Case study · Financial services · Advisory

Multi-million dollar savings before implementation for a US financial services provider

Cloud benefits do not arrive out of the box. The work that delivers them starts long before the contract is signed.

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$2m+

Multi-million dollar savings identified before implementation began

Major US financial services provider
Filed underFinancial servicesAdvisory

The challenge

What the provider faced.

A major US financial services provider was planning a cloud migration for its collections system, and commissioned a pre-implementation review.

Cloud benefits do not arrive out of the box. The work that delivers them starts long before the contract is signed.

The solution

What we did.

We added capacity and capability to the internal team, which kept full ownership of every decision.

We provided a total cost of ownership model so they could project costs and benefits against RFI responses, assessed the implementation plans and the readiness of all parties, reviewed the key contract schedules for risk and value, and supplied benchmark service levels so supplier proposals could be tested against something real.

The results

What changed.

$2m+Savings identified pre-implementation
FullTotal cost of ownership model
BenchmarkedService levels for supplier testing
  • The client secured its budget and internal agreement with evidence behind it.
  • Multi-million dollar savings, through better definition of scope and requirements, before implementation began.
  • The project started with the balance of commercial risk shifted more evenly.

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