Counterparty Action Plan — Recommended Next Steps
🔴 URGENT: SecureNet Compliance — Escalate & Diversify
Responsiveness degraded 256% YoY. 3 disputes filed Q4. Schedule C-level meeting within 7 days; activate backup vendor RFP (CyberGuard Pro).
⚠️ MONITOR: Meridian Data Corp — Relationship Friction Rising
Win rate dropped 17pp over 3 contracts. Suspected M&A activity. Engage relationship manager; prepare term flexibility playbook for Q1 renewal.
✅ OPTIMIZE: CloudScale Infrastructure — Deepen Partnership
Health score 72/100, win rate 64%. Explore multi-year commitment for 12% discount; nominate for preferred vendor program.
⚠️ DIVERSIFY: Top 5 = 52% of portfolio value (concentration risk)
Develop strategic sourcing plan to reduce top-5 exposure to <40% by Q3. Identify 3-5 emerging vendors for pilot contracts.