OUR METHODOLOGY

The Framework Behind Every Decision We Make.

Most vendor decisions are made on instinct, rushed timelines, and incomplete information. The CASES Framework™ brings structure, consistency, and accountability to every contract your organization evaluates. Before you sign and at every renewal.

A framework built in the field, not in a classroom.

Find Your Advisor
The CASES Framework™ was not designed as a one-time pre-signature checklist. It is a living management tool. Whether you are evaluating a new vendor, approaching a renewal, or managing a portfolio of existing relationships, CASES gives you a consistent lens to assess risk, benchmark value, and negotiate from a position of knowledge rather than assumption.

CASES in action — before and after the signature.

Select a scenario below to see how each pillar applies to your situation.

PillarWhat We EvaluateWhat It Protects You From
C
Capability
Verified delivery track record, client references, technical depth, and contractual performance commitments before you sign.Overpromising during sales that disappears once the contract is executed.
A
Accountability
Enforceable SLAs, clear escalation paths, meaningful remedies, data ownership terms, and exit rights structured in your favor.Signing a contract with no real leverage if the vendor underperforms.
S
Security
Current certifications, data residency, breach notification obligations, subprocessor visibility, and indemnification terms.Inheriting a vendor's security gap with no contractual recourse when something goes wrong.
E
Economics
Market benchmarking, total cost of ownership, price escalation caps, bundled cost separation, and auto-renewal protection.Accepting the first number the vendor presents without knowing what others are paying.
S
Sustainability
Financial stability, product roadmap alignment, migration feasibility, and strategic fit over the full contract term.Committing to a vendor that gets acquired, pivots, or declines 18 months into a three-year agreement.
PillarWhat We AuditWhat It Could Recover for You
C
Capability
Actual delivery against contractual commitments. Performance drift is common after year one and rarely self-reported by vendors.SLA credits and contract remedies you are already entitled to but have never claimed.
A
Accountability
Whether existing governance and escalation structures are being honored, and whether renewal terms are being negotiated or simply accepted.Reclaimed leverage at renewal and enforceable remedies for obligations the vendor has quietly stopped meeting.
S
Security
Whether certifications are current, subprocessors have changed, and your contractual data protections still reflect actual vendor practices.Closed exposure gaps before they become incidents, and updated contract language that reflects today's threat environment.
E
Economics
Whether current pricing is still competitive, whether you are paying for unused capacity, and what the market rate looks like today versus what you signed.Measurable cost reduction at renewal through benchmarked renegotiation — this is where Contract Health Check™ delivers directly.
S
Sustainability
Whether the vendor's financial position, product direction, and strategic alignment still fit where your organization is heading.An informed renewal or exit decision before you are locked into another multi-year term with the wrong partner.

Vendors We Know. Contracts We've Negotiated.

Microsoft Oracle AWS SAP VMware CrowdStrike Okta Palo Alto Networks ServiceNow Workday Snowflake Proofpoint Smartsheet IBM Cisco Dell Technologies Google Cloud Salesforce UiPath Figma Tableau HighRadius Highspot AI Platforms OpenAI Anthropic Google DeepMind Microsoft Copilot Cohere Glean Scale AI Mistral AI Perplexity Microsoft Oracle AWS SAP VMware CrowdStrike Okta Palo Alto Networks ServiceNow Workday Snowflake Proofpoint Smartsheet IBM Cisco Dell Technologies Google Cloud Salesforce UiPath Figma Tableau HighRadius Highspot AI Platforms OpenAI Anthropic Google DeepMind Microsoft Copilot Cohere Glean Scale AI Mistral AI Perplexity

Most organizations only think about vendor risk when something goes wrong. CASES gives you the structure to get ahead of it.

C
Capability
Can they actually deliver?
A
Accountability
Are the right protections in place?
S
Security
Is your data actually protected?
E
Economics
Is the pricing actually fair?
S
Sustainability
Will this vendor still fit in three years?

Key Questions
    Warning Signals
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      1
      Contracts audited free with every Contract Health Check™ engagement.
      1 %+
      Average savings on IT spend through expert procurement advisory.
      1 %+
      Average cost savings achieved by clients on our fully managed PRaaS™ model.
      1 %
      Transparent pricing, no hidden fees, no long term obligation.
      Merci Technologies | Procurement Advisory
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