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Sourcing and Procurement

Financial Services

The day tactical sourcing stopped being tactical

Ananya Mehta, Head of Indirect Procurement & Vendor Management at a leading financial services firm, was overseeing a sourcing setup that moved fast, but not always consistently. Tactical sourcing ran through email chains and spreadsheets across regions, creating uneven cycle times, limited visibility, and rising audit pressure. When business teams began bypassing controls for speed, Ananya knew this wasn’t a ‘try-harder’ problem. She engaged Infosys BPM to reset how everyday sourcing worked—bringing consistency and governance without slowing the business down.

Approach summary:

  • Established a global tactical sourcing service catalog and standard operating model
  • Introduced a single intake and triage mechanism with fast-track and risk-sensitive lanes
  • Standardized RFQ-to-award execution using category playbooks and disciplined sourcing steps
  • Embedded third-party risk, compliance, contracting, and renewals checkpoints into work ows
  • Enabled dashboards and a governance cadence to track performance and drive continuous improvement

Key benefits:

Reduced cycle time by 30–60% through predictable, SLA-driven execution
Improved compliance to over 95–100% with fully audit-ready documentation
Delivered 5–12% savings along with 6–11% leakage recovery and 30–40% uplift through strategic sourcing
Increased productivity by 40–70% with around 50% of transactions becoming touchless
Enhanced stakeholder experience by reducing queries and escalations by 80–90%, enabling faster turnaround and fewer disruptions

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