The investment management RFP: Everything you need to know
Steven Lund2021-06-14T13:39:21-05:00When it comes to entrusting assets to a financial services firm, there’s a lot at stake. Consequently, the prevalence [...]
Strategic sourcing software guide and business case
Steven Lund2021-04-23T15:26:22-05:00The practice of strategic sourcing is popular for its ability to find the right vendor and establish long-term relationships. Explore how strategic sourcing software empowers even greater efficiency and effectiveness within the practice.
Vendor selection process: Reduce stress with these pro tips
Steven Lund2020-12-11T11:38:32-06:00The vendor selection process is stressful, but these easy steps can help make it more manageable. Explore vendor selection criteria, weighted scoring basics and best practices from our friends at Lockton Companies HR Technology and Outsourcing.
Strategic sourcing guide: 7 steps and best practices
Steven Lund2021-06-02T16:45:07-05:00No business can be totally independent. Every organization must partner with suppliers to buy and sell goods and services. These partnerships are at the core of strategic sourcing, a practice that is critical to success for every organization.
The ultimate due diligence questionnaire checklist and guide
Steven Lund2020-10-29T17:24:48-05:00If your organization is considering a new investment, monitoring an ongoing partnership, planning a merger or choosing a new [...]
Financial Wellness Recap
Steven Lund2021-02-25T11:08:58-06:00Gone are the days when companies simply issued a 401(k) enrollment brochure and considered things buttoned up. In order to attract and maintain the strongest workforce, top employers must consider how best to align their benefit strategies with financial wellness products.
7 questions to ask when selecting a vendor
Steven Lund2021-01-27T17:09:25-06:00What are the key factors you should consider when selecting a vendor? There's been a lot written about establishing your basic needs, how to determine if you're ready to issue an RFP, etc. But there's some more outside the box questions you should be asking as well.
5 benefits RFP questions to ask before issuing a benefits RFP
Steven Lund2021-02-25T11:17:49-06:00An overview of how precise RFP weighted scoring works, the main steps involved, and how to optimize your vendor selection process.