Business Problem

This client was undergoing a merger and sought to collect and assess the annual spend of the two merging organizations in order to identify collective savings opportunities. 

Solution

Navigate analyzed over $400M of annual spend data by:

• Collecting data from both organizations and organizing into a database classified by supplier and category
• Interviewed key stakeholders in order to better understand usage and buying patterns
• Reviewing existing contracts and pricing

Outcome

As a result, Naviagte delivered:

• $10M in annual savings identified for immediate sourcing in IT and multiple operational areas
• Categorized plan for achieving savings opportunities
• More strategic, formal sourcing approach

Business Problem

The client was looking to identify savings opportunities by collecting and assessing data throughout both the university and the medical center.

Solution

The Navigate team analyzed over $700M in annual spend data, working closely with the client’s Purchasing, Accounts Payable, IT, and Operations departments. This project entailed:

• Gathering data into a database grouped by supplier and category
• Interviewing key stakeholders to better understand spending
• Identifying organizational consumption patterns
• Reviewing current contracts and costs per item

Outcome

Navigate’s client benefitted from:

• $7M in initial, annual savings identified for immediate sourcing
• Customized roadmap for achieving identified savings
• More strategic, formal souring approach

Business Problem

The Standard Operating Procedure documentation (SOPs) used by the client’s Global Research and Development (R&D) Team had become outdated, resulting in decreased compliance and increased regulatory risk.

Solution

Navigate partnered with a software provider to revise and replace these SOPs by:

• Facilitating collaborative global design meetings with subject matter experts
• Coordinating review, refinement, and global approval efforts
• Establishing policies and procedures for the approval of SOPs, process diagrams, and supporting internal and regulatory documents

Outcome

As a result of these efforts, the client has improved its R&D procedures globally with:

• Updated and globally-accepted SOPs that have increased relevant compliance and decreased risk
• Several discrete sets of supporting process diagrams, complete with narratives and links to external systems
• Audit trail support for all modifications raised that were not consistent with details of currently approved SOPs
• Best-practice feedback on how the SOP governance process could be refined for greater efficiency and heightened control

Business Problem

The client wanted to assess the performance of a key business function and make sure it was aligned to the company’s most critical business initiatives.

Solution

As part of its assessment of key business processes, the Navigate team:

• Conducted interviews and prepared an assessment of the function in its current state
• Defined resulting gaps and created an improvement agenda
• Conducted a debriefing session with the project’s sponsors
• Reviewed results with management

Outcome

Through Navigate’s efforts, the company benefitted from:

• Clearer understanding of the audit committee’s and management’s expectations of the function
• Assessment of the function’s current state against leading practices
• Actionable steps to achieve desired performance and better alignment to key business initiatives
• More effective decision-making related to investments in the function

Business Problem

The client’s procedures for providing customer quotes, capturing orders, and forecasting demand was too manually driven and led to errors during order fulfillment. This impacted both cost of sales and customer satisfaction.

Solution

The client asked Navigate to help better understand the issues and identify opportunities for improvement. Navigate examined current business practices through interviews and evaluation of existing processes; this included:

• Assessment of processes performed by sales across various regions
• Examination of demand planning activities performed by marketing and manufacturing operations
• Development of understanding of organization culture and ability to adapt to change or further leverage technology

Outcome

Navigate identified eight specific and achievable initiatives to improve business sales processes, better forecast demand, and advance customer satisfaction. Each recommendation was prioritized and ranked based on operational impact and complexity to implement.