Strategic Sourcing
700-Location North American Hotel Chain
Hospitality / 500MM+ Spend
$50M+
Annual cost savings
20×
ROI on consulting fees
70%
Procurement spend influence (up from 20%)
From Tactical to Strategic: A Full Procurement Transformation
The Challenge
A newly appointed SVP of Procurement inherited a function with limited influence — covering only 20% of the organization's $500MM+ in external spend — and no formal sourcing methodology in place. Savings that were being reported were not flowing through to the bottom line, and the board was watching closely.
What We Did
Developed and implemented a comprehensive procurement strategy, creating category plans for the top 75% of spend — covering spend profiling, market analysis, and cost reduction roadmaps for each.
How We Did It
Established a cross-functional cost savings council to ensure reported savings translated to realized results. Defined supplier relationship management (SRM) processes and expanded sourcing coverage to six additional continents.
The Outcome
Negotiated $495M in contracts across indirect and direct categories — delivering $50M in annual savings and a 20× return on consulting investment within the engagement period.
Indirect Procurement
Global Manufacturer
Manufacturing / $5MM Annual Spend
Overview
Sourced general indirect procurement categories for a global manufacturer — driving $750K in savings from a $5M annual spend base across office products, copiers and printers, leased vehicles, document storage, and travel. Extending equipment refresh cycles and implementing an online travel booking tool created both immediate savings and lasting process efficiency.
$750K ANNUAL SAVINGS
18+ mo. EXTENDED COPIER REFRESH CYCLE
Key Categories Sourced
Hospitality Procurement
North American Hotelier
Hospitality/ ~$100MM Annual Spend
Overview
Drove $6.5M in savings from a $100M+ annual spend base across room-related categories for a large North American hotel group. Categories included linens, carpeting, FF&E (furniture, fixtures & equipment), and landscaping. The engagement also improved the FF&E refresh cycle time by 34% and meaningfully expanded procurement's reach across the organization.
40% EXPANDED PROCUREMENT INFLUENCE
$6.5M ANNUAL SAVINGS
Key Categories Sourced
Indirect Procurement
Global Manufacturer
Manufacturing / $5MM Annual Spend
Overview
Sourced general indirect procurement categories for a global manufacturer — driving $750K in savings from a $5M annual spend base across office products, copiers and printers, leased vehicles, document storage, and travel. Extending equipment refresh cycles and implementing an online travel booking tool created both immediate savings and lasting process efficiency.
$750K ANNUAL SAVINGS
18+ mo. EXTENDED COPIER REFRESH CYCLE
Key Categories Sourced
Hospitality Procurement
North American Hotelier
Hospitality/ ~$100MM Annual Spend
Overview
Drove $6.5M in savings from a $100M+ annual spend base across room-related categories for a large PE owned North American hotel group. Categories included linens, carpeting, FF&E (furniture, fixtures & equipment), and landscaping. The engagement also improved the FF&E refresh cycle time by 34% and meaningfully expanded procurement's reach across the organization.
40% EXPANDED PROCUREMENT INFLUENCE
$6.5M ANNUAL SAVINGS
Key Categories Sourced
Private Equity Procurement
North American Chemical Manufacturer
PE Manufacturing / Safety Supply /
$10MM in Annual Spend
Net +2%
Savings achieved despite tariff increases
$700K
Annual cost reduction savings
25%
Faster testing & approval cycle times
Turning Supplier Price Increases into Net Savings
The Challenge
A PE-owned chemical manufacturer's top-5 supplier announced an average 5% price increase on safety-related items, citing tariffs. These items couldn't easily be switched to alternate sources — and no backup suppliers had been developed. The unilateral increase threatened nearly $500K in added annual cost against a $10M safety spend base.
What We Did
Established a formal supplier management program with built-in cost reduction targets — including incentives and penalties tied to performance in the renewed contract.
How We Did It
Met directly with the client leadership to surface the risk of their current supply strategy. Developed a champion/challenger model by qualifying two alternate sources. Brought operations and safety teams into a cross-functional cost reduction task force.
The Outcome
Tariff increases totaled ~$500K in added cost — but cost reduction activities drove $700K in annual savings, delivering a net 2% improvement. Cycle times for testing and approval were reduced by 25% and back-order exposure was significantly reduced.
Divestiture Build-Out
International Metals & Mining Conglomerate
Manufacturing / Engineered Products Spin-Off
Overview
When a major metals and mining conglomerate spun off its Engineered Products divisions, the newly independent company inherited manufacturing sites across the globe, but no centralized operations, no negotiated contracts, and no procurement infrastructure beyond site-level purchasing off PO terms.
Beltrees developed and stood up a centralized Procurement and Supply Chain organization, staffed by region. New offices were established in Amsterdam, Pittsburgh, São Paulo, and Shanghai. We personally negotiated numerous supply contracts prioritized by spend volume, category, and supply region — and tied high raw-material-content categories to commodity indices to build cost protection into contract terms.
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Hard cost savings exceeded 10% in every purchase category sourced
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Enhanced contract terms providing both cost protections and security of supply
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Regional teams established for ongoing Category Management of all inputs
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Comprehensive supply chain oversight, including on-site regional troubleshooting capability
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Managed all recruiting efforts for the new procurement organization, including final-round interviews
10%+ ANNUAL SAVINGS
4 NEW REGIONAL OFFICES STOOD UP GLOBALLY
Key Categories Sourced
Portfolio Procurement
North American Hotelier
Hospitality/ ~$100MM Annual Spend
Overview
Drove $6.5M in savings from a $100M+ annual spend base across room-related categories for a large PE-owned North American hotel group. Categories included linens, carpeting, FF&E (furniture, fixtures & equipment), and landscaping. The engagement also improved the FF&E refresh cycle time by 34% and meaningfully expanded procurement's reach across the organization.
40% EXPANDED PROCUREMENT INFLUENCE
$6.5M ANNUAL SAVINGS
Key Categories Sourced
eProcurement Implementation
Fortune 1000 Global Medical Device Manufacturer
Healthcare / $1.3B in addressable spend
3000+
Users rolled out across 40+ countries
60%
Increase in policy compliance in year 1
500+
Suppliers enabled for eInvoicing in 6 months
Driving Procurement Technology Adoption
The Challenge
A Fortune 1000 medical device manufacturer faced significant operational hurdles while operating across more than 40 countries with disparate and disconnected procurement systems. This fragmentation left approximately $1.3B in addressable spend uncoordinated and led to high levels of maverick spend, which prevented the organization from effectively leveraging its global supplier base. Furthermore, the lack of a centralized system resulted in inconsistent processes for tax accruals and increased the corporation's vulnerability to federal regulatory risks and potential fines due to non-compliant laboratory supply purchases.
What We Did
Beltrees implemented a unified global eProcurement platform to automate the source-to-pay process and minimize regulatory risk. This comprehensive infrastructure included integrated modules for sourcing, procure-to-pay, and supplier management, all fully synced with the client’s existing ERP and tax systems.
How We Did It
We replaced manual, paper-based approvals with instantaneous digital workflows. Our team enabled over 500 suppliers for eInvoicing and loaded 50+ catalogs featuring 1M SKUs. This transition supported 3,000 global users and shifted internal capacity from transactional tasks to strategic activities
The Outcome
Within three months, Procurement gained formal control over $500M in spend. Annual policy compliance and user adoption surged by 60%. The initiative streamlined global operations and delivered property-level savings ranging from 3% to over 45%, depending on the specific sourcing category.
Global Supply Base Optimization
Global Wheel & Tire Manufacturer
Industrial Manufacturing / Tariff Mitigation
Multi-region
Alternative supply pipeline established
Global
Americas, Europe, Asia evaluated
300%+
Increase in qualified suppliers
35%+
Estimated cost avoidance due to optimized supply base locations
De-risking China Supply Dependency Through Global Sourcing
The Challenge
Amid rising geopolitical tensions and escalating tariff costs, a global wheel and tire manufacturer needed to diversify its supply base to ensure continuity of supply for select off-road product lines. The client's exposure to a single sourcing region created both cost and operational risk that required urgent, structured mitigation.
What We Did
Identified alternative low-cost country manufacturers for select wheel and tire sizes. Developed an initial supplier list for client review, then conducted a structured RFI process — producing a comparative analysis to support evaluation
How We Did It
Conducted on-site visits to validate manufacturing capabilities and verify each supplier's feasibility against client specifications across South America, Mexico, the US, and Europe.
The Outcome
Delivered a qualified alternative source pipeline and an actionable supplier engagement roadmap — improving continuity of supply, increasing visibility into vendor risk, and enabling proactive, strategic supplier management going forward.
3PL Operational Readiness
Global Telecommunications Provider
Technology / SAP ERP Migration
23%
Reduction in assembly time
$4MM
Savings across 4 global locations
4
Continents covered (North America, South America, Europe, Asia)
35%+
Estimated cost avoidance due to optimized supply base locations
3PL Operational Readiness for a Major SAP ERP Go-Live
The Challenge
A global telecommunications provider planned a major SAP ERP upgrade and needed to ensure that its four 3PL manufacturing facilities across four continents would be fully capable of operating in the new environment — before go-live. A current-state assessment was required across each facility to identify gaps before they became disruptions.
What We Did
Assembled a team to meticulously document all activities related to telecom cabinet assembly across all four facilities, using onsite visits, stakeholder interviews, process mapping, and workflow documentation.
How We Did It
A gap analysis revealed process inefficiencies, manual workarounds, and critical system upgrades needed to operate in the future state. A go-forward remediation roadmap was created and executed in advance of the go-live date.
The Outcome
Successful go-live across all locations. Reconfigured warehouse processes cut assembly time by 23% and reduced FTE requirements. Improved inventory management reduced warehouse footprint. $4M in savings realized across the four locations.
eProcurement Transformation
National Voluntary Health Organization
Nonprofit / Mission-Driven / National Footprint
547
Suppliers enabled in Coupa within 12 months
125%
Increase in supplier-submitted invoice volume
Phase 1→3
Full procure-to-pay ecosystem transformed
Transforming a National Nonprofit's Procure-to-Pay Ecosystem from the Ground Up
The Challenge
One of the largest voluntary health organizations in the United States was operating a procure-to-pay process that had become a barrier to its mission. Invoice entry within Coupa was performed after the fact. Approvals were manual and inconsistent. Spend visibility was essentially nonexistent. Finance, IT, HR, Campaigns, and Procurement operated in disconnected silos, each with their own systems and processes. The absence of change control, data governance, and cross-functional alignment meant every improvement attempt was undermined by the next uncoordinated system change.
What We Did
Led a multi-phase procurement transformation covering strategy, process redesign, technology deployment, supplier enablement, governance, and change management. This was structured around the guiding principle: Nationally Powered, Locally Delivered.
How We Did It
Used an agile sprint model (Analyze & Design, Build, Test & Refine, Pilot & Review) delivering functionality iteratively, prioritized by organizational impact, with cross-functional executive alignment maintained throughout every phase.
The Outcome
547 suppliers enabled within 12 months. Supplier-submitted invoice volume grew 125% year-over-year. A three-phase transformation roadmap was executed, moving the organization from manual procurement to an integrated, governed, mission-aligned P2P ecosystem.
Procurement Optimization
National Health-Focused Nonprofit
Nonprofit / National Footprint / Mission-Driven
10
End-to-end procurement processes documented and optimized
3-Phase
Transformation roadmap from pilot through nationwide rollout
Full suite
Process maps, SOPs, metrics framework, and change management playbook delivered
Transforming a National Nonprofit's Procure-to-Pay Ecosystem from the Ground Up
The Challenge
A national health-focused nonprofit had a functioning procurement platform but lacked the process structure, role clarity, and documentation needed to operate at full capability. Staff were independently initiating sourcing activities, managing supplier relationships, and navigating contract requirements without consistent guidance or buyer support. Procurement's influence was limited to what end users chose to route through it, and the absence of formal process maps, standard operating procedures, and a defined future state made it difficult to scale the function or demonstrate its value to the organization.
What We Did
Conducted discovery interviews across the procurement team, documented all current state processes end-to-end, built future state process maps across both an interim and a fully deployed model, and delivered a complete package of SOPs, a change management playbook, a roles and responsibilities matrix, and a recommended metrics framework.
How We Did It
Ten discovery sessions were conducted at project onset to confirm current state activities and surface issues. From those findings, Beltrees built a procurement issues database with root cause analysis and remediation plans, then translated those findings into process designs that moved the organization toward a full-service procurement model.
The Outcome
Ten procurement processes were documented and optimized across current and future states. A three-phase transformation roadmap was established covering a pilot launch, a technology-enabled future state, and a nationwide rollout. Every major deliverable was completed and handed off to the internal team with supporting documentation and a live hypercare support plan.




