Case Study

Midwest-based Financial Services company achieves over 80% of spend under management with Proactis

Midwest-based Financial Services company achieves over 80% of spend under management with Proactis

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Midwest-based Financial Services company achieves over 80% of spend under management with Proactis Vertical sector Financial Services Revenue $7 billion No. of employees 18,000+ No. of locations 1,200+ Operates in North America Profile Objectives Streamlined process controls on transactions not otherwise formally managed. Developed a quick and easy way for staff to purchase from approved suppliers and contracts. Created standardised, policy compliant, authorisation processes. How Proactis helped On target for 80%+ spend under management. Process transformation achieved across the business. Streamlined processes and controls have improved the ability to meet regulatory requirements. Benefits “A new technology – no matter how great the potential – is only effective if people actually

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