This review covers what went wrong, what is already fixed, and the specific milestones that earn the renewal.
Initial onboarding pushed 6 weeks due to internal resource constraints during Q4 surge.
Data connector for SAP S/4HANA was still in beta at contract time; delayed go-live until Month 7.
Original CSM departed in Month 4; account continuity disrupted during transition period.
Connector deployed Month 7 | CSM transition Month 5
| KPI | Month 10 Actual | 90-Day Target | Gap |
|---|---|---|---|
| Invoice Cycle Time | 9 days | 6 days | -3 days |
| Supplier On-Time Rate | 74% | 85% | -11 pts |
| Duplicate PO Rate | 3.1% | <1% | +2.1 pts |
| Active Users | 47 / 120 | 95 / 120 | -48 users |
| CSAT Score | 5.8 / 10 | 8.0 / 10 | -2.2 pts |
| Contract Utilization | 38% | 80% | -42 pts |
5 half-day sessions targeting 75+ procurement staff
Owner: Laura Vines, CSM
Joint intervention with top 20 suppliers, forecasting workflow enabled
Owner: Vantara + Atlas Procurement Team
Automated deduplication rules deployed, workflow audit complete
Owner: Joint Operations Team
Review all milestone outcomes; proceed to full renewal if gates met
Decision Gate
When invoice cycle time drops below 7 days, Atlas Manufacturing unlocks access to early-payment discounts across its top 150 suppliers.
That represents $2.3M in annual working capital savings — money left on the table today because invoices process too slowly to capture 2/10 net-30 terms.
in early-payment discounts Atlas Manufacturing could capture annually once cycle time hits target
Full-time resource embedded with your team for the 90-day sprint, focused exclusively on Atlas deployment.
Laura Vines + Elena Marsh join your team every Tuesday for milestone review and blocker resolution.
$24,000 credit applied to Months 9-10, prorated for missed SLA.
Lock current contract pricing for the renewal term if all 90-day gates are met.
Extension value: $72,000 (3 months at current rate)
Milestone gates: Week 2, Week 4, Week 8, Day 90
Full renewal conversation occurs at Day 90 check-in if gates met
Sponsor
Elena Marsh
SVP Customer Success, Vantara
Signature requested by Day 5