant operational and system savings.

Investment Risk Management

Highlight: Risk Management and Banking Solutions

Assessed, evaluated and sourced a Risk Management System for middle-market financial institution to factor CUSIPs and fixed income bonds risk profile.