Page Title
Engagement Description

Competitive bidding & contract negotiation of:

Outsourcing vendor(s) selection or ...

Any IT or product development hardware or software vendor selection including:

  • Enterprise software, disaster recovery, security, Computer Operations and Networking, professional services firm, Network Operations (NOC), WAN
    vendors, Server vendors, etc

Services performed:

Competitive Bid
  • Write RFP
  • Recommend competitive vendor list
  • Design and conduct the selection process

Contract negotiation

  • Includes difficult vendor negotiations to secure a refund or other remedy from failed service delivery.

  • Contract re-negotiation or bid to new vendor -- for example: renegotiate a
    contract in year 3 of a 5 year term because of scope changes, inability of the
    vendor to meet the budget, dissatisfaction with service delivery, or simply “not
    meeting expectations”,  etc.

Transition to the new vendor (if needed)

Lead the implementation of the awarded service or product

Representative Delivery Summaries with Benefits Achieved

$1B Business Intelligence Software Firm (Canada):  Successfully lead the following
initiatives resulting in the on time, on budget delivery of each, and culminating in 55%
budget savings of minimally $12.5MM.  Also, through re-architecture, virtualization, and
global Data Center Consolidations (from 9 to 2), avoided the need to acquire over 7200
square feet of new data center space (incremental savings).

Led the competitive bidding, contract negotiation, and re-architecture of all voice,
data, cellular & Wide Area Networking (WAN) services.  Rebid existing contracts on
US and Canadian voice (60%+ savings) and US and Canada cellular (30%
savings).  

  • After re-architecting, ascertained that the proper skill sets and infrastructure
    was not in place to design, build,  and run the needed WAN for the
    combined companies in the timeframes required.  With the full support of
    the staff, outsourced the WAN for 55% budget savings, while dramatically
    improving service.  

  • Executive leading all contract negotiation.

  • Avoided $3.2 MM in termination fees.

CIO Advisor on Sourcing Strategy.  Executive advisor and "in-house" expert on
approximately $50MM of potential Outsourcing deals -- advised the CIO and EVP
Purchasing on outsourcing strategy.

  • IT Help Desk Outsourcing (was already underway):  Recommended pulling
    back the RFP and rebidding to a broader set of financially stable and proven
    vendors.  Provided key RFP rewrite sample clauses and included critical
    terms and conditions as well as a clearer scope, better defined roles &
    responsibilities between the vendor and the client, inclusion of more
    stringent service level agreements, etc.  In addition, made a
    recommendation to significantly reduce the initial scope and pursue a
    phased implementation, based on stringent milestones being attained by
    the vendor once awarded, to reduce financial and business risk.

$2B Semiconductor Manufacturer

Drafted the RFP & bid to six vendors a $100MM outsourcing deal encompassing
server and network operations, engineering workstation and desktop support, help
desk, technical support.  Led Contract Negotiation, saving a guaranteed $30MM
over 5 years.

Drafted the RFP and bid a $16MMbig 5” System Integrator (SI) and internal
software development of ERP, CRM, Sales Force Automation (SFA), and sales and
manufacturing configurator software, as well as a fab wide capacity planning tool
using artificial intelligence (AI) software.

Negotiated Refund.  In a “separate opportunity” negotiated a refund from a “Big 5”
SI in Japan, for a failed custom coded business systems implementation.  Led the
re-start of the project starting with a clearer definition of the “must have” scope.

$6B Oil Company -- Successfully re-bid and delivered $20MM of information systems &
technology for a new, multi-billion dollar, joint venture refinery that was among the most
sophisticated in the world. Project involved the selection and implementation of a
complete set of custom hydrocarbon management and business systems (i.e. SAP), in
seven months, in 75% less time then originally forecast. As a result of an -- on time, on
budget delivery -- enabled the refinery to "go live" resulting in yearly revenues of minimally
$1.2 billion.

Wrote a RFP and revised scope -- worked with the business clients to define the
"must have" scope elements (versus the "nice to have").  Developed vendor
evaluation criteria and a selection process

Selected new vendor.  Worked with the business clients and IT to resolve
relationship issues & clarify roles & responsibilities, and led the collaborative
selection of a new vendor in less than a month

Contract Negotiation. Negotiated a fixed price delivery contract with a substantial
hold back and aggressive penalties for non-performance.

Competitive bid of Business Process Redesign & Benchmark vendor.  In
addition for another project -- competitively bid and selected a business process
transformation and benchmarking firm to advise on a corporate wide business
process redesign program.

$1.5B Outsourcing & Professional Services Division  - Competitively bid and selected an
Internet Service Provider (ISP) delivery business partner (i.e. provided geographically
desirable data center space, networking, help desk services) for a new Services business
being built.  Attained wholesale pricing which turned the pricing of the new services
business profitable and allowed dramatically improved time to market and cost savings
from not having to build out new data centers and networks on their own.

$20MM Marketing Data Base firm & B2B SCM .com -- Recovered 25% of internal web
hosting costs by competitively bidding and hiring a new ISP vendor with a sliding scale of
services fixed on a not to exceed “cost plus single digit” profit margin basis.  Performed
contract negotiation.

Avoided losses of $500,000/month by competitively biding sophisticated onsite
capacity planning services for a high volume web site to resolve and prevent
serious, time critical performance and security issues.  Negotiated fixed price
contract.

$2B Server vendor; $6B PC Manufacturer

Competitively bid these Data Center Operations & Networking tools and services:

  • Large Unix server hardware vendor, storage vendors, automated tape library vendors, WAN network equipment vendors.
  • Evaluated and selected operations and networking automated operations
    packages, change management, tape library, production control, Quality
    Assurance (QA), and NOC tools
  • Evaluated, selected, and implemented problem management and help
    desk software implementations.
  • Worked closely with the server and network operations group for a $6 billion
    PC company, to strengthen and revise the contract negotiation process
    resulting in savings of $4 million.
ENGAGEMENT DESCRIPTION
Engagement Description & Delivery Summary
COMPETITIVE BIDDING & CONTRACT NEGOTIATION
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