Enabling IT Deal Leaders
To Compete with their Most Strategic IT Suppliers
A Platform Created
To Empower the Deal Leader
The ClearEdge Portal is a secure, comprehensive, on-demand platform for any deal making activities and needs. ClearEdge developed the Portal to bolster our clients’ ability to consistently deliver value to their organizations with deal knowledge and serve as a communication tool to achieve stakeholder alignment.
Drive Better Alignment
Through Action Items
What are Portal Action Items?
With every deal engagement, a number of specific activities need to be completed to drive the best outcome within a negotiation. These activities vary from supplier to supplier, because every vendor has different risks, pitfalls, pricing structures, agreement types, and sales tactics that require a different strategic approach.
How Can Action Items Drive Alignment?
Portal Action Items mimic ClearEdge's best deal-making and negotiation practices for a given supplier. These best practices were created based on analysis of tens of thousands of deal engagements, teasing out the activities that helped organizations drive the most value in their IT investments. Using the Portal's Action Items will create a standardized and clearly defined responsibility list for all internal stakeholders in a given deal, maximizing the ability to rally around the same priorities and goals for a deal engagement.
*Action Items are currently available for Oracle, IBM, Microsoft, and SAP deals. A more expansive list of Action Items for other strategic suppliers will be released Q2 2021.
Capitalize On Deal Milestones with the
Early Warning System (EWS)
Kick Off Best Practice Behavior
The Early Warning System (EWS) tracks strategic supplier engagements and alerts you to complete key action items during specific deal timeline milestones to maximize the chances of success in your deal.
How Does It Work?
Each entry in the Early Warning System dashboard features a distinct deal timeline Kanban dashboard, where all deal engagements are tracked. The EWS functionality automatically populates a case request to our ClearEdge Analytics team at the most opportune time for your organization to build a strong negotiation position.
92% of All Deal Failures
Are a Result of Starting Too Late
Not having enough time to engage the needed resources to prepare for a given negotiation will translate into higher prices, risky contractual language, and a lack of negotiating power with any supplier. ClearEdge’s Early Warning System is designed to kick off deal activities at the most opportune time, customized to the context of your IT supplier relationship and agreement. Starting early is half the battle in achieving best-in-class terms and maintaining them in perpetuity.
Manage All of Your Deals
In One Easy-to-Access Place
Reports and Dashboards
Track historical case requests through easy-to-use dashboards and reports.
Submit case requests through a seamless process integrated within the Portal.
Analyst Notes and
Save all analyst notes, feedback, and consultative advice within case pages.
Use Deal Dashboards to Drive
Best Organizational Behavior
ClearEdge uses data and analytics to establish a set of best practices when it comes to deal preparation, planning, and strategy creation. The ClearEdge Portal communicates these best practices and your ability to perform in accordance to them via easy-to-use dashboards and reporting tools.
Track Your Deal Performance
Through Analytics Dashboards
The ClearEdge Portal offers a number of dashboards that can be used to track historical and current deal performance. The Portal is set up to deliver high-level views that can effectively communicate trends and gaps in performance when assessing your organizations negotiation position across multiple suppliers and key deal skill areas.
Dashboards Drive Performance.
Based on trends seen in thousands of deals on which ClearEdge has reviewed and assisted, most organizations struggle in three key areas: Terms & Conditions, Inventory, and Demand Forecasting. The Portal's Commercial Maturity Dashboard grades organizations based on these three categories to assess readiness to negotiate with a top IT supplier.
Strive For Commercial Maturity.
in deal spend engagements.
All of the best practices models, dashboards, and analytics delivered through the ClearEdge Portal are based on extensive research, data, and expertise compiled over thousands of deal engagements.
To Your Deal Needs
The ClearEdge Portal uses deal activity trends to recommend on-demand content to inform users and stakeholders about the suppliers they are competing against, along with provide access to deal specific tools to help accelerate deal activities and improve performance.
Deliver Stakeholder Value
Through Supplier Knowledge
Utilize Deal Tools
To Drive Deal Success
Best-in-class organizations achieve best-in-class results only through an internal standardization of best deal practices across all stakeholders. ClearEdge has created tools that assist organizations in completing the steps, action items, and planning activities required to drive optimal deal outcomes.
Contract Risk Checklists
Every IT supplier contract contains specific risks. Our contract checklists identify the terms and landmines to look for when dealing with individual IT suppliers.
Demand Forecasting Templates
It is common for IT Suppliers to inflate product demand and obscure price transparency within proposals to maximize deal costs. The ClearEdge Portal provides templates to plan your demand accurately, request the necessary information from stakeholders, reduce risk in proposals, and validate pricing.
Inventory Readiness Assessments
Monitoring your environment is easier said than done. Suppliers have inventory readiness questions tied to specific action items to ensure you are “checking all the boxes” when analyzing your environment for product compliance and utilization efficiency.
Want to Demo Our Portal Functionality?
The ClearEdge Portal is included for any clients with an Advisory Services Agreement with ClearEdge. If you are interested in learning more about the ClearEdge Portal or want to receive a demo* of the included functionality, submit a request through the below form.
*To view a recorded live demo of our Portal functionality, click here.