Case Studies

Work that speaks
for itself.

Each engagement is different. The discipline is the same — observe first, build with the team, make the gains hold. These are the results.

01
Industrial Manufacturing  ·  Power Generation Equipment

“Operational complexity had outgrown
the existing execution model.”

Operational Flow Inventory Reduction Pull Systems Execution Discipline
Business Challenge

A multi-site manufacturer of complex engineered equipment was operating at full capacity while continuing to miss delivery commitments. Expediting had become routine, and work-in-process inventory had grown as a buffer to protect schedules — masking deeper operational flow failures across production sequencing, material availability, and execution discipline. The organization required more than incremental process improvement. It needed a scalable operating model capable of restoring flow predictability, reducing inventory exposure, and stabilizing delivery performance across sites.

Transformation Approach

A series of structured cross-functional transformation engagements brought operations, supply chain, engineering, and production leadership into a unified execution model. Detailed workflow analysis exposed breakdowns between scheduling logic, material flow, and production sequencing. Push-based planning methods were replaced with pull-driven replenishment systems aligned to actual operational demand signals. Visual performance management and embedded accountability mechanisms surfaced abnormalities earlier, enabling faster intervention and more consistent execution. Standardized operating procedures were developed collaboratively with frontline teams to ensure adoption, sustainability, and operational ownership.

Business Impact

The organization recovered significant trapped working capital while materially improving operational flow and delivery stability. Cycle times and variability were reduced, inventory exposure declined, and production predictability improved across participating sites. Most importantly, the operating discipline established during the engagement became the foundation for broader enterprise transformation initiatives, with division leadership using the model as a benchmark for future operational programs.

$8M
Working capital
recovered
25%
Cycle time
reduction
60%
Cycle-time variance
eliminated
641
SKUs transitioned to
pull-system replenishment

Operating model adopted by division leadership as the benchmark for enterprise transformation programs across additional sites.

02
Financial Services  ·  Global HQ Indirect Spend & Portfolio Divestitures

“Procurement shifted from a support function
to a transaction-critical control point.”

Procurement Governance Contract Operations Supplier Risk Divestitures
Business Challenge

A major regulated financial institution was executing a large-scale portfolio divestiture program while simultaneously managing significant annual indirect spend across IT, legal, professional services, and risk data. Procurement sat at the center of both — supplier contracts to novate, obligations to transfer, vendor relationships to restructure — without the governance infrastructure to manage the volume, complexity, or regulatory exposure without disruption to ongoing operations.

Transformation Approach

Governance infrastructure was built concurrent with active transaction management. Short-form contract templates reduced cycle time without reducing legal rigor. A supplier financial health assessment framework created systematic early warning on vendor risk. Market and risk data providers were consolidated under strengthened governance. Credit bureau agreements were renegotiated with reinforced access controls. Supplier offboarding, novation, and transition playbooks were institutionalized — designed to outlast the urgency that created them.

Business Impact

Supplier cancellation exposure was mitigated through structured service exchanges. Verified savings were realized across market data, credit bureau, and contract renegotiations. The procurement model — templates, delegation structures, compliance dashboards — remained operational across remaining business units after the divestiture program concluded, establishing durable governance discipline that survived the conditions that created the urgency to build it.

60%
Contract cycle
time reduction
$6.4M
Verified savings across
data & contract programs
$50B
Portfolio divestitures
supported

Governance model institutionalized across remaining business units — operational through successive organizational changes.

03
Enterprise Services  ·  Global Indirect Sourcing Operating Model

“Fragmented sourcing practices had eroded control,
slowed execution, and increased enterprise risk exposure.”

Sourcing Operating Model Governance Maturity Risk Controls Enterprise Alignment
Business Challenge

Following significant portfolio changes, the organization operated with inconsistent sourcing practices across regions — resulting in fragmented workflows, weak governance enforcement, and increasing operational risk. After-the-fact purchase orders bypassed established controls, while legal functions absorbed a growing volume of preventable exceptions, creating bottlenecks and extending cycle times. The enterprise required a unified, controls-driven operating model that could standardize execution, enforce risk gates, and restore predictability across the sourcing lifecycle.

Transformation Approach

In partnership with Corporate Sourcing, a cross-functional enterprise transformation defined a standardized sourcing operating model across regions. The engagement established clear decision rights and ownership through defined swim-lane accountability, embedded risk gates across the sourcing lifecycle — including third-party risk, privacy, and security — and standardized contract templates and fallback frameworks to reduce exception volume. System-enabled controls were implemented through updated delegation of authority and purchase order thresholds. Enterprise alignment was sustained through executive-level governance and performance reporting tied to actual workflow data.

Business Impact

A single, globally consistent sourcing model replaced fragmented regional processes — strengthening control enforcement and improving execution reliability. After-the-fact purchase orders declined materially as compliance became embedded in workflow design. Legal cycle times improved significantly, driven by reduced exception volume and increased adoption of standard terms. The organization gained durable operating discipline supported by defined gate ownership, real-time performance visibility, and scalable governance structures — enabling more predictable execution and stronger enterprise risk management.

~$3B
Annual spend under
one operating model
After-the-fact POs
and compliance exceptions
Governance maturity
and execution transparency

Transformation established a scalable, controls-driven model that improved governance maturity, reduced operational risk exposure, and increased execution transparency across regions.

04
Enterprise Services  ·  Corporate Learning & Talent Infrastructure

“Spend at scale without governance
is exposure, not investment.”

Category Management SaaS Governance Strategic Sourcing Contract Standardization
Business Challenge

A large enterprise’s corporate learning function was operating at significant scale — SaaS platforms, eLearning content, technology-enabled delivery, contingent workforce, and a CEO-sponsored executive program reaching the organization’s top nominated leaders. The spend was real. The sourcing discipline was not. Contracts were inconsistent. Vendors were fragmented. Compliance was manual. When the shift from in-person to digital delivery was forced and compressed, the governance gaps became operational risk with financial and reputational consequences.

Transformation Approach

Category management replaced transactional buying. Content development was consolidated to a single global provider. SaaS and technology agreements were standardized under a scalable governance model with vendor scorecards and embedded performance metrics. Third-party security and privacy reviews became standard controls in the onboarding lifecycle. A cross-functional enterprise redesign with Legal, IT, and HR produced the future-state operating model and SOPs that governed contracts across business units. Delegation-of-authority thresholds were aligned with risk profile and spend impact across geographies.

Business Impact

Finance-validated savings were realized across SaaS, IT services, and eLearning — while sourcing discipline improved simultaneously. The governance model remained operational through organizational transformation, a global pandemic, and successive leadership transitions — demonstrating the structural durability of embedded controls over personal relationships. The function gained both financial leverage and accountability that survived the conditions that originally made it difficult to build.

$14M+
Finance-validated
sourcing savings
1,000+
Contracts governed
per year
$30–50M
Annual category spend
under management

Governance model sustained across multiple GE business units through successive organizational changes — structural discipline outlasting the leadership that built it.

05
Healthcare  ·  Surgical Imaging Equipment   |   Aerospace  ·  Turbine Component Life Extension

“The people closest to the work
surface the solution — when the system enables it.”

Mixed-Model Operations Bottleneck Elimination Operating Model Redesign Structural Change
Business Challenge

Healthcare — Salt Lake CityOperational complexity had outgrown the existing execution model. A refurbishment line for advanced surgical imaging equipment — used in minimally invasive procedures — required accommodation of multiple configuration pathways, late-point customization, and fluctuating customer request dates, all while meeting competitive cycle time commitments. Work instructions exceeded 170 pages. The line had to flex constantly, without a system designed to support that flexibility.

Aerospace — Springdale, OhioA 24/7 turbine component life-extending operation remained constrained despite sufficient equipment capacity. The bottleneck was structural: highly skilled machinists were simultaneously responsible for equipment operation and upstream preparation and programming — diluting focus from the work only they could perform and limiting throughput at the constraint.

Transformation Approach

HealthcareA cross-functional transformation effort unified commercial, engineering, supply chain, and production teams into a single execution model. System-level redesign focused on re-sequencing production flow across the mixed-model environment, implementing level loading aligned to demand variability, and establishing standard work owned by frontline teams. Operational changes were rapidly validated and codified into scalable standards, with direct engagement from site leadership to ensure alignment and sustained adoption.

AerospaceA highly integrated team — spanning materials science, engineering, quality, and external partners — accelerated a traditionally multi-month validation cycle into a compressed transformation window. Mid-engagement analysis revealed the original solution path would impact only a fraction of total throughput. The team pivoted: decoupling preparation and programming from machine operation, introducing a dedicated coordination role to orchestrate staging and flow, and reallocating skilled labor to maximize constraint efficiency. This structural shift removed the hidden bottleneck and restored focus to the work that created the most value.

Business Impact

HealthcareCycle time fell 42%. Ergonomic burden improved 54%. Five new safety protocols were formalized and embedded into standard operating procedures. The structural changes held because the teams who built them owned the standards that sustained them.

AerospaceBottleneck throughput improved 15%. The redesigned operating model — including the newly defined coordination role — was permanently embedded in the production system. Aviation safety standards were maintained through full regulatory documentation completed concurrently with the transformation. The ability to pivot from the original solution to the one that actually resolved the constraint was made possible by a system-level view that surface-level analysis would have missed.

42%
Cycle time reduction
Healthcare
54%
Ergonomic improvement
Healthcare
15%
Bottleneck capacity
freed — Aerospace

Both engagements conducted as part of a CEO-led transformation program. Structural redesign — not incremental adjustment — was what resolved constraints that had resisted prior intervention.

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