Introductory Conversation
Services
Procurement capability, applied where it changes the numbers
SourceWise engagements are structured around the problem being solved rather than simply hours worked. Each service below can stand alone or combine into a broader program.
A common starting point
Procurement Performance Diagnostic
Know where the opportunity is before deciding where to invest.
SourceWise evaluates your procurement organization, supplier portfolio, contracts, processes, technology, spend visibility, and sourcing maturity.
The result is a prioritized roadmap showing where your organization can reduce costs, improve commercial leverage, strengthen operations, and increase procurement effectiveness.
Find the opportunity before investing in the solution.
Not ready to schedule? Send me an inquiry.
Potential areas of evaluation
- Spend and supplier concentration
- Procurement maturity
- Contract coverage
- Sourcing opportunities
- Supplier performance
- Technology and SaaS spend
- Procurement workflows
- Governance and controls
- Organizational capability
- AI and automation opportunities
02 — Service
Strategic Sourcing & Cost Optimization
Better sourcing. Stronger negotiations. Sustainable value.
SourceWise develops category and supplier strategies that improve total cost, supplier performance, and commercial terms.
Not ready to schedule? Send me an inquiry.
SourceWise can support
- Strategic sourcing initiatives
- Supplier negotiations
- Competitive RFPs and RFQs
- Contract optimization
- Supplier consolidation
- Demand management
- Category strategy
- Cost reduction programs
- Supplier relationship management
- Commercial benchmarking
The objective is not a lower price. It is better total economics, performance, flexibility, and risk profile across your supplier relationships.
Representative experience: Enterprise Telehealth Provider RFP · Global Managed Service Provider transformation. See engagement details
03 — Service
Technology & SaaS Optimization
Technology spend grows quickly. Control and visibility rarely keep pace.
SourceWise helps organizations understand, rationalize, and optimize technology and software spend.
SourceWise evaluates vendor relationships, licensing models, renewals, usage, contractual terms, and sourcing strategies to find where cost comes out and commercial flexibility improves.
Not ready to schedule? Send me an inquiry.
Services can include
- SaaS portfolio review
- Technology sourcing
- Software renewal strategy
- License optimization
- Vendor consolidation
- Commercial negotiations
- Contract reviews
- Demand optimization
- Supplier strategy
- Technology procurement governance
04 — Service
Procurement Transformation & AI Enablement
Build a procurement function designed for how business operates today.
Procurement teams are being asked to move faster, provide deeper insights, reduce costs, manage risk, and support increasingly complex organizations.
SourceWise helps organizations modernize their procurement operating model, processes, governance, tools, and ways of working.
SourceWise is not an AI implementation or software development firm. I identify where AI can realistically improve procurement productivity, then help design, govern, and adopt those specific use cases.
Not ready to schedule? Send me an inquiry.
AI enablement, applied to procurement
- AI use-case assessment
- Procurement workflow redesign
- AI-enabled sourcing workflows
- Research and analytics acceleration
- Procurement prompt and agent use cases
- AI governance and adoption
- Pilot development and implementation support
AI should amplify procurement expertise, not replace it. The focus is capabilities that cut administrative effort so procurement professionals spend more time on strategy, stakeholder engagement, and commercial decisions.
05 — Service
M&A, Integration & TSA Procurement Advisory
Transactions create procurement complexity—and opportunity.
Mergers, acquisitions, divestitures, and transition service agreements can expose hidden supplier dependencies, contract risks, duplicate spending, and operational gaps.
SourceWise helps organizations navigate the procurement elements of business transitions.
Not ready to schedule? Send me an inquiry.
Support may include
- Supplier and contract assessment
- Procurement due diligence support
- Spend segmentation
- Supplier rationalization
- Contract separation
- TSA exit planning
- Supplier transition strategies
- Integration planning
- Sourcing opportunity identification
- Day 1 and post-close procurement planning
The objective is to minimize disruption while capturing greater value from the combined or transitioning organization.
Representative experience: Procurement leadership during a complex corporate separation and TSA exit · Global MSP implementation. See engagement details
06 — Service
Executive Procurement Advisory
Senior procurement expertise—when you need it.
Not every organization needs a full-time Chief Procurement Officer. But many still need senior-level procurement leadership.
SourceWise provides fractional and project-based executive procurement advisory support for organizations facing significant sourcing, supplier, cost, transformation, or organizational challenges.
Not ready to schedule? Send me an inquiry.
Engagements may include
- Fractional procurement leadership
- Executive procurement advisory
- Procurement transformation leadership
- Strategic sourcing program oversight
- Supplier negotiation support
- Procurement operating model development
- Executive stakeholder advisory
- Procurement roadmap development
Representative experience: Consulting & staffing commercial renegotiation involving Big Four consulting firms and strategic staffing suppliers. See engagement details
Engagement models
Flexible Engagements. Defined Outcomes.
Diagnostic Engagements
Short-term evaluations designed to identify opportunities, risks, gaps, and priorities.
Fixed-Fee Projects
Clearly defined procurement, sourcing, technology, negotiation, or transformation initiatives with agreed deliverables.
Transformation Programs
Multi-phase engagements focused on building or improving procurement capabilities.
Executive Advisory Retainers
Ongoing access to senior procurement expertise for leadership teams requiring strategic guidance.
Fractional Procurement Leadership
Embedded executive procurement support for organizations that need senior capability without making a full-time leadership hire.
How an engagement works
What to Expect From a SourceWise Engagement
Every engagement follows a consistent path — designed to give you visibility into what will happen, what is expected of your team, and what you can expect to receive at each stage.
Scoping & Proposal
Define objectives, approach, and outcomes
Typically within one weekEngagement Delivery
Execute the work directly and collaboratively
Duration varies with engagement scopeRecommendations & Next Steps
Deliver findings and a clear path forward
Concludes the engagementMethodology
What SourceWise Looks For
Procurement performance is assessed across five dimensions. Together they show where value is being created, where it is leaking, and where the organization is exposed.
Commercial Value
- Cost
- Rates
- Terms
- Demand
- Consolidation
Supplier Performance
- SLAs
- KPIs
- Governance
- Accountability
Risk
- Supplier concentration
- Contract exposure
- Business continuity
- Transition risk
Operating Model
- Processes
- Technology
- Capability
- Governance
AI & Automation
- Research
- Analysis
- Sourcing workflows
- Reporting
- Productivity
A sample engagement
Procurement Performance Diagnostic
An organization knows supplier costs are increasing but lacks the data or procurement resources to determine where meaningful opportunities exist. SourceWise conducts a focused assessment across spend, suppliers, contracts, sourcing maturity, workflows, and technology.
The organization receives
- Procurement opportunity assessment
- Spend and supplier segmentation
- Priority sourcing opportunities
- Key risk observations
- Process and operating model gaps
- Technology and AI opportunities
- 90-day action plan
- Longer-term procurement roadmap
The executive team leaves with clarity around
- What should we address?
- What is the potential business impact?
- What should we do first?
Let’s find the opportunity
Your Supplier Spend Should Be Creating More Value.
Whether you are facing margin pressure, supplier complexity, uncontrolled technology costs, procurement resource gaps, or a major business transition, SourceWise can help identify where procurement will make the greatest difference.
Not ready to schedule? Send me an inquiry.