Strategic Technology Vendor Selection & Negotiation

About Peak Portfolio

CIOs and CTOs contact Peak Portfolio when they face the following challenges:Complex enterprise selection with multiple vendors, stakeholders, and

integration points

High stakes in selecting the right strategic technology vendor

Organization lacks expertise in technology vendor selection and negotiation

Concerned they are overpaying for vendor technologies and services

Their business is crippled by current technology vendors

We have experience successfully negotiating 6 to 9 figure deals for Fortune 500 clients.

Consulting Services

We manage retail systems programs and projects end-to-end to strategize, plan, source, and deliver large, complex, strategic vendor technology solutions and relationships for our clients. Here is an illustration of our consulting services model:

Our Experience

Deals Negotiated: $240M(CEO’s Career: $342M)

What our Clients Say about Us

Dunkin’ Brands (parent for Dunkin’ Donuts & Baskin-Robbins):“Peak Portfolio brought a best practice vendor selection process to our four recent vendor selections for POS software, BOH software, hardware, and services and helped us successfully negotiate 9-figures worth of deals. "

David StarmerVP of Global IT Store Systems

Nautilus“Peak Portfolio managed our recent strategic vendor selection for a Warehouse Management System. Their process helped us make an educated and objective decision and establish the leverage needed to negotiate an optimal deal."

Chris FinleyVP of Operations

Papa Murphy’s“Peak Portfolio managed a recent strategic vendor selection for Papa Murphy’s and their work has raised the bar for future vendor selections. I highly recommend them for any strategic vendor selection that needs to be completed thoughtfully and without error. "

Jeff GenglerVP of Business Technology

Our Methodology

Note: Peak Portfolio’s proprietary vendor selection methodology will be shared with clients during the planning phase of an engagement.

Our Team

Allen EskelinCEO & Chief Negotiator

• Negotiated $342M of deals• 25 years of IT experience:

• Peak Portfolio – 11 yrs• Starbucks – 7 yrs• Gateway 6 yrs

• PgM for Starbucks Card• Author of Technology

Acquisition• PMP since 2005

Brian ChristensonVP, Retail Systems

• 25 years of IT experience:• Peak Portfolio – 2 yrs• Starbucks – 23 yrs

• Global QSR experience• Enterprise PgM experience• BS in Computer Science

Adam FinkleinConsulting Director

• 20 years of IT experience:• Peak Portfolio – 5 yrs• Microsoft – 6 yrs• Starbucks – 4 yrs• Classmates.com – 1 yr• Entricom – 1 yr• Oracle – 3 yrs

• Enterprise PgM experience• BA in Business

Steve SchellExecutive Consultant

• 24 years of IT experience:• Peak Portfolio – 1 yrs• Starbucks – 19 yrs• Thrifty Payless Drug – 4 yrs

• Recent Starbucks VP of Retail Tech & Enterprise Collab, Global IT

Note: as of December 2016

Strategic Technology Vendor Selection & Negotiation

peakportfolio.com

Allen Eskelin – allen@peakportfolio.com