A structured, vendor-agnostic review of your current technology stack, operational workflows, and AI adoption opportunities to identify redundancy, risk, inefficiencies, scalability constraints, and the highest-priority areas for strategic improvement and procurement.

Typical scope

• Review of current vendors, systems, and key service providers

• Assessment of operational inefficiencies, vendor overlap, renewal exposure, and pricing risk

• Identification of practical opportunities where AI-enabled technology could improve operational efficiency, scalability, automation, and workflow execution

• Identification of near-term and longer-term technology and process improvement opportunities

Typical outputs

• Technology Assessment Summary

• Prioritized opportunity roadmap

• Recommended actions for renewals, renegotiations, replacements, or consolidation

An ongoing partnership where Stevenson Procurement serves as an independent procurement lead across your vendor stack—supporting evaluations, renewals, consolidations, and negotiation strategy over time.

Typical scope

• Intake and prioritization of procurement initiatives

• Development of a repeatable procurement process

• Ongoing vendor evaluations and second opinions

• Renewal planning and negotiation support

• Cross-functional stakeholder coordination

• Periodic stack reviews and market updates

Typical outputs

• Procurement process framework

• Monthly & Quarterly priorities and planning support

• Decision support memos

• Renewal and negotiation tracking

End-to-end guidance to help your firm evaluate and select the right vendor for a specific category, with an independent recommendation you can defend internally.

Typical scope

• Requirements and success criteria definition

• Market scan and shortlist development

• Structured vendor evaluation

• Stakeholder alignment and decision support

• Pricing and commercial review support

Typical outputs

• Requirements summary

• Vendor comparison framework

• Recommendation memo

• Negotiation guidance

A consolidation-focused engagement designed to reduce vendor sprawl, streamline workflows, and evaluate whether a more unified operating model makes sense for your firm.

Typical scope

• Review of overlapping systems, vendors, and manual workarounds

• Assessment of what to keep, replace, or consolidate

• Evaluation of sequencing, dependencies, and implementation considerations

• Development of a business case around cost, risk, and operating impact

Typical outputs

• Consolidation strategy summary

• Target-state recommendations

• Phased roadmap for vendor consolidation and transition

• Business case support for internal decision-making

Independent transition support to help your team move from vendor selection into implementation with clearer planning, stronger governance, and better vendor accountability.

Typical scope

• Implementation planning and milestone mapping

• Governance support, including roles, cadence, and escalation paths

• Coordination around migration and integration readiness at a high level

• Change management support for communication, training, and adoption

• Risk and issue tracking support

Typical outputs

• Transition plan

• Implementation governance outline

• Risk and issue tracker

• Go-live readiness support