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FOUNDER CASE STUDY 01

Make technology spending work harder.

Where should the next technology dollar go?

HISTORICAL RESULT$344Kin procurement savings

Partnered on procurement initiatives that generated $344,000 in savings in a previous leadership role.

Prior employment · Multinational manufacturing organization. These are Ricky’s historical contributions, not KAISAN client results or promised outcomes.

01 / CONTEXT

The business problem

Technology investment had to serve manufacturing and corporate operations within a multinational organization. The business problem was broader than a purchasing decision: budgets, equipment, subscriptions, and application choices all needed to support business priorities.

02 / RESPONSIBILITY

Ricky’s role

Ricky partnered with executive leadership on technology investments and budget priorities. His contribution included procurement collaboration, vendor management, equipment standardization, and visibility into technology use and spending.

03 / EXECUTION

Approach & decisions

  1. Improve the view of spending and use

    Strengthened subscription cost visibility, software license and hardware utilization, and equipment standardization. These activities put spending and the technology estate within the same management view.

  2. Bring evidence into investment decisions

    Used cost benchmarking to guide technology investments and application portfolio decisions. Developed Power BI reporting to inform technology spending decisions.

  3. Work across the procurement process

    Strengthened vendor negotiations and partnered on procurement initiatives. The savings were a shared outcome, with Ricky contributing through his IT leadership role.

04 / EVIDENCE

The documented result

Partnered on procurement initiatives that generated $344,000 in savings in a previous leadership role.

The $344,000 figure is the combined savings reported for procurement initiatives in prior employment. It is not attributed to a single contract or presented as a recurring annual saving.

05 / DECISION LENS

Tradeoffs to consider

For a business facing similar decisions, these are the tradeoffs to work through.

Price and operational fit

A lower price needs to be weighed against support, integration, and the cost of changing how people work. Compare the full commitment, not only the initial quote.

Standardization and local needs

Common equipment and applications can simplify management. Exceptions should have a clear business reason and an owner who can explain the additional cost.

06 / APPLICATION

What this means for your business

A useful investment conversation connects cost, utilization, and business purpose. Better visibility gives leadership a basis for deciding what to retain, improve, or change.

For a growing business, an engagement can begin with a review of technology spending, vendor commitments, and business priorities, followed by a practical investment roadmap.

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